BXC

BlueLinxC

NYSE / Capital Goods

At close

2026-07-18

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

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $57.00 · Bull $68.00 · Bear $45.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-07-13 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $73.33

Why

Momentum58 · Δ7d +0.1

Value60 · Δ7d -1.3

Sentiment41 · Δ7d -20.1

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendSoftening

Δ7d

+0.1

Δ21d

+11.6

Value

39% active weight

Current posture

7d trendSoftening

Δ7d

-1.3

Δ21d

+0.3

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-20.1

Δ21d

Why this grade

Composite grade C. Momentum 57.5 / Value 59.7 / Sentiment 40.8

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$470.52M

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 2026-07-18 • Updated nightlySource: Internal modelMethodology