The Good Brigade | Digitalvision | Getty Images President Donald Trump last week took exception to a proposal backed by one of his economic advisors to let Americans tap their 401(k) savings for home downpayments — an idea that many financial advisors also oppose. "I'm not a huge fan. Other people like it," Trump told reporters on Thursday aboard Air Force One en route to Washington from Davos, Sw...
The Good Brigade | Digitalvision | Getty Images President Donald Trump last week took exception to a proposal backed by one of his economic advisors to let Americans tap their 401(k) savings for home downpayments — an idea that many financial advisors also oppose. "I'm not a huge fan. Other people like it," Trump told reporters on Thursday aboard Air Force One en route to Washington from Davos, Switzerland, where he had attended the World Economic Forum's annual meeting. Kevin Hassett, director of the National Economic Council, told Fox Business on Jan. 16 that the president would unveil such an initiative while in Davos. Trump added, "One of the reasons I don't like it is that their 401(k)s are doing so well." The average 401(k) balance jumped 9% in the third quarter to $144,400 from the same time a year earlier, according to Fidelity Investments. The amount marks an all-time high. More from Financial Advisor Playbook: Here's a look at other stories affecting the financial advisor business. In an affordability crunch, Gen Z adults lean on their parents for financial help Penalty-free withdrawals from 401(k)s can now pay for long-term care insurance Tax changes Social Security beneficiaries may see based on new laws 53% of investors with a required withdrawal for 2025 still haven't taken it: Fidelity The first step workers should take after a layoff, as job losses soar Politics is now the No. 1 money worry, financial planners say How to maximize Trump's bigger SALT deduction limit for 2025 Use FSA money before it expires. Many 'aren't aware that they have a deadline': Expert How Trump's 'big beautiful bill' could affect your Giving Tuesday tax break Cash can feel safe, 'but it doesn't grow your wealth,' portfolio strategist says Among 126.9 million private-sector workers, 72% have access to a retirement plan at work , according to the Bureau of Labor Statistics. Overall, 53% of all workers participate in a plan. There are already ways for people to tap their 401(k) ...
Spain’s socialist-led coalition government has approved a decree it said would regularise 500,000 undocumented migrants and asylum seekers, rejecting the anti-migration policies and rhetoric prevalent across much of Europe. The decree, expected to come into effect in April, will apply to hundreds of thousands of asylum seekers and people in Spain with irregular status. To qualify for regularisatio...
Spain’s socialist-led coalition government has approved a decree it said would regularise 500,000 undocumented migrants and asylum seekers, rejecting the anti-migration policies and rhetoric prevalent across much of Europe. The decree, expected to come into effect in April, will apply to hundreds of thousands of asylum seekers and people in Spain with irregular status. To qualify for regularisation, applicants will have to prove they do not have a criminal record and had lived in Spain for at least five months – or had sought international protection – before 31 December 2025. Announcing the decision after Tuesday’s weekly cabinet meeting, Elma Saiz, Spain’s minister for inclusion, social security and migration, said it was a “historic day”, adding the initiative was designed to “break the bureaucratic barriers of the past”. Saiz said the programme, which is being brought in by royal decree, meaning it does not require parliamentary approval, would benefit Spain as a whole. “We’re reinforcing a migratory model based on human rights, on integration and on coexistence that’s compatible with both economic growth and social cohesion,” she said. The decree followed pressure from the socialists’ former allies in the leftwing Podemos party, which has a fraught relationship with the government. “We reached a deal with the [socialist party] for the extraordinary regularisation of undocumented people,” Podemos’s leader, Ione Belarra, wrote on social media on Tuesday morning. “No one else has to work without rights … Today and always, yes we can!” View image in fullscreen The ageing population is one of the reason that migrants have been welcomed in Spain. 2 Photograph: Pablo Garcia/The Guardian In recent years, Spain has become a European outlier on migration. Addressing parliament in October 2024, the prime minister, Pedro Sánchez, said the country was at a demographic crossroads and needed migration to grow its economy and sustain its welfare state. “Throughout history, mig...
Key Points Quantum computing promises to take artificial intelligence to yet another new level. Although a handful of pure plays in the space are now commercialized while bigger players aren’t, that’s not going to be the case forever. Sometimes an idea is compelling enough on its own, even without knowing when and how much it will pay off. 10 stocks we like better than Microsoft › In the same way ...
