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BXC

BlueLinxB
NYSE / Capital Goods
Last Price
Quote time unavailable
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Current thesis
BlueLinx delivered Q2 sales growth, higher normalized gross margin, stronger adjusted EBITDA, and improved liquidity despite weak housing and repair-and-remodel conditions. The combination of specialty-product mix, channel execution, and reported share gains supports a measured upside case if repeated.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -8.9.
What can break
A director reported an open-market sale of 34,138 shares at $84.15 on August 6, 2026; this is a sentiment consideration, not operating evidence. [#SEC-FORM4-2026-08-10]
Momentum
99
Value
63
Sentiment
58
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $79.00 · Bull $90.00 · Bear $64.00Analysis 2026-09-02; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-09-02 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-09

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $88.33
Why
Momentum99 · Δ7d -0.7
Value63 · Δ7d +0.0
Sentiment58 · Δ7d -8.9
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta -8.9.

Contradictions & invalidation

  • • A director reported an open-market sale of 34,138 shares at $84.15 on August 6, 2026; this is a sentiment consideration, not operating evidence. [#SEC-FORM4-2026-08-10]
  • • Declining single-family and multifamily housing starts and tepid repair-and-remodel activity.
  • • The market remains cyclical, Q2 included a nonrecurring duty benefit, and the company still faces housing weakness, panel oversupply, competitive pricing, and cost pressure.

Catalyst clock

2026-12-01

Next quarterly report tests earnings durability

Lead driver: Sentiment · See AI snapshot
Momentum
99
9% active weight
Current posture
7d trendFlat
Δ7d
-0.7
Δ21d
-0.1
Value
63
28% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+6.0
Sentiment
58
62% active weight
Current posture
7d trendSoftening
Δ7d
-8.9
Δ21d
-0.5
Why this grade

Composite grade B. Momentum 98.5 / Value 62.8 / Sentiment 58.4

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-09-02. Scenario method

B+
Bull case
20%
Probability
Target price
$90.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$79.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$64.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$670.4M
Beta
1.62
Shares Out
7.86M
P/E (TTM)
37.2
P/S (TTM)
0.17
P/FCF (TTM)
11.15
Rev YoY
+4.4%
EPS YoY
+50.9%
Gross Margin
+14.4%
Op Margin
+1.0%
Net Debt
$288.14M
Current Ratio
4.01
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data