Stephen Volkmann
Stock Analyst at Jefferies
(4.95)
# 136
Out of 5,125 analysts
944
Total ratings
65.8%
Success rate
18.9%
Average return
Main Sectors:
Stocks Rated by Stephen Volkmann
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| MSM MSC Industrial Direct Co. | Upgraded: Buy | $90 → $135 | $112.43 | +20.07% | 8 | Oct 23, 2026 | |
| CXT Crane NXT, Co. | Initiated Coverage: Buy | $60 | $58.23 | +3.04% | 1 | Sep 22, 2026 | |
| VRT Vertiv Holdings Co | Reiterated: Hold | $260 → $245 | $195.59 | +25.26% | 2 | Sep 3, 2026 | |
| CMI Cummins | Reiterated: Buy | $775 → $675 | $519.53 | +29.93% | 51 | Aug 24, 2026 | |
| XYL Xylem | Reiterated: Buy | $140 → $150 | $109.26 | +37.29% | 3 | Aug 24, 2026 | |
| AGCO AGCO Corporation | Reiterated: Buy | $125 → $145 | $106.17 | +36.57% | 53 | Aug 17, 2026 | |
| HON Honeywell International | Initiated Coverage: Hold | $130 → $255 | $218.31 | +16.81% | 3 | Aug 17, 2026 | |
| CARR Carrier Global | Reiterated: Buy | $90 | $56.48 | +59.35% | 26 | Jul 29, 2026 | |
| FAST Fastenal Company | Reiterated: Buy | $52 | $52.73 | -1.38% | 14 | Jul 15, 2026 | |
| PNR Pentair | Reiterated: Buy | $125 → $90 | $55.44 | +62.34% | 6 | Jul 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $200 → $160 | $112.75 | +41.91% | 3 | Jul 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $100 | $67.76 | +47.58% | 7 | Jun 25, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $110 | $104.90 | +4.86% | 2 | Jun 25, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $550 | $643.62 | -14.55% | 67 | May 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $1,045 | $704.05 | +48.43% | 77 | May 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Hold | $45 | $23.08 | +94.97% | 1 | May 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $40 → $48 | $29.59 | +60.53% | 51 | May 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Buy | $73 | $73.07 | -0.78% | 1 | Mar 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Buy | $175 | $160.29 | +9.18% | 1 | Mar 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $130 | $66.89 | +94.35% | 1 | Mar 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Hold | $15 | $12.71 | +18.02% | 1 | Mar 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $280 | $256.98 | +8.96% | 1 | Mar 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Hold | $180 | $184.44 | -2.41% | 1 | Mar 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $490 | $423.87 | +15.60% | 1 | Mar 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $290 | $276.47 | +4.89% | 1 | Mar 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $335 → $430 | $368.99 | +16.53% | 44 | Mar 16, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $90 → $120 | $143.00 | n/a | 12 | Jul 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $90 | $109.59 | n/a | 48 | Jul 17, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $100 | $74.11 | n/a | 17 | Jun 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $100 → $105 | $134.29 | n/a | 47 | Jun 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $11 | $7.36 | n/a | 5 | Apr 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $175 → $155 | $103.17 | n/a | 11 | Apr 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $200 | $323.68 | n/a | 11 | Apr 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $70 | $108.40 | n/a | 45 | Apr 1, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $26 → $25 | $25.10 | n/a | 4 | Mar 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $290 → $260 | $279.24 | n/a | 41 | Mar 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $655 → $600 | $378.72 | n/a | 9 | Mar 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $810 → $775 | $893.21 | n/a | 47 | Mar 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $300 → $330 | $197.21 | n/a | 15 | Mar 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $55 → $40 | $52.11 | n/a | 43 | Mar 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $400 → $350 | $448.80 | n/a | 32 | Mar 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $515 → $650 | $1,111.02 | n/a | 7 | Mar 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $110 | $133.39 | n/a | 1 | Dec 5, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $995 → $1,010 | $1,360.08 | n/a | 8 | Oct 31, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $400 → $540 | $327.04 | n/a | 9 | Oct 8, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $16 → $1.15 | $3.65 | n/a | 2 | Aug 21, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $30 → $18 | $22.15 | n/a | 33 | Aug 17, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $18 → $2.5 | $0.12 | n/a | 3 | Feb 3, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $8.5 → $7.5 | $6.86 | n/a | 29 | Jan 15, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $10 → $18 | $12.94 | n/a | 4 | Dec 10, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Hold | $47 | $157.66 | n/a | 1 | Apr 25, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $48.43 | $118.21 | n/a | 23 | Aug 13, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $64 → $73 | $148.71 | n/a | 4 | Apr 17, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $229.75 | n/a | 2 | Aug 4, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $194.71 | n/a | 2 | Aug 4, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $6.92 | $15.73 | n/a | 1 | Jun 12, 2013 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $40 | $11.58 | n/a | 1 | Jul 18, 2012 |
MSC Industrial Direct Co.
