Ratings by DA Davidson (Brent Thielman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/2/2026 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2026 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2026 | Sterling Construction | STRL | Maintain | Buy (Buy) |
|
Details | ||
| 2/27/2026 | EMCOR Group | EME | Maintain | Buy (Buy) |
|
Details | ||
| 2/26/2026 | Everus | ECG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2026 | Primoris Services Corporation | PRIM | Maintain | Buy (Buy) |
|
Details | ||
| 2/24/2026 | Primoris Services Corporation | PRIM | Maintain | Buy (Buy) |
|
Details | ||
| 2/24/2026 | WillScot Holdings Corp | WSC | Maintain | Buy (Buy) |
|
Details | ||
| 2/23/2026 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2026 | CRH plc | CRH | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2026 | Quanta Services | PWR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2026 | Fluor | FLR | Maintain | Buy (Buy) |
|
Details | ||
| 2/19/2026 | Cardinal Infrastructure Group | CDNL | Maintain | Buy (Buy) |
|
Details | ||
| 2/18/2026 | Valmont Industries | VMI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/18/2026 | Vulcan Materials Company | VMC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2026 | Granite Construction | GVA | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2026 | Martin Marietta Materials | MLM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2026 | Construction Partners Inc | ROAD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2026 | Orion Marine Group | ORN | Maintain | Buy (Buy) |
|
Details | ||
| 2/3/2026 | AAON Inc | AAON | Maintain | Buy (Buy) |
|
Details | ||
| 2/2/2026 | Eagle Materials | EXP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2026 | Cardinal Infrastructure Group | CDNL | New Coverage | Buy (N/A) |
26.45 (68.14) |
157.62% | Details | |
| 1/14/2026 | Martin Marietta Materials | MLM | Downgrade | Neutral (Buy) |
665.71 (577.72) |
-13.22% | Details | |
| 1/14/2026 | Vulcan Materials Company | VMC | Downgrade | Neutral (Buy) |
311.04 (295.25) |
-5.08% | Details | |
| 1/9/2026 | Apogee Enterprises | APOG | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2026 | Apogee Enterprises | APOG | Maintain | Buy (Buy) |
|
Details | ||
| 12/19/2025 | Comfort Systems USA | FIX | Maintain | Buy (Buy) |
|
Details | ||
| 11/21/2025 | Construction Partners Inc | ROAD | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/17/2025 | Apogee Enterprises | APOG | Upgrade | Buy (Neutral) |
33.42 (38.82) |
16.16% | Details | |
| 11/12/2025 | CRH plc | CRH | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/12/2025 | Babcock & Wilcox Enterprises | BW | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/11/2025 | Granite Construction | GVA | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2025 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | Bowman Consulting Group Ltd. | BWMN | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Everus | ECG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2025 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Primoris Services Corporation | PRIM | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Eagle Materials | EXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/31/2025 | EMCOR Group | EME | Maintain | Buy (Buy) |
|
Details | ||
| 10/30/2025 | Orion Marine Group | ORN | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2025 | Comfort Systems USA | FIX | Maintain | Buy (Buy) |
|
Details | ||
| 10/23/2025 | Construction Partners Inc | ROAD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2025 | Valmont Industries | VMI | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/30/2025 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (Buy) |
|
Details | ||
| 9/11/2025 | Matrix Service Company | MTRX | Maintain | Buy (Buy) |
|
Details | ||
| 9/8/2025 | Concrete Pumping Holding Inc | BBCP | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2025 | Concrete Pumping Holding Inc | BBCP | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2025 | Dycom Industries | DY | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2025 | Southland Holdings | SLND | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/14/2025 | Everus | ECG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2025 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2025 | Babcock & Wilcox Enterprises | BW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | Construction Partners Inc | ROAD | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/8/2025 | CRH plc | CRH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Bowman Consulting Group Ltd. | BWMN | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | Granite Construction | GVA | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | Primoris Services Corporation | PRIM | Maintain | Buy (Buy) |
|
Details | ||
| 8/5/2025 | Sterling Construction | STRL | Maintain | Buy (Buy) |
|
Details | ||
| 8/4/2025 | Fluor | FLR | Maintain | Buy (Buy) |
|
Details | ||
| 8/1/2025 | EMCOR Group | EME | Maintain | Buy (Buy) |
|
Details | ||
| 7/28/2025 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2025 | Comfort Systems USA | FIX | Maintain | Buy (Buy) |
|
Details | ||
| 7/23/2025 | Valmont Industries | VMI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2025 | CRH plc | CRH | Downgrade | Neutral (Buy) |
96.47 (104.71) |
8.54% | Details | |
