David Manthey
Stock Analyst at Baird
(4.82)
# 81
Out of 5,157 analysts
213
Total ratings
68.64%
Success rate
21.36%
Average return
Main Sectors:
Stocks Rated by David Manthey
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| FAST Fastenal Company | Maintains: Outperform | $51 → $52 | $46.30 | +12.31% | 18 | Mar 6, 2026 | |
| POOL Pool Corporation | Maintains: Outperform | $320 → $300 | $208.88 | +43.62% | 20 | Feb 20, 2026 | |
| BLDR Builders FirstSource | Maintains: Neutral | $135 → $125 | $93.68 | +33.43% | 11 | Feb 18, 2026 | |
| FERG Ferguson Enterprises | Maintains: Outperform | $262 → $265 | $227.91 | +16.27% | 11 | Dec 10, 2025 | |
| CNM Core & Main | Maintains: Outperform | $62 → $64 | $49.38 | +29.61% | 11 | Dec 10, 2025 | |
| WM Waste Management | Upgrades: Outperform | $238 → $242 | $235.54 | +2.74% | 15 | Nov 4, 2025 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $265 → $300 | $264.31 | +13.50% | 11 | Aug 15, 2025 | |
| CLH Clean Harbors | Maintains: Outperform | $255 → $275 | $286.03 | -3.86% | 8 | Jul 31, 2025 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $84 → $95 | $90.14 | +5.39% | 14 | Jul 2, 2025 | |
| QXO QXO, Inc. | Initiates: Outperform | $32 | $21.57 | +48.35% | 1 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $9 → $8 | $8.23 | -2.79% | 6 | Apr 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $232 → $245 | $223.53 | +9.60% | 5 | Apr 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $379.45 | +42.31% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $377.59 | +43.01% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $183 → $175 | $135.20 | +29.44% | 15 | Feb 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $215 → $223 | $269.17 | -17.15% | 7 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Outperform | $975 → $1,230 | $1,106.40 | +11.17% | 13 | Oct 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $435 | $166.43 | +161.37% | 2 | Jun 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $17 → $16 | $11.63 | +37.58% | 3 | Nov 2, 2018 |
Fastenal Company
Mar 6, 2026
Maintains: Outperform
Price Target: $51 → $52
Current: $46.30
Upside: +12.31%
Pool Corporation
Feb 20, 2026
Maintains: Outperform
Price Target: $320 → $300
Current: $208.88
Upside: +43.62%
Builders FirstSource
Feb 18, 2026
Maintains: Neutral
Price Target: $135 → $125
Current: $93.68
Upside: +33.43%
Ferguson Enterprises
Dec 10, 2025
Maintains: Outperform
Price Target: $262 → $265
Current: $227.91
Upside: +16.27%
Core & Main
Dec 10, 2025
Maintains: Outperform
Price Target: $62 → $64
Current: $49.38
Upside: +29.61%
Waste Management
Nov 4, 2025
Upgrades: Outperform
Price Target: $238 → $242
Current: $235.54
Upside: +2.74%
Applied Industrial Technologies
Aug 15, 2025
Maintains: Outperform
Price Target: $265 → $300
Current: $264.31
Upside: +13.50%
Clean Harbors
Jul 31, 2025
Maintains: Outperform
Price Target: $255 → $275
Current: $286.03
Upside: -3.86%
MSC Industrial Direct Co.
Jul 2, 2025
Maintains: Neutral
Price Target: $84 → $95
Current: $90.14
Upside: +5.39%
QXO, Inc.
Jun 12, 2025
Initiates: Outperform
Price Target: $32
Current: $21.57
Upside: +48.35%
Apr 30, 2025
Maintains: Neutral
Price Target: $9 → $8
Current: $8.23
Upside: -2.79%
Apr 25, 2025
Maintains: Neutral
Price Target: $232 → $245
Current: $223.53
Upside: +9.60%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $379.45
Upside: +42.31%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $377.59
Upside: +43.01%
Feb 13, 2025
Maintains: Outperform
Price Target: $183 → $175
Current: $135.20
Upside: +29.44%
Nov 1, 2024
Maintains: Outperform
Price Target: $215 → $223
Current: $269.17
Upside: -17.15%
Oct 16, 2024
Upgrades: Outperform
Price Target: $975 → $1,230
Current: $1,106.40
Upside: +11.17%
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $166.43
Upside: +161.37%
Nov 2, 2018
Maintains: Neutral
Price Target: $17 → $16
Current: $11.63
Upside: +37.58%