DA Davidson downgrades BlueLinx stock rating to Neutral amid takeover speculation

Published 18/07/2025, 12:00
DA Davidson downgrades BlueLinx stock rating to Neutral amid takeover speculation

Investing.com - DA Davidson downgraded BlueLinx Holdings (NYSE:BXC) from Buy to Neutral and maintained a price target of $80.00 on Friday. According to InvestingPro data, the stock currently trades at $82.37, with a P/E ratio of 18x and market capitalization of $661 million.

The research firm cited "misguided takeout speculation" as a key factor behind the recent stock price increase, creating what it views as a less attractive risk-reward profile for investors. This aligns with InvestingPro analysis showing the stock is currently trading near its Fair Value.

DA Davidson also reduced its second-quarter and full-year forecasts for the building products distributor, reflecting anticipated challenges related to deflationary commodity wood product pricing during the quarter.

The downgrade further highlighted concerns that weak market demand would likely result in competitive pressures negatively impacting BlueLinx’s Specialty margins.

BlueLinx, which distributes building and industrial products, has seen its stock rise recently despite what DA Davidson characterized as "continued weak market fundamentals."

In other recent news, BlueLinx Holdings Inc. reported its first-quarter 2025 earnings, revealing a slight miss on both earnings per share (EPS) and revenue forecasts. The company posted an EPS of $0.27, just below the forecasted $0.28, and revenue of $709 million, falling short of the anticipated $717.5 million. S&P Global Ratings revised its outlook for BlueLinx to negative from stable, citing reduced earnings and a slowdown in construction activities. Despite this, BlueLinx maintains a strong cash balance and liquidity, with revenues for 2025 expected to be between $2.8 billion and $2.9 billion. In executive news, BlueLinx announced the hiring of Mark Mason as Vice President of Product Management, effective June 9, 2025, to enhance product management strategies. Additionally, the company revised its executive compensation structure, tying long-term incentives to total shareholder return relative to peers. BlueLinx also held its Annual Meeting of Stockholders, where eight directors were elected, and Ernst & Young LLP was ratified as the independent auditor.

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