David Manthey
Stock Analyst at Baird
(4.81)
# 96
Out of 5,147 analysts
212
Total ratings
68.38%
Success rate
21.9%
Average return
Main Sectors:
Stocks Rated by David Manthey
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| POOL Pool Corporation | Maintains: Outperform | $320 → $300 | $227.18 | +32.05% | 20 | Feb 20, 2026 | |
| BLDR Builders FirstSource | Maintains: Neutral | $135 → $125 | $104.29 | +19.86% | 11 | Feb 18, 2026 | |
| FERG Ferguson Enterprises | Maintains: Outperform | $262 → $265 | $260.76 | +1.63% | 11 | Dec 10, 2025 | |
| CNM Core & Main | Maintains: Outperform | $62 → $64 | $54.16 | +18.17% | 11 | Dec 10, 2025 | |
| WM Waste Management | Upgrades: Outperform | $238 → $242 | $240.84 | +0.48% | 15 | Nov 4, 2025 | |
| AIT Applied Industrial Technologies | Maintains: Outperform | $265 → $300 | $282.58 | +6.16% | 11 | Aug 15, 2025 | |
| FAST Fastenal Company | Upgrades: Outperform | $47 → $55 | $46.04 | +19.46% | 17 | Aug 7, 2025 | |
| CLH Clean Harbors | Maintains: Outperform | $255 → $275 | $293.20 | -6.21% | 8 | Jul 31, 2025 | |
| MSM MSC Industrial Direct Co. | Maintains: Neutral | $84 → $95 | $93.84 | +1.24% | 14 | Jul 2, 2025 | |
| QXO QXO, Inc. | Initiates: Outperform | $32 | $23.95 | +33.61% | 1 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $9 → $8 | $8.20 | -2.44% | 6 | Apr 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $232 → $245 | $229.00 | +6.99% | 5 | Apr 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $417.33 | +29.39% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $560 → $540 | $419.25 | +28.80% | 21 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $183 → $175 | $142.89 | +22.47% | 15 | Feb 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $215 → $223 | $289.50 | -22.97% | 7 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Outperform | $975 → $1,230 | $1,144.73 | +7.45% | 13 | Oct 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $435 | $185.17 | +134.92% | 2 | Jun 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $17 → $16 | $11.78 | +35.82% | 3 | Nov 2, 2018 |
Pool Corporation
Feb 20, 2026
Maintains: Outperform
Price Target: $320 → $300
Current: $227.18
Upside: +32.05%
Builders FirstSource
Feb 18, 2026
Maintains: Neutral
Price Target: $135 → $125
Current: $104.29
Upside: +19.86%
Ferguson Enterprises
Dec 10, 2025
Maintains: Outperform
Price Target: $262 → $265
Current: $260.76
Upside: +1.63%
Core & Main
Dec 10, 2025
Maintains: Outperform
Price Target: $62 → $64
Current: $54.16
Upside: +18.17%
Waste Management
Nov 4, 2025
Upgrades: Outperform
Price Target: $238 → $242
Current: $240.84
Upside: +0.48%
Applied Industrial Technologies
Aug 15, 2025
Maintains: Outperform
Price Target: $265 → $300
Current: $282.58
Upside: +6.16%
Fastenal Company
Aug 7, 2025
Upgrades: Outperform
Price Target: $47 → $55
Current: $46.04
Upside: +19.46%
Clean Harbors
Jul 31, 2025
Maintains: Outperform
Price Target: $255 → $275
Current: $293.20
Upside: -6.21%
MSC Industrial Direct Co.
Jul 2, 2025
Maintains: Neutral
Price Target: $84 → $95
Current: $93.84
Upside: +1.24%
QXO, Inc.
Jun 12, 2025
Initiates: Outperform
Price Target: $32
Current: $23.95
Upside: +33.61%
Apr 30, 2025
Maintains: Neutral
Price Target: $9 → $8
Current: $8.20
Upside: -2.44%
Apr 25, 2025
Maintains: Neutral
Price Target: $232 → $245
Current: $229.00
Upside: +6.99%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $417.33
Upside: +29.39%
Apr 24, 2025
Maintains: Outperform
Price Target: $560 → $540
Current: $419.25
Upside: +28.80%
Feb 13, 2025
Maintains: Outperform
Price Target: $183 → $175
Current: $142.89
Upside: +22.47%
Nov 1, 2024
Maintains: Outperform
Price Target: $215 → $223
Current: $289.50
Upside: -22.97%
Oct 16, 2024
Upgrades: Outperform
Price Target: $975 → $1,230
Current: $1,144.73
Upside: +7.45%
Jun 2, 2023
Maintains: Outperform
Price Target: $430 → $435
Current: $185.17
Upside: +134.92%
Nov 2, 2018
Maintains: Neutral
Price Target: $17 → $16
Current: $11.78
Upside: +35.82%