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Stocks / Retail

BLDRRetail

Builders FirstSource, Inc.
$67.821d +4.8%5d +20.7%settled close · 2026-11-02

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Mkt cap $7.5B (11/2)β 1.3952w $50–129Shares 110.6MInd. Retail-Lumber & Other Building Materials DealersNYSE since 2005Emp. 28,000HQ Irving, TXbldr.com
The tape, with the calls on it

Who said what, and what BLDR did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

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Who’s talkingIdea Scout · free

Who’s talking about BLDR

1 long1 shortlatest 2024-06-11
DateVoiceStanceVenueThesis
2024-06-11Bill MillerFounder, Miller Value Partners (retired)BearishThe JRo ShowBuilder FirstSource was trimmed after valuation expanded significantly from original purchase, free cash flow…
2022-12-08Bob RobottiPresident & CIO, Robotti & CompanyBullishThe Business BrewBuilders FirstSource has a differentiated competitive moat in off-site component manufacturing (roof trusses…
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Earnings

Last reports

No confirmed date for the next report yet.
ReportWhenEPS actual vs est.Reaction
29 Oct 2026before the open1.51 vs 1.06+11.7%
The options tape

Notable options days

Sessions in the last 120 where BLDR’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-11-02
2026-10-29
2026-09-17
2026-09-10
2026-09-01
2026-08-27
2026-08-18
2026-08-10
2026-07-30
2026-07-29
2026-06-17
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
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The Wheel · put-selling

BLDR on the Wheel

BLDR did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.

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