Key Points Quantum computing promises to take artificial intelligence to yet another new level. Although a handful of pure plays in the space are now commercialized while bigger players aren’t, that’s not going to be the case forever. Sometimes an idea is compelling enough on its own, even without knowing when and how much it will pay off. 10 stocks we like better than Microsoft › In the same way artificial intelligence (AI) completely revolutionized computing technology, quantum computing promises to revolutionize AI. That's because quantum platforms can process unthinkable amounts of digital data. Problems that would take modern-day platforms decades to work out can now be solved in a matter of minutes. This is why shares of the nascent industry's companies -- like Quantum Computing, IonQ, and Rigetti Computing -- have performed so well (even if erratically) since 2024, when the tech graduated from being mostly theoretical to legitimately commercial. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » What if, however, investors are overlooking a hugely important detail about quantum computing's commercial future, and overlooking its best opportunity as a result? Well, that seems to be the case. The quantum revolution's biggest beneficiary may actually be hiding in plain sight, positioned perfectly to capitalize on what Precedence Research believes will be average annual growth of more than 30% through 2034, when this tech could be providing up to $2 trillion worth of net collective value for its users (according to Bank of America). That company? Software giant Microsoft (NASDAQ: MSFT). Here's why. Microsoft is in the game It might be a surprising pick to anyone keeping tabs on the quantum computing industry. Microsoft is working on the tech to be sure. As of the middle of last year, however, it didn't have anything near ready to monetize. And what it did have was ... questionable....
chaofann/iStock via Getty Images MPW stock: Q4 earnings report expected on Feb 6 I last analyzed Medical Properties Trust stock (NYSE: MPW ) on 11.21 with an article titled " Medical Properties Trust: Latest Dividend Raise Foretells Stability (Rating Upgrade)”. As stated in the title, that article argued for a rating upgrade (to hold) on the stock with a focus on its latest dividend increase. Sinc...
chaofann/iStock via Getty Images MPW stock: Q4 earnings report expected on Feb 6 I last analyzed Medical Properties Trust stock (NYSE: MPW ) on 11.21 with an article titled " Medical Properties Trust: Latest Dividend Raise Foretells Stability (Rating Upgrade)”. As stated in the title, that article argued for a rating upgrade (to hold) on the stock with a focus on its latest dividend increase. Since then, a few new catalysts have emerged around this REIT stock. The subsequent sections of this article will detail the top 3 on my list: the change of the short interest on the stock, the upcoming FQ4 earnings report (ER) scheduled on Feb 6, and also the changes to its credit ratings. Overall, these developments have led me to keep seeing a neutral return/risk profile and thus to maintain my hold rating. Let me start with the change in the short interest. According to the latest data provided by Marketbeat (see the two charts below) as of December 31, 2025, MPW had a short interest of 150.91 million shares sold short, representing 25.41% of the public float. As background, MPW has been one of the most shorted stocks in the market lately, with short interest reaching a peak of 45.6% in mid-December. As you can see from the second chart below. As such, the current short interest marks a drastic 44% decrease from the peak value, signaling a material sentiment shift towards the stock. And I can see good reasons for this shift with the earnings projections ahead, as detailed next. MarketBeat MarketBeat MPW Q4 earnings preview As just mentioned, Medical Properties is scheduled to release its FQ4 ER on Feb 6. The latest EPS revisions suggest continued turnaround in its earnings as the company stabilizes its hospital portfolio. Analysts’ consensus currently forecasts a normalized FFO of $0.15 for the quarter, representing a 15% sequential growth from the $0.13 reported in the previous quarter. On a GAAP basis, its EPS is projected to be $0.02, compared to a loss of $0.13 in the p...
Stonegate Investment Group LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 99,400 shares of the enterprise software provider's stock after buying an additional 3,065 shares during the quarter. Stonegate Investment Group LLC's holdin...
