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Brent Thielman

Brent Thielman Analyst Performance

Equity Research Analyst, Infrastructure Services & Products at Oppenheimer

Brent Thielman is a stock analyst at Oppenheimer focused in the industrials sector, covering 42 publicly traded companies. Over the past year, Brent Thielman has issued 81 stock ratings, including strong buy, buy, and hold recommendations. While full access to Brent Thielman's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Brent Thielman's coverage history, rating activity, and performance tendencies - helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Analyst Ranking
Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
151 Last 12 Years
Buy Recommendations
63.12% 89 Buy Ratings
Companies Covered
42 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.7%1 ratings
Buy62.4%88 ratings
Hold36.2%51 ratings
Sell0.7%1 ratings

Out of 141 total stock ratings issued by Brent Thielman at Oppenheimer, the majority (62.4%) have been Buy recommendations, followed by 36.2% Hold, 0.7% Strong Buy, and 0.7% Sell.

Best & Worst Calls

Exchange Coverage

ExchangePercentageCount
NYSE
61.9% of companies on NYSE
26 companies
NASDAQ
38.1% of companies on NASDAQ
16 companies

Brent Thielman, an analyst at Oppenheimer, currently covers 42 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Industrials
32 companies		76.2%
Materials
7 companies		16.7%
Technology
2 companies		4.8%
Utilities
1 company		2.4%

Brent Thielman of Oppenheimer specializes in stock coverage within the Industrials sector, with additional focus on Materials and Technology companies.

Coverage Industries

IndustryPercentage
CONSTRUCTION & ENGINEERING
20 companies		47.6%
CONSTRUCTION MATERIALS
6 companies		14.3%
BUILDING PRODUCTS
4 companies		9.5%
ELECTRICAL EQUIPMENT
3 companies		7.1%
MACHINERY
2 companies		4.8%
PROFESSIONAL SERVICES
2 companies		4.8%
SOFTWARE
1 company		2.4%
WASTE REMOVAL SVCS
1 company		2.4%
METALS & MINING
1 company		2.4%
COMMUNICATIONS EQUIPMENT
1 company		2.4%
MULTI - UTILITIES
1 company		2.4%

