Jefferies analyst Philip Ng maintains $Builders FirstSource (BLDR.US)$ with a buy rating, and adjusts the target price from $185 to $223.
According to TipRanks data, the analyst has a success rate of 57.4% and a total average return of 10.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Builders FirstSource (BLDR.US)$'s main analysts recently are as follows:
Builders FirstSource, as a principal ally to professional homebuilders and construction experts, stands poised to benefit from a resurgence in new residential construction and from an increase in higher-margin value-added products. This positions the company for potential above-average growth in revenue and EBITDA in the forthcoming years. Moreover, there is an anticipated incremental rise in revenue and earnings projections through 2026.
The preference for building products over homebuilders is noted amidst a less certain earnings forecast for the upcoming quarter within the homebuilding and building products sector.
Analysts are adjusting their expectations for the building products sector due to short-term challenges, including adverse weather conditions and a decline in housing starts, which may result in volatile stock performance around earnings announcements. Nonetheless, analysts maintain a positive outlook towards 2025, anticipating that declining interest rates will facilitate a recovery. Stocks that have underperformed, including those in the materials and building sectors, are expected to experience a rebound in response to their earnings reports.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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富瑞集團分析師Philip Ng維持$Builders FirstSource (BLDR.US)$買入評級,並將目標價從185美元上調至223美元。
根據TipRanks數據顯示,該分析師近一年總勝率為57.4%,總平均回報率為10.2%。
此外,綜合報道,$Builders FirstSource (BLDR.US)$近期主要分析師觀點如下:
作爲專業房屋建築商和建築專家的主要盟友,Builders FirstSource有望從新住宅建築的復甦和利潤率更高的增值產品的增加中受益。這使公司的收入和息稅折舊攤銷前利潤有可能在未來幾年實現高於平均水平的增長。此外,預計到2026年,收入和收益預測將逐步增長。
房屋建築和建築產品行業對下個季度的收益預測不太確定,因此人們更傾向於建築產品而不是房屋建築商。
由於包括惡劣天氣條件和房屋開工量下降在內的短期挑戰,分析師正在調整對建築產品行業的預期,這可能會導致業績公告前後的股票表現波動。儘管如此,分析師對2025年保持樂觀的前景,預計利率下降將促進復甦。表現不佳的股票,包括材料和建築板塊的股票,預計將因其收益報告而出現反彈。
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