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Ratings by Wolfe Research (Timna Tanners)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
9/30/2022 Century Aluminum CENX Downgrade Underperform
(Peerperform)
6.17
(6.08)
-1.46% Details
9/22/2022 Alcoa AA Downgrade Peerperform
(Outperform)
43.53
(38.47)
-11.62% Details
8/5/2022 Allegheny Technologies ATI Upgrade Outperform
(Peerperform)
27.40
(28.06)
2.41% 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
(322.75)
4.22% Details
7/7/2022 Southern Copper SCCO Downgrade Underperform
(Peerperform)
48.76
(48.62)
-0.29% Details
7/7/2022 Freeport-McMoRan FCX Downgrade Peerperform
(Outperform)
27.38
(29.37)
7.27% 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
(6.08)
-55.91% Details
4/29/2022 Reliance Steel & Aluminum RS Upgrade Outperform
(Peerperform)
189.24
(180.04)
-4.86% 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
(28.24)
-27.7% 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 Allegheny Technologies ATI Maintain Peerperform
(N/A)
 
 
  Details
2/3/2022 Southern Copper SCCO 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
(19.13)
-22.52% 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
(28.24)
-39.14% Details
1/11/2022 Steel Dynamics STLD Downgrade Underperform
(Peerperform)
60.59
(76.19)
25.75% Details
1/11/2022 Nucor NUE Downgrade Underperform
(Peerperform)
111.86
(116.32)
3.99% Details
1/11/2022 Reliance Steel & Aluminum RS Maintain Underperform
(N/A)
 
 
  Details
1/11/2022 Constellium CSTM Maintain Outperform
(N/A)
 
 
  Details
1/11/2022 Cleveland-Cliffs CLF Downgrade Peerperform
(Outperform)
22.65
(14.86)
-34.39% 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
(76.19)
16.36% Details
11/17/2021 Howmet Aerospace Inc. HWM New Coverage Outperform
(N/A)
33.05
(32.64)
-1.24% Details
11/17/2021 Constellium CSTM New Coverage Outperform
(N/A)
19.45
(10.91)
-43.91% Details
11/17/2021 Allegheny Technologies ATI New Coverage Peerperform
(N/A)
17.45
(28.06)
60.8% Details
11/17/2021 Cleveland-Cliffs CLF New Coverage Outperform
(N/A)
21.72
(14.86)
-31.58% Details
11/17/2021 Nucor NUE New Coverage Peerperform
(N/A)
109.96
(116.32)
5.78% Details
11/17/2021 Freeport-McMoRan FCX New Coverage Outperform
(N/A)
40.86
(29.37)
-28.12% Details
11/17/2021 Alcoa AA New Coverage Outperform
(N/A)
50.63
(38.47)
-24.02% Details
11/17/2021 Teck Resources Ltd TECK New Coverage Outperform
(N/A)
27.45
(32.21)
17.34% Details
11/17/2021 Ternium S.A. TX New Coverage Outperform
(N/A)
40.62
(28.24)
-30.48% Details
11/17/2021 Southern Copper SCCO New Coverage Outperform
(N/A)
60.79
(48.62)
-20.02% Details
11/17/2021 US Steel X New Coverage Peerperform
(N/A)
25.73
(19.13)
-25.65% Details
11/17/2021 Century Aluminum CENX New Coverage Outperform
(N/A)
15.34
(6.08)
-60.37% Details
11/17/2021 Ternium S.A. TX New Coverage Peerperform
(N/A)
40.62
(28.24)
-30.48% Details
11/17/2021 Commercial Metals Company CMC New Coverage Outperform
(N/A)
33.46
(38.64)
15.48% Details
11/17/2021 Arconic ARNC New Coverage Outperform
(N/A)
31.47
(19.57)
-37.81% Details
11/17/2021 Reliance Steel & Aluminum RS New Coverage Underperform
(N/A)
165.06
(180.04)
9.08% Details
11/16/2021 Vale S.A. VALE New Coverage Peerperform
(N/A)
12.33
(15.13)
22.71% Details
10/28/2021 Martin Marietta Materials MLM New Coverage Peerperform
(N/A)
390.82
(322.75)
-17.42% Details
10/28/2021 Summit Materials SUM New Coverage Outperform
(N/A)
35.55
(24.18)
-31.98% Details
10/28/2021 Vulcan Materials Company VMC New Coverage Outperform
(N/A)
189.13
(158.92)
-15.97% Details