David Manthey
Stock Analyst at Baird
(4.78)
# 123
Out of 5,015 analysts
202
Total ratings
69.44%
Success rate
20.58%
Average return
Main Sectors:
Stocks Rated by David Manthey
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| FERG Ferguson Enterprises | Maintains: Outperform | $260 → $262 | $231.47 | +13.19% | 10 | Sep 17, 2025 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $265 → $300 | $246.04 | +21.93% | 11 | Aug 15, 2025 | |
| FAST Fastenal Company | Upgrades: Outperform | $47 → $55 | $45.78 | +20.14% | 17 | Aug 7, 2025 | |
| BLDR Builders FirstSource | Downgrades: Neutral | $145 → $130 | $122.50 | +6.12% | 7 | Aug 1, 2025 | |
| POOL Pool Corporation | Maintains: Neutral | $310 → $340 | $289.91 | +17.28% | 18 | Jul 25, 2025 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $84 → $95 | $85.68 | +10.88% | 14 | Jul 2, 2025 | |
| QXO QXO, Inc. | Initiates: Outperform | $32 | $18.58 | +72.23% | 1 | Jun 12, 2025 | |
| CLH Clean Harbors | Maintains: Outperform | $250 → $255 | $233.95 | +9.00% | 7 | May 1, 2025 | |
| WM Waste Management | Maintains: Neutral | $235 → $245 | $219.25 | +11.74% | 14 | Apr 30, 2025 | |
| HLMN Hillman Solutions | Maintains: Neutral | $9 → $8 | $9.40 | -14.89% | 6 | Apr 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $232 → $245 | $225.16 | +8.81% | 5 | Apr 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $366.95 | +47.16% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $402.56 | +34.14% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $66 → $65 | $49.25 | +31.98% | 10 | Mar 26, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $183 → $175 | $116.99 | +49.59% | 15 | Feb 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $215 → $223 | $208.29 | +7.06% | 7 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Outperform | $975 → $1,230 | $947.56 | +29.81% | 13 | Oct 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $435 | $167.51 | +159.69% | 2 | Jun 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $17 → $16 | $13.95 | +14.70% | 3 | Nov 2, 2018 |
Ferguson Enterprises
Sep 17, 2025
Maintains: Outperform
Price Target: $260 → $262
Current: $231.47
Upside: +13.19%
Applied Industrial Technologies
Aug 15, 2025
Maintains: Outperform
Price Target: $265 → $300
Current: $246.04
Upside: +21.93%
Fastenal Company
Aug 7, 2025
Upgrades: Outperform
Price Target: $47 → $55
Current: $45.78
Upside: +20.14%
Builders FirstSource
Aug 1, 2025
Downgrades: Neutral
Price Target: $145 → $130
Current: $122.50
Upside: +6.12%
Pool Corporation
Jul 25, 2025
Maintains: Neutral
Price Target: $310 → $340
Current: $289.91
Upside: +17.28%
MSC Industrial Direct Co.
Jul 2, 2025
Maintains: Neutral
Price Target: $84 → $95
Current: $85.68
Upside: +10.88%
QXO, Inc.
Jun 12, 2025
Initiates: Outperform
Price Target: $32
Current: $18.58
Upside: +72.23%
Clean Harbors
May 1, 2025
Maintains: Outperform
Price Target: $250 → $255
Current: $233.95
Upside: +9.00%
Waste Management
Apr 30, 2025
Maintains: Neutral
Price Target: $235 → $245
Current: $219.25
Upside: +11.74%
Hillman Solutions
Apr 30, 2025
Maintains: Neutral
Price Target: $9 → $8
Current: $9.40
Upside: -14.89%
Apr 25, 2025
Maintains: Neutral
Price Target: $232 → $245
Current: $225.16
Upside: +8.81%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $366.95
Upside: +47.16%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $402.56
Upside: +34.14%
Mar 26, 2025
Maintains: Outperform
Price Target: $66 → $65
Current: $49.25
Upside: +31.98%
Feb 13, 2025
Maintains: Outperform
Price Target: $183 → $175
Current: $116.99
Upside: +49.59%
Nov 1, 2024
Maintains: Outperform
Price Target: $215 → $223
Current: $208.29
Upside: +7.06%
Oct 16, 2024
Upgrades: Outperform
Price Target: $975 → $1,230
Current: $947.56
Upside: +29.81%
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $167.51
Upside: +159.69%
Nov 2, 2018
Maintains: Neutral
Price Target: $17 → $16
Current: $13.95
Upside: +14.70%