Stephens analyst Trey Grooms maintains $Builders FirstSource (BLDR.US)$ with a buy rating, and adjusts the target price from $150 to $200.
According to TipRanks data, the analyst has a success rate of 58.1% and a total average return of 13.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Builders FirstSource (BLDR.US)$'s main analysts recently are as follows:
The company's third-quarter performance aligned with expectations, but there has been a revision in revenue forecasts, while EBITDA projections remain steady. Stability is observed in margins, yet there's a lean towards the conservative end for long-term forecasts, prompting a slight reduction in earnings projections for the years 2024 and 2025 to mirror the revised guidance and a moderated revenue forecast for 2025.
The firm's assessment of Builders FirstSource reflects a positive outlook after a Q3 earnings surpass. The projection for FY25 is predominantly influenced by volume, with expectations set for a low-single-digit blended end market by FY25. It was also observed that the company's gross margins have maintained strength beyond anticipations.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
Stephens分析師Trey Grooms維持$Builders FirstSource (BLDR.US)$買入評級，並將目標價從150美元上調至200美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.1%，總平均回報率為13.8%。
此外，綜合報道，$Builders FirstSource (BLDR.US)$近期主要分析師觀點如下：
公司第三季度的表現符合預期，但營業收入預測出現修訂，而EBITDA預測保持穩定。利潤率保持穩定，但對長期預測有所保守傾向，因此對2024年和2025年的收益預測進行輕微調降，以反映修訂後的指導意見，並對2025年的營業收入預測進行適度調整。
公司對Builders FirstSource的評估反映出積極的展望，因爲第三季度的收益超過預期。對FY25的預測主要受成交量影響，預計到FY25年將在低個位數的混合終端市場設定目標。還觀察到公司的毛利保持了超越預期的強勁表現。
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