Builders FirstSource shares sees target cut by DA Davidson amid revised guidance

Published 07/08/2024, 10:40
Builders FirstSource shares sees target cut by DA Davidson amid revised guidance

On Wednesday, Builders FirstSource (NYSE:BLDR) shares, a supplier of building materials, had its price target lowered to $169 from $185 by DA Davidson, while the firm kept a Neutral rating on the stock. The adjustment follows the company's recent performance and future financial projections.

The company's shares performed well on Wednesday, attributed mainly to comments that alleviated concerns over gross margins for the year 2025. Despite a stronger-than-expected gross margin in the second quarter of 2024, which contributed to earnings surpassing forecasts, Builders FirstSource experienced a decline in core organic sales, reporting a 4% year-over-year decrease.

Builders FirstSource has also revised its full-year EBITDA guidance, reducing the midpoint by 12%. The third quarter of 2024 outlook is also significantly lower than previous expectations. Consequently, DA Davidson has reduced its earnings forecasts for Builders FirstSource by 10% for 2024 and 14% for 2025.

The new price target of $169 is based on a 9x multiple of the estimated 2025 EBITDA. The firm's stance reflects a balanced risk/reward scenario in the near term, prompting the continuation of a Neutral rating on the stock. This adjustment in the price target and outlook indicates a cautious perspective on the company's financial prospects in the coming years.

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