RBC Capital analyst Michael Dahl maintains $Builders FirstSource (BLDR.US)$ with a buy rating, and adjusts the target price from $187 to $167.
According to TipRanks data, the analyst has a success rate of 59.6% and a total average return of 9.3% 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 examination of the Homebuilders and Building Products sectors reveals a cautious short-term outlook towards builders and a selective but relatively preferential stance on building products and distribution. This view anticipates ongoing affordability issues impacting the sector due to persistent high interest rates. Despite these challenges, there has been a significant shift in investor sentiment towards a more balanced risk/reward perspective in recent months.
The firm has decreased its projections for 2025 single-family residential construction to a low single-digit increase from a mid single-digit rise, attributing this adjustment to several persistent or worsening challenges over the recent quarter. These challenges include continued issues with affordability and an increase in the inventory of unsold new homes. Nevertheless, a recovery is anticipated in the latter half of 2025 or 2026, contingent on the easing of current obstacles.
Amid robust valuations across the building products and home improvement sectors, Builders FirstSource presents a compelling valuation scenario. The outlook suggests potential mid-teens returns on market capitalization through share repurchases at current levels. The company is also well-positioned to profitably capitalize on the advantageous 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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加皇資本市場分析師Michael Dahl維持$Builders FirstSource (BLDR.US)$買入評級，並將目標價從187美元下調至167美元。
根據TipRanks數據顯示，該分析師近一年總勝率為59.6%，總平均回報率為9.3%。
此外，綜合報道，$Builders FirstSource (BLDR.US)$近期主要分析師觀點如下：
對住宅建築商和建築產品板塊的分析表明，短期內對建築商持謹慎態度，對建築產品和分銷則採取選擇性但相對優先的立場。該觀點預計，由於利率期貨持續高企，板塊將面臨持續的可負擔性問題。儘管面臨這些挑戰，投資者情緒在最近幾個月已顯著轉向更加平衡的風險/回報視角。
該公司已將2025年單戶住宅施工的預測從中位數單數字增長調低至低單數字增長，主要歸因於最近一個季度持續或加劇的多重挑戰。這些挑戰包括可負擔性問題的持續存在以及未售新房庫存的增加。然而，預計在2025年下半年或2026年將出現復甦，前提是當前障礙得到緩解。
在建築產品和家居改善板塊的強勁估值下，Builders FirstSource呈現出引人注目的估值情景。前景顯示，當前水平的股份回購有望帶來中高十數的市值回報。該公司還在良好地把握住宅施工的長期增長前景的同時，有效應對關鍵客戶的痛點，具備盈利能力。
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