Ratings by Wells Fargo (Timna Tanners)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/24/2026 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/24/2026 | Reliance Steel & Aluminum | RS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/24/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/24/2026 | Cleveland-Cliffs | CLF | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/6/2026 | Ternium S.A. | TX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/5/2026 | Knife River Corp. | KNF | Upgrade | Equal Weight (Underweight) |
69.51 (61.80) |
-11.09% | Details | |
| 7/31/2026 | Arcelor Mittal | MT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/31/2026 | Martin Marietta Materials | MLM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/30/2026 | Constellium | CSTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2026 | Eagle Materials | EXP | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/29/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2026 | Cleveland-Cliffs | CLF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/24/2026 | Kaiser Aluminum Corporation | KALU | Maintain | Underweight (N/A) |
|
Details | ||
| 7/24/2026 | Freeport-McMoRan | FCX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2026 | Reliance Steel & Aluminum | RS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/22/2026 | Steel Dynamics | STLD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2026 | Alcoa | AA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/10/2026 | AZZ Inc. | AZZ | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/9/2026 | paet | RS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/9/2026 | Cleveland-Cliffs | CLF | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/9/2026 | Arcelor Mittal | MT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/9/2026 | Constellium | CSTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/9/2026 | Vale S.A. | VALE | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/9/2026 | Southern Copper | SCCO | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/9/2026 | Alcoa | AA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/9/2026 | Kaiser Aluminum Corporation | KALU | Downgrade | Underweight (Equal Weight) |
168.89 (163.31) |
-3.3% | Details | |
| 7/9/2026 | Ternium S.A. | TX | Upgrade | Equal Weight (Underweight) |
42.89 (55.67) |
29.8% | Details | |
| 7/8/2026 | Vulcan Materials Company | VMC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/8/2026 | Martin Marietta Materials | MLM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/8/2026 | Knife River Corp. | KNF | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/8/2026 | Eagle Materials | EXP | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2026 | CRH plc | CRH | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2026 | Amrize Ltd | AMRZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2026 | Commercial Metals Company | CMC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/25/2026 | Alcoa | AA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2026 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/18/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/4/2026 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/4/2026 | Reliance Steel & Aluminum | RS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/4/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/4/2026 | Cleveland-Cliffs | CLF | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/4/2026 | Commercial Metals Company | CMC | Downgrade | Equal Weight (Overweight) |
76.58 (67.14) |
-12.33% | Details | |
| 5/8/2026 | Century Aluminum | CENX | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | Ternium S.A. | TX | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/7/2026 | Alcoa | AA | Upgrade | Overweight (Equal Weight) |
63.26 (50.90) |
-19.54% | Details | |
| 5/1/2026 | Arcelor Mittal | MT | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/1/2026 | Southern Copper | SCCO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/1/2026 | Vulcan Materials Company | VMC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/1/2026 | Martin Marietta Materials | MLM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/30/2026 | Constellium | CSTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2026 | Vale S.A. | VALE | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/29/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2026 | Reliance Steel & Aluminum | RS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/24/2026 | AZZ Inc. | AZZ | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/24/2026 | Kaiser Aluminum Corporation | KALU | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/24/2026 | Freeport-McMoRan | FCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2026 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2026 | Ternium S.A. | TX | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/16/2026 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2026 | Reliance Steel & Aluminum | RS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/16/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2026 | Arcelor Mittal | MT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/16/2026 | Kaiser Aluminum Corporation | KALU | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/16/2026 | Constellium | CSTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2026 | Century Aluminum | CENX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | Vale S.A. | VALE | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/15/2026 | Southern Copper | SCCO | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/15/2026 | Freeport-McMoRan | FCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | Vulcan Materials Company | VMC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/15/2026 | Martin Marietta Materials | MLM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/15/2026 | Knife River Corp. | KNF | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/15/2026 | Eagle Materials | EXP | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | Amrize Ltd | AMRZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | Johnson & Johnson | JNJ | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | CRH plc | CRH | Upgrade | Overweight (Equal Weight) |
