Ratings by Wolfe Research (Timna Tanners)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/1/2026 | Martin Marietta Materials | MLM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2026 | ATI Inc. | ATI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | US Steel | X | Downgrade | Peerperform (Outperform) |
52.01 (54.84) |
5.44% | Details | |
| 5/27/2025 | Commercial Metals Company | CMC | Upgrade | Outperform (Peerperform) |
46.13 (70.47) |
52.76% | Details | |
| 4/16/2025 | Freeport-McMoRan | FCX | Upgrade | Outperform (Peerperform) |
33.37 (61.64) |
84.72% | Details | |
| 4/11/2025 | Kaiser Aluminum Corporation | KALU | Upgrade | Peerperform (Underperform) |
52.27 (162.16) |
210.24% | Details | |
| 4/10/2025 | Vulcan Materials Company | VMC | Upgrade | Outperform (Peerperform) |
239.53 (288.42) |
20.41% | Details | |
| 2/27/2025 | Steel Dynamics | STLD | Upgrade | Peerperform (Underperform) |
133.48 (259.74) |
94.59% | Details | |
| 1/8/2025 | Reliance Steel & Aluminum | RS | Upgrade | Peerperform (Underperform) |
270.11 (414.33) |
53.39% | Details | |
| 1/8/2025 | Vale S.A. | VALE | Upgrade | Peerperform (Underperform) |
8.56 (14.70) |
71.73% | Details | |
| 1/8/2025 | Martin Marietta Materials | MLM | Upgrade | Outperform (Peerperform) |
508.65 (583.67) |
14.75% | Details | |
| 12/3/2024 | Century Aluminum | CENX | Upgrade | Outperform (Peerperform) |
22.68 (43.96) |
93.83% | Details | |
| 11/26/2024 | Summit Materials | SUM | Downgrade | Peerperform (Outperform) |
50.75 (52.49) |
3.43% | Details | |
| 10/9/2024 | Vale S.A. | VALE | Downgrade | Underperform (Peerperform) |
11.05 (14.70) |
33.03% | Details | |
| 10/9/2024 | Commercial Metals Company | CMC | Downgrade | Peerperform (Outperform) |
52.60 (70.47) |
33.97% | Details | |
| 9/4/2024 | Alcoa | AA | Upgrade | Outperform (Peerperform) |
30.22 (44.36) |
46.79% | Details | |
| 8/2/2024 | Alcoa | AA | Upgrade | Peerperform (Underperform) |
31.47 (44.36) |
40.96% | Details | |
| 7/31/2024 | AZZ Inc. | AZZ | New Coverage | Peerperform (N/A) |
79.63 (146.62) |
84.13% | Details | |
| 7/26/2024 | Reliance Steel & Aluminum | RS | Downgrade | Peerperform (Outperform) |
308.15 (414.33) |
34.46% | Details | |
| 7/17/2024 | Vale S.A. | VALE | Downgrade | Peerperform (Outperform) |
11.49 (14.70) |
27.94% | Details | |
| 7/15/2024 | Cleveland-Cliffs | CLF | Maintain | Underperform (N/A) |
|
Details | ||
| 6/17/2024 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 5/15/2024 | Summit Materials | SUM | Upgrade | Outperform (Peerperform) |
40.73 (52.49) |
28.87% | Details | |
| 4/26/2024 | Casella Waste Systems | CWST | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2024 | Cleveland-Cliffs | CLF | Downgrade | Underperform (Peerperform) |
22.42 (11.98) |
-46.57% | Details | |
| 4/9/2024 | US Steel | X | Upgrade | Outperform (Peerperform) |
40.55 (54.84) |
35.24% | Details | |
| 3/14/2024 | US Steel | X | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/8/2024 | Martin Marietta Materials | MLM | Downgrade | Peerperform (Outperform) |
611.91 (583.67) |
-4.62% | Details | |
| 3/8/2024 | Vulcan Materials Company | VMC | Downgrade | Peerperform (Outperform) |
271.17 (288.42) |
6.36% | Details | |
| 3/8/2024 | Knife River Corp. | KNF | New Coverage | Peerperform (N/A) |
76.62 (79.00) |
3.11% | Details | |
| 2/23/2024 | Kaiser Aluminum Corporation | KALU | Maintain | Underperform (N/A) |
|
Details | ||
| 2/22/2024 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | GFL Environmental | GFL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | Martin Marietta Materials | MLM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Martin Marietta Materials | MLM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2024 | Allegheny Technologies | ATI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Century Aluminum | CENX | Upgrade | Peerperform (Underperform) |
