UBS analyst John Lovallo maintains $Builders FirstSource (BLDR.US)$ with a buy rating, and adjusts the target price from $232 to $209.
According to TipRanks data, the analyst has a success rate of 58.8% and a total average return of 10.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Builders FirstSource (BLDR.US)$'s main analysts recently are as follows:
Expectations for 2025 single-family residential construction have been revised to grow in the low single digits, down from previous mid-single digit forecasts, due to persistent challenges such as continued affordability issues and an increase in the inventory of unsold new homes. Recovery in this sector is anticipated to begin in the latter half of 2025 or 2026, contingent upon the resolution of current obstacles.
Amid the robust valuations across building products and home improvement sectors, Builders FirstSource's compelling valuation stands out, suggesting a potential mid-teens return of market capitalization through share repurchases at current levels. The company is well positioned to leverage the residential construction's favorable long-term growth prospects, 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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瑞士銀行分析師John Lovallo維持$Builders FirstSource (BLDR.US)$買入評級，並將目標價從232美元下調至209美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.8%，總平均回報率為10.8%。
此外，綜合報道，$Builders FirstSource (BLDR.US)$近期主要分析師觀點如下：
由於持續的負擔能力問題和未售出新房庫存增加等持續挑戰，對2025年獨戶住宅建築的預期已修訂爲較低的個位數增長，低於之前的中位數預測。該行業的復甦預計將在2025年下半年或2026年開始，但要視當前障礙的解決而定。
在建築產品和家居裝修行業的強勁估值中，Builders FirstSource令人信服的估值脫穎而出，這表明通過當前水平的股票回購，市值可能會在十幾歲左右回歸。該公司完全有能力利用住宅建築良好的長期增長前景，有效地解決關鍵的客戶痛點。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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