Analysts Raise TopBuild Price Target as Revenue Outlook Improves and Acquisition Plans Advance

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Aug 24

Updated

09 Dec 25

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

28.2%

7D

0.6%

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1Y

28.2%

7D

0.6%

You can edit this narrative until Dec 10 3:10 AM. Then, changes will post as Updates.

Author's Valuation

US$480.939.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

BLD: Future Buybacks And M&A Activity Will Support Balanced Outlook

Analysts have modestly lifted their price target on TopBuild to approximately 481 dollars per share from prior levels, citing slightly higher expected revenue growth that more than offsets a marginally lower projected profit margin and a modestly reduced future valuation multiple. What's in the News Raised full year 2025 guidance, now expecting sales between 5,350 million dollars and 5,450 million dollars and estimated net income between 497 million dollars and 542 million dollars (corporate guidance).

Shared on 24 Nov 25

Fair value Decreased 0.85%

BLD: Share Repurchases And Higher Profit Margins Will Drive Upside

Narrative Update on TopBuild: Analyst Price Target Adjustment Analysts have slightly reduced their price target for TopBuild from $485.08 to $480.93. This adjustment is attributed to a moderation in projected revenue growth, even though higher profit margin expectations remain.

Shared on 06 Nov 25

Fair value Increased 2.03%

BLD: Rising Earnings Guidance And Buybacks Will Support Share Momentum

Analysts have raised their price target for TopBuild from $475.41 to $485.08. They cite increased revenue growth and improved profit margins as key drivers behind the upward revision.

Shared on 23 Oct 25

Fair value Increased 5.04%

Analysts have raised TopBuild’s price target from $452.58 to $475.41, citing improved revenue growth outlook as the primary driver of their upward revision. What's in the News TopBuild will host an Analyst and Investor Day to discuss the company's business model, growth drivers, capital allocation, and long-term financial targets.

Shared on 08 Oct 25

Fair value Increased 1.29%

Narrative Update on TopBuild: Analyst Price Target Revision Analysts have raised their fair value estimate for TopBuild from $446.83 to $452.58, citing slightly improved revenue growth projections despite marginal shifts in other key metrics. What's in the News TopBuild will host an Analyst/Investor Day to discuss its business model, growth drivers, capital allocation strategy, and long-term financial targets.

Shared on 07 Aug 25

Fair value Increased 4.71%

With no changes observed in TopBuild's discount rate or future P/E, there is no substantive adjustment to valuation, and the consensus Analyst Price Target remains steady at $426.75. What's in the News Completed repurchase of 545,289 shares (1.9%) for $163.58 million under announced buyback plan.

Shared on 07 May 25

Fair value Increased 17%

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 3.23%

AnalystConsensusTarget has decreased revenue growth from 1.6% to 1.1%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 2.05%

AnalystConsensusTarget has decreased revenue growth from 3.6% to 1.5% and decreased future PE multiple from 19.3x to 16.7x.

AnalystConsensusTarget Fair Value

US$480.93

9.4% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

9.03%

Consumer Durables revenue growth rate

0.17%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.09%

Calculation

US$668.73m

Earnings '28

x

22.40x

PE Ratio '28

=

US$14.98b

Market Cap '28

US$14.98b

Market Cap '28

/

24.75m

No. shares '28

=

US$605.34

Share Price '28

US$605.34 Share Price '28

Discounted to 2025 @ 9.09% p.a.

=

US$466.34

Fair Value '25