David Manthey
Stock Analyst at Baird
(4.97)
# 16
Out of 4,412 analysts
128
Total ratings
81.93%
Success rate
28%
Average return
Main Sectors:
21 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| SRCL Stericycle | Maintains: Neutral | $62 → $55 | $46.31 | +18.76% | 9 | Apr 26, 2024 | |
| WSO Watsco | Maintains: Outperform | $420 → $460 | $443.21 | +3.79% | 11 | Apr 25, 2024 | |
| CLH Clean Harbors | Maintains: Outperform | $192 → $235 | $194.00 | +21.13% | 2 | Apr 16, 2024 | |
| FAST Fastenal Company | Maintains: Neutral | $77 → $71 | $68.17 | +4.15% | 7 | Apr 12, 2024 | |
| FERG Ferguson | Maintains: Outperform | $205 → $222 | $213.33 | +4.06% | 5 | Mar 6, 2024 | |
| GMS GMS Inc. | Maintains: Outperform | $92 → $105 | $92.89 | +13.04% | 6 | Mar 1, 2024 | |
| BECN Beacon Roofing Supply | Upgrades: Outperform | $99 → $115 | $99.00 | +16.16% | 7 | Feb 29, 2024 | |
| SITE SiteOne Landscape Supply | Maintains: Outperform | $175 → $190 | $162.54 | +16.89% | 7 | Feb 15, 2024 | |
| WSO.B Watsco | Maintains: Outperform | $400 → $410 | $445.15 | -7.90% | 10 | Feb 14, 2024 | |
| WCC WESCO International | Maintains: Outperform | $203 → $170 | $155.80 | +9.11% | 4 | Feb 14, 2024 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $161 → $185 | $180.89 | +2.27% | 7 | Aug 11, 2023 | |
| GWW W.W. Grainger | Maintains: Outperform | $795 → $790 | $929.26 | -14.99% | 7 | Jul 28, 2023 | |
| MSM MSC Industrial Direct Co. | Maintains: Outperform | $104 → $110 | $93.22 | +18.00% | 6 | Jun 30, 2023 | |
| CNM Core & Main | Maintains: Outperform | $33 → $34 | $57.32 | -40.68% | 6 | Jun 7, 2023 | |
| LULU Lululemon Athletica | Maintains: Outperform | $430 → $435 | $364.70 | +19.28% | 2 | Jun 2, 2023 | |
| BLDR Builders FirstSource | Downgrades: Neutral | $96 | $187.66 | -48.84% | 3 | May 4, 2023 | |
| WM Waste Management | Maintains: Neutral | $167 | $210.10 | -20.51% | 11 | Apr 28, 2023 | |
| POOL Pool Corporation | Maintains: Neutral | $385 → $370 | $371.17 | -0.32% | 11 | Apr 21, 2023 | |
| RSG Republic Services | Maintains: Neutral | $136 → $142 | $191.92 | -26.01% | 3 | Feb 16, 2023 | |
| HLMN Hillman Solutions | Initiates: Outperform | n/a | $9.74 | - | 1 | Aug 10, 2021 | |
| DNOW NOW Inc. | Maintains: Neutral | n/a | $14.63 | - | 3 | Nov 2, 2018 |
Stericycle
Apr 26, 2024
Maintains: Neutral
Price Target: $62 → $55
Current: $46.31
Upside: +18.76%
Watsco
Apr 25, 2024
Maintains: Outperform
Price Target: $420 → $460
Current: $443.21
Upside: +3.79%
Clean Harbors
Apr 16, 2024
Maintains: Outperform
Price Target: $192 → $235
Current: $194.00
Upside: +21.13%
Fastenal Company
Apr 12, 2024
Maintains: Neutral
Price Target: $77 → $71
Current: $68.17
Upside: +4.15%
Ferguson
Mar 6, 2024
Maintains: Outperform
Price Target: $205 → $222
Current: $213.33
Upside: +4.06%
GMS Inc.
Mar 1, 2024
Maintains: Outperform
Price Target: $92 → $105
Current: $92.89
Upside: +13.04%
Beacon Roofing Supply
Feb 29, 2024
Upgrades: Outperform
Price Target: $99 → $115
Current: $99.00
Upside: +16.16%
SiteOne Landscape Supply
Feb 15, 2024
Maintains: Outperform
Price Target: $175 → $190
Current: $162.54
Upside: +16.89%
Watsco
Feb 14, 2024
Maintains: Outperform
Price Target: $400 → $410
Current: $445.15
Upside: -7.90%
WESCO International
Feb 14, 2024
Maintains: Outperform
Price Target: $203 → $170
Current: $155.80
Upside: +9.11%
Applied Industrial Technologies
Aug 11, 2023
Maintains: Outperform
Price Target: $161 → $185
Current: $180.89
Upside: +2.27%
W.W. Grainger
Jul 28, 2023
Maintains: Outperform
Price Target: $795 → $790
Current: $929.26
Upside: -14.99%
MSC Industrial Direct Co.
Jun 30, 2023
Maintains: Outperform
Price Target: $104 → $110
Current: $93.22
Upside: +18.00%
Core & Main
Jun 7, 2023
Maintains: Outperform
Price Target: $33 → $34
Current: $57.32
Upside: -40.68%
Lululemon Athletica
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $364.70
Upside: +19.28%
Builders FirstSource
May 4, 2023
Downgrades: Neutral
Price Target: $96
Current: $187.66
Upside: -48.84%
Waste Management
Apr 28, 2023
Maintains: Neutral
Price Target: $167
Current: $210.10
Upside: -20.51%
Pool Corporation
Apr 21, 2023
Maintains: Neutral
Price Target: $385 → $370
Current: $371.17
Upside: -0.32%
Republic Services
Feb 16, 2023
Maintains: Neutral
Price Target: $136 → $142
Current: $191.92
Upside: -26.01%
Hillman Solutions
Aug 10, 2021
Initiates: Outperform
Price Target: n/a
Current: $9.74
Upside: -
NOW Inc.
Nov 2, 2018
Maintains: Neutral
Price Target: n/a
Current: $14.63
Upside: -