117.41 (91.20) |
-22.32% | Details | |
| 3/27/2026 | Commercial Metals Company | CMC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/19/2026 | Cleveland-Cliffs | CLF | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/18/2026 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/12/2026 | Century Aluminum | CENX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2026 | Alcoa | AA | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/2/2026 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | Reliance Steel & Aluminum | RS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/2/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | Commercial Metals Company | CMC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | AZZ Inc. | AZZ | Downgrade | Equal Weight (Overweight) |
135.98 (135.75) |
-0.17% | Details | |
| 2/20/2026 | Reliance Steel & Aluminum | RS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/20/2026 | Kaiser Aluminum Corporation | KALU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/20/2026 | CRH plc | CRH | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/19/2026 | Ternium S.A. | TX | Maintain | Underweight (N/A) |
|
Details | ||
| 2/19/2026 | Constellium | CSTM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2026 | Vulcan Materials Company | VMC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/18/2026 | Knife River Corp. | KNF | Downgrade | Underweight (Equal Weight) |
80.77 (69.51) |
-13.94% | Details | |
| 2/12/2026 | Martin Marietta Materials | MLM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/6/2026 | Arcelor Mittal | MT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/29/2026 | Knife River Corp. | KNF | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/29/2026 | CRH plc | CRH | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/28/2026 | Nucor | NUE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2026 | Alcoa | AA | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/21/2026 | Ternium S.A. | TX | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/21/2026 | Arcelor Mittal | MT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/13/2026 | Constellium | CSTM | Upgrade | Overweight (Equal Weight) |
21.89 (26.91) |
22.93% | Details | |
| 1/13/2026 | CRH plc | CRH | Downgrade | Equal Weight (Overweight) |
131.38 (91.20) |
-30.58% | Details | |
| 1/13/2026 | Alcoa | AA | Downgrade | Equal Weight (Overweight) |
65.67 (63.26) |
-3.67% | Details | |
| 1/13/2026 | Knife River Corp. | KNF | Downgrade | Equal Weight (Overweight) |
79.40 (61.80) |
-22.17% | Details | |
| 1/13/2026 | Kaiser Aluminum Corporation | KALU | Downgrade | Equal Weight (Overweight) |
126.82 (163.31) |
28.77% | Details | |
| 1/9/2026 | AZZ Inc. | AZZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/18/2025 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/15/2025 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/15/2025 | Commercial Metals Company | CMC | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/14/2025 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/14/2025 | Reliance Steel & Aluminum | RS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 11/14/2025 | Nucor | NUE | Upgrade | Overweight (Equal Weight) |
145.81 (251.92) |
72.77% | Details | |
| 11/14/2025 | Cleveland-Cliffs | CLF | Upgrade | Equal Weight (Underweight) |
10.51 (11.54) |
9.8% | Details | |
| 11/6/2025 | Commercial Metals Company | CMC | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/4/2025 | Knife River Corp. | KNF | Upgrade | Overweight (Equal Weight) |
60.46 (61.80) |
2.22% | Details | |
| 10/29/2025 | Nucor | NUE | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/24/2025 | Reliance Steel & Aluminum | RS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/23/2025 | Arcelor Mittal | MT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/22/2025 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/21/2025 | Cleveland-Cliffs | CLF | Downgrade | Underweight (Equal Weight) |
13.32 (10.51) |
-21.1% | Details | |
| 10/10/2025 | AZZ Inc. | AZZ | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2025 | Commercial Metals Company | CMC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2025 | Nucor | NUE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/15/2025 | Steel Dynamics | STLD | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/15/2025 | Nucor | NUE | Maintain | Underweight (Underweight) |
|
Details | ||
| 9/15/2025 | Cleveland-Cliffs | CLF | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/14/2025 | Nucor | NUE | New Coverage | Equal Weight (N/A) |
141.43 (145.81) |
3.1% | Details | |
| 8/14/2025 | Cleveland-Cliffs | CLF | New Coverage | Equal Weight (N/A) |
9.91 (11.54) |
16.45% | Details | |
| 8/14/2025 | Reliance Steel & Aluminum | RS | New Coverage | Equal Weight (N/A) |
286.51 (390.11) |
36.16% | Details | |
| 8/14/2025 | Ternium S.A. | TX | New Coverage | Underweight (N/A) |
32.34 (55.67) |
72.14% | Details | |
| 8/14/2025 | Steel Dynamics | STLD | New Coverage | Overweight (N/A) |
125.60 (234.09) |
86.38% | Details | |
| 8/14/2025 | AZZ Inc. | AZZ | New Coverage | Overweight (N/A) |
113.57 (135.98) |
19.73% | Details | |
| 8/14/2025 | Arcelor Mittal | MT | New Coverage | Equal Weight (N/A) |
33.36 (73.31) |
119.75% | Details | |
| 8/14/2025 | Commercial Metals Company | CMC | New Coverage | Overweight (N/A) |
55.42 (76.58) |
38.18% | Details |
