Builders Firstsource. Every tracked FinTwit mention of $BLDR, newest first. 5 mentions since the first on Aug 11, 2025. See the price chart.
May 2026 · 3 mentions
May 4
Raging Capital Ventures — @JJNews002 I have no current position in $BLDR, I am just sharing my observation that I can think the board is not correctly managing risk here.↗
May 1
Raging Capital Ventures — @ActAccordingly How about show some prudence?
Housing market is arguably in the early stages of repricing, and there’s enormous new supply of multi-family. $BLDR has real capex…↗
May 1
Raging Capital Ventures — $BLDR aggressively bought back more stock in Q1 ‘26, despite significant negative operating leverage & $4.5 b of debt (~3.7x ‘26 estimates). This isn’t 2014-15 and mgmt seems b…↗
November 2025 · 1 mention
Nov 18
Raging Capital Ventures — Should have stayed short $BLDR, broke $100 today. Great business, not sure why they were in such a rush to buyback so much stock though when it was obvious fundies were deteriorati…↗
August 2025 · 1 mention
Aug 11
Daave “3 and 30” Tepper — @jasonfromDTX @TheBenSchmark not sure what this means. we're talking about building products or trucking and logistics? $qxo diluting existing s/h hell (already have through the w…↗