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 (64.98) |
40.86% | Details | |
| 4/16/2025 | Freeport-McMoRan | FCX | Upgrade | Outperform (Peerperform) |
33.37 (69.54) |
108.39% | Details | |
| 4/11/2025 | Kaiser Aluminum Corporation | KALU | Upgrade | Peerperform (Underperform) |
52.27 (147.25) |
181.71% | Details | |
| 4/10/2025 | Vulcan Materials Company | VMC | Upgrade | Outperform (Peerperform) |
239.53 (257.63) |
7.56% | Details | |
| 2/27/2025 | Steel Dynamics | STLD | Upgrade | Peerperform (Underperform) |
133.48 (240.54) |
80.21% | Details | |
| 1/8/2025 | Reliance Steel & Aluminum | RS | Upgrade | Peerperform (Underperform) |
270.11 (411.17) |
52.22% | Details | |
| 1/8/2025 | Vale S.A. | VALE | Upgrade | Peerperform (Underperform) |
8.56 (13.06) |
52.57% | Details | |
| 1/8/2025 | Martin Marietta Materials | MLM | Upgrade | Outperform (Peerperform) |
508.65 (500.84) |
-1.54% | Details | |
| 12/3/2024 | Century Aluminum | CENX | Upgrade | Outperform (Peerperform) |
22.68 (35.03) |
54.45% | 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 (13.06) |
18.19% | Details | |
| 10/9/2024 | Commercial Metals Company | CMC | Downgrade | Peerperform (Outperform) |
52.60 (64.98) |
23.54% | Details | |
| 9/4/2024 | Alcoa | AA | Upgrade | Outperform (Peerperform) |
30.22 (41.45) |
37.16% | Details | |
| 8/2/2024 | Alcoa | AA | Upgrade | Peerperform (Underperform) |
31.47 (41.45) |
31.71% | Details | |
| 7/31/2024 | AZZ Inc. | AZZ | New Coverage | Peerperform (N/A) |
79.63 (129.56) |
62.7% | Details | |
| 7/26/2024 | Reliance Steel & Aluminum | RS | Downgrade | Peerperform (Outperform) |
308.15 (411.17) |
33.43% | Details | |
| 7/17/2024 | Vale S.A. | VALE | Downgrade | Peerperform (Outperform) |
11.49 (13.06) |
13.66% | 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 (12.12) |
-45.94% | 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 (500.84) |
-18.15% | Details | |
| 3/8/2024 | Vulcan Materials Company | VMC | Downgrade | Peerperform (Outperform) |
271.17 (257.63) |
-4.99% | Details | |
| 3/8/2024 | Knife River Corp. | KNF | New Coverage | Peerperform (N/A) |
76.62 (50.50) |
-34.09% | 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 (35.03) |
259.65% | Details | |
| 11/21/2023 | Waste Connections Inc. | WCN | Downgrade | Peerperform (Outperform) |
134.34 (167.90) |
24.98% | Details | |
| 11/10/2023 | Teck Resources Ltd | TECK | Upgrade | Outperform (Peerperform) |
34.45 (64.62) |
87.58% | 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 (320.06) |
100.79% | Details | |
| 10/17/2023 | Waste Management | WM | New Coverage | Peerperform (N/A) |
158.81 (226.86) |
42.85% | Details | |
| 10/17/2023 | Casella Waste Systems | CWST | New Coverage | Outperform (N/A) |
77.24 (88.00) |
13.93% | Details | |
| 10/17/2023 | Waste Connections Inc. | WCN | New Coverage | Outperform (N/A) |
138.41 (167.90) |
21.31% | Details | |
| 10/17/2023 | GFL Environmental | GFL | New Coverage | Outperform (N/A) |
30.33 (43.85) |
44.58% | 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 (64.62) |
54.74% | Details | |
| 7/11/2023 | Century Aluminum | CENX | Downgrade | Underperform (Peerperform) |
8.81 (35.03) |
297.62% | Details | |
| 7/11/2023 | Alcoa | AA | Downgrade | Underperform (Peerperform) |
34.14 (41.45) |
21.41% | Details | |
| 7/11/2023 | Vale S.A. | VALE | Upgrade | Outperform (Peerperform) |
13.21 (13.06) |
-1.14% | 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 (256.29) |
94.07% | Details | |
| 4/28/2023 | Reliance Steel & Aluminum | RS | Downgrade | Peerperform (Outperform) |
256.49 (411.17) |
60.31% | 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 (147.25) |
104.2% | 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 (12.12) |
