Ticker brief
BLDR BUILDERS FIRSTSOURCE INC
Industrial · Building Materials
last close
$67.72
1 day
+0.8%
14 days
-6.6%
mkt cap
$9.1B
signals 14d
10
authors 14d
8
crowd 14d
-0.4σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 55% mid · 59 pctile own 1y | IV/HV 1.16× |
| Skew — 25Δ RR 30d | -0.023 69 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.29 elevated | 5-session Δ -0.39 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-03-30 (z=2.2) |
| Next earnings | 2026-10-29 (proj) | in 62d |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-27 · now +0.30 (−1 bearish … +1 bullish)
Who spoke8
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @FroehlichThors1 | A | +1.07 | 3 | -0.17 |
| @TheNewMoney_app | C | · | 1 | +0.30 |
| @100xCompounding | A | -0.45 | 1 | +0.25 |
| @bespokeinvest | A | -0.89 | 1 | -0.65 |
| @marketswithmay | A | -0.63 | 1 | +0.30 |
| @institLPGP | A | +0.18 | 1 | +0.45 |
| @Mark_Lexus | C | -2.15 | 1 | +0.00 |
| @ChartWaveInvest | · | -1.37 | 1 | +0.30 |
Recent signals10of 10 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-27 | @ChartWaveInvest | +0.30 | Adds BLDR to a watchlist based on bullish RSI divergence and macro tailwinds. | +0.8% | tweet ↗ |
| 2026-08-25 | @Mark_Lexus | +0.00 | Author presents a strategy-return chart ranking stocks by cumulative return. | -2.4% | tweet ↗ |
| 2026-08-21 | @institLPGP | +0.45 | Constructive housing thesis conditional on avoiding recession, with cash retained as downside protection. | -3.5% | tweet ↗ |
| 2026-08-20 | @marketswithmay | +0.30 | Finds BLDR's margin bridge encouraging despite weak revenue and a difficult macro backdrop. | -3.7% | tweet ↗ |
| 2026-08-20 | @bespokeinvest | -0.65 | Notes BLDR is down 66.66% from its 2024 high and treats it as evidence of housing weakness. | -3.7% | tweet ↗ |
| 2026-08-19 | @100xCompounding | +0.25 | Presents Interfor valuation and duty reimbursement as upside within a lumber basket. | -6.7% | tweet ↗ |
| 2026-08-19 | @FroehlichThors1 | -0.20 | Notes BLDR's bounce but says it becomes attractive only with QE and housing support. | -6.7% | tweet ↗ |
| 2026-08-18 | @TheNewMoney_app | +0.30 | Reports a large purchase of BLDR calls with strike, premium and expiry. | +0.1% | tweet ↗ |
| 2026-08-15 | @FroehlichThors1 | +0.45 | Uses two prior QE charts to suggest BLDR may again outperform SPX in another easing cycle. | -6.6% | tweet ↗ |
| 2026-08-15 | @FroehlichThors1 | -0.75 | Says BLDR was hammered and probably faces further downside. | -6.6% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.