Brent Thielman's Ratings History at Oppenheimer

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
Export
CompanyReport DateActionReport Date Price12-Month
Price Target		Rating12-Month
Price & ROI		Details
Cardinal Infrastructure Group Inc. stock logo
CDNL
Cardinal Infrastructure Group
8/12/2026Lower Price Target$38.27$70.00Outperform
Everus Construction Group, Inc. stock logo
ECG
Everus Construction Group
8/6/2026Reiterated Rating$142.73$200.00Outperform
EMCOR Group, Inc. stock logo
EME
EMCOR Group
7/31/2026Boost Price Target$817.52$1,200.00Outperform
Granite Construction Incorporated stock logo
GVA
Granite Construction
7/31/2026Boost Price Target$120.22$180.00Outperform
Orion Group Holdings, Inc. stock logo
ORN
Orion Group
7/7/2026Initiated Coverage$14.58$20.00Outperform
Primoris Services Corporation stock logo
PRIM
Primoris Services
7/7/2026Initiated Coverage$87.88$135.00Outperform
Arcosa, Inc. stock logo
ACA
Arcosa
6/26/2026Downgrade$144.85Market Perform
Cardinal Infrastructure Group Inc. stock logo
CDNL
Cardinal Infrastructure Group
6/15/2026Boost Price Target$68.73$80.00Outperform
MYR Group, Inc. stock logo
MYRG
MYR Group
6/11/2026Reiterated Rating$407.22Market Perform
LSI Industries Inc. stock logo
LYTS
LSI Industries
6/9/2026Initiated Coverage$23.45$30.00Outperform
Vulcan Materials Company stock logo
VMC
Vulcan Materials
5/28/2026Initiated Coverage$275.96Market Perform
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
5/28/2026Initiated Coverage$782.12$950.00Outperform
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
5/28/2026Initiated Coverage$1,869.66$2,200.00Outperform
EMCOR Group, Inc. stock logo
EME
EMCOR Group
5/28/2026Initiated Coverage$856.94$1,100.00Outperform
Cardinal Infrastructure Group Inc. stock logo
CDNL
Cardinal Infrastructure Group
5/28/2026Initiated Coverage$49.65$60.00Outperform
Quanta Services, Inc. stock logo
PWR
Quanta Services
5/28/2026Upgrade$732.83$800.00Outperform
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
5/28/2026Initiated Coverage$575.23Market Perform
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
5/28/2026Set Price Target$522.91$600.00Outperform
EMCOR Group, Inc. stock logo
EME
EMCOR Group
5/28/2026Initiated Coverage$856.94$1,100.00Outperform
Granite Construction Incorporated stock logo
GVA
Granite Construction
5/28/2026Initiated Coverage$134.98$170.00Outperform
Arcosa, Inc. stock logo
ACA
Arcosa
5/28/2026Initiated Coverage$124.90$150.00Outperform
Knife River Corporation stock logo
KNF
Knife River
5/28/2026Initiated Coverage$77.01$95.00Outperform
Tecnoglass Inc. stock logo
TGLS
Tecnoglass
3/2/2026Lower Price Target$45.28$70.00Buy
Arcosa, Inc. stock logo
ACA
Arcosa
3/2/2026Boost Price Target$111.43$125.00Buy
MasTec, Inc. stock logo
MTZ
MasTec
3/2/2026Boost Price Target$304.58$350.00Buy
NWPX Infrastructure, Inc. stock logo
NWPX
NWPX Infrastructure
3/2/2026Boost Price Target$82.02$90.00Buy
EMCOR Group, Inc. stock logo
EME
EMCOR Group
2/27/2026Boost Price Target$720.37$900.00Buy
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
2/27/2026Boost Price Target$417.75$500.00Buy
Primoris Services Corporation stock logo
PRIM
Primoris Services
2/25/2026Set Price Target$148.22$180.00
Everus Construction Group, Inc. stock logo
ECG
Everus Construction Group
2/25/2026Reiterated Rating$132.48$102.00Neutral
Primoris Services Corporation stock logo
PRIM
Primoris Services
2/24/2026Reiterated Rating$158.55$150.00Buy
WillScot Holdings Corporation stock logo
WSC
WillScot
2/24/2026Lower Price Target$23.04$30.00Buy
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
2/23/2026Boost Price Target$1,416.08$1,800.00Buy
Crh Plc stock logo
CRH
CRH
2/20/2026Set Price Target$125.09$120.00
Quanta Services, Inc. stock logo
PWR
Quanta Services
2/20/2026Boost Price Target$556.61$575.00Neutral
Fluor Corporation stock logo
FLR
Fluor
2/19/2026Boost Price Target$53.33$60.00Buy
Cardinal Infrastructure Group Inc. stock logo
CDNL
