Ratings by Baird (Mircea Dobre)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/11/2026 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Alamo Group | ALG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | United Rentals | URI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2026 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Deere | DE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/18/2026 | Herc Holding | HRI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | CNH Industrial | CNH | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2026 | AGCO Corporation | AGCO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2026 | United Rentals | URI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2025 | CNH Industrial | CNH | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2025 | Alamo Group | ALG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Herc Holding | HRI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2025 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | Deere | DE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2025 | CNH Industrial | CNH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2025 | AGCO Corporation | AGCO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2025 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2025 | United Rentals | URI | Upgrade | Outperform (Neutral) |
943.89 (1063.14) |
12.63% | Details | |
| 10/1/2025 | Herc Holding | HRI | Upgrade | Outperform (Neutral) |
113.68 (143.29) |
26.05% | Details | |
| 9/17/2025 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Deere | DE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2025 | Manitowoc | MTW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2025 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Alamo Group | ALG | Upgrade | Outperform (Neutral) |
222.58 (159.08) |
-28.53% | Details | |
| 8/1/2025 | AGCO Corporation | AGCO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2025 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2025 | United Rentals | URI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2025 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2025 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/20/2025 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Deere | DE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2025 | Caterpillar | CAT | Upgrade | Outperform (Neutral) |
325.62 (984.24) |
202.27% | Details | |
| 5/8/2025 | Manitowoc | MTW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | AGCO Corporation | AGCO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2025 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Caterpillar | CAT | Upgrade | Neutral (Underperform) |
307.40 (984.24) |
220.18% | Details | |
| 4/25/2025 | United Rentals | URI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2025 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2025 | United Rentals | URI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2025 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2025 | Deere | DE | Downgrade | Neutral (Outperform) |
480.55 (591.94) |
23.18% | Details | |
| 3/3/2025 | CNH Global | CNH | Downgrade | Neutral (Outperform) |
12.74 (9.99) |
-21.59% | Details | |
| 3/3/2025 | AGCO Corporation | AGCO | Downgrade | Neutral (Outperform) |
97.41 (111.22) |
14.18% | Details | |
| 2/28/2025 | Alamo Group | ALG | Downgrade | Neutral (Outperform) |
184.94 (222.58) |
20.35% | Details | |
| 2/24/2025 | United Rentals | URI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2025 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2025 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 1/28/2025 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2025 | United Rentals | URI | Upgrade | Neutral (Underperform) |
670.94 (943.89) |
40.68% | Details | |
| 12/3/2024 | Oshkosh | OSK | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/1/2024 | Manitowoc | MTW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 10/30/2024 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | United Rentals | URI | Maintain | Underperform (N/A) |
|
Details | ||
| 10/23/2024 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2024 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2024 | ESAB | ESAB | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/2/2024 | United Rentals | URI | Maintain | Underperform (N/A) |
|
Details | ||
| 10/2/2024 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2024 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2024 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 9/3/2024 | Deere | DE | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/7/2024 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 8/2/2024 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2024 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2024 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2024 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2024 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2024 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2024 | United Rentals | URI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/4/2024 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2024 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2024 | Manitowoc | MTW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2024 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2024 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 1/31/2024 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | United Rentals | URI | Maintain | Underperform (N/A) |
|
Details | ||
| 1/23/2024 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2023 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2023 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2023 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 10/25/2023 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2023 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2023 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/4/2023 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/4/2023 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/4/2023 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 8/9/2023 | Manitowoc | MTW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2023 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 8/2/2023 | Oshkosh | OSK | Upgrade | Outperform (Neutral) |
92.07 (139.52) |
51.54% | Details | |
| 7/28/2023 | United Rentals | URI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/26/2023 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2023 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2023 | Oshkosh | OSK | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2023 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 5/22/2023 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2023 | Caterpillar | CAT | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2023 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Oshkosh | OSK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/27/2023 | Oshkosh | OSK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/27/2023 | Manitowoc | MTW | Maintain | Neutral (N/A) |
|
Details | ||
| 3/27/2023 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/27/2023 | United Rentals | URI | Downgrade | Underperform (Neutral) |
382.18 (670.94) |
75.56% | Details | |
| 3/27/2023 | Caterpillar | CAT | Downgrade | Underperform (Neutral) |
219.44 (307.40) |
40.08% | Details | |
| 3/8/2023 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Manitowoc | MTW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2023 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2023 | Caterpillar | CAT | Downgrade | Neutral (Outperform) |
246.28 (984.24) |
299.64% | Details | |
| 2/1/2023 | Oshkosh | OSK | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2023 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2023 | ESAB | ESAB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2023 | Oshkosh | OSK | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2023 | Manitowoc | MTW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2023 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2022 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2022 | ESAB | ESAB | New Coverage | Outperform (N/A) |
40.90 (96.62) |
136.23% | Details | |
| 5/23/2022 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2022 | Manitowoc | MTW | Downgrade | Neutral (Outperform) |
13.85 (13.08) |
-5.56% | Details | |
| 4/8/2022 | Oshkosh | OSK | Downgrade | Neutral (Outperform) |
96.74 (139.52) |
44.22% | Details | |
| 6/22/2021 | Welbilt, Inc. | WBT | Downgrade | Neutral (Outperform) |
23.92 (24.01) |
0.38% | Details | |
| 3/11/2021 | Manitowoc | MTW | Maintain | Outperform (Neutral) |
|
Details | ||
| 12/30/2020 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2020 | Caterpillar | CAT | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/6/2020 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/13/2020 | Deere | DE | Upgrade | Outperform (Neutral) |
157.65 (591.94) |
275.48% | Details | |
| 5/6/2020 | Welbilt, Inc. | WBT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | Deere | DE | Downgrade | Neutral (Outperform) |
146.77 (591.94) |
303.31% | Details | |
| 4/3/2020 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2020 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | Welbilt, Inc. | WBT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2020 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2020 | Welbilt, Inc. | WBT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2020 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2020 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2020 | Middleby Corp | MIDD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2020 | Welbilt, Inc. | WBT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2020 | Manitowoc | MTW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2020 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2019 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2019 | Deere | DE | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/12/2019 | Manitowoc | MTW | Downgrade | Neutral (Outperform) |
16.27 (13.08) |
-19.61% | Details | |
| 7/25/2019 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2019 | Welbilt, Inc. | WBT | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/29/2019 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2019 | Middleby Corp | MIDD | Upgrade | Outperform (Neutral) |
117.09 (163.77) |
39.87% | Details | |
| 12/3/2018 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | Lincoln Electric | LECO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2018 | NN, Inc | NNBR | New Coverage | Neutral (N/A) |
15.64 (2.88) |
-81.59% | Details | |
| 9/20/2018 | Sun Hydraulics | SNHY | Upgrade | Outperform (Neutral) |
54.50 (52.90) |
-2.94% | Details | |
| 9/20/2018 | Manitowoc | MTW | Upgrade | Outperform (Neutral) |
24.50 (16.27) |
-33.59% | Details | |
| 9/20/2018 | Caterpillar | CAT | Upgrade | Outperform (Neutral) |
152.76 (984.24) |
544.3% | Details |