9.74 (43.96) |
351.33% | Details | |
| 11/21/2023 | Waste Connections Inc. | WCN | Downgrade | Peerperform (Outperform) |
134.34 (169.22) |
25.96% | Details | |
| 11/10/2023 | Teck Resources Ltd | TECK | Upgrade | Outperform (Peerperform) |
34.45 (58.63) |
70.19% | Details | |
| 11/3/2023 | Allegheny Technologies | ATI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2023 | US Steel | X | Maintain | Underperform (N/A) |
|
Details | ||
| 10/27/2023 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2023 | Clean Harbors | CLH | New Coverage | Outperform (N/A) |
159.40 (303.67) |
90.51% | Details | |
| 10/17/2023 | Waste Management | WM | New Coverage | Peerperform (N/A) |
158.81 (239.41) |
50.75% | Details | |
| 10/17/2023 | Casella Waste Systems | CWST | New Coverage | Outperform (N/A) |
77.24 (91.10) |
17.94% | Details | |
| 10/17/2023 | Waste Connections Inc. | WCN | New Coverage | Outperform (N/A) |
138.41 (169.22) |
22.26% | Details | |
| 10/17/2023 | GFL Environmental | GFL | New Coverage | Outperform (N/A) |
30.33 (39.15) |
29.08% | Details | |
| 9/19/2023 | US Steel | X | Maintain | Underperform (N/A) |
|
Details | ||
| 9/8/2023 | Summit Materials | SUM | Downgrade | Peerperform (Outperform) |
36.00 (52.49) |
45.81% | Details | |
| 8/4/2023 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Allegheny Technologies | ATI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | Martin Marietta Materials | MLM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Constellium | CSTM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Kaiser Aluminum Corporation | KALU | Maintain | Underperform (N/A) |
|
Details | ||
| 7/11/2023 | Teck Resources Ltd | TECK | Downgrade | Peerperform (Outperform) |
41.76 (58.63) |
40.4% | Details | |
| 7/11/2023 | Century Aluminum | CENX | Downgrade | Underperform (Peerperform) |
8.81 (43.96) |
398.98% | Details | |
| 7/11/2023 | Alcoa | AA | Downgrade | Underperform (Peerperform) |
34.14 (44.36) |
29.94% | Details | |
| 7/11/2023 | Vale S.A. | VALE | Upgrade | Outperform (Peerperform) |
13.21 (14.70) |
11.28% | Details | |
| 6/1/2023 | US Steel | X | Downgrade | Underperform (Peerperform) |
20.92 (54.84) |
162.14% | Details | |
| 6/1/2023 | Nucor | NUE | Upgrade | Peerperform (Underperform) |
132.06 (265.62) |
101.14% | Details | |
| 4/28/2023 | Reliance Steel & Aluminum | RS | Downgrade | Peerperform (Outperform) |
256.49 (414.33) |
61.54% | Details | |
| 4/28/2023 | Kaiser Aluminum Corporation | KALU | Maintain | Underperform (N/A) |
|
Details | ||
| 4/21/2023 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 4/21/2023 | Nucor | NUE | Maintain | Underperform (N/A) |
|
Details | ||
| 4/12/2023 | Kaiser Aluminum Corporation | KALU | Downgrade | Underperform (Peerperform) |
72.11 (162.16) |
124.88% | Details | |
| 4/12/2023 | Arconic | ARNC | Downgrade | Peerperform (Outperform) |
25.71 (29.99) |
16.65% | Details | |
| 4/12/2023 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2023 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2023 | Commercial Metals Company | CMC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2023 | US Steel | X | Upgrade | Peerperform (Underperform) |
23.97 (54.84) |
128.79% | Details | |
| 3/20/2023 | Cleveland-Cliffs | CLF | Upgrade | Peerperform (Underperform) |
17.36 (11.98) |
-30.99% | Details | |
| 3/17/2023 | Nucor | NUE | Maintain | Underperform (N/A) |
|
Details | ||
| 3/16/2023 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 2/24/2023 | Century Aluminum | CENX | Upgrade | Peerperform (Underperform) |
