← Back to Oppenheimer

Brent Thielman Score: 40

Analyst at Oppenheimer, D.A. Davidson
Avg Return (Buy)
? How much profit would you make?
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).

Note: Sell ratings are ignored here to focus on investment potential.
+122.3%
1 Year Cap
Win Rate
? How often is the direction correct?
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
57%
34 W / 26 L
Target Met
? How often was the target reached?
Hits vs. Total.
88%
43 W / 6 L
Precision Hit
? How often precise (±3%)?
Hits vs. Total.
12%
6 W / 43 L
Bullseye Hit
? How often perfect (±1%)?
Hits vs. Total.
4%
2 W / 47 L
High Conviction
? The "Brave" Trades (>20% Upside)
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
80%
16 W / 4 L
Long Wins
? Success rate for BUY ratings
How often is the analyst right when saying "Buy"?
(Price went UP).
63%
33 W / 19 L
Short Wins
? Success rate for SELL ratings
How often is the analyst right when saying "Sell"?
(Price went DOWN).
13%
1 W / 7 L

Coverage & Price Targets

Date Stock Signal Target Start Price Best Price (1Y) Accuracy Current Price
Jun 15, 2026
Cardinal Infrastructure Group Inc. Class A Common Stock CDNL
BUY $80.00
Est. +16%
$68.73 $96.40
Target Met
$70.18 +2.1%
Jun 09, 2026
LSI Industries Inc. LYTS
BUY $30.00
Est. +28%
$23.45 $27.36
Pending
$23.82 +1.6%
May 28, 2026
Valmont Industries, Inc. VMI
BUY $600.00
Est. +15%
$522.27 $585.71
Precision Hit (±3%)
$487.50 -6.7%
May 28, 2026
Sterling Infrastructure Inc STRL
BUY $950.00
Est. +21%
$782.12 $1,005.68
Target Met
$719.07 -8.1%
May 28, 2026
Emcor Group, Inc. EME
BUY $1,100.00
Est. +29%
$855.26 $876.52
Pending
$755.15 -11.7%
Feb 25, 2026
Primoris Services Corp PRIM
BUY $180.00
Est. +21%
$148.21 $205.50
Target Met
$89.52 -39.6%
Feb 23, 2026
Comfort Systems USA, Inc. FIX
BUY $1,800.00
Est. +28%
$1,411.00 $2,071.79
Target Met
$1,791.06 +26.9%
Feb 20, 2026
Quanta Services, Inc. PWR
BUY $575.00
Est. +3%
$559.68 $788.72
Target Met
$643.14 +14.9%
Feb 19, 2026
Cardinal Infrastructure Group Inc. Class A Common Stock CDNL
BUY $35.00
Est. +12%
$31.37 $96.40
Target Met
$70.18 +123.7%
Feb 19, 2026
Fluor Corporation FLR
BUY $60.00
Est. +13%
$53.29 $54.79
Pending
$51.59 -3.2%
Feb 18, 2026
Vulcan Materials Co VMC
BUY $320.00
Est. +6%
$302.22 $321.16
Bullseye Hit (±1%)
$277.83 -8.1%
Feb 18, 2026
Valmont Industries, Inc. VMI
BUY $450.00
Est. +1%
$443.96 $585.71
Target Met
$487.50 +9.8%
Feb 13, 2026
Granite Construction Inc. GVA
BUY $155.00
Est. +18%
$131.00 $162.08
Target Met
$125.72 -4.0%
Feb 06, 2026
Construction Partners Inc - Ordinary Shares - Class A ROAD
BUY $130.00
Est. +2%
$128.07 $151.00
Target Met
$104.22 -18.6%
Feb 03, 2026
AAON Inc. AAON
BUY $120.00
Est. +31%
$91.82 $150.18
Target Met
$107.17 +16.7%
Feb 02, 2026
Eagle Materials Inc. EXP
BUY $210.00
Est. +2%
$206.10 $245.34
Target Met
$203.37 -1.3%
Jan 20, 2026
Cardinal Infrastructure Group Inc. Class A Common Stock CDNL
BUY $30.00
Est. +15%
$26.00 $96.40
Target Met
$70.18 +169.9%
Jan 09, 2026
Apogee Enterprises Inc. APOG
BUY $46.00
Est. +33%
