Update shared on04 Aug 2025
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.
- The company announced a share repurchase program of up to $50 million, funded via cash on hand and operations.
- From March to July 2025, BlueLinx repurchased 283,081 shares for $20.01 million; cumulatively, it has repurchased 999,275 shares (11.9%) for $98.79 million under the previous buyback plan.
- BlueLinx expanded its distribution partnership with Louisiana-Pacific Corporation, increasing its LP® SmartSide® product footprint to 19 locations across five regions.
- Christopher Kelly Wall was appointed Chief Financial Officer, bringing extensive experience in financial leadership and strategic transactions.
Valuation Changes
Summary of Valuation Changes for BlueLinx Holdings
- The Consensus Analyst Price Target has significantly fallen from $91.25 to $82.00.
- The Future P/E for BlueLinx Holdings has significantly fallen from 63.15x to 56.83x.
- The Consensus Revenue Growth forecasts for BlueLinx Holdings has fallen slightly from 3.9% per annum to 3.7% per annum.
Disclaimer
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