David Manthey
Stock Analyst at Baird
(4.73)
# 143
Out of 5,111 analysts
209
Total ratings
67.83%
Success rate
19.33%
Average return
Main Sectors:
Stocks Rated by David Manthey
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| FERG Ferguson Enterprises | Maintains: Outperform | $262 → $265 | $225.47 | +17.53% | 11 | Dec 10, 2025 | |
| CNM Core & Main | Maintains: Outperform | $62 → $64 | $55.43 | +15.46% | 11 | Dec 10, 2025 | |
| WM Waste Management | Upgrades: Outperform | $238 → $242 | $218.32 | +10.85% | 15 | Nov 4, 2025 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $265 → $300 | $259.81 | +15.47% | 11 | Aug 15, 2025 | |
| FAST Fastenal Company | Upgrades: Outperform | $47 → $55 | $42.58 | +29.17% | 17 | Aug 7, 2025 | |
| BLDR Builders FirstSource | Downgrades: Neutral | $145 → $130 | $104.66 | +24.21% | 10 | Aug 1, 2025 | |
| CLH Clean Harbors | Maintains: Outperform | $255 → $275 | $240.71 | +14.25% | 8 | Jul 31, 2025 | |
| POOL Pool Corporation | Maintains: Neutral | $310 → $340 | $238.34 | +42.65% | 18 | Jul 25, 2025 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $84 → $95 | $85.74 | +10.80% | 14 | Jul 2, 2025 | |
| QXO QXO, Inc. | Initiates: Outperform | $32 | $21.31 | +50.16% | 1 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $9 → $8 | $9.13 | -12.38% | 6 | Apr 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $232 → $245 | $215.33 | +13.78% | 5 | Apr 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $344.59 | +56.71% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $352.26 | +53.30% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $183 → $175 | $128.09 | +36.62% | 15 | Feb 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $215 → $223 | $258.84 | -13.85% | 7 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Outperform | $975 → $1,230 | $1,029.56 | +19.47% | 13 | Oct 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $435 | $206.29 | +110.87% | 2 | Jun 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $17 → $16 | $14.08 | +13.64% | 3 | Nov 2, 2018 |
Ferguson Enterprises
Dec 10, 2025
Maintains: Outperform
Price Target: $262 → $265
Current: $225.47
Upside: +17.53%
Core & Main
Dec 10, 2025
Maintains: Outperform
Price Target: $62 → $64
Current: $55.43
Upside: +15.46%
Waste Management
Nov 4, 2025
Upgrades: Outperform
Price Target: $238 → $242
Current: $218.32
Upside: +10.85%
Applied Industrial Technologies
Aug 15, 2025
Maintains: Outperform
Price Target: $265 → $300
Current: $259.81
Upside: +15.47%
Fastenal Company
Aug 7, 2025
Upgrades: Outperform
Price Target: $47 → $55
Current: $42.58
Upside: +29.17%
Builders FirstSource
Aug 1, 2025
Downgrades: Neutral
Price Target: $145 → $130
Current: $104.66
Upside: +24.21%
Clean Harbors
Jul 31, 2025
Maintains: Outperform
Price Target: $255 → $275
Current: $240.71
Upside: +14.25%
Pool Corporation
Jul 25, 2025
Maintains: Neutral
Price Target: $310 → $340
Current: $238.34
Upside: +42.65%
MSC Industrial Direct Co.
Jul 2, 2025
Maintains: Neutral
Price Target: $84 → $95
Current: $85.74
Upside: +10.80%
QXO, Inc.
Jun 12, 2025
Initiates: Outperform
Price Target: $32
Current: $21.31
Upside: +50.16%
Apr 30, 2025
Maintains: Neutral
Price Target: $9 → $8
Current: $9.13
Upside: -12.38%
Apr 25, 2025
Maintains: Neutral
Price Target: $232 → $245
Current: $215.33
Upside: +13.78%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $344.59
Upside: +56.71%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $352.26
Upside: +53.30%
Feb 13, 2025
Maintains: Outperform
Price Target: $183 → $175
Current: $128.09
Upside: +36.62%
Nov 1, 2024
Maintains: Outperform
Price Target: $215 → $223
Current: $258.84
Upside: -13.85%
Oct 16, 2024
Upgrades: Outperform
Price Target: $975 → $1,230
Current: $1,029.56
Upside: +19.47%
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $206.29
Upside: +110.87%
Nov 2, 2018
Maintains: Neutral
Price Target: $17 → $16
Current: $14.08
Upside: +13.64%