$34.59 $50.88
Target Met
$40.18 +16.2%
Dec 19, 2025
Comfort Systems USA, Inc. FIX
BUY $1,200.00
Est. +28%
$935.00 $2,071.79
Target Met
$1,791.06 +91.6%
Nov 17, 2025
Apogee Enterprises Inc. APOG
BUY $47.00
Est. +35%
$34.71 $50.88
Target Met
$40.18 +15.8%
Nov 04, 2025
Vulcan Materials Co VMC
BUY $330.00
Est. +13%
$291.77 $330.95
Bullseye Hit (±1%)
$277.83 -4.8%
Oct 31, 2025
Eagle Materials Inc. EXP
BUY $225.00
Est. +5%
$214.64 $245.34
Target Met
$203.37 -5.3%
Oct 24, 2025
Comfort Systems USA, Inc. FIX
SELL $810.00
Est. +17%
$973.94 $841.66 (Low)
Pending
$1,791.06 -83.9%
Oct 23, 2025
Construction Partners Inc - Ordinary Shares - Class A ROAD
BUY $120.00
Est. +2%
$117.48 $151.00
Target Met
$104.22 -11.3%
Oct 22, 2025
Valmont Industries, Inc. VMI
BUY $415.00
Est. +0%
$414.53 $585.71
Target Met
$487.50 +17.6%
Aug 14, 2025
Everus Construction Group, Inc. ECG
BUY $88.00
Est. +15%
$76.84 $171.58
Target Met
$137.03 +78.3%
Aug 11, 2025
Northwest Pipe Co. NWPX
BUY $60.00
Est. +20%
$49.81 $152.03
Target Met
$133.98 +169.0%
Jun 09, 2025
Concrete Pumping Holdings Inc - Ordinary Shares - Class A BBCP
BUY $8.00
Est. +36%
$5.88 $11.98
Target Met
$10.82 +84.0%
May 23, 2025
Dycom Industries, Inc. DY
BUY $265.00
Est. +18%
$225.20 $464.82
Target Met
$434.15 +92.8%
Apr 04, 2025
Babcock & Wilcox Enterprises Inc BW
BUY $1.00
Est. +203%
$0.33 $16.24
Target Met
$10.69 +3139.4%
Feb 27, 2025
Sterling Infrastructure Inc STRL
BUY $185.00
Est. +51%
$122.16 $477.03
Target Met
$719.07 +488.6%
Jan 08, 2025
Apogee Enterprises Inc. APOG
BUY $62.00
Est. +8%
$57.60 $58.35
Miss
$40.18 -30.2%
Nov 14, 2024
Southland Holdings Inc SLND
BUY $4.00
Est. +44%
$2.78 $5.34
Target Met
$0.64 -76.9%
Nov 04, 2024
Everus Construction Group, Inc. ECG
BUY $55.00
Est. +2%
$53.70 $95.90
Target Met
$137.03 +155.2%
Nov 04, 2024
Quanta Services, Inc. PWR
SELL $295.00
Est. +3%
$304.32 $227.09 (Low)
Target Met
$643.14 -111.3%
Oct 21, 2024
Construction Partners Inc - Ordinary Shares - Class A ROAD
SELL $75.00
Est. +11%
$84.70 $64.79 (Low)
Target Met
$104.22 -23.0%
Oct 15, 2024
Summit Materials Inc - Ordinary Shares - Class A SUM
BUY $41.00
Est. +5%
$38.89 $54.07
Target Met
$52.49 +35.0%
Sep 18, 2024
WillScot Holdings Corp. - Ordinary Shares - Class A WSC
BUY $47.00
Est. +20%
$39.17 $42.15
Miss
$26.37 -32.7%
Aug 13, 2024
Construction Partners Inc - Ordinary Shares - Class A ROAD
SELL $55.00
Est. +10%
$61.02 $56.52 (Low)
Precision Hit (±3%)
$104.22 -70.8%
Aug 07, 2024
Vulcan Materials Co VMC
BUY $280.00
Est. +16%
$241.22 $298.31
Target Met
$277.83 +15.2%
Aug 07, 2024
Bowman Consulting Group Ltd BWMN
BUY $32.00
Est. +26%
$25.33 $37.34
Target Met
$26.77 +5.7%
Aug 05, 2024
Fluor Corporation FLR
BUY $58.00
Est. +27%
$45.63 $60.10
Target Met
$51.59 +13.1%
Jul 30, 2024
Eagle Materials Inc. EXP
SELL $243.00
Est. +9%
$265.60 $191.91 (Low)
Target Met
$203.37 +23.4%
May 22, 2024
Dycom Industries, Inc. DY
BUY $200.00
Est. +20%
$167.14 $228.66
Target Met
$434.15 +159.8%
May 20, 2024
Martin Marietta Materials, Inc. MLM
BUY $675.00
Est. +16%
$583.10 $633.23
Miss
