BXC
BlueLinxCNYSE / Capital Goods
Last Price
At close
2026-07-17
Current thesis
The bull case is still mostly a mix-and-execution story: Q1 showed specialty-led growth, better structural margins, and Disdero contribution despite soft housing, while the balance sheet remained unusually flexible for a small-cap cyclical. [#SEC-8K-2026-05-05]
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -1.3.
What can break
Competitive pricing and commodity price variability can reverse recent structural margin gains.
Momentum
58
Value
60
Sentiment
40
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $57.00 · Bull $68.00 · Bear $45.00
Data freshness
Prices
As of 2026-07-17
Fundamentals
As of 2026-07-16 • Vendor: Data Vendor v1
Scores
As of 2026-07-17 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-13 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-17
Investment thesis
As of 2026-07-17
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $73.33
Why
Momentum58 · Δ7d -9.6
Value60 · Δ7d -1.3
Sentiment40 · Δ7d -28.9
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
58
26% active weight
Current posture
7d trendImproving
Δ7d
-9.6
Δ21d
+2.0
Value
60
39% active weight
Current posture
7d trendSoftening
Δ7d
-1.3
Δ21d
+0.3
Sentiment
40
34% active weight
Current posture
7d trendSoftening
Δ7d
-28.9
Δ21d
-
Why this grade
Composite grade C. Momentum 57.5 / Value 59.7 / Sentiment 40.3
Fundamentals (TTM)As of 2026-07-16
Fundamentals (TTM)
As of 2026-07-16
Market Cap
$482.59M
Beta
1.62
Shares Out
7.78M
P/E (TTM)
37.2
P/S (TTM)
0.17
P/FCF (TTM)
11.15
Rev YoY
+3.1%
EPS YoY
-155.1%
Gross Margin
+13.9%
Op Margin
+1.6%
Net Debt
$288.14M
Current Ratio
3.90
As of 2026-07-17 • Updated nightlySource: Internal modelMethodology

