B.Riley has trimmed its price target on Builders FirstSource (NYSE: BLDR) to $22.00 from $29.00, a decrease of 24 percent, while maintaining a Buy rating on the shares. The firm issued the updated target on Wednesday, February 11, 2026; the available information does not state specific reasons for the reduction.
At present, Builders FirstSource shares are trading at $125.16. That level falls within the range of analyst price targets reported for the stock, which span from $95 to $150. InvestingPro analysis characterizes the stock as slightly overvalued at current prices relative to those targets.
Investors should be aware that Builders FirstSource is scheduled to report quarterly results in six days, on February 17, 2026. Ahead of that report, five analysts have lowered their earnings estimates for the upcoming period.
Builders FirstSource supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. Despite B.Riley’s reduction of its price target, the firm’s continued Buy rating indicates it still sees positive long-term potential for the company, according to the update accompanying the target change.
B.Riley’s revised target is described as the result of an updated valuation assessment grounded in the firm’s analysis of Builders FirstSource’s financial outlook and prevailing market conditions.
Other recent analyst moves illustrate a range of perspectives on the company’s near-term prospects. Jefferies downgraded its rating on Builders FirstSource from Buy to Hold, pointing to expectations for a soft start to 2026 and noting rising competition within the building materials sector. Jefferies also lowered its price target from $138.00 to $110.00.
DA Davidson adjusted its price target on the stock from $115.00 to $111.00 and kept a Neutral rating. That change was attributed by the firm to recent commodity price shifts and revised assumptions about Builders FirstSource’s 2026 outlook.
Wells Fargo began coverage of Builders FirstSource with an Equal Weight rating and a $115.00 price target. In its initiation, the firm acknowledged that the company could benefit from a recovery in housing starts but warned of near-term volatility and margin risks.
Taken together, the analyst updates - including the move by B.Riley and the actions by Jefferies, DA Davidson, and Wells Fargo - reflect differing assessments of Builders FirstSource’s trajectory and the sector conditions that will influence its performance.