Ratings by Oppenheimer (Brent Thielman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/7/2026 | Primoris Services Corporation | PRIM | New Coverage | Outperform (N/A) |
90.20 (89.52) |
-0.75% | Details | |
| 7/7/2026 | Orion Marine Group | ORN | New Coverage | Outperform (N/A) |
14.89 (13.15) |
-11.69% | Details | |
| 6/26/2026 | Arcosa | ACA | Downgrade | Perform (Outperform) |
144.96 (145.13) |
0.12% | 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 (409.07) |
0.45% | Details | |
| 6/9/2026 | LSI Industries | LYTS | New Coverage | Outperform (N/A) |
23.45 (23.82) |
1.58% | Details | |
| 5/28/2026 | Arcosa | ACA | New Coverage | Outperform (N/A) |
126.74 (145.13) |
14.51% | Details | |
| 5/28/2026 | Comfort Systems USA | FIX | New Coverage | Outperform (N/A) |
1883.56 (1791.06) |
-4.91% | Details | |
| 5/28/2026 | Quanta Services | PWR | Upgrade | Outperform (Perform) |
742.18 (643.14) |
-13.34% | Details | |
| 5/28/2026 | Cardinal Infrastructure Group | CDNL | New Coverage | Outperform (N/A) |
52.54 (70.18) |
33.57% | Details | |
| 5/28/2026 | Everus | ECG | New Coverage | Outperform (N/A) |
151.38 (137.03) |
-9.48% | Details | |
| 5/28/2026 | Knife River Corp. | KNF | New Coverage | Outperform (N/A) |
74.81 (79.51) |
6.28% | Details | |
| 5/28/2026 | Martin Marietta Materials | MLM | New Coverage | Perform (N/A) |
560.93 (550.66) |
-1.83% | Details | |
| 5/28/2026 | Granite Construction | GVA | New Coverage | Outperform (N/A) |
133.52 (125.72) |
-5.84% | Details | |
| 5/28/2026 | Valmont Industries | VMI | New Coverage | Outperform (Perform) |
529.25 (487.50) |
-7.89% | Details | |
| 5/28/2026 | EMCOR Group | EME | New Coverage | Outperform (N/A) |
861.41 (755.15) |
-12.34% | Details | |
| 5/28/2026 | Sterling Construction | STRL | New Coverage | Outperform (N/A) |
783.53 (719.34) |
-8.19% | Details | |
| 5/28/2026 | Vulcan Materials Company | VMC | New Coverage | Perform (N/A) |
268.94 (277.83) |
3.31% | Details |