Stonegate Investment Group LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 99,400 shares of the enterprise software provider's stock after buying an additional 3,065 shares during the quarter. Stonegate Investment Group LLC's holdings in Oracle were worth $27,955,000 at the end of the most recent reporting period. Other large investors have also recently bought and sold shares of the company. Kampmann Melissa S. boosted its stake in shares of Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock valued at $3,350,000 after purchasing an additional 35 shares in the last quarter. McLean Asset Management Corp lifted its holdings in Oracle by 0.7% during the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock valued at $1,551,000 after purchasing an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock valued at $1,485,000 after purchasing an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. boosted its position in Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock valued at $317,000 after buying an additional 37 shares in the last quarter. Finally, Avion Wealth grew its stake in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after buying an additional 37 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors. Get Oracle alerts: Sig...
NEW YORK, Jan. 27, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins. Kristen Scholer delivers the pre-market update on January 27th U.S. equities are higher as the busiest week of earnings season ramps up, with Boeing and Northrop Grumman r...
NEW YORK, Jan. 27, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins. Kristen Scholer delivers the pre-market update on January 27th U.S. equities are higher as the busiest week of earnings season ramps up, with Boeing and Northrop Grumman reporting this morning and Apple and Meta set to report later this week after boosting major indices yesterday. Block announced it has unlocked more than $200 billion in credit for customers across Cash App Borrow, Afterpay, and Square Loans; tune into NYSE Live to hear Afterpay CEO Nick Molnar discuss Block's real‑time underwriting and customer outcomes. Ahead of this year's NewFronts, IAB CEO David Cohen joins today's show from the NYSE trading floor to mark the trade group's 30th anniversary and discuss how the industry has evolved. Opening Bell Gold.com celebrates its listing on the New York Stock Exchange Closing Bell The Hi-tech Delegation to the March Of The Living commemorate International holocaust remembrance day Click here to download the NYSE TV App NYSE Logo (PRNewsfoto/New York Stock Exchange) Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/nyse-content-advisory-pre-market-update--block-exceeds-200-billion-in-credit-provided-to-its-users-302671283.html
Spain’s government announced on Tuesday it will grant legal status to potentially hundreds of thousands of immigrants living and working in the country without authorisation, the latest example of how the country has bucked a trend towards increasingly harsh immigration policies championed by US President Donald Trump and seen across much of Europe. Migration Minister Elma Saiz said the beneficiar...
Spain’s government announced on Tuesday it will grant legal status to potentially hundreds of thousands of immigrants living and working in the country without authorisation, the latest example of how the country has bucked a trend towards increasingly harsh immigration policies championed by US President Donald Trump and seen across much of Europe. Migration Minister Elma Saiz said the beneficiaries would be able to work “in any sector, in any part of the country”, and extolled “the positive impact” of migration. “We are talking about estimations, probably more or less the figures may be around half a million people,” she told public broadcaster RTVE. Advertisement However, the Funcas think-tank estimates the number is higher, stating that around 840,000 undocumented migrants lived in Spain at the beginning of January 2025, most of them Latin American. The new rules The measure will affect those living in Spain for at least five months and who applied for international protection before December 31, 2025.
(RTTNews) - After ending the previous session mostly higher, stocks may see further upside in early trading on Tuesday. The major index futures are currently pointing to a higher open for the markets, with the S&P 500 futures up by 0.3 percent. Tech stocks may help to lead an early advance on Wall Street, as reflected by the 0.6 percent increase by the tech-heavy Nasdaq 100 futures. Traders remain...
(RTTNews) - After ending the previous session mostly higher, stocks may see further upside in early trading on Tuesday. The major index futures are currently pointing to a higher open for the markets, with the S&P 500 futures up by 0.3 percent. Tech stocks may help to lead an early advance on Wall Street, as reflected by the 0.6 percent increase by the tech-heavy Nasdaq 100 futures. Traders remain optimistic ahead of the release of earnings news from big-name tech companies like Apple (AAPL), Meta Platforms (META) and Microsoft (MSFT). Shares of Apple are jumping by 1.6 percent in pre-market trading after surging by 3.0 percent on Monday, while Meta and Microsoft may also see further upside after moving notably higher in the previous session. Positive sentiment may also be generated in reaction to upbeat earnings news from big-name companies like General Motors (GM) and UPS (UPS). On the other hand, a slump by shares of UnitedHealth (UNH) is likely to weigh on the Dow, with the health insurance giant plunging by 15.7 percent in pre-market trading. The steep drop by UnitedHealth comes after the company reported slightly better than expected fourth quarter earnings but provided disappointing revenue guidance. A Trump administration proposal calling for nearly flat rates for Medicare Advantage insurers is also likely to weigh on insurance stocks. Not long the start of trading, the Conference Board is scheduled to release its report on consumer confidence in the month of January. The consumer confidence index is expected to rise to 90.0 in January after falling to 89.1 in December. Following the mixed performance seen during last Friday's session, stocks moved mostly higher during trading on Monday. With the upward move, the major averages further offset the steep drop seen last Tuesday. The major averages moved to the downside going into the end of the day but remained in positive territory. The Dow advanced 313.69 points or 0.6 percent to 49,412.40, the Nasdaq rose 10...