$550.66 -5.6%
May 17, 2024
Arcosa Inc ACA
BUY $110.00
Est. +27%
$86.82 $113.41
Target Met
$145.13 +67.2%
May 13, 2024
Construction Partners Inc - Ordinary Shares - Class A ROAD
SELL $50.00
Est. +10%
$55.35 $51.63 (Low)
Miss
$104.22 -88.3%
May 13, 2024
Tecnoglass Inc TGLS
BUY $60.00
Est. +11%
$53.98 $89.36
Target Met
$45.22 -16.2%
May 07, 2024
Mastec Inc. MTZ
BUY $120.00
Est. +13%
$105.81 $166.95
Target Met
$357.35 +237.7%
May 07, 2024
WillScot Holdings Corp. - Ordinary Shares - Class A WSC
BUY $54.00
Est. +37%
$39.50 $43.80
Miss
$26.37 -33.2%
May 07, 2024
Quanta Services, Inc. PWR
SELL $250.00
Est. +7%
$269.31 $227.09 (Low)
Target Met
$643.14 -138.8%
May 06, 2024
Summit Materials Inc - Ordinary Shares - Class A SUM
BUY $44.00
Est. +12%
$39.46 $54.07
Target Met
$52.49 +33.0%
May 06, 2024
Arcosa Inc ACA
BUY $105.00
Est. +22%
$86.34 $113.41
Target Met
$145.13 +68.1%
May 02, 2024
Granite Construction Inc. GVA
BUY $70.00
Est. +18%
$59.39 $105.20
Target Met
$125.72 +111.7%
Apr 16, 2024
Encore Wire Corp. WIRE
BUY $295.00
Est. +1%
$291.23 $289.99
Precision Hit (±3%)
$289.84 -0.5%
Apr 04, 2024
Primoris Services Corp PRIM
BUY $55.00
Est. +21%
$45.53 $90.86
Target Met
$89.52 +96.6%
Jan 10, 2024
Valmont Industries, Inc. VMI
BUY $290.00
Est. +26%
$230.85 $354.13
Target Met
$487.50 +111.2%
Aug 16, 2023
Southland Holdings Inc SLND
BUY $7.00
Est. +12%
$6.26 $4.56
Miss
$0.64 -89.7%
Jul 26, 2022
Infrastructure and Energy Alternatives Inc IEA
BUY $14.00
Est. +1%
$13.81 $13.85
Precision Hit (±3%)
$13.72 -0.7%
Jul 01, 2022
Martin Marietta Materials, Inc. MLM
BUY $375.00
Est. +25%
$299.24 - -
$550.66 +84.0%
May 13, 2022
AAON Inc. AAON
BUY $70.00
Est. +557%
$10.66 - -
$107.17 +905.3%
Mar 04, 2022
KBR Inc KBR
BUY $65.00
Est. +18%
$55.22 - -
$35.62 -35.5%
Nov 08, 2021
WillScot Holdings Corp. - Ordinary Shares - Class A WSC
BUY $43.00
Est. +16%
$37.17 - -
$26.37 -29.1%
Nov 08, 2021
Vulcan Materials Co VMC
BUY $227.00
Est. +11%
$204.94 - -
$277.83 +35.6%
Sep 03, 2021
Quanta Services, Inc. PWR
SELL $108.00
Est. +7%
$115.81 - -
$643.14 -455.3%
Signal & Target
BUY $80.00
Start Price $68.73
Best Price (1Y)
$96.40
Current Price $70.18
Return +2.1%
Signal & Target
BUY $30.00
Start Price $23.45
Best Price (1Y)
$27.36
Current Price $23.82
Return +1.6%
Signal & Target
BUY $600.00
Start Price $522.27
Best Price (1Y)
$585.71
Current Price $487.50
Return -6.7%
Signal & Target
BUY $950.00
Start Price $782.12
Best Price (1Y)
$1,005.68
Current Price $719.07
Return -8.1%
Signal & Target
BUY $1,100.00
Start Price $855.26
Best Price (1Y)
$876.52
Current Price $755.15
Return -11.7%
Signal & Target
BUY $180.00
Start Price $148.21
Best Price (1Y)
$205.50
Current Price $89.52
Return -39.6%
Signal & Target
BUY $1,800.00
Start Price $1,411.00
Best Price (1Y)
$2,071.79
Current Price $1,791.06
Return +26.9%
Signal & Target
BUY $575.00
Start Price $559.68
Best Price (1Y)
$788.72
Current Price $643.14
Return +14.9%
Signal & Target
BUY $35.00
Start Price $31.37
Best Price (1Y)
$96.40
Current Price $70.18
Return +123.7%
Signal & Target