Oct 23, 2026
Upgraded: Buy
Price Target: $90 → $135
Current: $112.43
Upside: +20.07%
Crane NXT, Co.
Sep 22, 2026
Initiated Coverage: Buy
Price Target: $60
Current: $58.23
Upside: +3.04%
Vertiv Holdings Co
Sep 3, 2026
Reiterated: Hold
Price Target: $260 → $245
Current: $195.59
Upside: +25.26%
Cummins
Aug 24, 2026
Reiterated: Buy
Price Target: $775 → $675
Current: $519.53
Upside: +29.93%
Xylem
Aug 24, 2026
Reiterated: Buy
Price Target: $140 → $150
Current: $109.26
Upside: +37.29%
AGCO Corporation
Aug 17, 2026
Reiterated: Buy
Price Target: $125 → $145
Current: $106.17
Upside: +36.57%
Honeywell International
Aug 17, 2026
Initiated Coverage: Hold
Price Target: $130 → $255
Current: $218.31
Upside: +16.81%
Carrier Global
Jul 29, 2026
Reiterated: Buy
Price Target: $90
Current: $56.48
Upside: +59.35%
Fastenal Company
Jul 15, 2026
Reiterated: Buy
Price Target: $52
Current: $52.73
Upside: -1.38%
Pentair
Jul 15, 2026
Reiterated: Buy
Price Target: $125 → $90
Current: $55.44
Upside: +62.34%
Jul 8, 2026
Reiterated: Buy
Price Target: $200 → $160
Current: $112.75
Upside: +41.91%
Jun 25, 2026
Reiterated: Buy
Price Target: $100
Current: $67.76
Upside: +47.58%
Jun 25, 2026
Reiterated: Buy
Price Target: $110
Current: $104.90
Upside: +4.86%
May 29, 2026
Reiterated: Hold
Price Target: $550
Current: $643.62
Upside: -14.55%
May 22, 2026
Reiterated: Buy
Price Target: $1,045
Current: $704.05
Upside: +48.43%
May 13, 2026
Initiated Coverage: Hold
Price Target: $45
Current: $23.08
Upside: +94.97%
May 7, 2026
Downgraded: Hold
Price Target: $40 → $48
Current: $29.59
Upside: +60.53%
Mar 31, 2026
Upgraded: Buy
Price Target: $73
Current: $73.07
Upside: -0.78%
Mar 31, 2026
Upgraded: Buy
Price Target: $175
Current: $160.29
Upside: +9.18%
Mar 31, 2026
Initiated Coverage: Buy
Price Target: $130
Current: $66.89
Upside: +94.35%
Mar 31, 2026
Initiated Coverage: Hold
Price Target: $15
Current: $12.71
Upside: +18.02%
Mar 31, 2026
Downgraded: Hold
Price Target: $280
Current: $256.98
Upside: +8.96%
Mar 31, 2026
Initiated Coverage: Hold
Price Target: $180
Current: $184.44
Upside: -2.41%
Mar 31, 2026
Downgraded: Hold
Price Target: $490
Current: $423.87
Upside: +15.60%
Mar 31, 2026
Initiated Coverage: Buy
Price Target: $290
Current: $276.47
Upside: +4.89%
Mar 16, 2026
Initiated Coverage: Buy
Price Target: $335 → $430
Current: $368.99
Upside: +16.53%
Jul 24, 2025
Downgraded: Hold
Price Target: $90 → $120
Current: $143.00
Upside: n/a