rypson Weighed down by increased operating costs and lower capacity, JetBlue ( JBLU ) reported a wider-than-expected loss in the fourth quarter, reflecting “macroeconomic uncertainty” that impeded the company’s return to profitability in 2025. The combination of a 2% decline in total revenue and 6.7% increase in operating expenses per available seat mile, excluding fuel, resulted in an adjusted lo...
rypson Weighed down by increased operating costs and lower capacity, JetBlue ( JBLU ) reported a wider-than-expected loss in the fourth quarter, reflecting “macroeconomic uncertainty” that impeded the company’s return to profitability in 2025. The combination of a 2% decline in total revenue and 6.7% increase in operating expenses per available seat mile, excluding fuel, resulted in an adjusted loss of $0.49 per share, more than doubling from a year ago and missing expectations for a loss of $0.46 per share. At the same time, increased revenue from ancillary sources and its loyalty program helped offset declining passenger revenue per available seat mile and capacity, resulting in a more modest decline in revenue than analysts expected. For FY26, JetBlue ( JBLU ) expects progress on its JetForward initiative to lead to improved profitability. “We are returning to growth, our JetForward initiatives are ramping with more to come this year, and our cost growth is low - all supporting a path to breakeven or better operating profitability," said JetBlue CFO Ursula Hurley. For the current quarter, JetBlue ( JBLU ) expects capacity to increase by 0.5% to 3.5% and revenue per available seat mile to remain unchanged to up 4.0%. For FY26, the company projects capacity growth of 2.5% to 4.5% and RASM of up 2.0% to up 5.0%. Regarding expenses, costs per available seat mile excluding fuel, or CASM-ex fuel, are expected to increase by 3.5% to 5.5% in the first quarter and by 1.0% to 3.0% for the full year. Adjusted operating margin in FY26 is forecasted to breakeven or better. JetBlue ( JBLU ) shares are down close to 6% before Tuesday’s opening bell, setting the stock up for a fourth straight day in the red. More on JetBlue Airways JetBlue: No Margin Of Safety JetBlue Airways reports mixed Q4 results; initiates FY26 outlook JetBlue Airways Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on JetBlue Airways Historical earnings data for JetBlue Airways
HCA Healthcare Inc. shares gained after the hospital operator’s better-than-expected guidance eased investor concerns about expiring Affordable Care Act subsidies . The Nashville-based company sees adjusted earnings before interest, taxes, depreciation and amortization of about $16 billion this year at the midpoint of its guidance. Analysts surveyed by Bloomberg had projected $15.8 billion on aver...
HCA Healthcare Inc. shares gained after the hospital operator’s better-than-expected guidance eased investor concerns about expiring Affordable Care Act subsidies . The Nashville-based company sees adjusted earnings before interest, taxes, depreciation and amortization of about $16 billion this year at the midpoint of its guidance. Analysts surveyed by Bloomberg had projected $15.8 billion on average. “We are pleasantly surprised by the outlook,” wrote RBC Capital Markets analyst Ben Hendrix in a note. Some investors had been concerned that expiring tax credits for ACA health insurance would drag on the company’s guidance, he said. HCA shares rose as much as 8.4% in early trading in New York. The stock had rallied 56% last year, outperforming a 16% gain in the S&P 500 Index.
Delek Logistics Partners ( DKL ) declares $1.125/share quarterly dividend . Forward yield 9.2% Payable Feb. 12; for shareholders of record Feb. 5; ex-div Feb. 5. See DKL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Delek Logistics Partners Delek Logistics Partners: Consistent Distribution Growth Tempered By High Leverage Delek Logistics Partners: Strategic Business Model And Growth ...
