$BLDR
BEARISH2026-05-01Price around the call
↓ 2026-05-01
By horizon✓ hit-4.4%
1d
…
5d
✓ -1.4%
21d
✓ -4.4%
Original post
Raging Capital Ventures · 2026-05-01
$BLDR aggressively bought back more stock in Q1 ‘26, despite significant negative operating leverage & $4.5 b of debt (~3.7x ‘26 estimates). This isn’t 2014-15 and mgmt seems blind to the fact that 2020-22 was a bubble. There’s increasing balance sheet risk here…
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