Cardinal Infrastructure Group
2/19/2026Boost Price Target$31.33$35.00Buy
Knife River Corporation stock logo
KNF
Knife River
2/18/2026Boost Price Target$91.88$105.00Buy
Vulcan Materials Company stock logo
VMC
Vulcan Materials
2/18/2026Lower Price Target$302.73$320.00Neutral
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
2/18/2026Boost Price Target$458.49$450.00Neutral
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Granite Construction Incorporated stock logo
GVA
Granite Construction
2/13/2026Boost Price Target$131.63$155.00Buy
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
2/12/2026Set Price Target$655.84$680.00
Construction Partners, Inc. stock logo
ROAD
Construction Partners
2/6/2026Boost Price Target$128.10$130.00Neutral
Matrix Service Company stock logo
MTRX
Matrix Service
2/6/2026Reiterated Rating$11.24$17.00Buy
Orion Group Holdings, Inc. stock logo
ORN
Orion Group
2/5/2026Boost Price Target$13.71$15.00Buy
AAON, Inc. stock logo
AAON
AAON
2/3/2026Reiterated Rating$91.93$120.00Buy
Eagle Materials Inc stock logo
EXP
Eagle Materials
2/2/2026Lower Price Target$205.57$210.00Neutral
Cardinal Infrastructure Group Inc. stock logo
CDNL
Cardinal Infrastructure Group
1/21/2026Upgrade$26.74Strong-Buy
Cardinal Infrastructure Group Inc. stock logo
CDNL
Cardinal Infrastructure Group
1/20/2026Set Price Target$26.07$30.00
Cardinal Infrastructure Group Inc. stock logo
CDNL
Cardinal Infrastructure Group
1/20/2026Initiated Coverage$26.45$30.00Buy
Vulcan Materials Company stock logo
VMC
Vulcan Materials
1/14/2026Reiterated Rating$311.09$330.00Neutral
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
1/14/2026Reiterated Rating$666.39$690.00Neutral
Apogee Enterprises, Inc. stock logo
APOG
Apogee Enterprises
1/9/2026Set Price Target$34.71$46.00
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
12/19/2025Reiterated Rating$932.17$1,200.00Buy
Construction Partners, Inc. stock logo
ROAD
Construction Partners
11/21/2025Reiterated Rating$99.89$120.00Neutral
Dycom Industries, Inc. stock logo
DY
Dycom Industries
11/20/2025Boost Price Target$331.35$390.00Buy
Apogee Enterprises, Inc. stock logo
APOG
Apogee Enterprises
11/17/2025Upgrade$33.42$47.00Buy
Crh Plc stock logo
CRH
CRH
11/12/2025Boost Price Target$112.56$116.00Neutral
Babcock stock logo
BW
Babcock
11/12/2025Boost Price Target$6.82$6.00Neutral
Tecnoglass Inc. stock logo
TGLS
Tecnoglass
11/11/2025Lower Price Target$46.75$80.00Buy
Matrix Service Company stock logo
MTRX
Matrix Service
11/11/2025Reiterated Rating$12.71$17.00Buy
Granite Construction Incorporated stock logo
GVA
Granite Construction
11/11/2025Boost Price Target$102.82$130.00Buy
Fluor Corporation stock logo
FLR
Fluor
11/10/2025Boost Price Target$45.50$55.00Buy
WillScot Holdings Corporation stock logo
WSC
WillScot
11/10/2025Lower Price Target$18.24$32.00Buy
Everus Construction Group, Inc. stock logo
ECG
Everus Construction Group
11/6/2025Set Price Target$97.89$102.00
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
11/6/2025Set Price Target$600.91$690.00
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
11/5/2025Boost Price Target$407.04$460.00Buy
Primoris Services Corporation stock logo
PRIM
Primoris Services
11/5/2025Boost Price Target$130.23$150.00Buy
Vulcan Materials Company stock logo
VMC
Vulcan Materials
11/4/2025Boost Price Target$291.76$330.00Buy
EMCOR Group, Inc. stock logo
EME
EMCOR Group
10/31/2025Boost Price Target$676.36$800.00Buy
Eagle Materials Inc stock logo
EXP
Eagle Materials
10/31/2025Lower Price Target$211.27$225.00Neutral
NWPX Infrastructure, Inc. stock logo
NWPX
NWPX Infrastructure
10/31/2025Boost Price Target$60.09$70.00Buy
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
10/24/2025Set Price Target$964.86$810.00
Construction Partners, Inc. stock logo
ROAD
Construction Partners
10/23/2025Boost Price Target$116.56$120.00Neutral
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
10/22/2025Boost Price Target$412.23$415.00Neutral
