Ratings by BofA Securities (Michael Feniger)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/20/2026 | Casella Waste Systems | CWST | Maintain | Underperform (N/A) |
|
Details | ||
| 2/20/2026 | Deere | DE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2026 | CRH plc | CRH | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2026 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2026 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2026 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2026 | United Rentals | URI | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2026 | Allison Transmission | ALSN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/6/2025 | CRH plc | CRH | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2025 | Ritchie Bros | RBA | Upgrade | Buy (Neutral) |
101.43 (104.19) |
2.72% | Details | |
| 10/20/2025 | United Rentals | URI | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2025 | Allison Transmission | ALSN | Maintain | Underperform (N/A) |
|
Details | ||
| 10/20/2025 | Cummins | CMI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2025 | PACCAR | PCAR | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2025 | CNH Industrial | CNH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2025 | AGCO Corporation | AGCO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2025 | Deere | DE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2025 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2025 | CRH plc | CRH | New Coverage | Buy (N/A) |
111.78 (106.41) |
-4.8% | Details | |
| 9/22/2025 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | Martin Marietta Materials | MLM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2025 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2025 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2025 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | Cummins | CMI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2025 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2025 | Timken | TKR | Upgrade | Neutral (Underperform) |
77.24 (99.68) |
29.05% | Details | |
| 1/14/2025 | Cummins | CMI | Upgrade | Neutral (Underperform) |
361.07 (539.23) |
49.34% | Details | |
| 11/6/2024 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2024 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2024 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2024 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2024 | NV5 Holdings | NVEE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2024 | Fluor | FLR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2024 | CNH Industrial NV | CNHI | Downgrade | Neutral (Buy) |
12.31 (11.45) |
-6.99% | Details | |
| 2/23/2024 | NV5 Holdings | NVEE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2024 | GFL Environmental | GFL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2024 | Fluor | FLR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2024 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | Terex | TEX | Maintain | Underperform (N/A) |
|
Details | ||
| 2/9/2024 | Terex | TEX | Maintain | Underperform (N/A) |
|
Details | ||
| 2/9/2024 | Terex | TEX | Maintain | Underperform (N/A) |
|
Details | ||
| 2/6/2024 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2024 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Timken | TKR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/19/2024 | IPG Photonics | IPGP | Maintain | Underperform (N/A) |
|
Details | ||
| 1/19/2024 | Casella Waste Systems | CWST | Maintain | Underperform (N/A) |
|
Details | ||
| 1/19/2024 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Republic Services | RSG | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2024 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Terex | TEX | Downgrade | Underperform (Neutral) |
56.62 (62.05) |
9.59% | Details | |
| 1/19/2024 | GFL Environmental | GFL | Downgrade | Neutral (Buy) |
33.83 (44.58) |
31.78% | Details | |
| 11/2/2023 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Timken | TKR | Maintain | Underperform (N/A) |
|
Details | ||
| 11/2/2023 | GFL Environmental | GFL | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | IPG Photonics | IPGP | Maintain | Underperform (N/A) |
|
Details | ||
| 10/26/2023 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2023 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | Terex | TEX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2023 | IPG Photonics | IPGP | Maintain | Underperform (N/A) |
|
Details | ||
| 10/11/2023 | Timken | TKR | Downgrade | Underperform (Neutral) |
73.97 (77.24) |
4.42% | Details | |
| 10/5/2023 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2023 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2023 | IPG Photonics | IPGP | Maintain | Underperform (N/A) |
|
Details | ||
| 7/26/2023 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2023 | Vulcan Materials Company | VMC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2023 | Terex | TEX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2023 | Timken | TKR | Downgrade | Neutral (Buy) |
93.07 (99.68) |
7.1% | Details | |
| 6/21/2023 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2023 | Fluor | FLR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | NV5 Holdings | NVEE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2023 | Timken | TKR | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2023 | IPG Photonics | IPGP | Maintain | Underperform (N/A) |
|
Details | ||
| 5/1/2023 | Casella Waste Systems | CWST | Maintain | Underperform (N/A) |
|
Details | ||
| 4/27/2023 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2023 | Caterpillar | CAT | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2023 | Terex | TEX | Downgrade | Neutral (Buy) |
49.68 (62.05) |
24.9% | Details | |
| 3/9/2023 | Terex | TEX | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2023 | GFL Environmental | GFL | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | Ritchie Bros | RBA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2023 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2023 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2023 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2023 | Fluor | FLR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2023 | Casella Waste Systems | CWST | Downgrade | Underperform (Neutral) |