Delek Logistics Partners ( DKL ) declares $1.125/share quarterly dividend . Forward yield 9.2% Payable Feb. 12; for shareholders of record Feb. 5; ex-div Feb. 5. See DKL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Delek Logistics Partners Delek Logistics Partners: Consistent Distribution Growth Tempered By High Leverage Delek Logistics Partners: Strategic Business Model And Growth Prospects Warrant Some Upside Delek Logistics Partners: Double-Digit Yield And Significant Catalysts Advancing Delek Logistics raises full year EBITDA guidance to $500M–$520M as Libby 2 plant ramps up Delek Logistics Partners reports mixed Q3 results; raises FY25 outlook
LarisaBlinova/iStock via Getty Images Without a doubt, the restaurant sector has been one of the most volatile industries in 2025, and in my view, the tumult is likely to continue well into 2026 as restaurants are forced to rethink their business models in an era where low-cost labor rates are skyrocketing and consumer demand for eating out is feeble. CAVA ( CAVA ), the Mediterranean bowl chain, i...
LarisaBlinova/iStock via Getty Images Without a doubt, the restaurant sector has been one of the most volatile industries in 2025, and in my view, the tumult is likely to continue well into 2026 as restaurants are forced to rethink their business models in an era where low-cost labor rates are skyrocketing and consumer demand for eating out is feeble. CAVA ( CAVA ), the Mediterranean bowl chain, is one of the companies that has faced the harshest reckonings. A sharp deceleration in same-store sales growth decimated CAVA's stock after its Q3 earnings print in early November. Still, the stock is regaining momentum as a former Wall Street darling; since bottoming near $44 in November, shares of CAVA have now rallied ~50% to the mid-$60s. Now, the stock is down "only" ~50% over the past year. The question for investors now is: is the bad news already priced in, or is this rally a head fake? Data by YCharts I last wrote a buy article on CAVA in late November, when the stock was trading in the high $40s. At the time, I noted that the selloff likely overlooked CAVA's growing fan base, its innovative and appealing loyalty program, and its substantial white space for new location expansion within the U.S. All of that was relative to a more modest valuation, however. In the $60s, I see far more risk for CAVA, and I am not keen to take a further bet on this stock especially as it grapples with its core struggle: a weakened consumer economy, and changing consumer perceptions of value when it comes to lunch bowls. Given the sharp rebound rally in CAVA stock (that has now taken the stock above where it was before reporting its disastrous Q3 earnings), I'm downgrading CAVA to a sell rating. To me, the stock is set up for another post-earnings disappointment. Valuation multiples have reached speculative levels again Let's get one thing out of the way: I actually think CAVA is a fantastic company, and I'm both a fan of its fundamentals, its growth opportunities, as well as its food ...
Crane ( CR ) declares $0.255/share quarterly dividend , 10.9% increase from prior dividend of $0.230. Forward yield 0.49% Payable March 11; for shareholders of record Feb. 27; ex-div Feb. 27. See CR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Crane Crane Company Remains A Costly Play Crane shares dip after hours as sluggish orders temper Q4 results Seeking Alpha’s Quant Rating on C...
Crane ( CR ) declares $0.255/share quarterly dividend , 10.9% increase from prior dividend of $0.230. Forward yield 0.49% Payable March 11; for shareholders of record Feb. 27; ex-div Feb. 27. See CR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Crane Crane Company Remains A Costly Play Crane shares dip after hours as sluggish orders temper Q4 results Seeking Alpha’s Quant Rating on Crane Historical earnings data for Crane Dividend scorecard for Crane
Sirius XM exceeded its initial financial targets for the year, but continued subscriber and revenue declines weighed on shares. Shares of satellite radio company Sirius XM Holding (SIRI 0.37%) fell 12.3% in 2025, according to data from S&P Global Market Intelligence. While not catastrophic, the decline did trail the S&P 500 index's 17.9% total return by about 30 percentage points. Sirius' underper...
