Ratings by JPMorgan (Tomohiko Sano)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/13/2026 | Timken | TKR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/13/2026 | Allient Inc. | ALNT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/13/2026 | Verra Mobility | VRRM | Upgrade | Neutral (Underweight) |
4.22 (4.12) |
-2.37% | Details | |
| 7/9/2026 | CECO Environmental Corp | CECO | New Coverage | Overweight (N/A) |
78.84 (79.93) |
1.38% | Details | |
| 7/9/2026 | Perimeter Solutions SA | PRM | New Coverage | Overweight (N/A) |
33.44 (34.42) |
2.93% | Details | |
| 6/17/2026 | Valmont Industries | VMI | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/15/2026 | ESCO Technologies | ESE | New Coverage | Overweight (N/A) |
315.92 (318.52) |
0.82% | Details | |
| 6/10/2026 | Bel Fuse | BELFB | New Coverage | Overweight (N/A) |
279.13 (270.56) |
-3.07% | Details | |
| 6/10/2026 | NWPX Infrastructure | NWPX | New Coverage | Neutral (N/A) |
121.16 (138.20) |
14.06% | Details | |
| 5/27/2026 | Verra Mobility | VRRM | Downgrade | Underweight (Neutral) |
13.49 (4.22) |
-68.72% | Details | |
| 5/26/2026 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | Cognex | CGNX | Upgrade | Overweight (Neutral) |
64.27 (64.07) |
-0.31% | Details | |
| 5/26/2026 | Allient Inc. | ALNT | Upgrade | Overweight (Neutral) |
62.84 (87.67) |
39.51% | Details | |
| 5/26/2026 | Timken | TKR | Upgrade | Overweight (Neutral) |
118.93 (137.78) |
15.85% | Details | |
| 5/15/2026 | Orion Marine Group | ORN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2026 | GPGI Inc | GPGI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Exponent | EXPO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2026 | Verra Mobility | VRRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Timken | TKR | Upgrade | Neutral (Underweight) |
115.74 (137.78) |
19.04% | Details | |
| 5/15/2026 | Allegion | ALLE | Downgrade | Neutral (Overweight) |
130.64 (137.24) |
5.05% | Details | |
| 5/15/2026 | AO Smith | AOS | Downgrade | Underweight (Neutral) |
56.98 (58.85) |
3.28% | Details | |
| 5/13/2026 | Helios Tech | HLIO | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | Timken | TKR | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/7/2026 | TIC Solutions | TIC | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/6/2026 | Powell Industries | POWL | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/1/2026 | Service Corp. Intl. | SCI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | AO Smith | AOS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2026 | Allegion | ALLE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2026 | Powell Industries | POWL | New Coverage | Overweight (N/A) |
252.18 (232.79) |
-7.69% | Details | |
| 4/27/2026 | Matson, Inc. | MATX | New Coverage | Overweight (N/A) |
170.36 (222.18) |
30.42% | Details | |
| 3/26/2026 | Verra Mobility | VRRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/26/2026 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/26/2026 | Limbach Holdings | LMB | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/26/2026 | Exponent | EXPO | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/26/2026 | Timken | TKR | Downgrade | Underweight (Neutral) |
101.03 (137.78) |
36.38% | Details | |
| 3/26/2026 | TIC Solutions | TIC | Downgrade | Underweight (Neutral) |
7.31 (6.85) |
-6.29% | Details | |
| 3/26/2026 | Great Lakes Dredge & Dock | GLDD | Downgrade | Underweight (Neutral) |
16.97 (17.00) |
0.18% | Details | |
| 3/13/2026 | TIC Solutions | TIC | Downgrade | Neutral (Overweight) |
8.45 (6.85) |
-18.93% | Details | |
| 3/9/2026 | Verra Mobility | VRRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/9/2026 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2026 | Timken | TKR | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/9/2026 | Carlisle | CSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2026 | Allient Inc. | ALNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/9/2026 | Cognex | CGNX | Upgrade | Neutral (Underweight) |
51.25 (64.07) |
25.01% | Details | |
| 3/6/2026 | Bowman Consulting Group Ltd. | BWMN | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2026 | Great Lakes Dredge & Dock | GLDD | Downgrade | Neutral (Overweight) |
