Boise Cascade

BCC · NYSE

$76.28+$1.16 (+1.54%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $75.12

BCC analyst rating

HoldConsensus of 5 analysts over the last 12 months. 60% rate it a buy.

Strong buy0
Buy3
Hold1
Underperform1
Sell0

12-month price target · 7 analysts

Average $98.43 (+29.0% upside)

Low: $89.89
Now: $76.28
High: $110.25

Upgrades and downgrades

The latest rating actions, newest first

BCC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
B of A Securities	Oct 14, 2026	Maintains	Underperform	$89.00 → $80.00	52%
DA Davidson	Aug 5, 2026	Maintains	Buy	$92.00 → $99.00	60%
Goldman Sachs	Aug 5, 2026	Maintains	Neutral	$81.00 → $91.00	45%
B of A Securities	Jul 14, 2026	Maintains	Underperform	$80.00 → $81.00	52%
DA Davidson	May 6, 2026	Maintains	Buy	$95.00 → $92.00	60%
DA Davidson	May 5, 2026	Maintains	Buy	$95.00	60%
Truist Securities	Apr 15, 2026	Maintains	Buy	$103.00 → $100.00	46%
Truist Securities	Feb 25, 2026	Maintains	Buy	$92.00 → $103.00	46%
Goldman Sachs	Feb 25, 2026	Maintains	Neutral	$85.00 → $94.00	45%
DA Davidson	Feb 24, 2026	Maintains	Buy	$95.00	60%

The case for and against

Updated Oct 15, 2026

Bull case

Boise Cascade is viewed favorably because 1Q results modestly exceeded expectations, with EPS of $0.50 and EBITDA of $67M coming in above the guided midpoint, while both segments tracked the company’s outlook. The positive thesis is strengthened by stable EWP realizations, slight sequential gains in LVL and I-joist pricing, and improving Wood Products operating performance, which together suggest the long-awaited stabilization in EWP prices may be underway. Despite a sluggish housing backdrop and some 2Q BMD EBITDA caution, the company’s active share repurchases—about 3% of shares outstanding YTD through April—support confidence in cash generation and shareholder returns.

Bear case

Boise Cascade is facing a softer fundamental backdrop as Building Materials Distribution, its largest revenue source, posted a 14.4% gross margin that was down 30 bps year over year and the lowest quarterly result since 2022. The weakness suggests competitive pressure across product lines, particularly EWP, even with a favorable commodity environment, while management also flagged a mix drag from higher direct sales versus out-of-warehouse sales. With demand tied to cyclical new residential construction, R&R, and commercial activity, plus exposure to commodity volatility and dealer consolidation, earnings visibility remains limited and downside risk to margins persists.

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