Reported 1 day ago
A recent bullish thesis on Builders FirstSource, Inc. (BLDR) highlights its strong position as the largest U.S. supplier of structural building materials and its successful growth through mergers and acquisitions. With 2024 net sales of $16.4 billion, primarily from new single-family homes, BLDR's strategic leverage of offsite assembly and pricing power positions it well for future growth. Analysts suggest a fair value for BLDR shares between $155 and $185, citing catalysts like increased homebuilding activity and lower interest rates, despite risks from cyclical demand and interest rate fluctuations.
Source: YAHOO