16.98 (17.00) |
0.12% | Details | |
| 2/26/2026 | TIC Solutions | TIC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/25/2026 | Verra Mobility | VRRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/18/2026 | Allegion | ALLE | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2026 | Valmont Industries | VMI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2026 | Regal Rexnord Corp | RRX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Timken | TKR | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2026 | MSA Safety | MSA | New Coverage | Neutral (N/A) |
177.15 (171.03) |
-3.45% | Details | |
| 2/3/2026 | Limbach Holdings | LMB | New Coverage | Neutral (N/A) |
85.98 (72.75) |
-15.39% | Details | |
| 1/26/2026 | Exponent | EXPO | New Coverage | Overweight (N/A) |
75.51 (62.88) |
-16.73% | Details | |
| 1/26/2026 | Verra Mobility | VRRM | New Coverage | Neutral (N/A) |
21.90 (13.49) |
-38.4% | Details | |
| 1/22/2026 | Great Lakes Dredge & Dock | GLDD | New Coverage | Overweight (N/A) |
14.61 (16.98) |
16.22% | Details | |
| 1/22/2026 | Orion Marine Group | ORN | New Coverage | Overweight (N/A) |
10.73 (12.80) |
19.29% | Details | |
| 1/17/2026 | Service Corp. Intl. | SCI | New Coverage | Overweight (N/A) |
82.10 (78.72) |
-4.12% | Details | |
| 1/17/2026 | Helios Tech | HLIO | New Coverage | Overweight (N/A) |
62.91 (81.15) |
28.99% | Details | |
| 1/9/2026 | Bowman Consulting Group Ltd. | BWMN | New Coverage | Neutral (N/A) |
34.92 (25.31) |
-27.52% | Details | |
| 1/9/2026 | TIC Solutions | TIC | New Coverage | Overweight (N/A) |
9.99 (8.45) |
-15.42% | Details | |
| 12/16/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/3/2025 | CSW Industrials, Inc. | CSW | Upgrade | Overweight (Neutral) |
273.28 (279.27) |
2.19% | Details | |
| 12/3/2025 | Cognex | CGNX | Downgrade | Underweight (Neutral) |
37.95 (51.25) |
35.05% | Details | |
| 11/3/2025 | Alliance Laundry Holdings | ALH | New Coverage | Overweight (N/A) |
26.30 (25.50) |
-3.04% | Details | |
| 10/31/2025 | Regal Rexnord Corp | RRX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2025 | CSW Industrials, Inc. | CSW | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Carlisle | CSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Carlisle | CSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Timken | TKR | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Timken | TKR | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Armstrong World Industries | AWI | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | Allient Inc. | ALNT | New Coverage | Neutral (N/A) |
49.63 (87.67) |
76.65% | Details | |
| 10/15/2025 | Allegion | ALLE | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/3/2025 | CSW Industrials, Inc. | CSW | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/26/2025 | Valmont Industries | VMI | New Coverage | Overweight (N/A) |
368.32 (531.66) |
44.35% | Details | |
| 9/26/2025 | Rollins | ROL | New Coverage | Overweight (N/A) |
56.11 (45.11) |
-19.6% | Details | |
| 9/26/2025 | Mirion Technologies | MIR | New Coverage | Overweight (N/A) |
21.97 (15.97) |
-27.31% | Details | |
| 9/15/2025 | Timken | TKR | New Coverage | Neutral (N/A) |
79.16 (137.78) |
74.05% | Details | |
| 9/15/2025 | Regal Rexnord Corp | RRX | New Coverage | Overweight (N/A) |
144.93 (206.81) |
42.7% | Details | |
| 9/15/2025 | Cognex | CGNX | New Coverage | Neutral (N/A) |
44.95 (37.95) |
-15.57% | Details | |
| 8/25/2025 | Gates Industrial Corp. | GTES | New Coverage | Overweight (N/A) |
24.29 (26.61) |
9.55% | Details | |
| 7/31/2025 | Carlisle | CSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2025 | Armstrong World Industries | AWI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | AO Smith | AOS | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/24/2025 | AO Smith | AOS | New Coverage | Neutral (N/A) |
62.74 (58.85) |
-6.2% | Details | |
| 6/24/2025 | Allegion | ALLE | New Coverage | Overweight (N/A) |
137.63 (137.24) |
-0.28% | Details | |
| 6/24/2025 | Armstrong World Industries | AWI | New Coverage | Overweight (N/A) |
152.18 (155.97) |
2.49% | Details | |
| 6/24/2025 | Carlisle | CSL | New Coverage | Overweight (N/A) |
354.72 (345.39) |
-2.63% | Details |
