Ratings by Morgan Stanley (Angel Castillo)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/23/2026 | Deere | DE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2026 | WillScot Holdings Corp | WSC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/18/2026 | Avient Corp. | AVNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/17/2026 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Lincoln Electric | LECO | Maintain | Underweight (N/A) |
|
Details | ||
| 2/13/2026 | Avient Corp. | AVNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2026 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2026 | Cummins | CMI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | PACCAR | PCAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2026 | Oshkosh | OSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2026 | Caterpillar | CAT | Maintain | Underweight (N/A) |
|
Details | ||
| 2/2/2026 | Oiln | OLN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/23/2026 | Oshkosh | OSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2026 | Caterpillar | CAT | Maintain | Underweight (N/A) |
|
Details | ||
| 1/23/2026 | Allison Transmission | ALSN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2026 | PACCAR | PCAR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2026 | Lincoln Electric | LECO | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2026 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2025 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2025 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2025 | REV Group | REVG | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/15/2025 | Donaldson Company | DCI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/10/2025 | Terex | TEX | Upgrade | Overweight (Equalweight) |
49.32 (62.05) |
25.81% | Details | |
| 12/1/2025 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2025 | Donaldson Company | DCI | Upgrade | Equalweight (Underweight) |
87.68 (88.73) |
1.2% | Details | |
| 11/17/2025 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/17/2025 | AGCO Corporation | AGCO | Maintain | Underweight (N/A) |
|
Details | ||
| 11/13/2025 | WillScot Holdings Corp | WSC | Downgrade | Equalweight (Overweight) |
17.95 (19.26) |
7.3% | Details | |
| 11/6/2025 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Oshkosh | OSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Lincoln Electric | LECO | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2025 | REV Group | REVG | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2025 | Terex | TEX | Upgrade | Equalweight (Underweight) |
46.02 (49.32) |
7.17% | Details | |
| 11/3/2025 | Allison Transmission | ALSN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2025 | Caterpillar | CAT | Maintain | Underweight (N/A) |
|
Details | ||
| 10/27/2025 | United Rentals | URI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2025 | PACCAR | PCAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | PACCAR | PCAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/10/2025 | REV Group | REVG | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/2/2025 | Donaldson Company | DCI | Maintain | Underweight (N/A) |
|
Details | ||
| 8/14/2025 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2025 | Allison Transmission | ALSN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | Oshkosh | OSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | Lincoln Electric | LECO | Maintain | Underweight (N/A) |
|
Details | ||
| 8/7/2025 | Cummins | CMI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | AGCO Corporation | AGCO | Maintain | Underweight (N/A) |
|
Details | ||
| 8/7/2025 | Caterpillar | CAT | Downgrade | Underweight (Equalweight) |
434.23 (680.90) |
56.81% | Details | |
| 8/5/2025 | Huntsman | HUN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2025 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2025 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2025 | United Rentals | URI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2025 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2025 | PACCAR | PCAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/18/2025 | REV Group | REVG | Upgrade | Equalweight (Underweight) |
44.30 (63.90) |
44.24% | Details | |
| 6/3/2025 | Donaldson Company | DCI | Maintain | Underweight (N/A) |
|
Details | ||
| 5/12/2025 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | Oiln | OLN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/12/2025 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | Avient Corp. | AVNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | AGCO Corporation | AGCO | Maintain | Underweight (N/A) |
|
Details | ||
| 5/6/2025 | Martin Marietta Materials | MLM | Maintain | (N/A) |
|
Details | ||
| 5/6/2025 | Lincoln Electric | LECO | Maintain | (N/A) |
|
Details | ||
