← Analyst Upside
AU · rank #8 · 2026-10-19
BXC
NYSE · $579M (USD)
SignalStrong Buy3.5strength 3.5 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.058 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.54 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $88.33 | +20.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +34.02% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.00 |
| Gross margin TTM | +15.8% |
| 52w high | $93.80 |
| Market cap (USD) | $579M |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
BlueLinx Holdings is a major U.S. wholesale distributor of specialty and structural building products serving home centers, pro dealers, and regional dealers across all 50 states.
Rationale
Positive EPS revisions and 20% target price upside are supported by a 191% Q2 earnings surprise, expanded LP SmartSide distribution coverage, and 100% analyst revision agreement.
Material risks
- 1Lack of long-term contracts or exclusive distribution rights leaves BlueLinx vulnerable to supplier disintermediation or direct manufacturer sales to pro dealers.
- 2Volatility in building product pricing and housing market cyclicality could compress specialty distribution margins below Q3 guidance.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed