Ratings by JPMorgan (Bill Peterson)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/10/2026 | Steel Dynamics | STLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/10/2026 | Reliance Steel & Aluminum | RS | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/10/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/10/2026 | Cleveland-Cliffs | CLF | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/6/2026 | Enovix Corporation | ENVX | Downgrade | Underweight (Neutral) |
6.75 (5.94) |
-12% | Details | |
| 5/1/2026 | Teck Resources Ltd | TECK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | Kaiser Aluminum Corporation | KALU | Downgrade | Underweight (Neutral) |
172.80 (174.87) |
1.2% | Details | |
| 4/30/2026 | Constellium | CSTM | Downgrade | Neutral (Overweight) |
31.08 (32.66) |
5.08% | Details | |
| 4/29/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2026 | Freeport-McMoRan | FCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2026 | Cleveland-Cliffs | CLF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/22/2026 | Steel Dynamics | STLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/16/2026 | Constellium | CSTM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | Commercial Metals Company | CMC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/14/2026 | Cleveland-Cliffs | CLF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/14/2026 | Steel Dynamics | STLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/14/2026 | Reliance Steel & Aluminum | RS | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/14/2026 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/14/2026 | GrafTech | EAF | Downgrade | Underweight (Neutral) |
7.17 (7.05) |
-1.67% | Details | |
| 4/9/2026 | Ivanhoe Electric Inc. | IE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/9/2026 | Freeport-McMoRan | FCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/9/2026 | Alcoa | AA | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/27/2026 | Commercial Metals Company | CMC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/18/2026 | Steel Dynamics | STLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/17/2026 | Teck Resources Ltd | TECK | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | Alcoa | AA | Upgrade | Neutral (Underweight) |
66.36 (52.30) |
-21.19% | Details | |
| 3/5/2026 | ChargePoint Holdings Inc. | CHPT | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/3/2026 | MP Materials | MP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | Joby Aviation Inc | JOBY | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/26/2026 | Enovix Corporation | ENVX | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/23/2026 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/19/2026 | Constellium | CSTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2026 | Centrus Energy Corp. | LEU | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/12/2026 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/12/2026 | Constellium | CSTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Centrus Energy Corp. | LEU | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/9/2026 | Commercial Metals Company | CMC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/8/2026 | Ivanhoe Electric Inc. | IE | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/8/2026 | Freeport-McMoRan | FCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/8/2026 | Alcoa | AA | Downgrade | Underweight (Neutral) |
63.56 (66.36) |
4.41% | Details | |
| 12/5/2025 | Teck Resources Ltd | TECK | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/5/2025 | Steel Dynamics | STLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/5/2025 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/5/2025 | Freeport-McMoRan | FCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/5/2025 | Alcoa | AA | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/5/2025 | Commercial Metals Company | CMC | Upgrade | Overweight (Neutral) |
65.86 (71.28) |
8.23% | Details | |
| 11/14/2025 | MP Materials | MP | Upgrade | Overweight (Neutral) |
59.72 (56.51) |
-5.38% | Details | |
| 11/12/2025 | Enovix Corporation | ENVX | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/7/2025 | Centrus Energy Corp. | LEU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2025 | Lithium Americas Corp. | LAC | Upgrade | Neutral (Underweight) |
4.62 (3.94) |
-14.72% | Details | |
| 11/5/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/31/2025 | Joby Aviation Inc | JOBY | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/31/2025 | Centrus Energy Corp. | LEU | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Constellium | CSTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Constellium | CSTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/28/2025 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/23/2025 | Alcoa | AA | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/22/2025 | Steel Dynamics | STLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/16/2025 | Lithium Americas Corp. | LAC | Downgrade | Underweight (Neutral) |
9.44 (4.62) |
-51.06% | Details | |
| 10/9/2025 | Teck Resources Ltd | TECK | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | Ivanhoe Electric Inc. | IE | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | Freeport-McMoRan | FCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | Alcoa | AA | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/4/2025 | ChargePoint Holdings Inc. | CHPT | Maintain | Underweight (N/A) |
|
Details | ||
| 8/7/2025 | Centrus Energy Corp. | LEU | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/6/2025 | EVgo, Inc. | EVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | Joby Aviation Inc | JOBY | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/1/2025 | Archer Aviation Inc. | ACHR | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Centrus Energy Corp. | LEU | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/30/2025 | Qorvo Inc | QRVO | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/30/2025 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2025 | Constellium | CSTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/28/2025 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/25/2025 | Teck Resources Ltd | TECK | Downgrade | Neutral (Overweight) |
38.59 (57.70) |
49.52% | Details | |
| 7/24/2025 | Cleveland-Cliffs | CLF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/24/2025 | Enovix Corporation | ENVX | Downgrade | Neutral (Overweight) |
14.69 (6.75) |
-54.05% | Details | |
| 7/21/2025 | MP Materials | MP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2025 | Alcoa | AA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2025 | Commercial Metals Company | CMC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2025 | Nucor | NUE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | Steel Dynamics | STLD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2025 | Cleveland-Cliffs | CLF | New Coverage | Neutral (N/A) |
9.77 (10.57) |
8.19% | Details | |
| 7/9/2025 | Freeport-McMoRan | FCX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2025 | Teck Resources Ltd | TECK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Centrus Energy Corp. | LEU | New Coverage | Neutral (N/A) |
192.18 (171.13) |
-10.95% | Details | |
| 6/18/2025 | Alcoa | AA | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/2/2025 | US Steel | X | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/30/2025 | Commercial Metals Company | CMC | New Coverage | Neutral (N/A) |
46.93 (71.28) |
51.89% | Details | |
| 5/12/2025 | MP Materials | MP | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/8/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/2/2025 | US Steel | X | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/30/2025 | Qorvo Inc | QRVO | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/30/2025 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2025 | Enovix Corporation | ENVX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2025 | Steel Dynamics | STLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/17/2025 | Alcoa | AA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2025 | US Steel | X | Downgrade | Neutral (Overweight) |
40.91 (54.84) |
34.05% | Details | |
| 4/16/2025 | Nucor | NUE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Steel Dynamics | STLD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2025 | Alcoa | AA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2025 | Freeport-McMoRan | FCX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2025 | Teck Resources Ltd | TECK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2025 | Ivanhoe Electric Inc. | IE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/20/2025 | Freeport-McMoRan | FCX | Upgrade | Overweight (Neutral) |
39.84 (61.84) |
55.22% | Details | |
| 3/12/2025 | EVgo, Inc. | EVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2025 | US Steel | X | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2025 | Steel Dynamics | STLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/11/2025 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2025 | Joby Aviation Inc | JOBY | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/19/2025 | EVgo, Inc. | EVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2025 | Nucor | NUE | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/16/2025 | Teck Resources Ltd | TECK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2025 | Ivanhoe Electric Inc. | IE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2025 | Freeport-McMoRan | FCX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2025 | Alcoa | AA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2025 | Joby Aviation Inc | JOBY | Downgrade | Underweight (Neutral) |
10.27 (9.28) |
-9.64% | Details | |
| 1/10/2025 | Archer Aviation Inc. | ACHR | Downgrade | Neutral (Overweight) |
11.14 (5.05) |
-54.67% | Details | |
| 11/20/2024 | EVgo, Inc. | EVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2024 | Qorvo Inc | QRVO | Maintain | Underweight (N/A) |
|
Details | ||
| 10/25/2024 | Teck Resources Ltd | TECK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2024 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2024 | MP Materials | MP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2024 | Piedmont Lithium | PLL | Downgrade | Underweight (Neutral) |
11.55 (7.25) |
-37.23% | Details | |
| 10/18/2024 | Steel Dynamics | STLD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | Alcoa | AA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2024 | Constellium | CSTM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2024 | EVgo, Inc. | EVGO | Upgrade | Overweight (Neutral) |
3.84 (1.96) |
-48.96% | Details | |
| 10/3/2024 | ChargePoint Holdings Inc. | CHPT | Downgrade | Underweight (Overweight) |
1.30 (5.58) |
329.23% | Details | |
| 9/25/2024 | Alcoa | AA | New Coverage | Neutral (N/A) |
36.78 (63.56) |
72.81% | Details | |
| 9/9/2024 | US Steel | X | Upgrade | Overweight (Neutral) |
29.97 (54.84) |
82.98% | Details | |
| 9/9/2024 | Steel Dynamics | STLD | Upgrade | Neutral (Underweight) |
111.32 (241.43) |
116.88% | Details | |
| 9/9/2024 | Nucor | NUE | Upgrade | Overweight (Neutral) |
139.60 (240.52) |
72.29% | Details | |
| 7/31/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Qorvo Inc | QRVO | Maintain | Underweight (N/A) |
|
Details | ||
| 7/26/2024 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2024 | Teck Resources Ltd | TECK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | MP Materials | MP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2024 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2024 | Teck Resources Ltd | TECK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2024 | Freeport-McMoRan | FCX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | US Steel | X | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | GrafTech | EAF | Downgrade | Underweight (Neutral) |
1.14 (2.00) |
75.44% | Details | |
| 7/16/2024 | Nucor | NUE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | Steel Dynamics | STLD | Maintain | Underweight (N/A) |
|
Details | ||
| 7/11/2024 | Constellium | CSTM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2024 | Nucor | NUE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/11/2024 | Cleveland-Cliffs | CLF | Downgrade | Neutral (Overweight) |
15.80 (9.77) |
-38.16% | Details | |
| 5/10/2024 | Piedmont Lithium | PLL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | US Steel | X | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Joby Aviation Inc | JOBY | Upgrade | Neutral (Underweight) |
5.22 (9.28) |
77.78% | Details | |
| 5/3/2024 | Archer Aviation Inc. | ACHR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2024 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2024 | Teck Resources Ltd | TECK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2024 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | Constellium | CSTM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2024 | Nucor | NUE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | Freeport-McMoRan | FCX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | Cleveland-Cliffs | CLF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2024 | MP Materials | MP | Downgrade | Neutral (Overweight) |
16.45 (59.72) |
263.04% | Details | |
| 4/17/2024 | Freeport-McMoRan | FCX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2024 | Teck Resources Ltd | TECK | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2024 | Steel Dynamics | STLD | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2024 | Nucor | NUE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2024 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2024 | Constellium | CSTM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2024 | Lithium Americas Corp. | LAC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2024 | ChargePoint Holdings Inc. | CHPT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | MP Materials | MP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2024 | Constellium | CSTM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2024 | MP Materials | MP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2024 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | US Steel | X | New Coverage | Neutral (N/A) |
46.36 (54.84) |
18.29% | Details | |
| 2/9/2024 | Cleveland-Cliffs | CLF | New Coverage | Overweight (N/A) |
19.32 (10.57) |
-45.29% | Details | |
| 2/8/2024 | Piedmont Lithium | PLL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2024 | Lithium Americas Corp. | LAC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | Qorvo Inc | QRVO | Maintain | Underweight (N/A) |
|
Details | ||
| 1/25/2024 | Steel Dynamics | STLD | Maintain | Underweight (N/A) |
|
Details | ||
| 1/22/2024 | Freeport-McMoRan | FCX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2024 | Alcoa | AA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2024 | Cleveland-Cliffs | CLF | New Coverage | Overweight (N/A) |
18.26 (19.32) |
5.81% | Details | |
| 1/12/2024 | US Steel | X | New Coverage | Neutral (N/A) |
48.28 (46.36) |
-3.98% | Details | |
| 1/11/2024 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2023 | Alcoa | AA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2023 | Steel Dynamics | STLD | Maintain | Underweight (N/A) |
|
Details | ||
| 12/12/2023 | Nucor | NUE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/11/2023 | Piedmont Lithium | PLL | New Coverage | Neutral (N/A) |
24.83 (7.25) |
-70.8% | Details | |
| 12/11/2023 | Lithium Americas Corp. | LAC | New Coverage | Neutral (N/A) |
6.41 (9.44) |
47.27% | Details | |
| 11/17/2023 | ChargePoint Holdings Inc. | CHPT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | Qorvo Inc | QRVO | Maintain | Underweight (N/A) |
|
Details | ||
| 10/27/2023 | Westport Innovations | WPRT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2023 | Joby Aviation Inc | JOBY | Maintain | Underweight (N/A) |
|
Details | ||
| 10/27/2023 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2023 | ChargePoint Holdings Inc. | CHPT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2023 | Blade Air Mobility | BLDE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2023 | Archer Aviation Inc. | ACHR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2023 | MP Materials | MP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2023 | Constellium | CSTM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2023 | Ivanhoe Electric Inc. | IE | New Coverage | Overweight (N/A) |
10.05 (9.39) |
-6.57% | Details | |
| 10/17/2023 | Freeport-McMoRan | FCX | New Coverage | Neutral (N/A) |
35.45 (39.84) |
12.38% | Details | |
| 10/17/2023 | Teck Resources Ltd | TECK | New Coverage | Overweight (N/A) |
38.91 (38.59) |
-0.82% | Details | |
| 10/16/2023 | Nucor | NUE | Upgrade | Neutral (Underweight) |
147.55 (240.52) |
63.01% | Details | |
| 9/15/2023 | Alcoa | AA | Maintain | Neutral (N/A) |
|
Details | ||
| 9/8/2023 | Steel Dynamics | STLD | Maintain | Underweight (N/A) |
|
Details | ||
| 9/8/2023 | Nucor | NUE | Maintain | Underweight (N/A) |
|
Details | ||
| 8/31/2023 | MP Materials | MP | New Coverage | Overweight (N/A) |
20.68 (56.51) |
173.26% | Details | |
| 8/30/2023 | ChargePoint Holdings Inc. | CHPT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2023 | Archer Aviation Inc. | ACHR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Qorvo Inc | QRVO | Maintain | Underweight (N/A) |
|
Details | ||
| 7/26/2023 | Nucor | NUE | Maintain | Underweight (N/A) |
|
Details | ||
| 7/26/2023 | Cleveland-Cliffs | CLF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2023 | Steel Dynamics | STLD | Maintain | Underweight (N/A) |
|
Details | ||
| 7/20/2023 | Alcoa | AA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2023 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Archer Aviation Inc. | ACHR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Joby Aviation Inc | JOBY | Downgrade | Underweight (Neutral) |
10.19 (9.28) |
-8.93% | Details | |
| 7/14/2023 | US Steel | X | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2023 | Steel Dynamics | STLD | Maintain | Underweight (N/A) |
|
Details | ||
| 7/14/2023 | Nucor | NUE | Maintain | Underweight (N/A) |
|
Details | ||
