---
title: "Wedbush 指出，Builders FirstSource 在短期内面临销售量的挑战"
description: "根据 Wedbush Securities 的报告，Builders FirstSource (BLDR) 面临短期销售量挑战，原因是新建住宅库存持续增加以及木材价格下降。该券商将其股票评级从 “跑赢大盘” 下调至 “中性”，维持 145 美元的目标价。2025 年和 2026 年的单户住宅开工前景依然不乐观，木材价格未如预期上涨，这可能影响第三季度的业绩。早盘交易中，股价下跌 1.5%，报 14"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/257399971.md"
published_at: "2025-09-15T14:40:33.000Z"
---

# Wedbush 指出，Builders FirstSource 在短期内面临销售量的挑战

> 根据 Wedbush Securities 的报告，Builders FirstSource (BLDR) 面临短期销售量挑战，原因是新建住宅库存持续增加以及木材价格下降。该券商将其股票评级从 “跑赢大盘” 下调至 “中性”，维持 145 美元的目标价。2025 年和 2026 年的单户住宅开工前景依然不乐观，木材价格未如预期上涨，这可能影响第三季度的业绩。早盘交易中，股价下跌 1.5%，报 140.63 美元

(MT Newswires) -- Builders FirstSource's (BLDR) sales volumes may be challenged in the near term and into 2026 amid "persistent" new home inventories and lower lumber prices, Wedbush Securities said in a note Monday.

The brokerage said that the macro outlook for Builders' core sales channel of single family starts doesn't look "promising" for the remainder of 2025 and 2026.

The firm said that lumber prices have not risen following the increase in Canadian import duties as it anticipated, which "may be a drag" on Q3 results.

Wedbush downgraded its rating on the stock to neutral from outperform while maintaining a $145 price target.

Shares were down 1.5% in recent early trading.

Price: 140.63, Change: -2.10, Percent Change: -1.47

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