IN0V8 Posted - 1 week ago

$BLDR Opportunity Stephens raises target price to $200 from $178

Thestocktraderhubzee Posted - 1 week ago

$BLDR DA Davidson Maintains Neutral on Builders FirstSource, Raises Price Target to $175

InYourFaceTomSelleck Posted - 1 week ago

$BLDR looks like a buying opp.

jeffmeredith Posted - 1 week ago

$BLDR Oct 29 $171.60s sold at $185 = 7.8% gain in 7 days

TraceyRyniec Posted - 1 week ago

$BLDR Not surprised it was lighter than consensus. Rates are still over 7%.

AyoCheetah Posted - 1 week ago

$BLDR do we want a soft landing or not? Emotional investors want to have their cake and eat it too.

RS888 Posted - 1 week ago

$BLDR price no change??

buyitall888 Posted - 1 week ago

$BLDR omg huge miss

DonCorleone77 Posted - 1 week ago

$BLDR Builders FirstSource sees FY24 revenue $16.25B -$16.55B, consensus $16.85B Sees FY24 Adjusted EBITDA to be in a range of $2.25 billion to $2.35 billion.

DonCorleone77 Posted - 1 week ago

$BLDR Builders FirstSource reports Q3 EPS $3.07, consensus $2.98 Reports Q3 revenue $4.23B, consensus $4.45B.As previously announced, Dave Rush is retiring as President and CEO of Builders FirstSource BFS" , effective November 6 after 25 years of dedicated service. Mr. Rush will remain on the Board of Directors and continue as a special advisor to ensure a smooth transition. "I'm proud of our resilient third quarter performance as we maintained a mid-teens EBITDA margin by leveraging our distinct competitive advantages and differentiated business model," commented Dave Rush, CEO of Builders FirstSource. "Our six acquisitions during the third quarter reinforce our commitment to investing in value-added products to enhance our margin profile. I am confident in our ability to execute our strategy and drive long-term...Pete Beckmann, incoming CFO of Builders FirstSource, added, "We delivered resilient results during the third quarter despite a choppy housing market and the reduced value of an average start by leaning into the pillars of our strategy and operating model. We are leveraging our fortress balance sheet and free cash flow generation to drive disciplined capital deployment, as witnessed by our share repurchases and M&A activity during the quarter. Our scale and financial flexibility help us act as a key partner to homebuilders, and we have clear line of sight to compound value creation over the long term."

GambitMentality Posted - 1 week ago

My order didn’t go through but I was trying to grab $O PUTs and $BLDR CALLs. Some things aren’t meant to be

cubie Posted - 1 week ago

@Ollip @judgeyoung2 @jenbunn @EBE_Day @ribbey @aby1 @TraderRapp @tonyctl @lukenight $bldr $race options not cheap

Ollip Posted - 1 week ago

@cubie @judgeyoung2 @jenbunn @EBE_Day @ribbey @aby1 @TraderRapp @tonyctl @lukenight $BLDR and $LPX on big mover watchlist, Bldr moved down alot the few days and $lpx been up a lot since last earning

cubie Posted - 1 week ago

@Ollip @judgeyoung2 @jenbunn @EBE_Day @ribbey @aby1 @TraderRapp @tonyctl @lukenight cubie got go in an hour or so, any earnings premarket u doing ollip? more niche, so in ur wheelhouse😅 $apo $bldr, u gonna play us $yum ribbey😅

LorraineFleming328 Posted - 1 week ago

$BLDR AITX's relentless push for innovation is exactly what I expected from KSCP. Unfortunately, we seem to be lagging behind competitors' progress.

