David Manthey
Stock Analyst at Baird
(4.67)
# 190
Out of 5,046 analysts
205
Total ratings
65.45%
Success rate
19.51%
Average return
Main Sectors:
Stocks Rated by David Manthey
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| FERG Ferguson Enterprises | Maintains: Outperform | $260 → $262 | $248.50 | +5.43% | 10 | Sep 17, 2025 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $265 → $300 | $257.09 | +16.69% | 11 | Aug 15, 2025 | |
| FAST Fastenal Company | Upgrades: Outperform | $47 → $55 | $41.15 | +33.66% | 17 | Aug 7, 2025 | |
| BLDR Builders FirstSource | Downgrades: Neutral | $145 → $130 | $116.17 | +11.90% | 10 | Aug 1, 2025 | |
| POOL Pool Corporation | Maintains: Neutral | $310 → $340 | $267.06 | +27.31% | 18 | Jul 25, 2025 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $84 → $95 | $84.91 | +11.88% | 14 | Jul 2, 2025 | |
| QXO QXO, Inc. | Initiates: Outperform | $32 | $17.67 | +81.10% | 1 | Jun 12, 2025 | |
| CLH Clean Harbors | Maintains: Outperform | $250 → $255 | $210.51 | +21.13% | 7 | May 1, 2025 | |
| WM Waste Management | Maintains: Neutral | $235 → $245 | $199.77 | +22.64% | 14 | Apr 30, 2025 | |
| HLMN Hillman Solutions | Maintains: Neutral | $9 → $8 | $9.22 | -13.23% | 6 | Apr 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $232 → $245 | $208.24 | +17.65% | 5 | Apr 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $368.01 | +46.74% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $366.15 | +47.48% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $66 → $65 | $52.18 | +24.57% | 10 | Mar 26, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $183 → $175 | $129.77 | +34.85% | 15 | Feb 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $215 → $223 | $259.53 | -14.08% | 7 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Outperform | $975 → $1,230 | $979.00 | +25.64% | 13 | Oct 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $435 | $170.54 | +155.07% | 2 | Jun 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $17 → $16 | $14.70 | +8.84% | 3 | Nov 2, 2018 |
Ferguson Enterprises
Sep 17, 2025
Maintains: Outperform
Price Target: $260 → $262
Current: $248.50
Upside: +5.43%
Applied Industrial Technologies
Aug 15, 2025
Maintains: Outperform
Price Target: $265 → $300
Current: $257.09
Upside: +16.69%
Fastenal Company
Aug 7, 2025
Upgrades: Outperform
Price Target: $47 → $55
Current: $41.15
Upside: +33.66%
Builders FirstSource
Aug 1, 2025
Downgrades: Neutral
Price Target: $145 → $130
Current: $116.17
Upside: +11.90%
Pool Corporation
Jul 25, 2025
Maintains: Neutral
Price Target: $310 → $340
Current: $267.06
Upside: +27.31%
MSC Industrial Direct Co.
Jul 2, 2025
Maintains: Neutral
Price Target: $84 → $95
Current: $84.91
Upside: +11.88%
QXO, Inc.
Jun 12, 2025
Initiates: Outperform
Price Target: $32
Current: $17.67
Upside: +81.10%
Clean Harbors
May 1, 2025
Maintains: Outperform
Price Target: $250 → $255
Current: $210.51
Upside: +21.13%
Waste Management
Apr 30, 2025
Maintains: Neutral
Price Target: $235 → $245
Current: $199.77
Upside: +22.64%
Hillman Solutions
Apr 30, 2025
Maintains: Neutral
Price Target: $9 → $8
Current: $9.22
Upside: -13.23%
Apr 25, 2025
Maintains: Neutral
Price Target: $232 → $245
Current: $208.24
Upside: +17.65%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $368.01
Upside: +46.74%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $366.15
Upside: +47.48%
Mar 26, 2025
Maintains: Outperform
Price Target: $66 → $65
Current: $52.18
Upside: +24.57%
Feb 13, 2025
Maintains: Outperform
Price Target: $183 → $175
Current: $129.77
Upside: +34.85%
Nov 1, 2024
Maintains: Outperform
Price Target: $215 → $223
Current: $259.53
Upside: -14.08%
Oct 16, 2024
Upgrades: Outperform
Price Target: $975 → $1,230
Current: $979.00
Upside: +25.64%
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $170.54
Upside: +155.07%
Nov 2, 2018
Maintains: Neutral
Price Target: $17 → $16
Current: $14.70
Upside: +8.84%