David Manthey
Stock Analyst at Baird
(4.98)
# 20
Out of 4,496 analysts
141
Total ratings
85.54%
Success rate
28.78%
Average return
Main Sectors:
21 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| POOL Pool Corporation | Maintains: Neutral | $380 → $305 | $328.52 | -7.16% | 12 | Jun 25, 2024 | |
| GMS GMS Inc. | Maintains: Outperform | $112 → $100 | $90.32 | +10.72% | 7 | Jun 21, 2024 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $95 → $84 | $82.94 | +1.28% | 8 | Jun 14, 2024 | |
| SITE SiteOne Landscape Supply | Maintains: Outperform | $185 → $175 | $135.16 | +29.48% | 8 | Jun 5, 2024 | |
| WCC WESCO International | Downgrades: Neutral | $200 → $195 | $169.44 | +15.08% | 5 | May 29, 2024 | |
| HLMN Hillman Solutions | Maintains: Outperform | $10 → $11 | $9.55 | +15.18% | 2 | May 8, 2024 | |
| BLDR Builders FirstSource | Maintains: Neutral | $207 → $197 | $158.00 | +24.68% | 4 | May 8, 2024 | |
| FAST Fastenal Company | Maintains: Neutral | $71 → $69 | $67.89 | +1.64% | 8 | May 7, 2024 | |
| BECN Beacon Roofing Supply | Maintains: Outperform | $115 → $117 | $96.84 | +20.82% | 8 | May 3, 2024 | |
| CLH Clean Harbors | Maintains: Outperform | $235 → $240 | $227.73 | +5.39% | 3 | May 2, 2024 | |
| WM Waste Management | Maintains: Neutral | $214 → $222 | $222.80 | -0.36% | 12 | Apr 30, 2024 | |
| SRCL Stericycle | Maintains: Neutral | $62 → $55 | $58.52 | -6.02% | 9 | Apr 26, 2024 | |
| WSO.B Watsco | Maintains: Outperform | $420 → $460 | $445.15 | +3.34% | 11 | Apr 25, 2024 | |
| WSO Watsco | Maintains: Outperform | $420 → $460 | $494.38 | -6.95% | 11 | Apr 25, 2024 | |
| FERG Ferguson | Maintains: Outperform | $205 → $222 | $207.37 | +7.06% | 5 | Mar 6, 2024 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $161 → $185 | $203.78 | -9.22% | 7 | Aug 11, 2023 | |
| GWW W.W. Grainger | Maintains: Outperform | $795 → $790 | $945.83 | -16.48% | 7 | Jul 28, 2023 | |
| CNM Core & Main | Maintains: Outperform | $33 → $34 | $51.47 | -33.94% | 6 | Jun 7, 2023 | |
| LULU Lululemon Athletica | Maintains: Outperform | $430 → $435 | $280.24 | +55.23% | 2 | Jun 2, 2023 | |
| RSG Republic Services | Maintains: Neutral | $136 → $142 | $203.46 | -30.21% | 3 | Feb 16, 2023 | |
| DNOW NOW Inc. | Maintains: Neutral | n/a | $14.21 | - | 3 | Nov 2, 2018 |
Pool Corporation
Jun 25, 2024
Maintains: Neutral
Price Target: $380 → $305
Current: $328.52
Upside: -7.16%
GMS Inc.
Jun 21, 2024
Maintains: Outperform
Price Target: $112 → $100
Current: $90.32
Upside: +10.72%
MSC Industrial Direct Co.
Jun 14, 2024
Maintains: Neutral
Price Target: $95 → $84
Current: $82.94
Upside: +1.28%
SiteOne Landscape Supply
Jun 5, 2024
Maintains: Outperform
Price Target: $185 → $175
Current: $135.16
Upside: +29.48%
WESCO International
May 29, 2024
Downgrades: Neutral
Price Target: $200 → $195
Current: $169.44
Upside: +15.08%
Hillman Solutions
May 8, 2024
Maintains: Outperform
Price Target: $10 → $11
Current: $9.55
Upside: +15.18%
Builders FirstSource
May 8, 2024
Maintains: Neutral
Price Target: $207 → $197
Current: $158.00
Upside: +24.68%
Fastenal Company
May 7, 2024
Maintains: Neutral
Price Target: $71 → $69
Current: $67.89
Upside: +1.64%
Beacon Roofing Supply
May 3, 2024
Maintains: Outperform
Price Target: $115 → $117
Current: $96.84
Upside: +20.82%
Clean Harbors
May 2, 2024
Maintains: Outperform
Price Target: $235 → $240
Current: $227.73
Upside: +5.39%
Waste Management
Apr 30, 2024
Maintains: Neutral
Price Target: $214 → $222
Current: $222.80
Upside: -0.36%
Stericycle
Apr 26, 2024
Maintains: Neutral
Price Target: $62 → $55
Current: $58.52
Upside: -6.02%
Watsco
Apr 25, 2024
Maintains: Outperform
Price Target: $420 → $460
Current: $445.15
Upside: +3.34%
Watsco
Apr 25, 2024
Maintains: Outperform
Price Target: $420 → $460
Current: $494.38
Upside: -6.95%
Ferguson
Mar 6, 2024
Maintains: Outperform
Price Target: $205 → $222
Current: $207.37
Upside: +7.06%
Applied Industrial Technologies
Aug 11, 2023
Maintains: Outperform
Price Target: $161 → $185
Current: $203.78
Upside: -9.22%
W.W. Grainger
Jul 28, 2023
Maintains: Outperform
Price Target: $795 → $790
Current: $945.83
Upside: -16.48%
Core & Main
Jun 7, 2023
Maintains: Outperform
Price Target: $33 → $34
Current: $51.47
Upside: -33.94%
Lululemon Athletica
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $280.24
Upside: +55.23%
Republic Services
Feb 16, 2023
Maintains: Neutral
Price Target: $136 → $142
Current: $203.46
Upside: -30.21%
NOW Inc.
Nov 2, 2018
Maintains: Neutral
Price Target: n/a
Current: $14.21
Upside: -