10.43 (43.96) |
321.48% | Details | |
| 2/17/2023 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | Reliance Steel & Aluminum | RS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Martin Marietta Materials | MLM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2023 | Southern Copper | SCCO | Upgrade | Peerperform (Underperform) |
71.82 (178.96) |
149.18% | Details | |
| 12/15/2022 | Kaiser Aluminum Corporation | KALU | New Coverage | Peerperform (N/A) |
83.79 (162.16) |
93.53% | Details | |
| 11/2/2022 | Cleveland-Cliffs | CLF | Downgrade | Underperform (Peerperform) |
12.99 (11.98) |
-7.78% | Details | |
| 10/28/2022 | US Steel | X | Maintain | Underperform (N/A) |
|
Details | ||
| 10/28/2022 | Southern Copper | SCCO | Maintain | Underperform (N/A) |
|
Details | ||
| 10/27/2022 | Reliance Steel & Aluminum | RS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2022 | Century Aluminum | CENX | Downgrade | Underperform (Peerperform) |
6.17 (43.96) |
612.48% | Details | |
| 9/22/2022 | Alcoa | AA | Downgrade | Peerperform (Outperform) |
43.53 (44.36) |
1.91% | Details | |
| 8/5/2022 | Allegheny Technologies | ATI | Upgrade | Outperform (Peerperform) |
27.40 (186.99) |
582.45% | Details | |
| 8/5/2022 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | Reliance Steel & Aluminum | RS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 7/14/2022 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2022 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2022 | Martin Marietta Materials | MLM | Upgrade | Outperform (Peerperform) |
309.69 (583.67) |
88.47% | Details | |
| 7/7/2022 | Southern Copper | SCCO | Downgrade | Underperform (Peerperform) |
48.76 (178.96) |
267.02% | Details | |
| 7/7/2022 | Freeport-McMoRan | FCX | Downgrade | Peerperform (Outperform) |
27.38 (61.64) |
125.13% | Details | |
| 7/1/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Arconic | ARNC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Ternium S.A. | TX | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/14/2022 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 6/14/2022 | Reliance Steel & Aluminum | RS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Nucor | NUE | Maintain | Underperform (N/A) |
|
Details | ||
| 6/14/2022 | Commercial Metals Company | CMC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Cleveland-Cliffs | CLF | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/18/2022 | Century Aluminum | CENX | Downgrade | Peerperform (Outperform) |
13.79 (43.96) |
218.78% | Details | |
| 4/29/2022 | Reliance Steel & Aluminum | RS | Upgrade | Outperform (Peerperform) |
189.24 (414.33) |
118.94% | Details | |
| 4/21/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2022 | Commercial Metals Company | CMC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2022 | Century Aluminum | CENX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Ternium S.A. | TX | Upgrade | Peerperform (Underperform) |
39.06 (49.33) |
26.29% | Details | |
| 2/25/2022 | Century Aluminum | CENX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2022 | Reliance Steel & Aluminum | RS | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/16/2022 | Ternium S.A. | TX | Maintain | (N/A) |
|
Details | ||
| 2/16/2022 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | Cleveland-Cliffs | CLF | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/11/2022 | Vale S.A. | VALE | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/3/2022 | Southern Copper | SCCO | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/3/2022 | Allegheny Technologies | ATI | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/28/2022 | Reliance Steel & Aluminum | RS | Upgrade | Peerperform (Underperform) |