| 5/6/2025 | Cummins | CMI | Maintain | (N/A) |
|
Details | ||
| 5/6/2025 | Allison Transmission | ALSN | Maintain | (N/A) |
|
Details | ||
| 4/16/2025 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Oshkosh | OSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Lincoln Electric | LECO | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2025 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Donaldson Company | DCI | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2025 | Deere | DE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Cummins | CMI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | CNH Global | CNH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Allison Transmission | ALSN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | AGCO Corporation | AGCO | Downgrade | Underweight (Equalweight) |
85.84 (123.88) |
44.32% | Details | |
| 4/16/2025 | REV Group | REVG | Downgrade | Underweight (Equalweight) |
31.89 (44.30) |
38.92% | Details | |
| 4/16/2025 | PACCAR | PCAR | Downgrade | Equalweight (Overweight) |
89.55 (120.43) |
34.48% | Details | |
| 4/16/2025 | United Rentals | URI | Upgrade | Overweight (Equalweight) |
596.83 (809.60) |
35.65% | Details | |
| 4/16/2025 | Caterpillar | CAT | Upgrade | Equalweight (Underweight) |
298.12 (434.23) |
45.66% | Details | |
| 2/24/2025 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/18/2025 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2025 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | Oiln | OLN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/3/2025 | Oshkosh | OSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2025 | AGCO Corporation | AGCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2024 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2024 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2024 | Allison Transmission | ALSN | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2024 | WillScot Mobile Mini Holdings Corp. | WSC | Upgrade | Overweight (Equalweight) |
35.12 (17.95) |
-48.89% | Details | |
| 12/17/2024 | Timken | TKR | Upgrade | Overweight (Equalweight) |
75.50 (99.68) |
32.03% | Details | |
| 12/17/2024 | CNH Global | CNH | Upgrade | Overweight (Equalweight) |
11.82 (11.15) |
-5.67% | Details | |
| 12/4/2024 | Donaldson Company | DCI | Maintain | Underweight (N/A) |
|
Details | ||
| 12/3/2024 | AGCO Corporation | AGCO | New Coverage | Equalweight (N/A) |
101.21 (123.88) |
22.4% | Details | |
| 11/24/2024 | Deere | DE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Huntsman | HUN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2024 | Caterpillar | CAT | Downgrade | Underweight (Equalweight) |
396.64 (680.90) |
71.67% | Details | |
| 9/9/2024 | Donaldson Company | DCI | Maintain | Underweight (N/A) |
|
Details | ||
| 8/28/2024 | Donaldson Company | DCI | Maintain | Underweight (N/A) |
|
Details | ||
| 8/26/2024 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2024 | Deere | DE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2024 | Summit Materials | SUM | New Coverage | Overweight (N/A) |
39.22 (52.49) |
33.83% | Details | |
| 8/5/2024 | CNH Global | CNH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2024 | PACCAR | PCAR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2024 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/11/2024 | REV Group | REVG | New Coverage | Equalweight (N/A) |
26.86 (63.90) |
137.9% | Details | |
| 4/30/2024 | Ball Corp | BALL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | United Rentals | URI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | Timken | TKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | PACCAR | PCAR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2024 | Oshkosh | OSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2024 | Lincoln Electric | LECO | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2024 | Donaldson Company | DCI | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2024 | Deere | DE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2024 | Cummins | CMI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2024 | CNH Industrial NV | CNHI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | Caterpillar | CAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | Allison Transmission | ALSN | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/18/2024 | Ball Corp | BALL | New Coverage | Equalweight (N/A) |
64.67 (63.61) |
-1.64% | Details | |
| 2/14/2024 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | Avient Corp. | AVNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2024 | Caterpillar | CAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2024 | Timken | TKR | New Coverage | Equalweight (N/A) |
78.12 (99.68) |
27.6% | Details | |
| 1/8/2024 | Lincoln Electric | LECO | New Coverage | Underweight (N/A) |
