David Manthey
Stock Analyst at Baird
(4.66)
# 170
Out of 5,124 analysts
209
Total ratings
64.35%
Success rate
19.04%
Average return
Main Sectors:
Stocks Rated by David Manthey
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| FERG Ferguson Enterprises | Maintains: Outperform | $262 → $265 | $226.01 | +17.25% | 11 | Dec 10, 2025 | |
| CNM Core & Main | Maintains: Outperform | $62 → $64 | $55.65 | +15.00% | 11 | Dec 10, 2025 | |
| WM Waste Management | Upgrades: Outperform | $238 → $242 | $219.08 | +10.46% | 15 | Nov 4, 2025 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $265 → $300 | $265.39 | +13.04% | 11 | Aug 15, 2025 | |
| FAST Fastenal Company | Upgrades: Outperform | $47 → $55 | $41.54 | +32.40% | 17 | Aug 7, 2025 | |
| BLDR Builders FirstSource | Downgrades: Neutral | $145 → $130 | $111.26 | +16.84% | 10 | Aug 1, 2025 | |
| CLH Clean Harbors | Maintains: Outperform | $255 → $275 | $244.91 | +12.29% | 8 | Jul 31, 2025 | |
| POOL Pool Corporation | Maintains: Neutral | $310 → $340 | $239.38 | +42.03% | 18 | Jul 25, 2025 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $84 → $95 | $84.94 | +11.84% | 14 | Jul 2, 2025 | |
| QXO QXO, Inc. | Initiates: Outperform | $32 | $23.98 | +33.44% | 1 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $9 → $8 | $9.40 | -14.89% | 6 | Apr 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $232 → $245 | $210.93 | +16.15% | 5 | Apr 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $357.19 | +51.18% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $338.85 | +59.36% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $183 → $175 | $129.90 | +34.72% | 15 | Feb 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $215 → $223 | $272.37 | -18.13% | 7 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Outperform | $975 → $1,230 | $1,028.98 | +19.54% | 13 | Oct 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $435 | $215.88 | +101.50% | 2 | Jun 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $17 → $16 | $13.57 | +17.91% | 3 | Nov 2, 2018 |
Ferguson Enterprises
Dec 10, 2025
Maintains: Outperform
Price Target: $262 → $265
Current: $226.01
Upside: +17.25%
Core & Main
Dec 10, 2025
Maintains: Outperform
Price Target: $62 → $64
Current: $55.65
Upside: +15.00%
Waste Management
Nov 4, 2025
Upgrades: Outperform
Price Target: $238 → $242
Current: $219.08
Upside: +10.46%
Applied Industrial Technologies
Aug 15, 2025
Maintains: Outperform
Price Target: $265 → $300
Current: $265.39
Upside: +13.04%
Fastenal Company
Aug 7, 2025
Upgrades: Outperform
Price Target: $47 → $55
Current: $41.54
Upside: +32.40%
Builders FirstSource
Aug 1, 2025
Downgrades: Neutral
Price Target: $145 → $130
Current: $111.26
Upside: +16.84%
Clean Harbors
Jul 31, 2025
Maintains: Outperform
Price Target: $255 → $275
Current: $244.91
Upside: +12.29%
Pool Corporation
Jul 25, 2025
Maintains: Neutral
Price Target: $310 → $340
Current: $239.38
Upside: +42.03%
MSC Industrial Direct Co.
Jul 2, 2025
Maintains: Neutral
Price Target: $84 → $95
Current: $84.94
Upside: +11.84%
QXO, Inc.
Jun 12, 2025
Initiates: Outperform
Price Target: $32
Current: $23.98
Upside: +33.44%
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: $210.93
Upside: +16.15%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $357.19
Upside: +51.18%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $338.85
Upside: +59.36%
Feb 13, 2025
Maintains: Outperform
Price Target: $183 → $175
Current: $129.90
Upside: +34.72%
Nov 1, 2024
Maintains: Outperform
Price Target: $215 → $223
Current: $272.37
Upside: -18.13%
Oct 16, 2024
Upgrades: Outperform
Price Target: $975 → $1,230
Current: $1,028.98
Upside: +19.54%
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $215.88
Upside: +101.50%
Nov 2, 2018
Maintains: Neutral
Price Target: $17 → $16
Current: $13.57
Upside: +17.91%