BUY $60.00
Start Price $53.29
Best Price (1Y)
$54.79
Current Price $51.59
Return -3.2%
Signal & Target
BUY $320.00
Start Price $302.22
Best Price (1Y)
$321.16
Current Price $277.83
Return -8.1%
Signal & Target
BUY $450.00
Start Price $443.96
Best Price (1Y)
$585.71
Current Price $487.50
Return +9.8%
Signal & Target
BUY $155.00
Start Price $131.00
Best Price (1Y)
$162.08
Current Price $125.72
Return -4.0%
Signal & Target
BUY $130.00
Start Price $128.07
Best Price (1Y)
$151.00
Current Price $104.22
Return -18.6%
AAON Inc.
AAON
Feb 03, 2026
Signal & Target
BUY $120.00
Start Price $91.82
Best Price (1Y)
$150.18
Current Price $107.17
Return +16.7%
Signal & Target
BUY $210.00
Start Price $206.10
Best Price (1Y)
$245.34
Current Price $203.37
Return -1.3%
Signal & Target
BUY $30.00
Start Price $26.00
Best Price (1Y)
$96.40
Current Price $70.18
Return +169.9%
Signal & Target
BUY $46.00
Start Price $34.59
Best Price (1Y)
$50.88
Current Price $40.18
Return +16.2%
Signal & Target
BUY $1,200.00
Start Price $935.00
Best Price (1Y)
$2,071.79
Current Price $1,791.06
Return +91.6%
Signal & Target
BUY $47.00
Start Price $34.71
Best Price (1Y)
$50.88
Current Price $40.18
Return +15.8%
Signal & Target
BUY $330.00
Start Price $291.77
Best Price (1Y)
$330.95
Current Price $277.83
Return -4.8%
Signal & Target
BUY $225.00
Start Price $214.64
Best Price (1Y)
$245.34
Current Price $203.37
Return -5.3%
Signal & Target
SELL $810.00
Start Price $973.94
Best Price (1Y)
$841.66
Current Price $1,791.06
Return -83.9%
Signal & Target
BUY $120.00
Start Price $117.48
Best Price (1Y)
$151.00
Current Price $104.22
Return -11.3%
Signal & Target
BUY $415.00
Start Price $414.53
Best Price (1Y)
$585.71
Current Price $487.50
Return +17.6%
Signal & Target
BUY $88.00
Start Price $76.84
Best Price (1Y)
$171.58
Current Price $137.03
Return +78.3%
Signal & Target
BUY $60.00
Start Price $49.81
Best Price (1Y)
$152.03
Current Price $133.98
Return +169.0%
Signal & Target
BUY $8.00
Start Price $5.88
Best Price (1Y)
$11.98
Current Price $10.82
Return +84.0%
Signal & Target
BUY $265.00
Start Price $225.20
Best Price (1Y)
$464.82
Current Price $434.15
Return +92.8%
Signal & Target
BUY $1.00
Start Price $0.33
Best Price (1Y)
$16.24
Current Price $10.69
Return +3139.4%
Signal & Target
BUY $185.00
Start Price $122.16
Best Price (1Y)
$477.03
Current Price $719.07
Return +488.6%
Signal & Target
BUY $62.00
Start Price $57.60
Best Price (1Y)
$58.35
Current Price $40.18
Return -30.2%
Signal & Target
BUY $4.00
Start Price $2.78
Best Price (1Y)
$5.34
Current Price $0.64
Return -76.9%
Signal & Target
BUY $55.00
Start Price $53.70
Best Price (1Y)
$95.90
Current Price $137.03
Return +155.2%
Signal & Target
SELL $295.00
Start Price $304.32
Best Price (1Y)
$227.09
Current Price $643.14
Return -111.3%
Signal & Target
SELL $75.00
Start Price $84.70
Best Price (1Y)
$64.79
Current Price $104.22
Return -23.0%
Signal & Target
BUY $41.00
Start Price $38.89
Best Price (1Y)
$54.07
Current Price $52.49
Return +35.0%
Signal & Target
BUY $47.00
Start Price $39.17
