Ratings by Oppenheimer (Brent Thielman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (66.94) |
-25.79% | Details | |
| 7/7/2026 | Orion Marine Group | ORN | New Coverage | Outperform (N/A) |
14.89 (8.41) |
-43.52% | 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 (254.97) |
-37.39% | Details | |
| 6/9/2026 | LSI Industries | LYTS | New Coverage | Outperform (N/A) |
23.45 (19.93) |
-15.01% | 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 (1279.37) |
-32.08% | Details | |
| 5/28/2026 | Quanta Services | PWR | Upgrade | Outperform (Perform) |
742.18 (552.44) |
-25.57% | Details | |
| 5/28/2026 | Cardinal Infrastructure Group | CDNL | New Coverage | Outperform (N/A) |
52.54 (13.69) |
-73.94% | Details | |
| 5/28/2026 | Everus | ECG | New Coverage | Outperform (N/A) |
151.38 (97.05) |
-35.89% | Details | |
| 5/28/2026 | Knife River Corp. | KNF | New Coverage | Outperform (N/A) |
74.81 (53.85) |
-28.02% | Details | |
| 5/28/2026 | Martin Marietta Materials | MLM | New Coverage | Perform (N/A) |
560.93 (517.67) |
-7.71% | Details | |
| 5/28/2026 | Granite Construction | GVA | New Coverage | Outperform (N/A) |
133.52 (107.45) |
-19.53% | Details | |
| 5/28/2026 | Valmont Industries | VMI | New Coverage | Outperform (Perform) |
529.25 (435.87) |
-17.64% | Details | |
| 5/28/2026 | EMCOR Group | EME | New Coverage | Outperform (N/A) |
861.41 (660.41) |
-23.33% | Details | |
| 5/28/2026 | Sterling Construction | STRL | New Coverage | Outperform (N/A) |
783.53 (372.83) |
-52.42% | Details | |
| 5/28/2026 | Vulcan Materials Company | VMC | New Coverage | Perform (N/A) |
268.94 (268.72) |
-0.08% | Details |
