Brent Thielman Analyst Performance

Equity Research Analyst, Infrastructure Services & Products at DA Davidson

Brent Thielman is a stock analyst at DA Davidson focused in the construction sector, covering 40 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 â€” helping individual investors make more informed trading decisions.

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: 129 Last 11 Years
Buy Recommendations: 59.66% 71 Buy Ratings
Companies Covered: 40 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.8%	1 ratings
Buy	58.8%	70 ratings
Hold	39.5%	47 ratings
Sell	0.8%	1 ratings

Out of 119 total stock ratings issued by Brent Thielman at DA Davidson, the majority (58.8%) have been Buy recommendations, followed by 39.5% Hold, 0.8% Strong Buy, and 0.8% Sell.

Best & Worst Calls

Best Call
0000.0%
FIX
Apr 2025
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Worst Call
000.0%
GVA
Oct 2018
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Exchange Coverage

Exchange	Percentage	Count
NYSE	65.0% of companies on NYSE	26 companies
NASDAQ	35.0% of companies on NASDAQ	14 companies

Brent Thielman, an analyst at DA Davidson, currently covers 40 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Construction 25 companies	62.5%
	Industrials 6 companies	15.0%
	Business Services 3 companies	7.5%
	Computer and Technology 2 companies	5.0%
	Finance 1 company	2.5%
	Energy 1 company	2.5%
	Basic Materials 1 company	2.5%
	Utilities 1 company	2.5%

Brent Thielman of DA Davidson specializes in stock coverage within the Construction sector, with additional focus on Industrials and Business Services companies.

Coverage Industries

Industry	Percentage
BLDG - HEAVY CNST 6 companies	15.0%
BLDG&CONST - MISC 5 companies	12.5%
ENGINRG/R&D SVS 4 companies	10.0%
BLDG - CMT/CNT/AG 3 companies	7.5%
HEAVY CONSTRUCTION – NOT BUILDING CONTRACTORS 2 companies	5.0%
BLDG PRD - AIR/HT 2 companies	5.0%
WASTE REMOVAL SVCS 2 companies	5.0%
FLAT GLASS 1 company	2.5%
METAL PROC&FABR 1 company	2.5%
REAL ESTATE OPS 1 company	2.5%
STEEL - PIPE&TUBE 1 company	2.5%
OIL FLD MCH&EQP 1 company	2.5%
GLASS PRODUCTS 1 company	2.5%
ELEC POWER 1 company	2.5%
HEAVY CONSTRUCTION, EXCEPT BUILDING CONSTRUCTION - CONTRACTORS 1 company	2.5%
BUSINESS SVCS 1 company	2.5%
MANAGEMENT CONSULTING SERVICES 1 company	2.5%
IT SERVICES 1 company	2.5%
MACH - GENL INDL 1 company	2.5%
STEEL - PRODUCERS 1 company	2.5%
WIRE&CABLE PRDS 1 company	2.5%
MACH - ELECTRICAL 1 company	2.5%
UTIL - GAS DISTR 1 company	2.5%

Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

Export

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
TGLS Tecnoglass	3/2/2026	Lower Price Target	$45.28	$70.00	Buy
ACA Arcosa	3/2/2026	Boost Price Target	$111.43	$125.00	Buy
MTZ MasTec	3/2/2026	Boost Price Target	$304.58	$350.00	Buy
NWPX NWPX Infrastructure	3/2/2026	Boost Price Target	$82.02	$90.00	Buy
EME EMCOR Group	2/27/2026	Boost Price Target	$720.37	$900.00	Buy
STRL Sterling Infrastructure	2/27/2026	Boost Price Target	$417.75	$500.00	Buy
PRIM Primoris Services	2/25/2026	Set Price Target	$148.22	$180.00
ECG Everus Construction Group	2/25/2026	Reiterated Rating	$132.48	$102.00	Neutral
PRIM Primoris Services	2/24/2026	Reiterated Rating	$158.55	$150.00	Buy
WSC WillScot	2/24/2026	Lower Price Target	$23.04	$30.00	Buy
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FIX Comfort Systems USA	2/23/2026	Boost Price Target	$1,416.08	$1,800.00	Buy
CRH CRH	2/20/2026	Set Price Target	$125.09	$120.00
PWR Quanta Services	2/20/2026	Boost Price Target	$556.61	$575.00	Neutral
FLR Fluor	2/19/2026	Boost Price Target	$53.33	$60.00	Buy
CDNL Cardinal Infrastructure Group	2/19/2026	Boost Price Target	$31.33	$35.00	Buy
KNF Knife River	2/18/2026	Boost Price Target	$91.88	$105.00	Buy
VMC Vulcan Materials	2/18/2026	Lower Price Target	$302.73	$320.00	Neutral
VMI Valmont Industries	2/18/2026	Boost Price Target	$458.49	$450.00	Neutral
GVA Granite Construction	2/13/2026	Boost Price Target	$131.63	$155.00	Buy
MLM Martin Marietta Materials	2/12/2026	Set Price Target	$655.84	$680.00
ROAD Construction Partners	2/6/2026	Boost Price Target	$128.10	$130.00	Neutral
MTRX Matrix Service	2/6/2026	Reiterated Rating	$11.24	$17.00	Buy
ORN Orion Group	2/5/2026	Boost Price Target	$13.71	$15.00	Buy
AAON AAON	2/3/2026	Reiterated Rating	$91.93	$120.00	Buy
EXP Eagle Materials	2/2/2026	Lower Price Target	$205.57	$210.00	Neutral
CDNL Cardinal Infrastructure Group	1/21/2026	Upgrade	$26.74		Strong-Buy
CDNL Cardinal Infrastructure Group	1/20/2026	Set Price Target	$26.07	$30.00
CDNL Cardinal Infrastructure Group	1/20/2026	Initiated Coverage	$26.45	$30.00	Buy
VMC Vulcan Materials	1/14/2026	Reiterated Rating	$311.09	$330.00	Neutral
MLM Martin Marietta Materials	1/14/2026	Reiterated Rating	$666.39	$690.00	Neutral
APOG Apogee Enterprises	1/9/2026	Set Price Target	$34.71	$46.00
FIX Comfort Systems USA	12/19/2025	Reiterated Rating	$932.17	$1,200.00	Buy
ROAD Construction Partners	11/21/2025	Reiterated Rating	$99.89	$120.00	Neutral
DY Dycom Industries	11/20/2025	Boost Price Target	$331.35	$390.00	Buy
APOG Apogee Enterprises	11/17/2025	Upgrade	$33.42	$47.00	Buy
CRH CRH	11/12/2025	Boost Price Target	$112.56	$116.00	Neutral
BW Babcock	11/12/2025	Boost Price Target	$6.82	$6.00	Neutral
TGLS Tecnoglass	11/11/2025	Lower Price Target	$46.75	$80.00	Buy
MTRX Matrix Service	11/11/2025	Reiterated Rating	$12.71	$17.00	Buy
GVA Granite Construction	11/11/2025	Boost Price Target	$102.82	$130.00	Buy
The one number Musk can't hide in the S-1 (Ad) When SpaceX files its S-1 in June, one number will stand out - power consumption. Running 1 million GPUs requires more electricity than some small countries use in a year, and SEC rules require it be disclosed. When that figure goes public, every analyst on Wall Street will race to identify the supplier. One small company already has a $1.5 billion backlog - and Dylan Jovine has the name and ticker. See the stock the SpaceX S-1 filing is likely to expose
FLR Fluor	11/10/2025	Boost Price Target	$45.50	$55.00	Buy
WSC WillScot	11/10/2025	Lower Price Target	$18.24	$32.00	Buy
ECG Everus Construction Group	11/6/2025	Set Price Target	$97.89	$102.00
MLM Martin Marietta Materials	11/6/2025	Set Price Target	$600.91	$690.00
STRL Sterling Infrastructure	11/5/2025	Boost Price Target	$407.04	$460.00	Buy