79.00 (94.03) |
19.03% | Details | |
| 12/1/2022 | Vulcan Materials Company | VMC | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2022 | Ritchie Bros | RBA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/23/2022 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2022 | Ritchie Bros | RBA | Downgrade | Neutral (Buy) |
51.29 (104.19) |
103.14% | Details | |
| 10/21/2022 | GFL Environmental | GFL | Upgrade | Buy (Neutral) |
25.02 (44.58) |
78.18% | Details | |
| 8/8/2022 | Ritchie Bros | RBA | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2022 | Ritchie Bros | RBA | Upgrade | Buy (Neutral) |
60.34 (104.19) |
72.67% | Details | |
| 5/20/2022 | Ritchie Bros | RBA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2022 | Ritchie Bros | RBA | Upgrade | Neutral (Underperform) |
58.91 (104.19) |
76.86% | Details | |
| 5/13/2022 | Waste Management | WM | Upgrade | Neutral (Underperform) |
155.48 (246.05) |
58.25% | Details | |
| 5/13/2022 | Republic Services | RSG | Upgrade | Buy (Neutral) |
127.72 (231.05) |
80.9% | Details | |
| 5/4/2022 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2022 | Waste Management | WM | Maintain | Underperform (N/A) |
|
Details | ||
| 4/14/2022 | IPG Photonics | IPGP | Maintain | Underperform (N/A) |
|
Details | ||
| 2/22/2022 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2022 | Construction Partners Inc | ROAD | Upgrade | Buy (Neutral) |
28.26 (118.09) |
317.87% | Details | |
| 12/22/2021 | Vulcan Materials Company | VMC | New Coverage | Buy (N/A) |
202.35 (274.99) |
35.9% | Details | |
| 11/19/2021 | Construction Partners Inc | ROAD | Downgrade | Neutral (Buy) |
39.83 (118.09) |
196.49% | Details | |
| 11/16/2021 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2021 | Fluor | FLR | Upgrade | Neutral (Underperform) |
22.33 (45.08) |
101.88% | Details | |
| 11/5/2021 | Ritchie Bros | RBA | Maintain | Underperform (N/A) |
|
Details | ||
| 11/4/2021 | IPG Photonics | IPGP | Downgrade | Underperform (Neutral) |
175.66 (120.70) |
-31.29% | Details | |
| 10/29/2021 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2021 | Waste Management | WM | Maintain | Underperform (N/A) |
|
Details | ||
| 10/22/2021 | Fluor | FLR | New Coverage | Underperform (N/A) |
18.37 (45.08) |
145.4% | Details | |
| 10/19/2021 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2021 | IPG Photonics | IPGP | Downgrade | Neutral (Buy) |
159.53 (120.70) |
-24.34% | Details | |
| 10/7/2021 | NV5 Holdings | NVEE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/3/2021 | GFL Environmental | GFL | Maintain | Neutral (N/A) |
|
Details | ||
| 9/3/2021 | Casella Waste Systems | CWST | Maintain | Neutral (N/A) |
|
Details | ||
| 9/3/2021 | Waste Management | WM | Maintain | Underperform (N/A) |
|
Details | ||
| 9/3/2021 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 9/3/2021 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | Ritchie Bros | RBA | Maintain | Underperform (N/A) |
|
Details | ||
| 7/21/2021 | Waste Management | WM | Maintain | Underperform (N/A) |
|
Details | ||
| 7/21/2021 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2021 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | Ritchie Bros | RBA | Maintain | Underperform (N/A) |
|
Details | ||
| 6/8/2021 | Waste Management | WM | Maintain | Underperform (N/A) |
|
Details | ||
| 6/8/2021 | GFL Environmental | GFL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/8/2021 | Casella Waste Systems | CWST | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2021 | Jacobs Engineering | JEC | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2021 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2021 | Ritchie Bros | RBA | Maintain | Underperform (N/A) |
|
Details | ||
| 2/4/2021 | Ritchie Bros | RBA | Downgrade | Underperform (Neutral) |
59.62 (104.19) |
74.76% | Details | |
| 9/25/2020 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2020 | Ritchie Bros | RBA | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2020 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2020 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2020 | NV5 Holdings | NVEE | New Coverage | Neutral (N/A) |
47.96 (22.56) |
-52.96% | Details | |
| 5/27/2020 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2020 | Construction Partners Inc | ROAD | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2020 | KBR, Inc. | KBR | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2020 | Fluor | FLR | Maintain | Underperform (N/A) |
|
Details | ||
| 3/16/2020 | Ritchie Bros | RBA | Upgrade | Buy (Neutral) |
34.89 (104.19) |
198.62% | Details | |
| 2/14/2020 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2020 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2019 | AECOM Technology | ACM | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2019 | AECOM Technology | ACM | Upgrade | Buy (Neutral) |
37.16 (94.06) |
153.12% | Details | |
| 8/22/2019 | Fluor | FLR | New Coverage | Underperform (N/A) |
17.35 (45.08) |
159.83% | Details | |
| 8/22/2019 | AECOM Technology | ACM | New Coverage | Neutral (N/A) |
33.82 (37.16) |
9.88% | Details | |
| 8/22/2019 | KBR, Inc. | KBR | New Coverage | Buy (N/A) |
25.46 (40.00) |
57.11% | Details | |
| 8/22/2019 | Jacobs Engineering | JEC | New Coverage | Buy (N/A) |
86.03 (85.84) |
-0.22% | Details | |
| 7/16/2019 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2019 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2019 | Ritchie Bros | RBA | Maintain | Underperform (N/A) |
|
Details | ||
| 2/19/2019 | Advanced Disposal Services | ADSW | Downgrade | Underperform (Neutral) |
27.33 (30.30) |
10.87% | Details | |
| 2/14/2019 | Waste Connections Inc. | WCN | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2018 | Republic Services | RSG | Downgrade | Neutral (Buy) |
71.71 (231.05) |
222.2% | Details | |
| 10/24/2018 | Advanced Disposal Services | ADSW | Downgrade | Neutral (Buy) |
26.72 (27.33) |
2.28% | Details | |
| 10/19/2018 | IPG Photonics | IPGP | New Coverage | Neutral (N/A) |
139.94 (175.48) |
25.4% | Details | |
| 10/3/2018 | Charah Solutions | CHRA | Upgrade | Buy (Neutral) |
7.97 (6.16) |
-22.71% | Details | |
| 8/17/2018 | Republic Services | RSG | Maintain | Buy (N/A) |
|
Details |
