BLD · NYSE
Price unavailable right now.
Average $482.21
The latest rating actions, newest first
| Firm | Date | Action | Rating |
|---|---|---|---|
| Evercore ISI Group | Jun 30, 2026 | Maintains | In-Line |
| Loop Capital | May 6, 2026 | Downgrade | Buy → Hold |
| DA Davidson | May 6, 2026 | Downgrade | Buy → Neutral |
| JP Morgan | Apr 21, 2026 | Downgrade | Overweight → Neutral |
| DA Davidson | Apr 20, 2026 | Maintains | Buy |
| Evercore ISI Group | Apr 13, 2026 | Maintains | In-Line |
| Wells Fargo | Apr 8, 2026 | Maintains | Overweight |
| Seaport Global | Apr 7, 2026 | Downgrade | Buy → Neutral |
| DA Davidson | Mar 18, 2026 | Maintains | Buy |
| RBC Capital | Feb 27, 2026 | Maintains | Sector Perform |
Updated Jun 30, 2026
TopBuild is a leading player in the mechanical insulation market, with a strong presence in both the new construction and MRO segments. The company has consistently grown its revenue and has a stable balance sheet. While there are potential risks related to the cyclicality and pricing of its end markets, the recent acquisition by QXO at a healthy premium reflects the company's solid fundamentals and growth potential in the industry.
TopBuild is facing challenges in its core business of Installation Services, with decreases in pricing and incremental margins, as well as a more challenging outlook for residential construction demand. Additionally, the pending acquisition by QXO may limit potential for a competing bid. While the acquisition price is at a premium compared to past EBITDA multiples, it may signal a shift in the market and potential for further consolidation in the building products distribution space. However, there may be near-term challenges for TopBuild as it integrates with QXO.
Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.