ChessGM Posted - 2 weeks ago

$BLDR Heads up alert! Only three days until Upcoming Earnings on Tuesday, 11/5/2024 Bearish (2.5) In evaluating Builders FirstSource (BLDR), the current stock landscape reflects a challenging environment for building materials firms. The recent decline in construction job openings—down by 134,000 year-over-year—signals a contraction in construction activity, exacerbated by rising bond yields and disappointing quarterly results from major homebuilders. This backdrop has raised concerns about near-term earnings performance, with analysts predicting a decline for BLDR in the upcoming Q3 report. Financially, the company has displayed resilience in the past, achieving remarkable returns with an 834% increase over the last five years. However, the P/E ratio remains a critical metric to monitor, especially as estimates are being trimmed due to recent headwinds. Revenue forecasts may reflect further pressure, given the current climate, particularly in light of Jefferies' adjusted price target of $223, which highlights a cautious optimism amid potential volatility. Looking ahead to the upcoming earnings report scheduled for November 5, 2024, there is an expectation of mixed performance. While Builders FirstSource has a history of earnings surprises, the consensus estimates suggest a potential decline, reflecting broader industry challenges. Analysts will be keenly watching how the management transition from Dave Rush to Peter Jackson may impact strategic direction and operational efficiency. Historically, the company has navigated market fluctuations well, but the current economic indicators suggest that investors should prepare for a cautious outlook in the near term. The anticipated earnings announcement will be pivotal in shaping market sentiment and could significantly influence the stock's trajectory moving forward. - Funds were net sellers of $BLDR during the previous reporting quarter. - Top 5 funds with large holdings in $BLDR: * Anomaly Capital Management LP $141MM. CGMRank: 65% * Adage Capital P $38MM. CGMRank: 87% * Lodge Hill Capi $29MM. CGMRank: 94% * Woodson Capital Management LP $21MM. CGMRank: 69% * Picton Mahoney Asset Management $13MM. CGMRank: 84% - Last 10 days performance: -5% - Last 30 days performance: -12% - Last 90 days performance: 13% Follow ChessGM! Make your move and get timely earnings alerts from ChessGM. Not a financial advice.

jeffmeredith Posted - 10/30/24

Added $BLDR $171.60

jeffmeredith Posted - 10/29/24

$BLDR 200 day, worth a shot here to at least gap fill to $194

LoneBroker Posted - 10/29/24

$BLDR holding it for long term 🥶

AyoCheetah Posted - 10/29/24

$BLDR I should know this owning the stock on and off for 4 years, but I need to find out what their exposure is to new single family homes. Also need to see when the rest of the home builders are reporting $LEN $KBH $MHO $INVH. This thing could be headed much lower.

NowayJoseFL Posted - 10/29/24

$BLDR looking to load the boat at $166.80. We shall see……

buyitall888 Posted - 10/29/24

$BLDR omg can't believe it crashed 😫

TheAnalyst88 Posted - 10/29/24

$BLDR Just sold my $4.30 purchases at $6.00 easy 42.86% gain in a morning thanks.

LoneBroker Posted - 10/29/24

$BLDR whattt?

TheAnalyst88 Posted - 10/29/24

$BLDR This stock is down huge on DHI's terrible earnings report, the thing is, DHI is still building homes and other homebuilders Beat earlier this month. so low homes sales from one company has dragged down a Building supply company thats still selling supplies. Commercial construction will be up. i am loading up on Nov 15th Call options 180$ strike at $4.30 here. no way this doesnt bounce before earnings.

RapidInvestment Posted - 10/29/24

$bldr Looking for a bounce spot soon

Nosh Posted - 10/29/24

$BLDR Opened a position here...

AyoCheetah Posted - 10/29/24

$BLDR rate cutting cycle, housing shortage, natural disaster rebuild, etc. There's a reason for the analysts targets and ratings. Yes, it may be volatile as homebuilders report. Homebuilders are some of the best at managing CapEx though to ensure ongoing stability. Buying opportunity here.

AyoCheetah Posted - 10/29/24

$BLDR any reason for 4.5% premarket dip? Not seeing anything. Went from $186 to $176 overnight

LoneBroker Posted - 10/29/24

$BLDR tomorrow buying more 🥳