| 7/3/2025 | Apogee Enterprises | APOG | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/1/2025 | Apogee Enterprises | APOG | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/1/2025 | Apogee Enterprises | APOG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/30/2025 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2025 | Sterling Construction | STRL | Maintain | Buy (Buy) |
|
Details | ||
| 6/12/2025 | AAON Inc | AAON | Maintain | Buy (Buy) |
|
Details | ||
| 6/9/2025 | Concrete Pumping Holding Inc | BBCP | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2025 | Dycom Industries | DY | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2025 | Eagle Materials | EXP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/27/2025 | Granite Construction | GVA | Maintain | Buy (Buy) |
|
Details | ||
| 5/27/2025 | Granite Construction | GVA | Maintain | Buy (Buy) |
|
Details | ||
| 5/23/2025 | Eagle Materials | EXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/23/2025 | Dycom Industries | DY | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | Everus | ECG | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/13/2025 | Babcock & Wilcox Enterprises | BW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2025 | Matrix Service Company | MTRX | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2025 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2025 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2025 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2025 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Apogee Enterprises | APOG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Valmont Industries | VMI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2025 | Eagle Materials | EXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Arcosa | ACA | Maintain | Buy (Buy) |
|
Details | ||
| 4/8/2025 | Vulcan Materials Company | VMC | Maintain | Buy (Buy) |
|
Details | ||
| 4/8/2025 | Martin Marietta Materials | MLM | Maintain | Buy (Buy) |
|
Details | ||
| 4/8/2025 | Granite Construction | GVA | Maintain | Buy (Buy) |
|
Details | ||
| 4/8/2025 | CRH plc | CRH | Maintain | Buy (Buy) |
|
Details | ||
| 4/8/2025 | Construction Partners Inc | ROAD | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/7/2025 | Babcock & Wilcox Enterprises | BW | Downgrade | Neutral (Buy) |
0.40 (11.70) |
2825% | Details | |
| 4/3/2025 | Fluor | FLR | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2025 | Sterling Construction | STRL | Maintain | Buy (Buy) |
|
Details | ||
| 3/21/2025 | Arcosa | ACA | Maintain | Buy (Buy) |
|
Details | ||
| 3/13/2025 | Bowman Consulting Group Ltd. | BWMN | Maintain | Buy (Buy) |
|
Details | ||
| 3/12/2025 | Concrete Pumping Holding Inc | BBCP | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2025 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (Buy) |
|
Details | ||
| 3/6/2025 | Orion Marine Group | ORN | Maintain | Buy (Buy) |
|
Details | ||
| 3/3/2025 | Tecnoglass | TGLS | Maintain | Buy (Buy) |
|
Details | ||
| 3/3/2025 | CRH plc | CRH | Maintain | Buy (Buy) |
|
Details | ||
| 3/3/2025 | Arcosa | ACA | Maintain | Buy (Buy) |
|
Details | ||
| 2/28/2025 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2025 | Dycom Industries | DY | Maintain | Buy (Buy) |
|
Details | ||
| 2/27/2025 | Sterling Construction | STRL | Upgrade | Buy (Neutral) |
115.94 (682.29) |
488.49% | Details | |
| 2/25/2025 | Primoris Services Corporation | PRIM | Maintain | Buy (Buy) |
|
Details | ||
| 2/24/2025 | Comfort Systems USA | FIX | Maintain | Buy (Buy) |
|
Details | ||
| 2/19/2025 | Vulcan Materials Company | VMC | Maintain | Buy (Buy) |
|
Details | ||
| 2/19/2025 | Fluor | FLR | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2025 | Valmont Industries | VMI | Downgrade | Neutral (Buy) |
376.98 (546.83) |
45.06% | Details | |
| 2/11/2025 | Matrix Service Company | MTRX | Maintain | Buy (Buy) |
|
Details | ||
| 2/4/2025 | Dycom Industries | DY | Maintain | Buy (Buy) |
|
Details | ||
| 1/30/2025 | Eagle Materials | EXP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2025 | Orion Marine Group | ORN | New Coverage | Buy (N/A) |
7.19 (13.73) |
90.96% | Details | |
| 1/8/2025 | Apogee Enterprises | APOG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2024 | Quanta Services | PWR | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2024 | Construction Partners Inc | ROAD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2024 | Southland Holdings | SLND | Maintain | Neutral (N/A) |
|
Details | ||
| 11/12/2024 | Fluor | FLR | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2024 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2024 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2024 | CRH plc | CRH | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | Sterling Construction | STRL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Everus | ECG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Bowman Consulting Group Ltd. | BWMN | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | Primoris Services Corporation | PRIM | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | Summit Materials | SUM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2024 | Everus | ECG | New Coverage | Neutral (N/A) |
52.49 (136.68) |
160.39% | Details | |
