David Manthey
Stock Analyst at Baird
(4.70)
# 150
Out of 5,180 analysts
213
Total ratings
63.56%
Success rate
20.1%
Average return
Main Sectors:
Stocks Rated by David Manthey
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| FAST Fastenal Company | Maintains: Outperform | $51 → $52 | $46.63 | +11.52% | 18 | Mar 6, 2026 | |
| POOL Pool Corporation | Maintains: Outperform | $320 → $300 | $200.08 | +49.94% | 20 | Feb 20, 2026 | |
| BLDR Builders FirstSource | Maintains: Neutral | $135 → $125 | $80.97 | +54.38% | 11 | Feb 18, 2026 | |
| FERG Ferguson Enterprises | Maintains: Outperform | $262 → $265 | $239.06 | +10.85% | 11 | Dec 10, 2025 | |
| CNM Core & Main | Maintains: Outperform | $62 → $64 | $51.05 | +25.37% | 11 | Dec 10, 2025 | |
| WM Waste Management | Upgrades: Outperform | $238 → $242 | $231.00 | +4.76% | 15 | Nov 4, 2025 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $265 → $300 | $269.36 | +11.38% | 11 | Aug 15, 2025 | |
| CLH Clean Harbors | Maintains: Outperform | $255 → $275 | $290.04 | -5.19% | 8 | Jul 31, 2025 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $84 → $95 | $91.55 | +3.77% | 14 | Jul 2, 2025 | |
| QXO QXO, Inc. | Initiates: Outperform | $32 | $19.30 | +65.80% | 1 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $9 → $8 | $8.25 | -3.03% | 6 | Apr 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $232 → $245 | $220.65 | +11.04% | 5 | Apr 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $375.92 | +43.65% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $368.33 | +46.61% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $183 → $175 | $128.42 | +36.27% | 15 | Feb 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $215 → $223 | $282.46 | -21.05% | 7 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Outperform | $975 → $1,230 | $1,107.58 | +11.05% | 13 | Oct 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $435 | $158.81 | +173.91% | 2 | Jun 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $17 → $16 | $11.84 | +35.14% | 3 | Nov 2, 2018 |
Fastenal Company
Mar 6, 2026
Maintains: Outperform
Price Target: $51 → $52
Current: $46.63
Upside: +11.52%
Pool Corporation
Feb 20, 2026
Maintains: Outperform
Price Target: $320 → $300
Current: $200.08
Upside: +49.94%
Builders FirstSource
Feb 18, 2026
Maintains: Neutral
Price Target: $135 → $125
Current: $80.97
Upside: +54.38%
Ferguson Enterprises
Dec 10, 2025
Maintains: Outperform
Price Target: $262 → $265
Current: $239.06
Upside: +10.85%
Core & Main
Dec 10, 2025
Maintains: Outperform
Price Target: $62 → $64
Current: $51.05
Upside: +25.37%
Waste Management
Nov 4, 2025
Upgrades: Outperform
Price Target: $238 → $242
Current: $231.00
Upside: +4.76%
Applied Industrial Technologies
Aug 15, 2025
Maintains: Outperform
Price Target: $265 → $300
Current: $269.36
Upside: +11.38%
Clean Harbors
Jul 31, 2025
Maintains: Outperform
Price Target: $255 → $275
Current: $290.04
Upside: -5.19%
MSC Industrial Direct Co.
Jul 2, 2025
Maintains: Neutral
Price Target: $84 → $95
Current: $91.55
Upside: +3.77%
QXO, Inc.
Jun 12, 2025
Initiates: Outperform
Price Target: $32
Current: $19.30
Upside: +65.80%
Apr 30, 2025
Maintains: Neutral
Price Target: $9 → $8
Current: $8.25
Upside: -3.03%
Apr 25, 2025
Maintains: Neutral
Price Target: $232 → $245
Current: $220.65
Upside: +11.04%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $375.92
Upside: +43.65%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $368.33
Upside: +46.61%
Feb 13, 2025
Maintains: Outperform
Price Target: $183 → $175
Current: $128.42
Upside: +36.27%
Nov 1, 2024
Maintains: Outperform
Price Target: $215 → $223
Current: $282.46
Upside: -21.05%
Oct 16, 2024
Upgrades: Outperform
Price Target: $975 → $1,230
Current: $1,107.58
Upside: +11.05%
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $158.81
Upside: +173.91%
Nov 2, 2018
Maintains: Neutral
Price Target: $17 → $16
Current: $11.84
Upside: +35.14%