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 7 publicly traded companies. Over the past year, Rob Wertheimer has issued 8 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

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

8 Last 0 Years

Buy Recommendations

71.43% 5 Buy Ratings

Companies Covered

7 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	42.9%	3 ratings
Buy	28.6%	2 ratings
Hold	28.6%	2 ratings
Sell	0.0%	0 ratings

Out of 7 total stock ratings issued by Rob Wertheimer at Melius Research, the majority (42.9%) have been Strong Buy recommendations, followed by 28.6% Buy and 28.6% Hold.

Best & Worst Calls

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

Exchange Coverage

Exchange	Percentage	Count
NYSE	100.0% of companies on NYSE	7 companies

Rob Wertheimer, an analyst at Melius Research, currently covers 7 companies listed on , with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Business Services 3 companies	42.9%
	Industrials 2 companies	28.6%
	Energy 1 company	14.3%
	Auto/Tires/Trucks 1 company	14.3%

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

Coverage Industries

Industry	Percentage
WASTE REMOVAL SVCS 3 companies	42.9%
OTHER ALT ENERGY 1 company	14.3%
ENGINES - INT CMB 1 company	14.3%
MACH - GENL INDL 1 company	14.3%
MACH - CONST/MNG 1 company	14.3%

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.

Follow on LinkedIn

Rob Wertheimer's Ratings History at Melius Research

Custom Range 1 Month 3 Months 6 Months Year-to-Date 1 Year 2 Years 3 Years 4 Years 5 Years All Time Timeframe

Start Date

End Date

All Ratings Strong Buy Buy Hold Sell Rating

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 to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating	12-Month Price & ROI	Details
GEV GE Vernova	9/15/2025	Set Price Target	$627.16	$740.00	Buy	$0.00 00.00% ROI
CMI Cummins	9/3/2025	Upgrade	$391.10	$500.00	Buy	$0.00 00.00% ROI
IR Ingersoll Rand	7/14/2025	Set Price Target	$89.01	$93.00		$0.00 00.00% ROI
IR Ingersoll Rand	7/14/2025	Upgrade	$86.36		Hold	$0.00 00.00% ROI
CAT Caterpillar	7/9/2025	Upgrade	$400.69	$500.00	Strong-Buy	$0.00 00.00% ROI
WCN Waste Connections	6/9/2025	Upgrade	$188.90	$213.00	Strong-Buy	$0.00 00.00% ROI
RSG Republic Services	6/9/2025	Upgrade	$250.41	$281.00	Hold	$0.00 00.00% ROI
WM Waste Management	6/9/2025	Upgrade	$234.33	$263.00	Strong-Buy	$0.00 00.00% ROI

Stock Forecasts and Research Tools

Sign in to your free account to enjoy these benefits

• In-depth profiles and analysis for 20,000 public companies.
• Real-time analyst ratings, insider transactions, earnings data, and more.
• Our daily ratings and market update email newsletter.

Sign in to your free account to enjoy all that MarketBeat has to offer.

• Sign In
• Create Account

Your Email Address:

Email Address Required

Your Password:

Password Required

Log In

---

or

Sign in with Facebook Sign in with Google

Forgot your password?

Your Email Address:

Please enter your email address.

Please enter a valid email address

Choose a Password:

Please enter your password.

Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character.

Create My Account (Free)

---

or

Sign in with Facebook Sign in with Google

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.