PRIM Primoris Services	11/5/2025	Boost Price Target	$130.23	$150.00	Buy
VMC Vulcan Materials	11/4/2025	Boost Price Target	$291.76	$330.00	Buy
EME EMCOR Group	10/31/2025	Boost Price Target	$676.36	$800.00	Buy
EXP Eagle Materials	10/31/2025	Lower Price Target	$211.27	$225.00	Neutral
NWPX NWPX Infrastructure	10/31/2025	Boost Price Target	$60.09	$70.00	Buy
FIX Comfort Systems USA	10/24/2025	Set Price Target	$964.86	$810.00
ROAD Construction Partners	10/23/2025	Boost Price Target	$116.56	$120.00	Neutral
VMI Valmont Industries	10/22/2025	Boost Price Target	$412.23	$415.00	Neutral
KNF Knife River	10/1/2025	Lower Price Target	$74.47	$95.00	Buy
WSC WillScot	9/30/2025	Lower Price Target	$20.46	$35.00	Buy
MTRX Matrix Service	9/11/2025	Lower Price Target	$12.47	$17.00	Buy
BBCP Concrete Pumping	9/8/2025	Boost Price Target	$7.48	$8.50	Buy
DY Dycom Industries	8/21/2025	Boost Price Target	$256.41	$300.00	Buy
SLND Southland	8/19/2025	Reiterated Rating	$3.89	$4.00	Neutral
ECG Everus Construction Group	8/14/2025	Boost Price Target	$75.76	$88.00	Neutral
AAON AAON	8/12/2025	Lower Price Target	$82.95	$105.00	Buy
NWPX NWPX Infrastructure	8/11/2025	Set Price Target	$49.67	$60.00
MLM Martin Marietta Materials	8/11/2025	Boost Price Target	$601.72	$700.00	Buy
ACA Arcosa	8/11/2025	Boost Price Target	$96.14	$120.00	Buy
PRIM Primoris Services	8/6/2025	Boost Price Target	$110.95	$125.00	Buy
STRL Sterling Infrastructure	8/6/2025	Boost Price Target	$301.64	$355.00	Buy
MTZ MasTec	8/4/2025	Set Price Target	$177.83	$210.00	Buy
EME EMCOR Group	8/1/2025	Boost Price Target	$625.46	$725.00	Buy
KBR KBR	8/1/2025	Lower Price Target	$46.48	$65.00	Buy
PWR Quanta Services	8/1/2025	Boost Price Target	$395.18	$395.00	Neutral
WSC WillScot	8/1/2025	Lower Price Target	$25.33	$40.00	Buy
FIX Comfort Systems USA	7/28/2025	Boost Price Target	$681.48	$810.00	Buy
VMI Valmont Industries	7/23/2025	Boost Price Target	$360.46	$400.00	Neutral
CRH CRH	7/10/2025	Reiterated Rating	$96.35	$105.00	Neutral
APOG Apogee Enterprises	7/1/2025	Lower Price Target	$41.24	$45.00	Neutral
FIX Comfort Systems USA	6/30/2025	Boost Price Target	$534.40	$630.00	Buy
KNF Knife River	6/10/2025	Lower Price Target	$90.11	$120.00	Buy
BBCP Concrete Pumping	6/9/2025	Set Price Target	$5.96	$8.00	Buy
EXP Eagle Materials	5/23/2025	Lower Price Target	$215.84	$245.00	Neutral
DY Dycom Industries	5/23/2025	Boost Price Target	$225.79	$265.00	Buy
ECG Everus Construction Group	5/15/2025	Boost Price Target	$60.82	$68.00	Neutral
PWR Quanta Services	5/2/2025	Boost Price Target	$324.37	$305.00	Neutral
FIX Comfort Systems USA	4/28/2025	Boost Price Target	$387.40	$465.00	Buy
BW Babcock	4/4/2025	Set Price Target	$0.33	$1.00	Neutral
BBCP Concrete Pumping	3/12/2025	Lower Price Target	$5.12	$9.00	Buy
AAON AAON	2/28/2025	Lower Price Target	$76.83	$125.00	Buy
STRL Sterling Infrastructure	2/27/2025	Upgrade	$122.16	$185.00	Buy
PRIM Primoris Services	2/25/2025	Reiterated Rating	$67.45	$85.00	Buy
VMI Valmont Industries	2/19/2025	Downgrade	$378.00	$380.00	Neutral
FLR Fluor	2/19/2025	Lower Price Target	$38.98	$55.00	Buy
The one number Musk can't hide in the S-1 (Ad) When SpaceX files its S-1 in June, one number will stand out - power consumption. Running 1 million GPUs requires more electricity than some small countries use in a year, and SEC rules require it be disclosed. When that figure goes public, every analyst on Wall Street will race to identify the supplier. One small company already has a $1.5 billion backlog - and Dylan Jovine has the name and ticker. See the stock the SpaceX S-1 filing is likely to expose
MTRX Matrix Service	2/11/2025	Boost Price Target	$15.32	$20.00	Buy
ROAD Construction Partners	1/30/2025	Reiterated Rating	$79.93	$95.00	Neutral
EXP Eagle Materials	1/30/2025	Lower Price Target	$255.48	$260.00	Neutral

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