Free Trial
Brent Thielman

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 90 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

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
141 Last 11 Years
Buy Recommendations
61.83% 81 Buy Ratings
Companies Covered
40 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.8%1 ratings
Buy61.1%80 ratings
Hold37.4%49 ratings
Sell0.8%1 ratings

Out of 131 total stock ratings issued by Brent Thielman at DA Davidson, the majority (61.1%) have been Buy recommendations, followed by 37.4% Hold, 0.8% Strong Buy, and 0.8% Sell.

Exchange Coverage

ExchangePercentageCount
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 IconSectorPercentage
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

IndustryPercentage
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%
BLDG PRD - AIR/HT
2 companies
5.0%
HEAVY CONSTRUCTION – NOT BUILDING CONTRACTORS
2 companies
5.0%
WASTE REMOVAL SVCS
2 companies
5.0%
STEEL - PIPE&TUBE
1 company
2.5%
FLAT GLASS
1 company
2.5%
METAL PROC&FABR
1 company
2.5%
REAL ESTATE OPS
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%

Brent Thielman's Ratings History at DA Davidson

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
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
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
I was right about SpaceX (Ad)

Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.tc pixel

See how to claim your stake in SpaceX before the public can
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
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
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
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