BLD TopBuild Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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20:13
Aug 27
Aug 27
TopBuild deal underappreciated; cross-sell upside.
Brad Jacobs argues the TopBuild acquisition is an out-of-consensus pivot that adds installation to QXO's distribution business. The combined company has a few hundred thousand customers, creating a large cross-sell opportunity, especially into data centers, which buy nearly everything the company sells except windows. He also sees procurement overlap making the combined company a billion-dollar-plus customer for many vendors. Brad says the market has not yet fully appreciated how good the deal is and that it may be his best deal yet.
HIGH
14:17
May 25
May 25
Shared podcast clip of CEO Brad Jacobs detailing a building insulation strategy.
Shared podcast clip of CEO Brad Jacobs detailing a building insulation strategy. No directional view from speaker; factual content.
MED
About BLD Analyst Coverage
Buzzberg tracks BLD (TopBuild) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Brad Jacobs, BarbarianCap.