BLD
TopBuild Corp
$401.82
-1.11%
$11.4B
No data for this timeframe.
Vol
Market Cap$11.4B
Cap SizeLarge Cap
Analyst ConsensusHold (47%)
Inst. Holders7 funds
Inst. Value$2.7B
Inst. Activity2 buys / 0 sells
Reddit Sentiment56° Neutral
SEC Reports20
Exchange NYSE·Sector Construction - Special Trade Contractors·Inc. DE·CIK 0001633931·Prev Close $406.31
Recent Activity
Jun 5, 2026
SEC
Loop Capital double downgrades BLD to Hold — PT $485 (+19.4%)
ANALYST-DOWNGRADE — Impact 4/10
Jun 5, 2026
SEC
DA Davidson double downgrades BLD to Neutral — PT $437 (-6% from prior)
ANALYST-DOWNGRADE — Impact 3/10
May 16, 2026
SEC
Seaport Global upgrades BLD to Buy with $450 PT — contrarian call amid cluster of downgrades
ANALYST-UPGRADE — Impact 4/10
May 11, 2026
dark_pool
Dark Pool: BLD — 1.1M shares, 34,228 trades
Week starting 2026-05-11. Total ATS volume: 1,058,038 shares across 34,228 trades.
Apr 27, 2026
Insider
Covington Alec C sold 343 shares
Director @ $445.78 ($152.9K)
Apr 27, 2026
Insider
BAUTISTA ERNESTO III sold 343 shares
Director @ $445.78 ($152.9K)
Apr 27, 2026
Insider
Donikowski Tina sold 343 shares
Director @ $445.78 ($152.9K)
Inst.
MORGAN STANLEY — ADD
462,840 shares ($193.1M)
Price Targets
$473.80
+17.9% upside
Buy
Current $401.82
Low $433.00
Median $490.50
High $505.00
10 analysts
$433.00
$505.00
Analyst Ratings
3Strong Buy
5Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | Loop Capital | DOWNGRADE | Buy → Hold |
| May 6, 2026 | DA Davidson | DOWNGRADE | Buy → Neutral |
| Apr 21, 2026 | JP Morgan | DOWNGRADE | Overweight → Neutral |
| Apr 20, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Apr 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line → In-Line |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $4.80 ▲ +0.7% | $4.65 — $5.06 | -10% YoY | 11 |
| Next Q | $5.13 ▼ -1.0% | $4.58 — $5.48 | -4% YoY | 11 |
| Current FY | $18.20 | $17.07 — $19.34 | -8% YoY | 13 |
| Next FY | $20.93 | $18.69 — $23.51 | 15% YoY | 13 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.1B | — |
| FMR LLC | $912.1M | — |
| BANK OF AMERICA CORP | $313.4M | — |
| MORGAN STANLEY | $193.1M | ADD |
| NORGES BANK | $104.9M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 27, 2026 | Covington Alec | A | $152.9K |
| Apr 27, 2026 | BAUTISTA ERNESTO | A | $152.9K |
| Apr 27, 2026 | Donikowski Tina | A | $152.9K |
| Apr 27, 2026 | Drake Deirdre | A | $152.9K |
| Apr 27, 2026 | TAYLOR NANCY | A | $152.9K |
Reddit Sentiment
56°
Neutral
Bearish
Neutral
Bullish
7 institutional holders with $2.7B total value (6,495,422 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, BANK. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,578,960 | $1.1B | 39.7% | — |
| 2 | FMR LLC | 2,186,385 | $912.1M | 33.7% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 751,179 | $313.4M | 11.6% | — |
| 4 | MORGAN STANLEY | 462,840 | $193.1M | 7.1% | ADD +55.5% |
| 5 | NORGES BANK | 251,556 | $104.9M | 3.9% | NEW |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 224,746 | $93.8M | 3.5% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 39,756 | $16.6M | 0.6% | TRIM -50.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 297,714 | 462,840 | +55.5% | $193.1M | 2025-Q4 |
| NORGES BANK | NEW | — | 251,556 | — | $104.9M | 2025-Q4 |
| MORGAN STANLEY | ADD | 222,447 | 297,714 | +33.8% | $116.4M | 2025-Q3 |
| UBS Group AG | ADD | 162,582 | 246,889 | +51.9% | $96.5M | 2025-Q3 |
| NORGES BANK | EXIT | 340,514 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 340,514 | — | $110.2M | 2025-Q2 |
| MORGAN STANLEY | ADD | 173,588 | 222,447 | +28.1% | $72.0M | 2025-Q2 |
| UBS Group AG | ADD | 107,287 | 162,582 | +51.5% | $52.6M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 75,386 | 37,282 | -50.5% | $12.1M | 2025-Q2 |
| UBS Group AG | ADD | 78,816 | 107,287 | +36.1% | $32.7M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 37,131 | 75,386 | +103.0% | $23.0M | 2025-Q1 |
| NORGES BANK | EXIT | 349,097 | 0 | -100.0% | $0.00 | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 17,367 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 27,555 | 78,816 | +186.0% | $24.5M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 61,656 | 37,131 | -39.8% | $11.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 62,499 | 35,543 | -43.1% | $11.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 233,414 | — | $95.0M | 2024-Q3 |
8 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 27, 2026 | Covington Alec C | Director | A | 343 | $445.78 | $152.9K |
| Apr 27, 2026 | BAUTISTA ERNESTO III | Director | A | 343 | $445.78 | $152.9K |
| Apr 27, 2026 | Donikowski Tina | Director | A | 343 | $445.78 | $152.9K |
| Apr 27, 2026 | Drake Deirdre | Director | A | 343 | $445.78 | $152.9K |
| Apr 27, 2026 | TAYLOR NANCY M | Director | A | 343 | $445.78 | $152.9K |
| Apr 27, 2026 | Petrarca Mark A | Director | A | 343 | $445.78 | $152.9K |
| Apr 27, 2026 | CANTIE JOSEPH S | Director | A | 343 | $445.78 | $152.9K |
| Apr 1, 2026 | Achille John Frank | President and COO | A | 3,116 | $369.16 | $1.2M |