| 7/14/2023 | Kaiser Aluminum Corporation | KALU | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2023 | Constellium | CSTM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2023 | Alcoa | AA | Downgrade | Neutral (Overweight) |
35.05 (36.78) |
4.94% | Details | |
| 5/23/2023 | US Steel | X | New Coverage | Neutral (N/A) |
21.70 (48.28) |
122.49% | Details | |
| 5/23/2023 | Steel Dynamics | STLD | New Coverage | Underweight (N/A) |
97.19 (241.43) |
148.41% | Details | |
| 5/23/2023 | Nucor | NUE | New Coverage | Underweight (N/A) |
139.96 (240.52) |
71.85% | Details | |
| 5/23/2023 | GrafTech | EAF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2023 | Cleveland-Cliffs | CLF | New Coverage | Neutral (N/A) |
14.87 (10.57) |
-28.92% | Details | |
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2023 | Constellium | CSTM | New Coverage | Overweight (N/A) |
14.47 (31.08) |
114.79% | Details | |
| 5/8/2023 | Kaiser Aluminum Corporation | KALU | New Coverage | Neutral (N/A) |
61.70 (172.80) |
180.06% | Details | |
| 5/8/2023 | Alcoa | AA | New Coverage | Overweight (N/A) |
34.38 (52.30) |
52.12% | Details | |
| 5/4/2023 | Qorvo Inc | QRVO | Maintain | Underweight (N/A) |
|
Details | ||
| 3/15/2023 | Blade Air Mobility | BLDE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2023 | ChargePoint Holdings Inc. | CHPT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2023 | EVgo, Inc. | EVGO | Downgrade | Neutral (Overweight) |
6.13 (1.80) |
-70.64% | Details | |
| 1/26/2023 | ChargePoint Holdings Inc. | CHPT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2023 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2023 | Blade Air Mobility | BLDE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2023 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2022 | ChargePoint Holdings Inc. | CHPT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | Blade Air Mobility | BLDE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | Qorvo Inc | QRVO | Downgrade | Underweight (Overweight) |
86.51 (94.92) |
9.72% | Details | |
| 8/23/2022 | ChargePoint Holdings Inc. | CHPT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Enovix Corporation | ENVX | New Coverage | Overweight (N/A) |
13.51 (14.69) |
8.73% | Details | |
| 8/5/2022 | Hyzon Motors Inc | HYZN | Downgrade | Underweight (Overweight) |
4.29 (0.64) |
-85.08% | Details | |
| 5/12/2022 | Archer Aviation Inc. | ACHR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | Blade Air Mobility | BLDE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/24/2022 | Hyzon Motors Inc | HYZN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/24/2022 | EVgo, Inc. | EVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | ChargePoint Holdings Inc. | CHPT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2022 | ChargePoint Holdings Inc. | CHPT | Upgrade | Overweight (Neutral) |
11.45 (5.58) |
-51.27% | Details | |
| 1/28/2022 | ChargePoint Holdings Inc. | CHPT | Upgrade | Overweight (Neutral) |
12.59 (5.58) |
-55.68% | Details | |
| 12/9/2021 | EVgo, Inc. | EVGO | New Coverage | Overweight (N/A) |
11.62 (1.80) |
-84.51% | Details | |
| 11/15/2021 | ChargePoint Holdings Inc. | CHPT | New Coverage | Neutral (N/A) |
25.68 (5.58) |
-78.27% | Details | |
| 9/9/2021 | Westport Innovations | WPRT | New Coverage | Neutral (N/A) |
3.67 (2.16) |
-41.14% | Details | |
| 9/9/2021 | Blade Air Mobility | BLDE | New Coverage | Overweight (N/A) |
8.88 (4.73) |
-46.73% | Details | |
| 9/9/2021 | Hyzon Motors Inc | HYZN | New Coverage | Overweight (N/A) |
9.34 (0.64) |
-93.15% | Details | |
| 8/5/2021 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2021 | Silicon Labs | SLAB | Downgrade | Neutral (Overweight) |
150.63 (218.00) |
44.73% | Details | |
| 3/10/2021 | Synaptics | SYNA | New Coverage | Overweight (N/A) |
127.16 (130.11) |
2.32% | Details | |
| 1/11/2021 | Knowles Corp | KN | Maintain | Underweight (N/A) |
|
Details | ||
| 12/15/2020 | Silicon Labs | SLAB | New Coverage | Overweight (N/A) |
119.97 (218.00) |
81.71% | Details | |
| 10/13/2020 | Knowles Corp | KN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/3/2020 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2020 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2020 | Knowles Corp | KN | Maintain | Underweight (N/A) |
|
Details | ||
| 3/3/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2019 | Knowles Corp | KN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2019 | MaxLinear | MXL | New Coverage | Neutral (N/A) |
17.64 (84.99) |
381.8% | Details | |
| 1/4/2019 | Knowles Corp | KN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details |