| 11/4/2024 | Quanta Services | PWR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2024 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2024 | KBR, Inc. | KBR | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2024 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | Valmont Industries | VMI | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2024 | Construction Partners Inc | ROAD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2024 | Summit Materials | SUM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2024 | Apogee Enterprises | APOG | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2024 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2024 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | Brundage-Bone Concrete Pumping Holding Inc | BBCP | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2024 | Dycom Industries | DY | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | Dycom Industries | DY | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2024 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2024 | Construction Partners Inc | ROAD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2024 | CRH plc | CRH | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2024 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2024 | Sterling Construction | STRL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Bowman Consulting Group Ltd. | BWMN | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2024 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2024 | Fluor | FLR | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | Fluor | FLR | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | Quanta Services | PWR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2024 | Eagle Materials | EXP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2024 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2024 | Valmont Industries | VMI | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | EMCOR Group | EME | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2024 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2024 | Summit Materials | SUM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2024 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2024 | Eagle Materials | EXP | Maintain | Neutral (N/A) |
|
Details | ||
| 6/27/2024 | Apogee Enterprises | APOG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/26/2024 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2024 | Brundage-Bone Concrete Pumping Holding Inc | BBCP | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2024 | Dycom Industries | DY | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2024 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2024 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2024 | Construction Partners Inc | ROAD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2024 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2024 | Primoris Services Corporation | PRIM | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Bowman Consulting Group Ltd. | BWMN | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Sterling Construction | STRL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2024 | Quanta Services | PWR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2024 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2024 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2024 | Summit Materials | SUM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2024 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Granite Construction | GVA | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2024 | KBR, Inc. | KBR | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2024 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2024 | EMCOR Group | EME | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | Encore Wire | WIRE | Downgrade | Neutral (Buy) |
291.23 (289.84) |
-0.48% | Details | |
| 4/4/2024 | Primoris Services Corporation | PRIM | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2024 | Babcock & Wilcox Enterprises | BW | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2024 | Bowman Consulting Group Ltd. | BWMN | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | CRH plc | CRH | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | EMCOR Group | EME | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Dycom Industries | DY | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2024 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2024 | Quanta Services | PWR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2024 | Primoris Services Corporation | PRIM | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2024 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2024 | Sterling Construction | STRL | Downgrade | Neutral (Buy) |
89.95 (115.94) |
28.89% | Details | |
| 2/27/2024 | Valmont Industries | VMI | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2024 | Granite Construction | GVA | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2024 | Encore Wire | WIRE | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2024 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | Construction Partners Inc | ROAD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Summit Materials | SUM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2024 | Eagle Materials | EXP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2024 | CRH plc | CRH | New Coverage | Buy (N/A) |
68.04 (96.47) |
41.78% | Details | |
| 1/10/2024 | Valmont Industries | VMI | Upgrade | Buy (Hold) |
226.68 (376.98) |
66.3% | Details | |
