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 (85.96) |
-4.7% | Details | |
| 7/7/2026 | Orion Marine Group | ORN | New Coverage | Outperform (N/A) |
14.89 (12.80) |
-14.04% | Details | |
| 6/26/2026 | Arcosa | ACA | Downgrade | Perform (Outperform) |
144.96 (145.01) |
0.03% | 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 (391.51) |
-3.86% | Details | |
| 6/9/2026 | LSI Industries | LYTS | New Coverage | Outperform (N/A) |
23.45 (23.93) |
2.05% | Details | |
| 5/28/2026 | Arcosa | ACA | New Coverage | Outperform (N/A) |
126.74 (145.01) |
14.42% | Details | |
| 5/28/2026 | Comfort Systems USA | FIX | New Coverage | Outperform (N/A) |
1883.56 (1674.06) |
-11.12% | Details | |
| 5/28/2026 | Quanta Services | PWR | Upgrade | Outperform (Perform) |
742.18 (628.53) |
-15.31% | Details | |
| 5/28/2026 | Cardinal Infrastructure Group | CDNL | New Coverage | Outperform (N/A) |
52.54 (71.23) |
35.57% | Details | |
| 5/28/2026 | Everus | ECG | New Coverage | Outperform (N/A) |
151.38 (133.23) |
-11.99% | Details | |
| 5/28/2026 | Knife River Corp. | KNF | New Coverage | Outperform (N/A) |
74.81 (81.71) |
9.22% | Details | |
| 5/28/2026 | Martin Marietta Materials | MLM | New Coverage | Perform (N/A) |
560.93 (562.59) |
0.3% | Details | |
| 5/28/2026 | Granite Construction | GVA | New Coverage | Outperform (N/A) |
133.52 (124.03) |
-7.11% | Details | |
| 5/28/2026 | Valmont Industries | VMI | New Coverage | Outperform (Perform) |
529.25 (531.66) |
0.46% | Details | |
| 5/28/2026 | EMCOR Group | EME | New Coverage | Outperform (N/A) |
861.41 (744.16) |
-13.61% | Details | |
| 5/28/2026 | Sterling Construction | STRL | New Coverage | Outperform (N/A) |
783.53 (638.56) |
-18.5% | Details | |
| 5/28/2026 | Vulcan Materials Company | VMC | New Coverage | Perform (N/A) |
268.94 (288.33) |
7.21% | Details |