20 SEC filing reports analyzed. Sentiment: 8 bullish, 4 bearish, 5 mixed, 3 neutral. Avg impact: 5.4/10.
BULLISH
ANALYST-UPGRADE
4/10
Seaport Global upgrades BLD to Buy with $450 PT — contrarian call amid cluster of downgrades
May 16, 2026
BEARISH
ANALYST-DOWNGRADE
4/10
Loop Capital double downgrades BLD to Hold — PT $485 (+19.4%)
Jun 5, 2026
BEARISH
ANALYST-DOWNGRADE
3/10
DA Davidson double downgrades BLD to Neutral — PT $437 (-6% from prior)
Jun 5, 2026
BEARISH
ANALYST-DOWNGRADE
5/10
Loop Capital double downgrades stock to Hold — PT $485 (+12.6%) as bearish momentum builds
May 6, 2026
NEUTRAL
ANALYST-UPGRADE
5/10
RBC Capital initiates coverage on BLD with Sector Perform and a $410 price target, below the $498 me
Apr 16, 2026
BULLISH
ANALYST-UPGRADE
8/10
Wells Fargo initiates coverage on BLD with an Overweight rating and $500 price target, implying 38.4
Apr 16, 2026
BULLISH
ANALYST-UPGRADE
7/10
Seaport Global upgraded to Buy from Neutral with a $450 price target, implying 24.8% upside from $36
Apr 16, 2026
MIXED
ANALYST-UPGRADE
5/10
Deutsche Bank initiates BLD with a Buy rating and $356 price target, below the $360.67 current price
Apr 16, 2026
BEARISH
ANALYST-DOWNGRADE
2/10
DA Davidson double downgrades stock to Neutral — PT $437 (+1.5%)
May 6, 2026
MIXED
ANALYST-DOWNGRADE
1/10
JP Morgan downgrades stock to Neutral — PT $496 (+21%)
Apr 21, 2026
MIXED
ANALYST-DOWNGRADE
3/10
JP Morgan downgrades BLD to Neutral — PT $496 (+22%)
May 21, 2026
NEUTRAL
425
4/10
TopBuild and QXO announced the June 29, 2026 deadline for TopBuild stockholders to elect between $50
Jun 4, 2026
NEUTRAL
8-K
4/10
TopBuild and QXO announced the June 29, 2026 election deadline for TopBuild stockholders to choose b
Jun 4, 2026
BULLISH
DEFM14A
7/10
TopBuild Corp. (BLD) filed a definitive merger proxy (DEFM14A) for its $17 billion acquisition by QX
May 29, 2026
BULLISH
425
8/10
QXO released an investor Q&A detailing the strategic rationale and financial targets for its pending
May 11, 2026
MIXED
PRESS-RELEASE
7/10
TopBuild reported Q1 2026 GAAP diluted EPS of $3.73, a 23.5% beat vs the $3.64 consensus, on revenue
May 5, 2026
BULLISH
425
8/10
TopBuild Corp. is being acquired by QXO in a $17 billion transaction, creating the second-largest pu
Apr 20, 2026
BULLISH
425
8/10
QXO announced a definitive agreement to acquire TopBuild Corp. for $17 billion, creating the second-
Apr 20, 2026
MIXED
8-K
7/10
TopBuild Corp. has agreed to be acquired by QXO in a $17 billion transaction, combining two major bu
Apr 20, 2026
BULLISH
425
8/10
QXO, Inc. announced a definitive agreement to acquire TopBuild Corp. for $17 billion in a combinatio
Apr 20, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (47% buy). Based on 17 analysts: 3 strong buy, 5 buy, 9 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$473.80 mean target
+17.9% upside
Buy (2.33)
$433.00 Low
$505.00 High
| Metric | Value |
|---|---|
| Current Price | $401.82 |
| Target Low | $433.00 |
| Target Mean | $473.80 |
| Target Median | $490.50 |
| Target High | $505.00 |
| # Analysts | 10 |
| Recommendation | Buy (2.33) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$4.80 | $4.65 | $5.06 | -9.6% | +0.7% | 4↑ 4↓ | $1.5B | 18.6% | 11 |
| Next Q 2026-09-30 |
$5.13 | $4.58 | $5.48 | -4.3% | -1.0% | 5↑ 3↓ | $1.6B | 13.2% | 11 |
| Current FY 2026-12-31 |
$18.20 | $17.07 | $19.34 | -7.9% | +0.0% | 3↑ 5↓ | $6.1B | 12.2% | 13 |
| Next FY 2027-12-31 |
$20.93 | $18.69 | $23.51 | 15.0% | -0.1% | 3↑ 4↓ | $6.3B | 4.2% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.797 | |
| 7d ago | $4.802 | -0.005 |
| 30d ago | $4.763 | +0.035 |
| 60d ago | $4.804 | -0.006 |
| 90d ago | $4.847 | -0.049 |
9 analyst firms have rated this stock: 0 upgrades, 4 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | Loop Capital | DOWNGRADE | Buy | Hold |