212.19 (262.12) |
23.53% | Details | |
| 1/8/2024 | Kennametal | KMT | New Coverage | Equalweight (N/A) |
24.75 (37.18) |
50.22% | Details | |
| 1/8/2024 | Donaldson Company | DCI | New Coverage | Underweight (N/A) |
63.66 (87.68) |
37.73% | Details | |
| 1/8/2024 | CNH Industrial NV | CNHI | New Coverage | Equalweight (N/A) |
11.90 (11.45) |
-3.78% | Details | |
| 1/8/2024 | Allison Transmission | ALSN | New Coverage | Equalweight (N/A) |
55.67 (116.94) |
110.06% | Details | |
| 1/8/2024 | Vulcan Materials Company | VMC | New Coverage | Equalweight (N/A) |
220.68 (274.99) |
24.61% | Details | |
| 1/8/2024 | United Rentals | URI | New Coverage | Equalweight (N/A) |
548.86 (809.60) |
47.51% | Details | |
| 1/8/2024 | WillScot Mobile Mini Holdings Corp. | WSC | New Coverage | Equalweight (N/A) |
42.40 (19.26) |
-54.58% | Details | |
| 1/8/2024 | Caterpillar | CAT | New Coverage | Equalweight (N/A) |
286.10 (680.90) |
137.99% | Details | |
| 1/8/2024 | Oshkosh | OSK | New Coverage | Equalweight (N/A) |
103.80 (154.62) |
48.96% | Details | |
| 1/8/2024 | Deere | DE | New Coverage | Overweight (N/A) |
392.39 (589.77) |
50.3% | Details | |
| 1/8/2024 | Cummins | CMI | New Coverage | Overweight (N/A) |
235.88 (539.23) |
128.6% | Details | |
| 1/8/2024 | Martin Marietta Materials | MLM | New Coverage | Overweight (N/A) |
486.07 (609.99) |
25.49% | Details | |
| 1/8/2024 | PACCAR | PCAR | New Coverage | Overweight (N/A) |
93.78 (120.43) |
28.42% | Details | |
| 12/11/2023 | Huntsman | HUN | Downgrade | Equalweight (Overweight) |
24.97 (11.44) |
-54.19% | Details | |
| 11/6/2023 | Huntsman | HUN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2023 | Oiln | OLN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/15/2023 | Huntsman | HUN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | Ardagh Metal Packaging S.A. | AMBP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2023 | Sealed Air | SEE | Downgrade | Equalweight (Overweight) |
43.51 (34.95) |
-19.67% | Details | |
| 2/28/2023 | Ardagh Metal Packaging S.A. | AMBP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2023 | Huntsman | HUN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | Sealed Air | SEE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Oiln | OLN | Downgrade | Underweight (Equalweight) |
56.03 (23.37) |
-58.29% | Details | |
| 11/7/2022 | Avient Corp. | AVNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2022 | Avient Corp. | AVNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2022 | Element Solutions | ESI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | Berry Global Group | BERY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | AptarGroup | ATR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | Sealed Air | SEE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2022 | Trinseo SA | TSE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | Oiln | OLN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | Huntsman | HUN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2022 | Crown Holdings | CCK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2022 | Ardagh Metal Packaging S.A. | AMBP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2022 | Ball Corp | BALL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2022 | Ardagh Metal Packaging S.A. | AMBP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/18/2022 | Trinseo SA | TSE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2022 | Huntsman | HUN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2022 | AptarGroup | ATR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/19/2022 | Ardagh Metal Packaging S.A. | AMBP | New Coverage | Equalweight (N/A) |
6.37 (4.52) |
-29.04% | Details | |
| 5/11/2022 | Trinseo SA | TSE | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2022 | Trinseo SA | TSE | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2022 | Oiln | OLN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2022 | Huntsman | HUN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2022 | Element Solutions | ESI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2022 | Avient Corp. | AVNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2021 | Huntsman | HUN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2021 | Element Solutions | ESI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2021 | Huntsman | HUN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2021 | Trinseo SA | TSE | New Coverage | Equalweight (N/A) |
66.66 (0.23) |
-99.65% | Details | |
| 5/4/2021 | PQ Group | PQG | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/3/2021 | Oiln | OLN | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/19/2021 | Oiln | OLN | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 11/18/2020 | Trinseo SA | TSE | Upgrade | Equalweight (Underweight) |
39.19 (0.23) |
-99.41% | Details |
