David Manthey
Stock Analyst at Baird
(4.74)
# 133
Out of 5,124 analysts
209
Total ratings
67.83%
Success rate
19.38%
Average return
Main Sectors:
Stocks Rated by David Manthey
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| FERG Ferguson Enterprises | Maintains: Outperform | $262 → $265 | $222.63 | +19.03% | 11 | Dec 10, 2025 | |
| CNM Core & Main | Maintains: Outperform | $62 → $64 | $51.97 | +23.15% | 11 | Dec 10, 2025 | |
| WM Waste Management | Upgrades: Outperform | $238 → $242 | $219.71 | +10.15% | 15 | Nov 4, 2025 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $265 → $300 | $256.77 | +16.84% | 11 | Aug 15, 2025 | |
| FAST Fastenal Company | Upgrades: Outperform | $47 → $55 | $40.13 | +37.05% | 17 | Aug 7, 2025 | |
| BLDR Builders FirstSource | Downgrades: Neutral | $145 → $130 | $102.89 | +26.35% | 10 | Aug 1, 2025 | |
| CLH Clean Harbors | Maintains: Outperform | $255 → $275 | $234.48 | +17.28% | 8 | Jul 31, 2025 | |
| POOL Pool Corporation | Maintains: Neutral | $310 → $340 | $228.75 | +48.63% | 18 | Jul 25, 2025 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $84 → $95 | $84.10 | +12.96% | 14 | Jul 2, 2025 | |
| QXO QXO, Inc. | Initiates: Outperform | $32 | $19.29 | +65.89% | 1 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $9 → $8 | $8.66 | -7.62% | 6 | Apr 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $232 → $245 | $211.93 | +15.60% | 5 | Apr 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $336.95 | +60.26% | 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 | $124.56 | +40.49% | 15 | Feb 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $215 → $223 | $244.64 | -8.85% | 7 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Outperform | $975 → $1,230 | $1,009.05 | +21.90% | 13 | Oct 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $435 | $207.81 | +109.33% | 2 | Jun 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $17 → $16 | $13.25 | +20.75% | 3 | Nov 2, 2018 |
Ferguson Enterprises
Dec 10, 2025
Maintains: Outperform
Price Target: $262 → $265
Current: $222.63
Upside: +19.03%
Core & Main
Dec 10, 2025
Maintains: Outperform
Price Target: $62 → $64
Current: $51.97
Upside: +23.15%
Waste Management
Nov 4, 2025
Upgrades: Outperform
Price Target: $238 → $242
Current: $219.71
Upside: +10.15%
Applied Industrial Technologies
Aug 15, 2025
Maintains: Outperform
Price Target: $265 → $300
Current: $256.77
Upside: +16.84%
Fastenal Company
Aug 7, 2025
Upgrades: Outperform
Price Target: $47 → $55
Current: $40.13
Upside: +37.05%
Builders FirstSource
Aug 1, 2025
Downgrades: Neutral
Price Target: $145 → $130
Current: $102.89
Upside: +26.35%
Clean Harbors
Jul 31, 2025
Maintains: Outperform
Price Target: $255 → $275
Current: $234.48
Upside: +17.28%
Pool Corporation
Jul 25, 2025
Maintains: Neutral
Price Target: $310 → $340
Current: $228.75
Upside: +48.63%
MSC Industrial Direct Co.
Jul 2, 2025
Maintains: Neutral
Price Target: $84 → $95
Current: $84.10
Upside: +12.96%
QXO, Inc.
Jun 12, 2025
Initiates: Outperform
Price Target: $32
Current: $19.29
Upside: +65.89%
Apr 30, 2025
Maintains: Neutral
Price Target: $9 → $8
Current: $8.66
Upside: -7.62%
Apr 25, 2025
Maintains: Neutral
Price Target: $232 → $245
Current: $211.93
Upside: +15.60%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $336.95
Upside: +60.26%
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: $124.56
Upside: +40.49%
Nov 1, 2024
Maintains: Outperform
Price Target: $215 → $223
Current: $244.64
Upside: -8.85%
Oct 16, 2024
Upgrades: Outperform
Price Target: $975 → $1,230
Current: $1,009.05
Upside: +21.90%
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $207.81
Upside: +109.33%
Nov 2, 2018
Maintains: Neutral
Price Target: $17 → $16
Current: $13.25
Upside: +20.75%