Ratings by Oppenheimer (Brent Thielman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/26/2026 | Comfort Systems USA | FIX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2026 | Knife River Corp. | KNF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2026 | LSI Industries | LYTS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2026 | Cardinal Infrastructure Group | CDNL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2026 | Everus | ECG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2026 | Granite Construction | GVA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2026 | EMCOR Group | EME | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2026 | Orion Marine Group | ORN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2026 | Primoris Services Corporation | PRIM | New Coverage | Outperform (N/A) |
90.20 (66.45) |
-26.33% | Details | |
| 7/7/2026 | Orion Marine Group | ORN | New Coverage | Outperform (N/A) |
14.89 (8.79) |
-40.97% | Details | |
| 6/26/2026 | Arcosa | ACA | Downgrade | Perform (Outperform) |
144.96 (149.15) |
2.89% | Details | |
| 6/15/2026 | Cardinal Infrastructure Group | CDNL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2026 | MYR Group | MYRG | New Coverage | Perform (N/A) |
407.22 (256.62) |
-36.98% | Details | |
| 6/9/2026 | LSI Industries | LYTS | New Coverage | Outperform (N/A) |
23.45 (20.63) |
-12.03% | Details | |
| 5/28/2026 | Arcosa | ACA | New Coverage | Outperform (N/A) |
126.74 (149.15) |
17.68% | Details | |
| 5/28/2026 | Comfort Systems USA | FIX | New Coverage | Outperform (N/A) |
1883.56 (1226.63) |
-34.88% | Details | |
| 5/28/2026 | Quanta Services | PWR | Upgrade | Outperform (Perform) |
742.18 (556.11) |
-25.07% | Details | |
| 5/28/2026 | Cardinal Infrastructure Group | CDNL | New Coverage | Outperform (N/A) |
52.54 (14.05) |
-73.26% | Details | |
| 5/28/2026 | Everus | ECG | New Coverage | Outperform (N/A) |
151.38 (96.72) |
-36.11% | Details | |
| 5/28/2026 | Knife River Corp. | KNF | New Coverage | Outperform (N/A) |
74.81 (53.24) |
-28.83% | Details | |
| 5/28/2026 | Martin Marietta Materials | MLM | New Coverage | Perform (N/A) |
560.93 (511.01) |
-8.9% | Details | |
| 5/28/2026 | Granite Construction | GVA | New Coverage | Outperform (N/A) |
133.52 (107.05) |
-19.82% | Details | |
| 5/28/2026 | Valmont Industries | VMI | New Coverage | Outperform (Perform) |
529.25 (435.31) |
-17.75% | Details | |
| 5/28/2026 | EMCOR Group | EME | New Coverage | Outperform (N/A) |
861.41 (657.72) |
-23.65% | Details | |
| 5/28/2026 | Sterling Construction | STRL | New Coverage | Outperform (N/A) |
783.53 (358.79) |
-54.21% | Details | |
| 5/28/2026 | Vulcan Materials Company | VMC | New Coverage | Perform (N/A) |
268.94 (263.41) |
-2.06% | Details |
