$BLDR

Vanguard S&P 500 ETF (VOO) will add Bloom Energy (BE), Illumina (ILMN), and another company, while removing Molson Coors (TAP), The Trade Desk (TTD), and Builders FirstSource (BLDR). BE's product revenue surged 215% due to AI demand, and ILMN raised EPS guidance. The changes have minimal impact on VOO's returns, as the fund is heavily concentrated in megacap stocks.

Builders FirstSource (BLDR) director Paul S. Levy received 1,204 shares as part of his board compensation, increasing his direct holdings to 1,732,002 shares. The shares were granted under the company's 2026 Incentive Plan and Amended and Restated Director Compensation Policy.

Jim Cramer endorsed Akamai (AKAM) for its cybersecurity and cloud services growth, with a 14x forward P/E and $153 analyst target. He dismissed Builders FirstSource (BLDR) due to weak earnings and cyclical risks. Applied Digital (APLD) was criticized for lack of GAAP profitability, despite $36B in long-term contracts.

Jim Cramer expressed caution about Builders FirstSource (BLDR) due to its underperformance compared to Home Depot. BLDR reported Q2 revenue of $3.86B, down 8.8% YoY, with gross profit falling 16.3% and gross margins dropping 260 bps. The company posted a net loss of $3.9M. Despite near-term challenges, BLDR's long-term position is supported by its market leadership in prefabricated products and digital investments.

D1 Capital Partners, led by Daniel Sundheim, acquired shares of Linde plc (LIN) and Builders FirstSource (BLDR) in Q2. LIN is a global industrial gas company, while BLDR is a building materials firm down 38% YTD. BLDR's valuation is in line with sector medians, but risks include prolonged housing downturn and high mortgage rates.

Builders FirstSource acquired Gleckler and Sons Contracting and Gleckler and Sons Building Supplies, expanding its Florida operations. The deal enhances its manufacturing and installation capabilities. Builders FirstSource reported Q2 2026 net sales of $3.86 billion, down 8.8% YoY, and lowered its full-year sales forecast to $14-$14.8 billion. The company is also partnering with Digs for AI integration.

S&P Dow Jones Indices announced changes to its S&P 500, S&P 100, and other indices. Bloom Energy (BE), Everpure, and Illumina (ILMN) will join the S&P 500, replacing Molson Coors, The Trade Desk, and Builders FirstSource. Four tech firms will join the S&P 100, replacing four non-tech companies. Changes take effect September 21, 2026.

S&P Dow Jones Indices announced changes to its major indices. Sandisk (SNDK) will join the S&P 100, replacing Colgate-Palmolive (CL). Other additions to the S&P 100 include Dell (DELL), Palo Alto Networks (PANW), and Arista Networks (ANET). The S&P 500 will add Bloom Energy (BE), Illumina (ILMN), and Everpure (P). Changes are effective before trading on Sept. 21, 2026.

On Tuesday, U.S. indices declined, with the S&P 500 and Nasdaq down 0.71% and 1.03% respectively. Deere (DE) hit a new 52-week high of $677.89, up 43% in a year, with Baird upgrading it to Outperform and raising the target to $800. The Chef's Warehouse (CHEF) also hit a new high, up 79% in a year, but faces valuation concerns. Builders Firstsource (BLDR) and Dave & Buster's (PLAY) hit new lows, down 54% and 65% respectively in a year.

Builders FirstSource (BLDR) fell 5.4% due to housing market weakness and rising yields. Q2 2026 sales declined 8.8% YoY to $3.9B, with a net loss and lower EBITDA. Management expects further declines in single-family starts and repair activity. Broader market selloff also impacted the stock.