Logistics And Digital Shifts Will Reshape Multifamily Markets With Risks

Published
24 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$82.00
2.8% overvalued intrinsic discount
07 Aug
US$84.29
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1Y
-19.4%
7D
6.6%

Author's Valuation

US$82.0

2.8% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 10%

The downward revision in BlueLinx Holdings' price target reflects moderated expectations, as both the Future P/E multiple and revenue growth forecasts have been trimmed, resulting in a new consensus price target of $82.00. What's in the News BlueLinx provided Q3 2025 earnings guidance, noting average daily sales volumes slightly up from Q2 and consistent with Q3 2024.

Shared on01 May 25
Fair value Decreased 29%

Shared on23 Apr 25
Fair value Increased 6.61%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.1%.

Shared on17 Apr 25
Fair value Decreased 1.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 33%

AnalystConsensusTarget has increased profit margin from 0.6% to 1.3%, decreased future PE multiple from 37.1x to 25.2x and increased shares outstanding growth rate from -0.1% to -0.0%.

Shared on02 Apr 25
Fair value Increased 11%

Shared on26 Mar 25
Fair value Decreased 30%

AnalystConsensusTarget has decreased profit margin from 1.3% to 0.6%, increased future PE multiple from 25.1x to 36.7x and decreased shares outstanding growth rate from -0.0% to -0.1%.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 21%

AnalystConsensusTarget has increased revenue growth from 3.4% to 4.6%, decreased profit margin from 2.3% to 1.3%, increased future PE multiple from 18.5x to 25.2x and increased discount rate from 8.5% to 9.5%.