Stifel analyst W. Andrew Carter initiates coverage on $Builders FirstSource (BLDR.US)$ with a buy rating, and sets the target price at $175.
According to TipRanks data, the analyst has a success rate of 54.9% and a total average return of 7.8% 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 firm is adjusting its 2025 forecasts for single-family residential construction to a slight increase from previous estimates of moderate growth, due to persistent challenges such as affordability issues and an increase in the inventory of unsold new homes. However, a recovery is anticipated in the latter half of 2025 or 2026, contingent upon the dissipation of current adverse conditions.
Amid the robust valuations prevalent across the building products and home improvement sectors, Builders FirstSource's discounted valuation appears compelling. The outlook suggests a mid-teens return of market capitalization through share repurchases at current levels. The company is favorably positioned to capitalize profitably on the long-term growth prospects of residential construction while effectively addressing key customer pain points.
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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斯迪富分析師W. Andrew Carter首次給予$Builders FirstSource (BLDR.US)$買入評級,目標價175美元。
根據TipRanks數據顯示,該分析師近一年總勝率為54.9%,總平均回報率為7.8%。
此外,綜合報道,$Builders FirstSource (BLDR.US)$近期主要分析師觀點如下:
由於負擔能力問題和未售出新房庫存增加等持續挑戰,該公司正在調整其對2025年單戶住宅建築的預測,略高於先前的溫和增長預期。但是,預計在2025年下半年或2026年將出現復甦,但要視當前不利條件的消失而定。
在建築產品和家居裝修行業普遍穩健的估值中,Builders FirstSource的折扣估值似乎令人信服。展望表明,通過股票回購達到當前水平,市值將在十幾歲左右回歸。該公司處於有利地位,可以利用住宅建築的長期增長前景實現盈利,同時有效地解決關鍵的客戶痛點。
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