Sirius XM exceeded its initial financial targets for the year, but continued subscriber and revenue declines weighed on shares. Shares of satellite radio company Sirius XM Holding (SIRI 0.37%) fell 12.3% in 2025, according to data from S&P Global Market Intelligence. While not catastrophic, the decline did trail the S&P 500 index's 17.9% total return by about 30 percentage points. Sirius' underperformance is notable, especially since it's a significant holding of Warren Buffett's conglomerate Berkshire Hathaway (BRK.A +0.69%) (BRK.B +0.94%), and is probably a holding managed by Ted Wechsler, who is also likely to manage the entire Berkshire public equity portfolio following Warren Buffett's retirement. Sirius's business performed somewhat better than expected in 2025, with revenue and profits meeting or exceeding the company's initial guidance. However, continued subscriber and revenue declines put investors in a sour mood. Expand NASDAQ : SIRI Sirius XM Today's Change ( -0.37 %) $ -0.07 Current Price $ 20.43 Key Data Points Market Cap $6.9B Day's Range $ 20.39 - $ 20.68 52wk Range $ 18.69 - $ 27.41 Volume 115K Avg Vol 4M Gross Margin 40.86 % Dividend Yield 5.28 % Sirius exceeds its own targets, but Wall Street shrugs At the beginning of the year, Sirius predicted it would generate $8.5 billion in revenue, $2.6 billion in adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization), and $1.15 billion in free cash flow in 2025. The good news for shareholders is that, as of Sirius's third quarter earnings report, management had raised that outlook to revenue of $8.525 billion, adjusted EBITDA of $2.625 billion, and free cash flow of $1.225 billion. Given the slight outperformance, some may wonder why the stock declined during the year. It appears investors are still scared off by continued subscriber and revenue declines, as even Sirius's improved targets would mark revenue and adjusted EBITDA declines from 2024. Self-pay subscribers declined from...
Capital Bancorp ( CBNK ) declares $0.12/share quarterly dividend , in line with previous. Forward yield 1.63% Payable Feb. 28; for shareholders of record Feb. 9; ex-div Feb. 9. See CBNK Dividend Scorecard, Yield Chart, & Dividend Growth.
Capital Bancorp ( CBNK ) declares $0.12/share quarterly dividend , in line with previous. Forward yield 1.63% Payable Feb. 28; for shareholders of record Feb. 9; ex-div Feb. 9. See CBNK Dividend Scorecard, Yield Chart, & Dividend Growth.
Kirpal Kooner/iStock via Getty Images Introduction Builders FirstSource ( BLDR ), which is headquartered in Irving Texas, and been around for close to 26 years now, is a industrials enterprise noted for providing various structural building products, manufactured components, and value-added construction services. To get a better sense of BLDR’s broad product portfolio (which appears to be quite we...
Kirpal Kooner/iStock via Getty Images Introduction Builders FirstSource ( BLDR ), which is headquartered in Irving Texas, and been around for close to 26 years now, is a industrials enterprise noted for providing various structural building products, manufactured components, and value-added construction services. To get a better sense of BLDR’s broad product portfolio (which appears to be quite well balanced), investors can peruse the image below. Corporate Presentation-Oct 2025 BLDR sells these products to a plethora of professional homebuilders (also includes some of the largest homebuilders namely D.R. Horton, Lennar Corporation, Pulte Group, Toll Brothers, etc.) contractors and remodelers in 585 locations across 43 states in the US. While BLDR caters to both the single-family homebuilders as well as muti-family builders, note that over 70% of its sales comes from the former cohort. Notwithstanding BLDR’s status in these markets, the stock’s reputation in the financial markets has taken a beating over the past year. While other businesses involved in the building and construction space have surged by over 22%, and homebuilders too have managed to remain flat, BLDR has lost over one-fourth of its market-cap during the past year. YCharts So why isn’t the force with BLDR, and is there scope for a revival any time soon? Read on to find out. What’s Behing BLDR’s Slump? For starters, for the market to warm up to BLDR, one is going to need to see some signs of topline stabilization (if not growth), and that hasn’t happened for a long time now, and isn’t likely to happen any time soon. To elaborate over the last 11 quarters, BLDR has only ever posted marginal topline growth in 1 quarter (Q1-24 where it grew by 0.2% YoY), and over the next three quarters (including Q4-25 which is yet to be published), BLDR will see revenue contract in every single quarter. Growth, if any, is only expected to take place in Q3-26. Seeking Alpha One could also argue that BLDR’s core organic ...