| May 6, 2026 | DA Davidson | DOWNGRADE | Buy | Neutral |
| Apr 21, 2026 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Apr 20, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Apr 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 8, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 7, 2026 | Seaport Global | DOWNGRADE | Buy | Neutral |
| Mar 18, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 27, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 27, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Feb 11, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 14, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Dec 15, 2025 | Jefferies | MAINTAIN | Buy | Buy |
| Dec 10, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 5 | 9 | 0 | 0 | 47% | |
| May 1, 2026 | 3 | 7 | 7 | 0 | 0 | 59% | |
| Apr 1, 2026 | 4 | 11 | 5 | 0 | 0 | 75% | |
| Mar 1, 2026 | 4 | 11 | 5 | 0 | 0 | 75% | |
| Feb 1, 2026 | 4 | 11 | 5 | 0 | 0 | 75% | |
| Jan 1, 2026 | 4 | 11 | 5 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
56°
Neutral
Bearish
Neutral
Bullish
4 mentions
1 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 26, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| Apr 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Arbitrage Opportunity in $BLD
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May 11, 2026
dark_pool
Dark Pool: BLD — 1.1M shares, 34,228 trades
Week starting 2026-05-11. Total ATS volume: 1,058,038 shares across 34,228 trades.
May 6, 2026
short_interest
FTD: BLD — 4,328 shares ($1.9M) failed to deliver
Settlement: 20260506, Price: $428.78, FTD Value: $1,855,759.84, TOPBUILD CORP COM STK (DE)
May 5, 2026
earnings
TopBuild Reports First Quarter 2026 Results
First quarter sales grew 17.2% to $1.45 billion driven by acquisitions <pre>First quarter sales grew 17.2% to $1.45 billion driven by acquisitions</pr
May 5, 2026
earnings_calendar
BLD Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: BLD — 1.1M shares, 34,547 trades
Week starting 2026-05-04. Total ATS volume: 1,088,905 shares across 34,547 trades.
Apr 28, 2026
short_interest
FTD: BLD — 3,033 shares ($1.4M) failed to deliver
Settlement: 20260428, Price: $445.78, FTD Value: $1,352,050.74, TOPBUILD CORP COM STK (DE)
Apr 27, 2026
short_interest
FTD: BLD — 1,356 shares ($0.6M) failed to deliver
Settlement: 20260427, Price: $453.71, FTD Value: $615,230.76, TOPBUILD CORP COM STK (DE)
Apr 27, 2026
dark_pool
Dark Pool: BLD — 1.9M shares, 53,652 trades
Week starting 2026-04-27. Total ATS volume: 1,879,555 shares across 53,652 trades.
Apr 20, 2026
short_interest
FTD: BLD — 1,644 shares ($0.7M) failed to deliver
Settlement: 20260420, Price: $410.31, FTD Value: $674,549.64, TOPBUILD CORP COM STK (DE)
Apr 20, 2026
dark_pool
Dark Pool: BLD — 3.4M shares, 88,756 trades
Week starting 2026-04-20. Total ATS volume: 3,438,824 shares across 88,756 trades.
Apr 17, 2026
short_interest
FTD: BLD — 6,340 shares ($2.5M) failed to deliver
Settlement: 20260417, Price: $388.11, FTD Value: $2,460,617.4, TOPBUILD CORP COM STK (DE)
Apr 13, 2026
dark_pool
Dark Pool: BLD — 0.5M shares, 24,351 trades
Week starting 2026-04-13. Total ATS volume: 490,304 shares across 24,351 trades.
Apr 7, 2026
earnings
TopBuild to Release First Quarter 2026 Results on Tuesday, May 5
Conference Call and Webcast at 9:00 A.M. Eastern <pre>Conference Call and Webcast at 9:00 A.M. Eastern</pre>
Apr 6, 2026
short_interest
FTD: BLD — 47,304 shares ($16.9M) failed to deliver
Settlement: 20260406, Price: $356.91, FTD Value: $16,883,270.64, TOPBUILD CORP COM STK (DE)
Apr 6, 2026
dark_pool
Dark Pool: BLD — 0.7M shares, 25,360 trades
Week starting 2026-04-06. Total ATS volume: 664,093 shares across 25,360 trades.