Shares of homebuilding and housing-related companies are trading lower amid an uptick in bond yields and oil prices. Also, recent comments from dovish FOMC voter Cook indicating a willingness to raise rates and reports suggesting that Fed Chair Warsh is open to a September hike if inflation remains hot may have investors seeing elevated mortgage rates.

StoneX Maintains Buy on Builders FirstSource, Lowers Price Target to $85

Wells Fargo Maintains Equal-Weight on Builders FirstSource, Lowers Price Target to $63

Wells Fargo analyst Sam Reid maintains Builders FirstSource (NYSE:BLDR) with a Equal-Weight and lowers the price target from $65 to $63.

Jim Cramer: This Tech Stock Is ‘Terrific’, Home Depot Takes Beating

Jim Cramer praises Akamai after strong results, rejects Builders FirstSource, and urges focus on profitable companies like Applied Digital.

Lowe's Cuts 2026 Outlook as DIY Pressure Tests Its Growth Engines

Lowe's beat Q2 earnings expectations with $4.40 EPS but missed revenue forecasts and significantly lowered fiscal 2026 guidance to flat comparable sales and $12.25 EPS. While Pro, Online, and Home Services segments showed strength with 15.7% online sales growth, weak DIY demand, housing pressures, and margin headwinds from fuel, transportation, and competitive pricing drove the cautious outlook reset.

8-K filing — Century Communities, Inc. (CCS)

Filed: 2026-10-01 AccNo: 0001140361-26-038259 Size: 1 MB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Financial Statements and Exhibits

Century Communities Announces Acquisition Of 45-Townhome Harbor Pointe Community In Santa Ana, California From City Ventures; Terms Not Disclosed