Update shared on20 Sep 2025
Fair value Decreased 3.70%Boise Cascade's consensus price target was lowered from $103.67 to $99.83 due to negative Q3 EBITDA pre-announcement, weaker-than-expected engineered wood product volumes and pricing, and reduced demand from homebuilders moderating single-family starts.
Analyst Commentary
- Negative Q3 EBITDA pre-announcement attributed to softer Wood Products performance.
- Lower engineered wood products (EWP) volumes than expected, leading to weaker fixed cost absorption.
- Homebuilders moderating their pace of single-family starts, impacting demand.
- Reduction in Q3 consolidated EBITDA guidance, primarily due to underperformance in Wood Products.
- Weaker-than-expected EWP volumes and prices continue to pressure financial outlook.
What's in the News
- Boise Cascade completed the repurchase of 4,046,136 shares (10.42% of shares outstanding) for $336.25 million under its buyback program.
- The Board declared a quarterly dividend of $0.22 per share, a 5% increase.
- Workers at the Billings, Montana facility began a strike demanding higher wages and better health care after stalled contract negotiations.
- Boise Cascade was dropped from multiple Russell growth indexes, including the Russell 2000, 2500, 3000, Small Cap, and related growth/defensive benchmarks.
Valuation Changes
Summary of Valuation Changes for Boise Cascade
- The Consensus Analyst Price Target has fallen slightly from $103.67 to $99.83.
- The Consensus Revenue Growth forecasts for Boise Cascade has significantly fallen from 2.4% per annum to 1.8% per annum.
- The Net Profit Margin for Boise Cascade has fallen from 4.06% to 3.77%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.