Builders FirstSource (BLDR) — What Changed

Material changes in the AI committee's view · 17 events tracked · Detected nightly

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2026-08-01 MAJOR
▼ Agreement Shift

BLDR's Committee agreement moved from 83.30% to 42.90% (-40.40pp, 1 day(s) apart).

83.30 → 42.90 (-40.4)

2026-08-01 MINOR
▼ Score Change

BLDR's Committee score moved from 47.00 to 44.57 (-2.43, 1 day(s) apart).

47.00 → 44.57 (-2.4)

2026-08-01 MAJOR
— Conviction Change

BLDR's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-31 MAJOR
▲ Agreement Shift

BLDR's Committee agreement moved from 57.10% to 83.30% (+26.20pp, 1 day(s) apart).

57.10 → 83.30 (+26.2)

2026-07-31 MINOR
▲ Score Change

BLDR's Committee score moved from 46.14 to 47.00 (+0.86, 1 day(s) apart).

46.14 → 47.00 (+0.9)

2026-07-31 MAJOR
— Conviction Change

BLDR's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-30 MINOR
▼ Score Change

BLDR's Committee score moved from 46.30 to 46.14 (-0.16, 1 day(s) apart).

46.30 → 46.14 (-0.2)

2026-07-28 MINOR
▼ Score Change

BLDR's Committee score moved from 48.04 to 46.30 (-1.74, 1 day(s) apart).

48.04 → 46.30 (-1.7)

2026-07-24 MINOR
▲ Score Change

BLDR's Committee score moved from 45.54 to 46.61 (+1.07, 1 day(s) apart).

45.54 → 46.61 (+1.1)

2026-07-18 MINOR
▼ Score Change

BLDR's Committee score moved from 48.04 to 46.61 (-1.43, 1 day(s) apart).

48.04 → 46.61 (-1.4)

2026-07-16 MINOR
▲ Agreement Shift

BLDR's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 1 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-16 MINOR
▼ Score Change

BLDR's Committee score moved from 48.96 to 48.04 (-0.92, 1 day(s) apart).

48.96 → 48.04 (-0.9)

2026-07-15 MINOR
▼ Score Change

BLDR's Committee score moved from 49.32 to 48.96 (-0.36, 1 day(s) apart).

49.32 → 48.96 (-0.4)

2026-07-14 MINOR
▲ Agreement Shift

BLDR's Committee agreement moved from 42.90% to 50.00% (+7.10pp, 1 day(s) apart).

42.90 → 50.00 (+7.1)

2026-07-14 MINOR
▼ Score Change

BLDR's Committee score moved from 50.89 to 49.32 (-1.57, 1 day(s) apart).

50.89 → 49.32 (-1.6)

2026-07-10 MATERIAL
▲ Agreement Shift

BLDR's Committee agreement moved from 40.00% to 50.00% (+10.00pp, 3 day(s) apart).

40.00 → 50.00 (+10.0)

2026-07-10 MINOR
▲ Score Change

BLDR's Committee score moved from 50.10 to 50.19 (+0.09, 3 day(s) apart).

50.10 → 50.19 (+0.1)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →