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Rob Wertheimer

Rob Wertheimer Analyst Performance

Founding Partner – Machinery & New Mobility Research at Melius Research

Rob Wertheimer is a stock analyst at Melius Research across a range of sectors, covering 8 publicly traded companies. Over the past year, Rob Wertheimer has issued 10 stock ratings, including strong buy, buy, and hold recommendations. While full access to Rob Wertheimer'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 Rob Wertheimer's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
10 Last 0 Years
Buy Recommendations
77.78% 7 Buy Ratings
Companies Covered
8 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy33.3%3 ratings
Buy44.4%4 ratings
Hold22.2%2 ratings
Sell0.0%0 ratings

Out of 9 total stock ratings issued by Rob Wertheimer at Melius Research, the majority (44.4%) have been Buy recommendations, followed by 33.3% Strong Buy and 22.2% Hold.

Best & Worst Calls

This analyst does not have any ratings with enough history to determine best and worst calls.

Exchange Coverage

ExchangePercentageCount
NYSE
87.5% of companies on NYSE
7 companies
NASDAQ
12.5% of companies on NASDAQ
1 company

Rob Wertheimer, an analyst at Melius Research, currently covers 8 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Business Services
3 companies
37.5%
Auto/Tires/Trucks
2 companies
25.0%
Industrials
2 companies
25.0%
Energy
1 company
12.5%

Rob Wertheimer of Melius Research specializes in stock coverage within the Business Services sector, with additional focus on Auto/Tires/Trucks and Industrials companies.

Coverage Industries

IndustryPercentage
WASTE REMOVAL SVCS
3 companies
37.5%
AUTO - DOMESTIC
1 company
12.5%
OTHER ALT ENERGY
1 company
12.5%
ENGINES - INT CMB
1 company
12.5%
MACH - GENL INDL
1 company
12.5%
MACH - CONST/MNG
1 company
12.5%

About Rob Wertheimer

Rob Wertheimer serves as Director of Research at Melius Research, where he is also the lead research analyst for the global machinery sector with additional coverage responsibilities in industrial tech. Mr. Wertheimer brings more than a decade of machinery research experience to Melius and has been recognized as a top three analyst by Institutional Investor magazine. Prior to Melius Research, Mr. Wertheimer was the lead machinery analyst at Barclays Plc, Vertical Research, and Morgan Stanley. Mr. Wertheimer began his career in the Peace Corps in Niger, West Africa. Mr. Wertheimer is co-author of the critically acclaimed book, “Lessons from the Titans” which chronicles success and failure in industrial America over the past half century. Mr. Wertheimer earned a B.A. in Geology from Carleton College and an MBA from Duke’s Fuqua school of business.
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Rob Wertheimer's Ratings History at Melius Research

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
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Tesla, Inc. stock logo
TSLA
Tesla
10/13/2025Set Price Target$413.49$520.00Buy
Tesla, Inc. stock logo
TSLA
Tesla
10/13/2025Initiated Coverage$429.24$520.00Buy
GE Vernova Inc. stock logo
GEV
GE Vernova
9/15/2025Set Price Target$627.16$740.00Buy
Cummins Inc. stock logo
CMI
Cummins
9/3/2025Upgrade$391.10$500.00Buy
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
7/14/2025Set Price Target$89.01$93.00
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
7/14/2025Upgrade$86.36Hold
Caterpillar Inc. stock logo
CAT
Caterpillar
7/9/2025Upgrade$400.69$500.00Strong-Buy
Waste Connections, Inc. stock logo
WCN
Waste Connections
6/9/2025Upgrade$188.90$213.00Strong-Buy
Republic Services, Inc. stock logo
RSG
Republic Services
6/9/2025Upgrade$250.41$281.00Hold
Waste Management, Inc. stock logo
WM
Waste Management
6/9/2025Upgrade$234.33$263.00Strong-Buy