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

Analyst Ranking

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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

Rating	Percentage	Count
Strong Buy	33.3%	3 ratings
Buy	44.4%	4 ratings
Hold	22.2%	2 ratings
Sell	0.0%	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

Exchange	Percentage	Count
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 Icon	Sector	Percentage
	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

Industry	Percentage
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

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
TSLA Tesla	10/13/2025	Set Price Target	$413.49	$520.00	Buy	$0.00 00.00% ROI
TSLA Tesla	10/13/2025	Initiated Coverage	$429.24	$520.00	Buy	$0.00 00.00% ROI
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

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