Ratings by Oppenheimer (Brent Thielman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (72.25) |
-19.9% | Details | |
| 7/7/2026 | Orion Marine Group | ORN | New Coverage | Outperform (N/A) |
14.89 (9.05) |
-39.22% | Details | |
| 6/26/2026 | Arcosa | ACA | Downgrade | Perform (Outperform) |
144.96 (145.48) |
0.36% | 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 (286.46) |
-29.65% | Details | |
| 6/9/2026 | LSI Industries | LYTS | New Coverage | Outperform (N/A) |
23.45 (19.62) |
-16.33% | Details | |
| 5/28/2026 | Arcosa | ACA | New Coverage | Outperform (N/A) |
126.74 (145.48) |
14.79% | Details | |
| 5/28/2026 | Comfort Systems USA | FIX | New Coverage | Outperform (N/A) |
1883.56 (1554.37) |
-17.48% | Details | |
| 5/28/2026 | Quanta Services | PWR | Upgrade | Outperform (Perform) |
742.18 (611.39) |
-17.62% | Details | |
| 5/28/2026 | Cardinal Infrastructure Group | CDNL | New Coverage | Outperform (N/A) |
52.54 (36.01) |
-31.46% | Details | |
| 5/28/2026 | Everus | ECG | New Coverage | Outperform (N/A) |
151.38 (113.70) |
-24.89% | Details | |
| 5/28/2026 | Knife River Corp. | KNF | New Coverage | Outperform (N/A) |
74.81 (61.80) |
-17.39% | Details | |
| 5/28/2026 | Martin Marietta Materials | MLM | New Coverage | Perform (N/A) |
560.93 (510.03) |
-9.07% | Details | |
| 5/28/2026 | Granite Construction | GVA | New Coverage | Outperform (N/A) |
133.52 (117.93) |
-11.68% | Details | |
| 5/28/2026 | Valmont Industries | VMI | New Coverage | Outperform (Perform) |
529.25 (467.96) |
-11.58% | Details | |
| 5/28/2026 | EMCOR Group | EME | New Coverage | Outperform (N/A) |
861.41 (735.25) |
-14.65% | Details | |
| 5/28/2026 | Sterling Construction | STRL | New Coverage | Outperform (N/A) |
783.53 (456.10) |
-41.79% | Details | |
| 5/28/2026 | Vulcan Materials Company | VMC | New Coverage | Perform (N/A) |
268.94 (260.27) |
-3.22% | Details |