150.60 (189.24) |
25.66% | Details | |
| 1/28/2022 | Nucor | NUE | Maintain | Underperform (N/A) |
|
Details | ||
| 1/27/2022 | Freeport-McMoRan | FCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2022 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 1/20/2022 | Century Aluminum | CENX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2022 | US Steel | X | Downgrade | Underperform (Peerperform) |
24.69 (54.84) |
122.11% | Details | |
| 1/11/2022 | Vale S.A. | VALE | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/11/2022 | Ternium S.A. | TX | Downgrade | Underperform (Peerperform) |
46.40 (49.33) |
6.31% | Details | |
| 1/11/2022 | Steel Dynamics | STLD | Downgrade | Underperform (Peerperform) |
60.59 (259.74) |
328.68% | Details | |
| 1/11/2022 | Reliance Steel & Aluminum | RS | Maintain | Underperform (N/A) |
|
Details | ||
| 1/11/2022 | Nucor | NUE | Downgrade | Underperform (Peerperform) |
111.86 (265.62) |
137.46% | Details | |
| 1/11/2022 | Constellium | CSTM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2022 | Cleveland-Cliffs | CLF | Downgrade | Peerperform (Outperform) |
22.65 (11.98) |
-47.11% | Details | |
| 1/11/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2022 | Commercial Metals Company | CMC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2021 | US Steel | X | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/17/2021 | Steel Dynamics | STLD | New Coverage | Outperform (N/A) |
65.48 (259.74) |
296.67% | Details | |
| 11/17/2021 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
33.05 (286.04) |
765.48% | Details | |
| 11/17/2021 | Constellium | CSTM | New Coverage | Outperform (N/A) |
19.45 (29.08) |
49.51% | Details | |
| 11/17/2021 | Allegheny Technologies | ATI | New Coverage | Peerperform (N/A) |
17.45 (186.99) |
971.58% | Details | |
| 11/17/2021 | Cleveland-Cliffs | CLF | New Coverage | Outperform (N/A) |
21.72 (11.98) |
-44.84% | Details | |
| 11/17/2021 | Nucor | NUE | New Coverage | Peerperform (N/A) |
109.96 (265.62) |
141.56% | Details | |
| 11/17/2021 | Freeport-McMoRan | FCX | New Coverage | Outperform (N/A) |
40.86 (61.64) |
50.86% | Details | |
| 11/17/2021 | Alcoa | AA | New Coverage | Outperform (N/A) |
50.63 (44.36) |
-12.38% | Details | |
| 11/17/2021 | Teck Resources Ltd | TECK | New Coverage | Outperform (N/A) |
27.45 (58.63) |
113.59% | Details | |
| 11/17/2021 | Ternium S.A. | TX | New Coverage | Outperform (N/A) |
40.62 (49.33) |
21.44% | Details | |
| 11/17/2021 | Southern Copper | SCCO | New Coverage | Outperform (N/A) |
60.79 (178.96) |
194.39% | Details | |
| 11/17/2021 | US Steel | X | New Coverage | Peerperform (N/A) |
25.73 (54.84) |
113.14% | Details | |
| 11/17/2021 | Century Aluminum | CENX | New Coverage | Outperform (N/A) |
15.34 (43.96) |
186.57% | Details | |
| 11/17/2021 | Ternium S.A. | TX | New Coverage | Peerperform (N/A) |
40.62 (49.33) |
21.44% | Details | |
| 11/17/2021 | Commercial Metals Company | CMC | New Coverage | Outperform (N/A) |
33.46 (70.47) |
110.61% | Details | |
| 11/17/2021 | Arconic | ARNC | New Coverage | Outperform (N/A) |
31.47 (29.99) |
-4.7% | Details | |
| 11/17/2021 | Reliance Steel & Aluminum | RS | New Coverage | Underperform (N/A) |
165.06 (414.33) |
151.02% | Details | |
| 11/16/2021 | Vale S.A. | VALE | New Coverage | Peerperform (N/A) |
12.33 (14.70) |
19.22% | Details | |
| 10/28/2021 | Martin Marietta Materials | MLM | New Coverage | Peerperform (N/A) |
390.82 (583.67) |
49.34% | Details | |
| 10/28/2021 | Summit Materials | SUM | New Coverage | Outperform (N/A) |
35.55 (52.49) |
47.65% | Details | |
| 10/28/2021 | Vulcan Materials Company | VMC | New Coverage | Outperform (N/A) |
189.13 (288.42) |
52.5% | Details |