Jul 17, 2025
Reiterated: Hold
Price Target: $90
Current: $109.59
Upside: n/a
Jun 9, 2025
Reiterated: Buy
Price Target: $100
Current: $74.11
Upside: n/a
Jun 6, 2025
Reiterated: Hold
Price Target: $100 → $105
Current: $134.29
Upside: n/a
Apr 16, 2025
Reiterated: Buy
Price Target: $11
Current: $7.36
Upside: n/a
Apr 16, 2025
Reiterated: Buy
Price Target: $175 → $155
Current: $103.17
Upside: n/a
Apr 16, 2025
Reiterated: Buy
Price Target: $200
Current: $323.68
Upside: n/a
Apr 1, 2025
Downgraded: Hold
Price Target: $70
Current: $108.40
Upside: n/a
Mar 31, 2025
Reiterated: Buy
Price Target: $26 → $25
Current: $25.10
Upside: n/a
Mar 31, 2025
Reiterated: Hold
Price Target: $290 → $260
Current: $279.24
Upside: n/a
Mar 31, 2025
Reiterated: Hold
Price Target: $655 → $600
Current: $378.72
Upside: n/a
Mar 31, 2025
Reiterated: Buy
Price Target: $810 → $775
Current: $893.21
Upside: n/a
Mar 31, 2025
Reiterated: Hold
Price Target: $300 → $330
Current: $197.21
Upside: n/a
Mar 31, 2025
Reiterated: Hold
Price Target: $55 → $40
Current: $52.11
Upside: n/a
Mar 31, 2025
Reiterated: Hold
Price Target: $400 → $350
Current: $448.80
Upside: n/a
Mar 31, 2025
Reiterated: Hold
Price Target: $515 → $650
Current: $1,111.02
Upside: n/a
Dec 5, 2024
Rated: Buy
Price Target: $110
Current: $133.39
Upside: n/a
Oct 31, 2024
Reiterated: Hold
Price Target: $995 → $1,010
Current: $1,360.08
Upside: n/a
Oct 8, 2024
Reiterated: Hold
Price Target: $400 → $540
Current: $327.04
Upside: n/a
Aug 21, 2023
Downgraded: Hold
Price Target: $16 → $1.15
Current: $3.65
Upside: n/a
Aug 17, 2022
Reiterated: Buy
Price Target: $30 → $18
Current: $22.15
Upside: n/a
Feb 3, 2022
Downgraded: Hold
Price Target: $18 → $2.5
Current: $0.12
Upside: n/a
Jan 15, 2021
Reiterated: Hold
Price Target: $8.5 → $7.5
Current: $6.86
Upside: n/a
Dec 10, 2020
Reiterated: Buy
Price Target: $10 → $18
Current: $12.94
Upside: n/a
Apr 25, 2019
Initiated Coverage: Hold
Price Target: $47
Current: $157.66
Upside: n/a
Aug 13, 2018
Reiterated: Hold
Price Target: $48.43
Current: $118.21
Upside: n/a
Apr 17, 2017
Reiterated: Hold
Price Target: $64 → $73
Current: $148.71
Upside: n/a
Aug 4, 2016
Reiterated: Buy
Price Target: n/a
Current: $229.75
Upside: n/a
Aug 4, 2016
Reiterated: Buy
Price Target: n/a
Current: $194.71
Upside: n/a
Jun 12, 2013
Reiterated: Hold
Price Target: $6.92
Current: $15.73
Upside: n/a
Jul 18, 2012
Downgraded: Hold
Price Target: $40
Current: $11.58
Upside: n/a