-30.18% | 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 (35.03) |
235.86% | 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 (200.51) |
179.18% | Details | |
| 12/15/2022 | Kaiser Aluminum Corporation | KALU | New Coverage | Peerperform (N/A) |
83.79 (147.25) |
75.74% | Details | |
| 11/2/2022 | Cleveland-Cliffs | CLF | Downgrade | Underperform (Peerperform) |
12.99 (12.12) |
-6.7% | 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 (35.03) |
467.75% | Details | |
| 9/22/2022 | Alcoa | AA | Downgrade | Peerperform (Outperform) |
43.53 (41.45) |
-4.78% | Details | |
| 8/5/2022 | Allegheny Technologies | ATI | Upgrade | Outperform (Peerperform) |
27.40 (185.59) |
577.34% | 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 (500.84) |
61.72% | Details | |
| 7/7/2022 | Southern Copper | SCCO | Downgrade | Underperform (Peerperform) |
48.76 (200.51) |
311.22% | Details | |
| 7/7/2022 | Freeport-McMoRan | FCX | Downgrade | Peerperform (Outperform) |
27.38 (69.54) |
153.98% | 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 (35.03) |
154.02% | Details | |
| 4/29/2022 | Reliance Steel & Aluminum | RS | Upgrade | Outperform (Peerperform) |
189.24 (411.17) |
117.27% | 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 (57.10) |
46.19% | 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 (57.10) |
23.06% | Details | |
| 1/11/2022 | Steel Dynamics | STLD | Downgrade | Underperform (Peerperform) |
60.59 (240.54) |
297% | Details | |
| 1/11/2022 | Reliance Steel & Aluminum | RS | Maintain | Underperform (N/A) |
|
Details | ||
| 1/11/2022 | Nucor | NUE | Downgrade | Underperform (Peerperform) |
111.86 (256.29) |
129.12% | Details | |
| 1/11/2022 | Constellium | CSTM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2022 | Cleveland-Cliffs | CLF | Downgrade | Peerperform (Outperform) |
22.65 (12.12) |
-46.49% | 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 (240.54) |
267.35% | Details | |
| 11/17/2021 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
33.05 (220.96) |
568.56% | Details | |
| 11/17/2021 | Constellium | CSTM | New Coverage | Outperform (N/A) |
19.45 (25.47) |
30.95% | Details | |
| 11/17/2021 | Allegheny Technologies | ATI | New Coverage | Peerperform (N/A) |
17.45 (185.59) |
963.55% | Details | |
| 11/17/2021 | Cleveland-Cliffs | CLF | New Coverage | Outperform (N/A) |
21.72 (12.12) |
-44.2% | Details | |
| 11/17/2021 | Nucor | NUE | New Coverage | Peerperform (N/A) |
109.96 (256.29) |
133.08% | Details | |
| 11/17/2021 | Freeport-McMoRan | FCX | New Coverage | Outperform (N/A) |
40.86 (69.54) |
70.19% | Details | |
| 11/17/2021 | Alcoa | AA | New Coverage | Outperform (N/A) |
50.63 (41.45) |
-18.13% | Details | |
| 11/17/2021 | Teck Resources Ltd | TECK | New Coverage | Outperform (N/A) |
27.45 (64.62) |
135.41% | Details | |
| 11/17/2021 | Ternium S.A. | TX | New Coverage | Outperform (N/A) |
40.62 (57.10) |
40.57% | Details | |
| 11/17/2021 | Southern Copper | SCCO | New Coverage | Outperform (N/A) |
60.79 (200.51) |
229.84% | 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 (35.03) |
128.36% | Details | |
| 11/17/2021 | Ternium S.A. | TX | New Coverage | Peerperform (N/A) |
40.62 (57.10) |
40.57% | Details | |
| 11/17/2021 | Commercial Metals Company | CMC | New Coverage | Outperform (N/A) |
33.46 (64.98) |
94.2% | 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 (411.17) |
149.1% | Details | |
| 11/16/2021 | Vale S.A. | VALE | New Coverage | Peerperform (N/A) |
12.33 (13.06) |
5.92% | Details | |
| 10/28/2021 | Martin Marietta Materials | MLM | New Coverage | Peerperform (N/A) |
390.82 (500.84) |
28.15% | 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 (257.63) |
36.22% | Details |
