Zacks Investment Research
23 Sept 2026, 22:51 UTC · 51m ago
Verdict
Headline leans bearish. We score BLDR −0.80 across four claims.
Score confirms the headline.
Leans bearish
From its wording — no explicit rating
−0.80strongly bearish
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
Builders FirstSource is projected to report quarterly earnings per share of $1.16, a 38.3% decrease from the same period last year.
Priced inconsensus estimate for upcoming release
So whatA miss relative to this already lowered $1.16 target would likely trigger a further multiple contraction.
More negative than 95% of claims this week
Full-year earnings are projected to be $3.19 per share, representing a 53.7% decline from the prior year.
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More negative than 85% of ticker scores this week
Scored by the NIS engine · methodology.
Top 1 mover · tap to explore
Priced inZacks Consensus Estimates
So whatThe steep YoY drop suggests a fundamental valuation reset for FY2026/2027.
More negative than 91% of claims this week
Builders FirstSource currently holds a Zacks Rank of #5 (Strong Sell).
Priced inanalysis of existing rank
So whatThe Rank tracks estimate revisions, and a #5 rating typically correlates with continued underperformance relative to the S&P 500.
More negative than 79% of claims this week
The company's stock price has dropped 12.24% over the past month, significantly underperforming the S&P 500's 1.26% gain.
Priced inhistorical price data over last month
So whatThe divergence from the broader market indicates high idiosyncratic risk ahead of the next print.
More negative than 71% of claims this week
Which stocks this story touches
More negative than 85% of ticker scores this week
The company has a Zacks Rank of #5 (Strong Sell), is experiencing a significant drop in stock price, and faces projected decreases in EPS and revenue.
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BLDR hasn't traded since this ran. Last close $59.16 (Sep 23); the reaction starts at the next open.
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