David Manthey
Stock Analyst at Baird
(4.86)
# 74
Out of 5,134 analysts
211
Total ratings
71.55%
Success rate
21.69%
Average return
Main Sectors:
Stocks Rated by David Manthey
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| BLDR Builders FirstSource | Maintains: Neutral | $135 → $125 | $114.63 | +9.05% | 11 | Feb 18, 2026 | |
| POOL Pool Corporation | Upgrades: Outperform | $345 → $320 | $255.46 | +25.26% | 19 | Jan 12, 2026 | |
| FERG Ferguson Enterprises | Maintains: Outperform | $262 → $265 | $259.67 | +2.05% | 11 | Dec 10, 2025 | |
| CNM Core & Main | Maintains: Outperform | $62 → $64 | $57.30 | +11.69% | 11 | Dec 10, 2025 | |
| WM Waste Management | Upgrades: Outperform | $238 → $242 | $235.22 | +2.88% | 15 | Nov 4, 2025 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $265 → $300 | $278.31 | +7.79% | 11 | Aug 15, 2025 | |
| FAST Fastenal Company | Upgrades: Outperform | $47 → $55 | $45.69 | +20.38% | 17 | Aug 7, 2025 | |
| CLH Clean Harbors | Maintains: Outperform | $255 → $275 | $269.08 | +2.20% | 8 | Jul 31, 2025 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $84 → $95 | $93.47 | +1.64% | 14 | Jul 2, 2025 | |
| QXO QXO, Inc. | Initiates: Outperform | $32 | $26.82 | +19.31% | 1 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $9 → $8 | $9.04 | -11.50% | 6 | Apr 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $232 → $245 | $221.19 | +10.76% | 5 | Apr 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $422.83 | +27.71% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $419.25 | +28.80% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $183 → $175 | $153.53 | +13.98% | 15 | Feb 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $215 → $223 | $300.92 | -25.89% | 7 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Outperform | $975 → $1,230 | $1,132.22 | +8.64% | 13 | Oct 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $435 | $177.72 | +144.77% | 2 | Jun 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $17 → $16 | $16.13 | -0.81% | 3 | Nov 2, 2018 |
Builders FirstSource
Feb 18, 2026
Maintains: Neutral
Price Target: $135 → $125
Current: $114.63
Upside: +9.05%
Pool Corporation
Jan 12, 2026
Upgrades: Outperform
Price Target: $345 → $320
Current: $255.46
Upside: +25.26%
Ferguson Enterprises
Dec 10, 2025
Maintains: Outperform
Price Target: $262 → $265
Current: $259.67
Upside: +2.05%
Core & Main
Dec 10, 2025
Maintains: Outperform
Price Target: $62 → $64
Current: $57.30
Upside: +11.69%
Waste Management
Nov 4, 2025
Upgrades: Outperform
Price Target: $238 → $242
Current: $235.22
Upside: +2.88%
Applied Industrial Technologies
Aug 15, 2025
Maintains: Outperform
Price Target: $265 → $300
Current: $278.31
Upside: +7.79%
Fastenal Company
Aug 7, 2025
Upgrades: Outperform
Price Target: $47 → $55
Current: $45.69
Upside: +20.38%
Clean Harbors
Jul 31, 2025
Maintains: Outperform
Price Target: $255 → $275
Current: $269.08
Upside: +2.20%
MSC Industrial Direct Co.
Jul 2, 2025
Maintains: Neutral
Price Target: $84 → $95
Current: $93.47
Upside: +1.64%
QXO, Inc.
Jun 12, 2025
Initiates: Outperform
Price Target: $32
Current: $26.82
Upside: +19.31%
Apr 30, 2025
Maintains: Neutral
Price Target: $9 → $8
Current: $9.04
Upside: -11.50%
Apr 25, 2025
Maintains: Neutral
Price Target: $232 → $245
Current: $221.19
Upside: +10.76%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $422.83
Upside: +27.71%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $419.25
Upside: +28.80%
Feb 13, 2025
Maintains: Outperform
Price Target: $183 → $175
Current: $153.53
Upside: +13.98%
Nov 1, 2024
Maintains: Outperform
Price Target: $215 → $223
Current: $300.92
Upside: -25.89%
Oct 16, 2024
Upgrades: Outperform
Price Target: $975 → $1,230
Current: $1,132.22
Upside: +8.64%
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $177.72
Upside: +144.77%
Nov 2, 2018
Maintains: Neutral
Price Target: $17 → $16
Current: $16.13
Upside: -0.81%