| 12/5/2023 | Granite Construction | GVA | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2023 | Southland Holdings | SLND | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2023 | Babcock & Wilcox Enterprises | BW | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2023 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2023 | Fluor | FLR | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | KBR, Inc. | KBR | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2023 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2023 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | Valmont Industries | VMI | Maintain | Neutral (N/A) |
|
Details | ||
| 9/5/2023 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2023 | Southland Holdings | SLND | Downgrade | Neutral (Buy) |
7.73 (0.68) |
-91.2% | Details | |
| 8/10/2023 | Primoris Services Corporation | PRIM | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2023 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | Summit Materials | SUM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | KBR, Inc. | KBR | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2023 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2023 | Valmont Industries | VMI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | EMCOR Group | EME | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | Encore Wire | WIRE | Maintain | Buy (N/A) |
|
Details | ||
| 7/3/2023 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2023 | Apogee Enterprises | APOG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2023 | Eagle Materials | EXP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | Bowman Consulting Group Ltd. | BWMN | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Summit Materials | SUM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2023 | Construction Partners Inc | ROAD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2023 | Quanta Services | PWR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2023 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2023 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2023 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2023 | EMCOR Group | EME | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2023 | Babcock & Wilcox Enterprises | BW | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2023 | AAON Inc | AAON | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2023 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2023 | Comfort Systems USA | FIX | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2023 | EMCOR Group | EME | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2023 | Quanta Services | PWR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2023 | Fluor | FLR | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Granite Construction | GVA | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2023 | Construction Partners Inc | ROAD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2023 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2023 | Mueller Water Products | MWA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2022 | Bowman Consulting Group Ltd. | BWMN | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2022 | Southland Holdings (Legato) | LGTO | New Coverage | Buy (N/A) |
10.06 (8.94) |
-11.13% | Details | |
| 11/7/2022 | Fluor | FLR | Upgrade | Buy (Neutral) |
31.73 (50.74) |
59.91% | Details | |
| 11/4/2022 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Tecnoglass | TGLS | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Tutor Perini Corporation | TPC | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2022 | KBR, Inc. | KBR | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2022 | Encore Wire | WIRE | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2022 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2022 | Summit Materials | SUM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2022 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2022 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2022 | IEA | IEA | Downgrade | Neutral (Buy) |
13.75 (13.72) |
-0.22% | Details | |
| 7/1/2022 | Summit Materials | SUM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2022 | Martin Marietta Materials | MLM | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | Primoris Services Corporation | PRIM | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2022 | AAON Inc | AAON | Upgrade | Buy (Hold) |
47.93 (114.16) |
138.18% | Details | |
| 3/4/2022 | KBR, Inc. | KBR | Upgrade | Buy (Neutral) |
51.43 (35.47) |
-31.03% | Details | |
| 3/1/2022 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | Comfort Systems USA | FIX | Upgrade | Buy (Neutral) |
82.68 (1756.09) |
2023.96% | Details | |
| 2/25/2022 | EMCOR Group | EME | Upgrade | Buy (Neutral) |
112.06 (781.78) |
597.64% | Details | |
| 2/23/2022 | Fluor | FLR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2021 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2021 | Vulcan Materials Company | VMC | Upgrade | Buy (Neutral) |
176.93 (311.04) |
75.8% | Details | |
| 10/18/2021 | Martin Marietta Materials | MLM | Upgrade | Buy (Neutral) |
365.77 (665.71) |
82% | Details | |
| 10/5/2021 | QualTek Services, Inc. | ROCR | New Coverage | Buy (N/A) |
9.92 (9.16) |
-7.66% | Details | |
| 8/9/2021 | AAON Inc | AAON | Upgrade | Neutral (Underperform) |
67.25 (114.16) |
69.75% | Details | |
| 5/25/2021 | Dycom Industries | DY | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2021 | Granite Construction | GVA | Upgrade | Buy (Neutral) |
39.10 (122.46) |
213.2% | Details | |
| 3/25/2021 | Babcock & Wilcox Enterprises | BW | New Coverage | Buy (N/A) |
6.64 (0.40) |
-93.98% | Details | |
