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BLDTopBuild Corp.Sell5.4·$409.00+2.50%
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TopBuild Corp. (BLD) Stock Analysis

Range Bound setup

SellModerate Confidence

Industrials · Engineering & Construction

Sell if holding. Analyst target reached at $409.00 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Industrials): -0.7.

TopBuild installs insulation and commercial roofing (59% of sales) and distributes insulation and specialty building products (41% of sales) through 200+ installation branches and 250+ distribution centers across the U.S. and Canada. Customers include production homebuilders,... Read more

$409.00+0.8% A.UpsideScore 5.4/10#17 of 30 Engineering & Construction
QualityF-score7 / 9FCF yield3.53%
Stop $389.98Target $412.21(analyst − 13%)A.R:R 0.2:1
Analyst target$473.80+15.8%10 analysts
$412.21our TP
$409.00price
$473.80mean
$505

Sell if holding. Analyst target reached at $409.00 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Industrials): -0.7. Chart setup: RSI 58 mid-range, Bollinger mid-band. Score 5.4/10, moderate confidence.

Passes 4/7 gates (clean insider activity, earnings proximity 55d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-09
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Aug 4, 202655d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Analyst target reached - limited upside remaining
Sector modifier (Industrials): -0.7
Leverage penalty (D/E 1.3): -0.5

Key Metrics

P/E (TTM)22.4
P/E (Fwd)19.1
Mkt Cap$11.2B
EV/EBITDA13.8
Profit Mgn8.9%
ROE22.3%
Rev Growth17.2%
Beta1.81
DividendNone
Rating analysts17

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C1.67bearish
IV51%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMSupplierCertainTeed, Johns Manville, Knauf, and Owens Corning
    10-K Item 1: 'We source the majority of our fiberglass building products from four primary U.S.-based residential fiberglass insulation manufacturers: CertainTeed, Johns Manville, Knauf, and Owens Corning'

Material Events(8-K, last 90d)

  • 2026-04-17Item 5.02LOW
    VP and Chief Growth Officer Joseph M. Viselli notified TopBuild of intention to retire effective June 30, 2026, solely for personal reasons. No disagreement cited. Will remain to facilitate transition; no successor named.
    SEC filing →
  • 2026-04-02Item 5.02LOW
    John Achille promoted from VP and COO to President and COO effective April 1, 2026. Will continue reporting to CEO Robert Buck, now also overseeing Supply Chain and all growth/M&A initiatives.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Obv
1.0
Ma Position
2.2
Rsi
4.5
Volume
7.3
Volume distribution (falling OBV)Below 200-MA but MA still rising (+0.8%/30d) — pullback in uptrend, not confirmed weakness

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Erm
2.5
Surprise Avg
2.9
Earnings History
3.3
Earnings Timing
5.0
News Activity
6.0
Earnings concerns: 2B/2M
GatesMomentum 3.0<4.5A.R:R 0.2 < 1.5@spotExecutive change: officer departure/appointmentInsider activity: OKEARNINGS PROXIMITY 55d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
58 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $393.13Resistance $426.51

Price Targets

$390
$412
A.Upside+0.8%
A.R:R0.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (0.8% upside)
! momentum at 3.0 (below the engine's 4.5 threshold)
! asymmetry at 0.2 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-04 (55d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BLD stock a buy right now?

Sell if holding. Analyst target reached at $409.00 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Industrials): -0.7. Chart setup: RSI 58 mid-range, Bollinger mid-band. Prior stop was $389.98. Score 5.4/10, moderate confidence.

What is the BLD stock price target?

Take-profit target: $412.21 (+0.8% upside). Prior stop was $389.98. Stop-loss: $389.98.

What are the risks of investing in BLD?

Analyst target reached - limited upside remaining; Sector modifier (Industrials): -0.7; Leverage penalty (D/E 1.3): -0.5.

Is BLD overvalued or undervalued?

TopBuild Corp. trades at a P/E of 22.4 (forward 19.1). TrendMatrix value score: 6.1/10. Verdict: Sell.

What do analysts say about BLD?

17 analysts cover BLD with a consensus score of 3.6/5. Average price target: $474.

What does TopBuild Corp. do?TopBuild installs insulation and commercial roofing (59% of sales) and distributes insulation and specialty building...

TopBuild installs insulation and commercial roofing (59% of sales) and distributes insulation and specialty building products (41% of sales) through 200+ installation branches and 250+ distribution centers across the U.S. and Canada. Customers include production homebuilders, commercial contractors, school districts, and municipalities; top customer was 3.1% and top 10 were 10.6% of revenues in 2025.

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