Noah Kaye

Oppenheimer | Industrials

Noah Kaye is an analyst from Oppenheimer specializing in the Industrials sector. Ranked #1793 out of 4771 analysts, they have issued 42 stock ratings with a success rate of 91.87% and an average return of 14.78%.

Noah Kaye has a well-established track record, with 42 ratings issued in the Industrials sector. They have consistently delivered a success rate of 91.87% and an average return of 14.78%, underscoring their expertise and ability to identify winning opportunities for investors.

#1793

Out of 4771

42

Total Ratings

+91.87%

Success Rate

+14.78%

Average Return

Recent Ratings Analysis

ORA

Sep 09, 2026

Target

$145.00

Current

$96.65

Performance

-2.19%

Noah Kaye rated ORA as Outperform on Sep 09, 2026, setting a price target of 145. Shares have remained stable near 96.65, leaving the 145 target still in play.

DE

Aug 21, 2026

Target

$685.00

Current

$677.94

Performance

4.71%

On Aug 21, 2026, DE was given a Outperform rating by Noah Kaye, with a target price of 685. The stock traded sideways with a 4.71% move, keeping the bullish thesis unresolved.

WM

Jul 08, 2026

Target

$263.00

Current

$214.77

Performance

-8.19%

WM received a Outperform rating from Noah Kaye on Jul 08, 2026, aiming for 263. The rating hasn’t played out as hoped, with the stock trading 8.19% below expectations.

MOD

May 28, 2026

Target

$325.00

Current

$179.26

Performance

-33.78%

On May 28, 2026, Noah Kaye published a Outperform outlook on MOD, with a target of 325. Market action contradicted the Buy thesis, as shares slipped to 179.26.

ENS

May 22, 2026

Target

$250.00

Current

$179.02

Performance

-22.92%

Noah Kaye on May 22, 2026 assigned ENS a Outperform rating, with a price target of 250. The call has struggled to gain traction, with shares losing 22.92%.

VRT

May 21, 2026

Target

$353.00

Current

$248.13

Performance

-23.27%

On May 21, 2026, Noah Kaye reaffirmed VRT with a Outperform rating, targeting 353. Shares slid 23.27% despite the recommendation, highlighting downside risks.

FPS

May 15, 2026

Target

$60.00

Current

$29.20

Performance

-35.14%

FPS was rated Outperform by Noah Kaye on May 15, 2026, with a price objective of 60. This case shows how bullish projections can fail, with the stock now below 29.2.

CLH

May 07, 2026

Target

$316.00

Current

$320.94

Performance

13.66%

On May 07, 2026, Noah Kaye initiated coverage on CLH with a Outperform rating and target of 316. The stock’s climb of 13.66% since the call highlights the foresight in the rating.

ITRI

Apr 16, 2026

Target

$135.00

Current

$93.55

Performance

-3.56%

Noah Kaye issued a Outperform recommendation for ITRI on Apr 16, 2026, price target set at 135. The target of 135 remains in play, though confirmation will depend on future moves.

LII

Mar 05, 2026

Target

$645.00

Current

$372.62

Performance

—

On Mar 05, 2026, LII was evaluated by Noah Kaye, who gave a Outperform rating and target of 645. So far, the Buy call awaits clearer momentum, with shares flat at 372.62.

AAON

Mar 03, 2026

Target

$118.00

Current

$76.52

Performance

-19.73%

Noah Kaye rated AAON as Outperform on Mar 03, 2026, setting a price target of 118. The stock has underperformed, dropping 19.73% despite the bullish target of 118.

TT

Jan 30, 2026

Target

$468.00

Current

$439.83

Performance

4.58%

On Jan 30, 2026, TT was given a Outperform rating by Noah Kaye, with a target price of 468. The stock traded sideways with a 4.58% move, keeping the bullish thesis unresolved.

WCN

Jan 23, 2026

Target

$205.00

Current

$159.44

Performance

-6.33%

WCN received a Outperform rating from Noah Kaye on Jan 23, 2026, aiming for 205. The rating hasn’t played out as hoped, with the stock trading 6.33% below expectations.

RSG

Jan 23, 2026

Target

$255.00

Current

$221.08

Performance

1.59%

On Jan 23, 2026, Noah Kaye published a Outperform outlook on RSG, with a target of 255. So far, the stock has neither confirmed nor rejected the Buy case, holding within range of 221.08.

ROK

Jan 20, 2026

Target

—

Current

$421.37

Performance

4.30%

Noah Kaye on Jan 20, 2026 assigned ROK a Perform rating, with a price target of null. The Hold stance reflected consolidation, as shares held near 421.37.

CARR

Oct 14, 2025

Target

—

Current

$56.64

Performance

-1.50%

On Oct 14, 2025, Noah Kaye reaffirmed CARR with a Perform rating, targeting null. The neutral call matched muted market action of -1.50%.

JCI

Jun 20, 2025

Target

—

Current

$142.81

Performance

39.67%

JCI was rated Perform by Noah Kaye on Jun 20, 2025, with a price objective of null. Despite caution, upside momentum rewarded risk-takers with gains to 142.81.

BWA

May 03, 2024

Target

$40.00

Current

$65.69

Performance

80.27%

On May 03, 2024, Noah Kaye initiated coverage on BWA with a Outperform rating and target of 40. The stock’s climb of 80.27% since the call highlights the foresight in the rating.

DAN

May 01, 2024

Target

$18.00

Current

$30.67

Performance

131.30%

Noah Kaye issued a Outperform recommendation for DAN on May 01, 2024, price target set at 18. Investors following the Buy call captured upside momentum, with shares now at 30.67.

Frequency Asked Questions

Who is Noah Kaye?

Noah Kaye is an analyst from Oppenheimer specializing in the Industrials sector.

What is Noah Kaye's success rate?

Noah Kaye currently has a success rate of +91.87%.

How many ratings has Noah Kaye issued?

Noah Kaye has issued 42 stock ratings so far.

What is the average return of Noah Kaye's calls?

Their stock ratings have generated an average return of +14.78%.

What is Noah Kaye's ranking?

Noah Kaye is ranked #1793 out of 4771 analysts.

What types of ratings does Noah Kaye give?

Their ratings include Buy, Hold, and Sell recommendations, depending on the stock’s outlook.

How can I follow Noah Kaye?

You can follow Noah Kaye by clicking the "Follow Analyst" button on this page to receive updates on their stock calls.

What is the most recent rating by Noah Kaye?

Their latest rating was a Buy on ORA issued on 2026-09-09.

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