$MSM

DA Davidson raised its price target for MSC Industrial (NYSE:MSM) to $155 from $150, citing improved demand and sales acceleration. The firm expects Q4 FY2024 EPS of $1.40 and Q1 FY2025 EPS of $1.34, higher than consensus. MSC Industrial shares are up 57% YTD. Barclays and Rothschild Redburn also initiated coverage with positive ratings and price targets. The stock trades at a P/E of 31.4, with some data suggesting overvaluation.

Analysts made several rating changes: UBS initiated TechnipFMC as buy, Benchmark initiated SoFi as buy with a $25 target, Barclays initiated Linde as overweight, and more. KeyBanc upgraded American Power to overweight, Gordon Haskett upgraded Ollie's to buy, and Barclays upgraded Viking Holdings to overweight with a $102 target. Piper Sandler upgraded VF Corp to overweight, Citi upgraded Galaxy to buy, and Deutsche Bank initiated Wintrust Financial as buy.

Barclays initiated MSC Industrial Direct (NYSE:MSM) with an overweight rating and $152.00 price target. The stock is up 57% YTD, trading near its 52-week high. Barclays cited U.S. industrial recovery and margin expansion as key drivers. InvestingPro analysis suggests the stock is overvalued. Rothschild Redburn also initiated coverage with a Buy rating and $155 target. A board member announced retirement.

MSC Industrial Direct (MSM) appointed Robert Kuhns as CFO, replacing interim CFO Greg Clark. The company's share price is $122.21, with a 90-day return of 4.1% and a year-to-date gain of 42.4%. Analysts estimate a fair value of $131.00, citing cost and margin execution, while a DCF model suggests a fair value of $95.59, indicating overvaluation. The company is expanding In-Plant programs and improving its website to boost revenue and earnings.

MSC Industrial's Martina McIsaac warned of a tungsten supply shock at the Jefferies Industrials Conference, citing a 500% inflation in tungsten carbide inputs. This affects 15% of MSC's revenue, with further price increases expected. China's export restrictions have driven prices to $3,400 per metric ton, impacting Western manufacturing and defense supply chains.

MSC Industrial Supply Co. (MSM) hired Robert Kuhns as CFO, ending a 13-month interim period. Kuhns, formerly of TopBuild, will earn a $650,000 base salary, with potential bonuses and equity awards. MSC highlights his experience in capital allocation and acquisitions.

MSC Industrial Supply Co. (NYSE:MSM) appointed Rob Kuhns as Executive Vice President and Chief Financial Officer. Kuhns has over 30 years of financial experience, most recently as CFO at TopBuild Corp. MSC is a leading North American distributor of metalworking and MRO products.

MSC INDUSTRIAL DIRECT CO INC (MSM) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 NEWS MSC INDUSTRIAL SUPPLY CO. HAS NAMED ROB KUHNS CHIEF FINANCIAL OFFICER MELVILLE, N.Y. and DAVIDSON, N.C. (SEPTEMBER 8, 2026 ) - MSC INDUSTRIAL SUPPLY CO. (NYSE: MSM) (“MSC,” “MSC Industrial,” the “Company,” “we,” “us,” or “our”), a leading North American distribu

Transcat (TRNS) beat estimates but fell 6.9%, trading at $85.56. Fastenal (FAST) reported $2.39B revenue, up 14.7%, and rose 1.8% to $47.90. W.W. Grainger (GWW) reported $5.02B revenue, up 10.3%, but fell 6.4% to $1,284. MSC Industrial (MSM) reported $1.05B revenue, up 7.8%, and fell 2.1% to $116.47.

MSC INDUSTRIAL DIRECT CO INC (MSM) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangement of Certain Officers On August 13, 2026, Louise Goeser, a member of the Board of Directors of MSC Industrial Direct Co., Inc. (the “Company”), no