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AnalystConsensusTarget updated the narrative for BLD

Update shared on 23 Oct 2025

Fair value Increased 5.04%
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AnalystConsensusTarget's Fair Value
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1Y
31.6%
7D
-4.9%

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.
  • The company announced it is pursuing acquisitions, supported by the successful pricing of a $750 million private offering of senior notes due 2034 at a rate of 5.625%. Proceeds may be used for general corporate purposes, including acquisitions.
  • From April 1, 2025 to June 30, 2025, TopBuild repurchased 454,802 shares for $135.99 million. This completed the buyback of 545,289 shares valued at $163.57 million under the February 25, 2025 authorization.
  • TopBuild provided full-year 2025 guidance, projecting sales between $5,150 million and $5,350 million and net income between $499 million and $584 million.

Valuation Changes

  • The Fair Value Estimate has increased from $452.58 to $475.41, reflecting improved expectations.
  • The Discount Rate has fallen slightly from 8.67% to 8.63%.
  • The Revenue Growth Outlook has risen significantly, moving from 4.18% to 9.40%.
  • The Net Profit Margin projection has decreased from 10.23% to 8.56%.
  • The Future Price-to-Earnings (P/E) Ratio expectation has increased from 23.10x to 25.04x.

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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.