AU · rank #17 · 2026-10-22
BXC
NYSE · $579M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.023 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.54 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.213 |
| Analyst upside Consensus target $88.33 | +16.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +28.09% |
| 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 U.S. wholesale distributor of specialty and structural building products serving home centers, pro dealers, and regional distributors across all 50 states.
Rationale
A 191% Q2 earnings surprise and positive EPS revisions (+0.54) validate the 16.9% analyst upside signal, underpinned by expanding high-margin LP SmartSide distribution across 20 housing markets and favorable Q3 volume guidance.
Material risks
- 1Weakness in housing starts and repair-and-remodel activity driven by elevated interest rates could suppress daily sales volumes across BlueLinx's pro dealer customer base.
- 2Structural product price volatility and the lack of long-term contractual revenue visibility leave distribution margins exposed to commodity fluctuations.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.