Ratings by BofA Securities (Timna Tanners)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/1/2026 | MP Materials | MP | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2024 | Martin Marietta Materials | MLM | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2024 | MP Materials | MP | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Martin Marietta Materials | MLM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2023 | Martin Marietta Materials | MLM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | Martin Marietta Materials | MLM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2023 | Martin Marietta Materials | MLM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2022 | Martin Marietta Materials | MLM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/18/2022 | Suzano S.A. | SUZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | Ternium S.A. | TX | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | Gerdau S.A. | GGB | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | Southern Copper | SCCO | Maintain | Underperform (N/A) |
|
Details | ||
| 4/18/2022 | Vale S.A. | VALE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | MP Materials | MP | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2021 | Vale S.A. | VALE | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2021 | MP Materials | MP | New Coverage | Buy (N/A) |
45.37 (53.71) |
18.38% | Details | |
| 11/2/2021 | Vale S.A. | VALE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/21/2021 | Vale S.A. | VALE | Downgrade | Neutral (Buy) |
15.66 (14.16) |
-9.58% | Details | |
| 7/8/2021 | Teck Resources Ltd | TECK | Upgrade | Buy (Neutral) |
22.60 (66.00) |
192.04% | Details | |
| 7/7/2021 | Allegheny Technologies | ATI | Upgrade | Neutral (Underperform) |
20.37 (210.28) |
932.3% | Details | |
| 6/18/2021 | Commercial Metals Company | CMC | Maintain | Underperform (N/A) |
|
Details | ||
| 6/16/2021 | Commercial Metals Company | CMC | Maintain | Underperform (N/A) |
|
Details | ||
| 6/16/2021 | US Steel | X | Maintain | Underperform (N/A) |
|
Details | ||
| 6/16/2021 | Nucor | NUE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/16/2021 | Reliance Steel & Aluminum | RS | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2021 | Cleveland-Cliffs | CLF | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2021 | Cliffs Natural Resources | CLF | New Coverage | Buy (N/A) |
19.51 (10.58) |
-45.77% | Details | |
| 4/23/2021 | Nucor | NUE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2021 | Nucor | NUE | Upgrade | Neutral (Underperform) |
79.44 (242.36) |
205.09% | Details | |
| 4/20/2021 | Steel Dynamics | STLD | Upgrade | Buy (Neutral) |
51.19 (220.85) |
331.43% | Details | |
| 4/1/2021 | MP Materials | MP | New Coverage | Neutral (N/A) |
35.95 (53.71) |
49.4% | Details | |
| 3/16/2021 | Ternium S.A. | TX | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2021 | Steel Dynamics | STLD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2021 | Reliance Steel & Aluminum | RS | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2021 | Nucor | NUE | Maintain | Underperform (N/A) |
|
Details | ||
| 3/16/2021 | Commercial Metals Company | CMC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/23/2020 | Reliance Steel & Aluminum | RS | Upgrade | Buy (Neutral) |
110.74 (380.51) |
243.61% | Details | |
| 10/13/2020 | Vulcan Materials Company | VMC | Downgrade | Neutral (Buy) |
150.09 (272.48) |
81.54% | Details | |
| 10/13/2020 | Martin Marietta Materials | MLM | Downgrade | Neutral (Buy) |
270.17 (528.65) |
95.67% | Details | |
| 6/8/2020 | Gerdau S.A. | GGB | Downgrade | Underperform (Neutral) |
3.10 (4.36) |
40.65% | Details | |
| 6/8/2020 | Ternium S.A. | TX | Upgrade | Buy (Underperform) |
18.15 (54.32) |
199.28% | Details | |
| 5/21/2020 | Freeport-McMoRan | FCX | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2020 | Teck Resources Ltd | TECK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2020 | Alcoa | AA | Upgrade | Neutral (Underperform) |
12.94 (14.40) |
11.28% | Details | |
| 3/3/2020 | Martin Marietta Materials | MLM | Upgrade | Buy (Neutral) |
236.90 (528.65) |
123.15% | Details | |
| 3/3/2020 | Vulcan Materials Company | VMC | Upgrade | Buy (Neutral) |
125.84 (272.48) |
116.53% | Details | |
| 1/16/2020 | Alcoa | AA | Maintain | Underperform (N/A) |
|
Details | ||
| 11/13/2019 | Alcoa | AA | Downgrade | Underperform (Neutral) |
22.18 (49.83) |
124.66% | Details | |
| 11/13/2019 | Freeport-McMoRan | FCX | Upgrade | Buy (Neutral) |
11.04 (70.28) |
536.59% | Details | |
| 10/25/2019 | Reliance Steel & Aluminum | RS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2019 | Martin Marietta Materials | MLM | Upgrade | Neutral (Underperform) |
265.72 (236.90) |
-10.85% | Details | |
| 10/15/2019 | Vulcan Materials Company | VMC | Upgrade | Neutral (Underperform) |
146.67 (125.84) |
-14.2% | Details | |
| 5/31/2019 | Nucor | NUE | Downgrade | Underperform (Buy) |
49.28 (242.36) |
391.8% | Details | |
| 5/24/2019 | Vale S.A. | VALE | Upgrade | Buy (Neutral) |
11.79 (15.66) |
32.82% | Details | |
| 4/16/2019 | Martin Marietta Materials | MLM | Downgrade | Underperform (Neutral) |
212.16 (265.72) |
25.25% | Details | |
| 4/11/2019 | US Steel | X | Downgrade | Underperform (Buy) |
17.77 (54.84) |
208.61% | Details | |
| 1/30/2019 | AK Steel | AKS | Downgrade | Underperform (Buy) |
2.70 (1.55) |
-42.59% | Details | |
| 1/29/2019 | Southern Copper | SCCO | New Coverage | Buy (N/A) |
32.24 (197.43) |
512.38% | Details | |
| 12/13/2018 | Reliance Steel & Aluminum | RS | Upgrade | Neutral (Underperform) |
74.93 (380.51) |
407.82% | Details | |
| 10/17/2018 | Vulcan Materials Company | VMC | Downgrade | Underperform (Neutral) |
99.29 (146.67) |
47.72% | Details | |
| 10/17/2018 | Martin Marietta Materials | MLM | Downgrade | Neutral (Buy) |
168.59 (212.16) |
25.84% | Details | |
| 9/7/2018 | Reliance Steel & Aluminum | RS | Downgrade | Underperform (Buy) |
88.03 (74.93) |
-14.88% | Details | |
| 9/7/2018 | AK Steel | AKS | Upgrade | Buy (Underperform) |
4.23 (2.70) |
-36.17% | Details | |
| 8/16/2018 | Ternium S.A. | TX | New Coverage | Underperform (N/A) |
29.08 (54.32) |
86.8% | Details | |
| 8/16/2018 | Gerdau S.A. | GGB | New Coverage | Buy (N/A) |
4.15 (3.10) |
-25.3% | Details | |
| 8/16/2018 | Companhia Siderurgica Nacional | SID | New Coverage | Buy (N/A) |
2.44 (0.88) |
-63.93% | Details |
