Ticker brief
BLDR BUILDERS FIRSTSOURCE INC
Industrial · Building Materials
last close
$56.85
1 day
-1.2%
14 days
+7.6%
mkt cap
$9.1B
signals 14d
15
authors 14d
12
crowd 14d
-0.1σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 63% rich · 84 pctile own 1y | IV/HV 1.38× |
| Skew — 25Δ RR 30d | -0.060 20 pctile own 1y | puts bid vs calls (downside bid) |
| 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) |
| CSP screen | rank #121 · $52.9 strike · 1.01% prem | on the CSP screen (2026-10-23) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.45 (−1 bearish … +1 bullish)
Who spoke12
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @100xCompounding | A | +1.03 | 2 | +0.50 |
| @CHItrader | B | -0.22 | 2 | -0.40 |
| @JamesTrvdes | C | -1.25 | 2 | +0.47 |
| @pradeeepk | B | -0.01 | 1 | +0.30 |
| @GetPursa | C | +0.10 | 1 | +0.00 |
| @newsinvesting | C | · | 1 | -0.40 |
| @mmlionfund | B | -1.82 | 1 | -0.40 |
| @FroehlichThors1 | A | +0.08 | 1 | -0.80 |
| @InvestVerified | C | +0.45 | 1 | -0.40 |
| @insidermonkey | B | -0.30 | 1 | +0.00 |
| @Fiscal_ai | B | -1.43 | 1 | -0.70 |
| @FavioSchneeberg | C | -1.71 | 1 | +0.00 |
Recent signals15of 15 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @JamesTrvdes | +0.45 | Expresses an expectation that BLDR returns to 200. | +4.0% | tweet ↗ |
| 2026-10-15 | @FavioSchneeberg | +0.00 | Ranks S&P 500 companies by low PEG ratios; ticker list is capped at six. | +5.9% | tweet ↗ |
| 2026-10-15 | @Fiscal_ai | -0.70 | Builders FirstSource is down 76% from 2024 highs in its worst drawdown since 2008. | +5.9% | tweet ↗ |
| 2026-10-14 | @100xCompounding | +0.45 | Estimates BLDR as a $12–$15 free-cash-flow-per-share business. | +12.5% | tweet ↗ |
| 2026-10-14 | @insidermonkey | +0.00 | Shares Black Bear Value Partners' Q3 2026 investor letter and its named holdings. | +12.5% | tweet ↗ |
| 2026-10-14 | @InvestVerified | -0.40 | Notes BLDR falling to a four-year low as Treasury yields turn lower. | +12.5% | tweet ↗ |
| 2026-10-09 | @FroehlichThors1 | -0.80 | Bearish head-and-shoulders thesis sees a possible decline from $53 toward the $9 COVID low before a future buying point. | +7.6% | tweet ↗ |
| 2026-10-08 | @JamesTrvdes | +0.50 | BLDR is worth a long attempt near its 2022 lows. — Expresses forward long interest near a defined historical support area. | +5.6% | tweet ↗ |
| 2026-10-07 | @mmlionfund | -0.40 | Reports RBC downgrades of QXO and BLDR amid expected 2027 construction headwinds. | +6.2% | tweet ↗ |
| 2026-10-07 | @newsinvesting | -0.40 | RBC cut three building-products stocks on macro risks while favoring Ferguson. | +6.2% | tweet ↗ |
| 2026-10-07 | @GetPursa | +0.00 | Reports multiple analyst rating actions, led by BofA moving ABEV to Underperform. | +6.2% | tweet ↗ |
| 2026-10-07 | @CHItrader | -0.40 | Lists equity-rating downgrades; extraction is capped at six unique tickers. | +6.2% | tweet ↗ |
| 2026-10-06 | @pradeeepk | +0.30 | Notes year-over-year growth in August single-family housing starts. | +1.1% | tweet ↗ |
| 2026-10-06 | @CHItrader | -0.40 | Reports sell-side coverage initiations and price targets across multiple equities. | +1.1% | tweet ↗ |
| 2026-10-02 | @100xCompounding | +0.55 | Agrees BLDR makes sense at current prices given the platform it is building. | +1.1% | 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.