| 3/10/2021 | IEA | IEA | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2021 | Primoris Services Corporation | PRIM | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2021 | Encore Wire | WIRE | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2021 | KBR, Inc. | KBR | Downgrade | Neutral (Buy) |
30.39 (35.47) |
16.72% | Details | |
| 12/30/2020 | Encore Wire | WIRE | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Brundage-Bone Concrete Pumping Holding Inc | BBCP | Upgrade | Buy (Neutral) |
3.39 (10.87) |
220.65% | Details | |
| 12/14/2020 | Tecnoglass | TGLS | Upgrade | Buy (Neutral) |
6.17 (43.90) |
611.51% | Details | |
| 11/16/2020 | Encore Wire | WIRE | Upgrade | Buy (Hold) |
51.06 (291.23) |
470.37% | Details | |
| 10/21/2020 | Quanta Services | PWR | Downgrade | Neutral (Buy) |
63.04 (658.56) |
944.67% | Details | |
| 6/11/2020 | IEA | IEA | Upgrade | Buy (Hold) |
2.39 (13.72) |
474.06% | Details | |
| 5/1/2020 | EMCOR Group | EME | Downgrade | Neutral (Buy) |
63.53 (781.78) |
1130.57% | Details | |
| 4/30/2020 | Encore Wire | WIRE | Downgrade | Neutral (Buy) |
52.04 (289.84) |
456.96% | Details | |
| 4/29/2020 | Comfort Systems USA | FIX | Downgrade | Neutral (Buy) |
35.49 (1756.09) |
4848.13% | Details | |
| 4/24/2020 | Valmont Industries | VMI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2020 | Martin Marietta Materials | MLM | Downgrade | Neutral (Buy) |
179.25 (577.72) |
222.3% | Details | |
| 4/22/2020 | Summit Materials | SUM | Downgrade | Neutral (Buy) |
12.21 (52.49) |
329.89% | Details | |
| 4/21/2020 | U.S. Concrete | USCR | Downgrade | Neutral (Buy) |
15.92 (73.99) |
364.76% | Details | |
| 4/9/2020 | Construction Partners Inc | ROAD | Downgrade | Neutral (Buy) |
17.34 (94.89) |
447.23% | Details | |
| 3/18/2020 | Concrete Pumping Holdings Inc. | BBCP | New Coverage | Neutral (N/A) |
3.26 (10.87) |
233.44% | Details | |
| 3/5/2020 | Dycom Industries | DY | Upgrade | Buy (Neutral) |
25.70 (425.72) |
1556.5% | Details | |
| 2/27/2020 | Tutor Perini Corporation | TPC | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2020 | Valmont Industries | VMI | Downgrade | Neutral (Buy) |
134.68 (546.83) |
306.02% | Details | |
| 1/24/2020 | Limbach Holdings | LMB | Downgrade | Neutral (Buy) |
4.50 (75.57) |
1579.33% | Details | |
| 12/20/2019 | Apogee Enterprises | APOG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2019 | Quanta Services | PWR | Upgrade | Buy (Neutral) |
40.80 (658.56) |
1514.12% | Details | |
| 11/26/2019 | Jacobs Engineering | JEC | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2019 | Jacobs Engineering | JEC | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2019 | Tecnoglass | TGLS | Downgrade | Neutral (Buy) |
8.89 (43.90) |
393.81% | Details | |
| 10/31/2019 | Summit Materials | SUM | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2019 | KBR, Inc. | KBR | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2019 | Granite Construction | GVA | Downgrade | Neutral (Buy) |
26.25 (122.46) |
366.51% | Details | |
| 10/9/2019 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2019 | KBR, Inc. | KBR | Maintain | Buy (Buy) |
|
Details | ||
| 7/29/2019 | Comfort Systems USA | FIX | Upgrade | Buy (Neutral) |
52.37 (35.49) |
-32.23% | Details | |
| 7/1/2019 | Tutor Perini Corporation | TPC | Upgrade | Buy (Neutral) |
13.40 (75.89) |
466.34% | Details | |
| 6/26/2019 | Williams Scotsman | WSC | New Coverage | Buy (N/A) |
14.36 (26.24) |
82.73% | Details | |
| 6/14/2019 | Summit Materials | SUM | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2019 | KBR, Inc. | KBR | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2019 | Martin Marietta Materials | MLM | Upgrade | Buy (Neutral) |
225.85 (577.72) |
155.8% | Details | |
| 5/30/2019 | Tecnoglass | TGLS | New Coverage | Buy (N/A) |
6.89 (8.89) |
29.03% | Details | |
| 5/17/2019 | Limbach Holdings | LMB | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2019 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2019 | Tutor Perini Corporation | TPC | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/8/2019 | Mueller Water Products | MWA | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/8/2019 | Jacobs Engineering | JEC | Maintain | Buy (Buy) |
|
Details | ||
| 5/6/2019 | KBR, Inc. | KBR | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Arcosa | ACA | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | AAON Inc | AAON | Downgrade | Underperform (Neutral) |
51.81 (114.16) |
120.34% | Details | |
| 5/1/2019 | Martin Marietta Materials | MLM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2019 | EMCOR Group | EME | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2019 | Eagle Materials | EXP | Downgrade | Neutral (Buy) |
83.71 (209.75) |
150.57% | Details | |
| 3/25/2019 | Sterling Construction | STRL | Maintain | Buy (N/A) |
|
Details | ||
| 3/22/2019 | Arcosa | ACA | New Coverage | Buy (N/A) |
29.89 (145.00) |
385.11% | Details | |
| 2/19/2019 | NCI Building Systems | NCS | Downgrade | Underperform (Neutral) |
7.67 (5.71) |
-25.55% | Details | |
| 2/7/2019 | Jacobs Engineering | JEC | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2019 | Tutor Perini Corporation | TPC | Downgrade | Neutral (Buy) |
18.33 (13.40) |
-26.9% | Details | |
| 11/23/2018 | Construction Partners Inc | ROAD | Maintain | Buy (Buy) |
|
Details | ||
| 11/1/2018 | IEA | IEA | New Coverage | Neutral (N/A) |
10.00 (13.72) |
37.2% | Details | |
| 10/25/2018 | EMCOR Group | EME | Upgrade | Buy (Neutral) |
63.90 (781.78) |
1123.44% | Details |