Best Price (1Y)
$42.15
Current Price $26.37
Return -32.7%
Signal & Target
SELL $55.00
Start Price $61.02
Best Price (1Y)
$56.52
Current Price $104.22
Return -70.8%
Signal & Target
BUY $280.00
Start Price $241.22
Best Price (1Y)
$298.31
Current Price $277.83
Return +15.2%
Signal & Target
BUY $32.00
Start Price $25.33
Best Price (1Y)
$37.34
Current Price $26.77
Return +5.7%
Signal & Target
BUY $58.00
Start Price $45.63
Best Price (1Y)
$60.10
Current Price $51.59
Return +13.1%
Signal & Target
SELL $243.00
Start Price $265.60
Best Price (1Y)
$191.91
Current Price $203.37
Return +23.4%
Signal & Target
BUY $200.00
Start Price $167.14
Best Price (1Y)
$228.66
Current Price $434.15
Return +159.8%
Signal & Target
BUY $675.00
Start Price $583.10
Best Price (1Y)
$633.23
Current Price $550.66
Return -5.6%
Arcosa Inc
ACA
May 17, 2024
Signal & Target
BUY $110.00
Start Price $86.82
Best Price (1Y)
$113.41
Current Price $145.13
Return +67.2%
Signal & Target
SELL $50.00
Start Price $55.35
Best Price (1Y)
$51.63
Current Price $104.22
Return -88.3%
Signal & Target
BUY $60.00
Start Price $53.98
Best Price (1Y)
$89.36
Current Price $45.22
Return -16.2%
Mastec Inc.
MTZ
May 07, 2024
Signal & Target
BUY $120.00
Start Price $105.81
Best Price (1Y)
$166.95
Current Price $357.35
Return +237.7%
Signal & Target
BUY $54.00
Start Price $39.50
Best Price (1Y)
$43.80
Current Price $26.37
Return -33.2%
Signal & Target
SELL $250.00
Start Price $269.31
Best Price (1Y)
$227.09
Current Price $643.14
Return -138.8%
Signal & Target
BUY $44.00
Start Price $39.46
Best Price (1Y)
$54.07
Current Price $52.49
Return +33.0%
Arcosa Inc
ACA
May 06, 2024
Signal & Target
BUY $105.00
Start Price $86.34
Best Price (1Y)
$113.41
Current Price $145.13
Return +68.1%
Signal & Target
BUY $70.00
Start Price $59.39
Best Price (1Y)
$105.20
Current Price $125.72
Return +111.7%
Signal & Target
BUY $295.00
Start Price $291.23
Best Price (1Y)
$289.99
Current Price $289.84
Return -0.5%
Signal & Target
BUY $55.00
Start Price $45.53
Best Price (1Y)
$90.86
Current Price $89.52
Return +96.6%
Signal & Target
BUY $290.00
Start Price $230.85
Best Price (1Y)
$354.13
Current Price $487.50
Return +111.2%
Signal & Target
BUY $7.00
Start Price $6.26
Best Price (1Y)
$4.56
Current Price $0.64
Return -89.7%
Signal & Target
BUY $14.00
Start Price $13.81
Best Price (1Y)
$13.85
Current Price $13.72
Return -0.7%
Signal & Target
BUY $375.00
Start Price $299.24
Best Price (1Y)
-
Current Price $550.66
Return +84.0%
AAON Inc.
AAON
May 13, 2022
Signal & Target
BUY $70.00
Start Price $10.66
Best Price (1Y)
-
Current Price $107.17
Return +905.3%
KBR Inc
KBR
Mar 04, 2022
Signal & Target
BUY $65.00
Start Price $55.22
Best Price (1Y)
-
Current Price $35.62
Return -35.5%
Signal & Target
BUY $43.00
Start Price $37.17
Best Price (1Y)
-
Current Price $26.37
Return -29.1%
Signal & Target
BUY $227.00
Start Price $204.94
Best Price (1Y)
-
Current Price $277.83
Return +35.6%
Signal & Target
SELL $108.00
Start Price $115.81
Best Price (1Y)
-
Current Price $643.14
Return -455.3%