Bluelinx Holdings

BXC · NYSE

$74.93+$2.44 (+3.37%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $72.49

BXC analyst rating

HoldConsensus of 3 analysts over the last 12 months. 33% rate it a buy.

Strong buy0
Buy1
Hold2
Underperform0
Sell0

12-month price target · 4 analysts

Average $90.10 (+20.2% upside)

Low: $83.83
Now: $74.93
High: $102.90

Upgrades and downgrades

The latest rating actions, newest first

BXC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citizens	Sep 24, 2026	Initiates	Market Perform	—	27%
DA Davidson	Aug 6, 2026	Maintains	Neutral	$65.00 → $84.00	40%
Benchmark	Aug 6, 2026	Maintains	Buy	$75.00 → $83.00	52%
DA Davidson	Jul 15, 2026	Maintains	Neutral	$65.00	40%
Benchmark	Feb 27, 2026	Maintains	Buy	$83.00 → $75.00	52%
DA Davidson	Nov 6, 2025	Maintains	Neutral	$75.00 → $68.00	40%

The case for and against

Updated Oct 17, 2026

Bull case

BlueLinx Hldgs is viewed favorably because its two-step distribution model, broad supplier network, and growing vendor relationships with brands like Trex and Disdero strengthen its role as an accretive commercialization partner in a consolidating supply chain. Rising lumber prices, disciplined Specialty pricing, and resilient margins have helped drive strong execution, with 2Q26 adjusted EPS of $1.15 and EBITDA of $36M, while the company posted its 5th consecutive quarter of y/y topline growth despite a soft new construction backdrop. Management and analysts also see upside from strategic growth initiatives, digital transformation, and improving single-family permit trends, which could support further volume leverage and profitability if demand stabilizes.

Bear case

BlueLinx Hldgs is facing a weak fundamental setup because a large share of sales is tied to single-family starts and repair-and-remodel activity, both of which are pressured by mortgage rates near 7% and tighter mortgage standards. The outlook for single-family starts is negative for 2026 with only a small gain expected for 2027, while trailing twelve-month permits and starts have trended lower over the last two years, signaling soft demand ahead. On the cost side, about 60 vendor price increases through 1H26, plus rising diesel and framing lumber prices, support a higher-cost environment that could limit FY26 AEBITDA to about $94 million versus the $106 million consensus.

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