Stocks / Retail
BLDRRetail
Builders FirstSource, Inc.
$57.751d -3.2%5d -2.2%settled close · 2026-09-17
Mkt cap $9.3B (3/25)β 1.5752w $58–147Shares 110.6MInd. Retail-Lumber & Other Building Materials DealersNYSE since 2005Emp. 28,000HQ Irving, TXbldr.com
The tape, with the calls on it
Who said what, and what BLDR did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about BLDR
1 shortlatest 2024-06-11
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2024-06-11 | Bill MillerFounder, Miller Value Partners (retired) | Bearish | The JRo Show | Builder FirstSource was trimmed after valuation expanded significantly from original purchase, free cash flow… |
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Earnings
Next report: 28 Oct 2026
Confirmed date · consensus EPS 1.09. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where BLDR’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 17 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
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| 2026-06-17 | ||||||
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| 2026-04-27 | ||||||
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| 2026-04-21 | ||||||
| 2026-04-20 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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