Knife River Corporation stock logo
KNF
Knife River
10/1/2025Lower Price Target$74.47$95.00Buy
WillScot Holdings Corporation stock logo
WSC
WillScot
9/30/2025Lower Price Target$20.46$35.00Buy
Matrix Service Company stock logo
MTRX
Matrix Service
9/11/2025Lower Price Target$12.47$17.00Buy
Concrete Pumping Holdings, Inc. stock logo
BBCP
Concrete Pumping
9/8/2025Boost Price Target$7.48$8.50Buy
Dycom Industries, Inc. stock logo
DY
Dycom Industries
8/21/2025Boost Price Target$256.41$300.00Buy
Southland Holdings, Inc. stock logo
SLND
Southland
8/19/2025Reiterated Rating$3.89$4.00Neutral
Everus Construction Group, Inc. stock logo
ECG
Everus Construction Group
8/14/2025Boost Price Target$75.76$88.00Neutral
AAON, Inc. stock logo
AAON
AAON
8/12/2025Lower Price Target$82.95$105.00Buy
NWPX Infrastructure, Inc. stock logo
NWPX
NWPX Infrastructure
8/11/2025Set Price Target$49.67$60.00
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
8/11/2025Boost Price Target$601.72$700.00Buy
Arcosa, Inc. stock logo
ACA
Arcosa
8/11/2025Boost Price Target$96.14$120.00Buy
Primoris Services Corporation stock logo
PRIM
Primoris Services
8/6/2025Boost Price Target$110.95$125.00Buy
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
8/6/2025Boost Price Target$301.64$355.00Buy
MasTec, Inc. stock logo
MTZ
MasTec
8/4/2025Set Price Target$177.83$210.00Buy
EMCOR Group, Inc. stock logo
EME
EMCOR Group
8/1/2025Boost Price Target$625.46$725.00Buy
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KBR, Inc. stock logo
KBR
KBR
8/1/2025Lower Price Target$46.48$65.00Buy
Quanta Services, Inc. stock logo
PWR
Quanta Services
8/1/2025Boost Price Target$395.18$395.00Neutral
WillScot Holdings Corporation stock logo
WSC
WillScot
8/1/2025Lower Price Target$25.33$40.00Buy
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
7/28/2025Boost Price Target$681.48$810.00Buy
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
7/23/2025Boost Price Target$360.46$400.00Neutral
Crh Plc stock logo
CRH
CRH
7/10/2025Reiterated Rating$96.35$105.00Neutral
Apogee Enterprises, Inc. stock logo
APOG
Apogee Enterprises
7/1/2025Lower Price Target$41.24$45.00Neutral
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
6/30/2025Boost Price Target$534.40$630.00Buy
Knife River Corporation stock logo
KNF
Knife River
6/10/2025Lower Price Target$90.11$120.00Buy
Concrete Pumping Holdings, Inc. stock logo
BBCP
Concrete Pumping
6/9/2025Set Price Target$5.96$8.00Buy
Eagle Materials Inc stock logo
EXP
Eagle Materials
5/23/2025Lower Price Target$215.84$245.00Neutral
Dycom Industries, Inc. stock logo
DY
Dycom Industries
5/23/2025Boost Price Target$225.79$265.00Buy
Everus Construction Group, Inc. stock logo
ECG
Everus Construction Group
5/15/2025Boost Price Target$60.82$68.00Neutral
Quanta Services, Inc. stock logo
PWR
Quanta Services
5/2/2025Boost Price Target$324.37$305.00Neutral
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
4/28/2025Boost Price Target$387.40$465.00Buy
Babcock stock logo
BW
Babcock
4/4/2025Set Price Target$0.33$1.00Neutral
Concrete Pumping Holdings, Inc. stock logo
BBCP
Concrete Pumping
3/12/2025Lower Price Target$5.12$9.00Buy
AAON, Inc. stock logo
AAON
AAON
2/28/2025Lower Price Target$76.83$125.00Buy
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
2/27/2025Upgrade$122.16$185.00Buy
Primoris Services Corporation stock logo
PRIM
Primoris Services
2/25/2025Reiterated Rating$67.45$85.00Buy
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
2/19/2025Downgrade$378.00$380.00Neutral
Fluor Corporation stock logo
FLR
Fluor
2/19/2025Lower Price Target$38.98$55.00Buy
Matrix Service Company stock logo
MTRX
Matrix Service
2/11/2025Boost Price Target$15.32$20.00Buy
Construction Partners, Inc. stock logo
ROAD
Construction Partners
1/30/2025Reiterated Rating$79.93$95.00Neutral
Eagle Materials Inc stock logo
EXP
Eagle Materials
1/30/2025Lower Price Target$255.48$260.00Neutral

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