Ratings by Cantor Fitzgerald (Derek Soderberg)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/3/2026 | USA Rare Earth Inc | USAR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2026 | X-Energy Inc | XE | New Coverage | Overweight (N/A) |
25.60 (21.56) |
-15.78% | Details | |
| 5/14/2026 | Enovix Corporation | ENVX | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/14/2026 | USA Rare Earth Inc | USAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/12/2026 | Microvast | MVST | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2026 | Amprius Technologies | AMPX | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/5/2026 | Energy Vault Holdings Inc. | NRGV | New Coverage | Overweight (N/A) |
4.44 (4.10) |
-7.66% | Details | |
| 4/24/2026 | SES AI Corp. | SES | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/18/2026 | Oklo | OKLO | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/17/2026 | Microvast | MVST | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2026 | Amprius Technologies | AMPX | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/5/2026 | Array Technologies | ARRY | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/5/2026 | SES AI Corp. | SES | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/24/2026 | Nuscale Power | SMR | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | USA Rare Earth Inc | USAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/13/2026 | ASP Isotopes Inc. | ASPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/4/2025 | ASP Isotopes Inc. | ASPI | New Coverage | Overweight (N/A) |
5.73 (7.18) |
25.31% | Details | |
| 11/25/2025 | Symbotic Inc. | SYM | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/12/2025 | Oklo | OKLO | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/12/2025 | Fermi | FRMI | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/11/2025 | Microvast | MVST | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/7/2025 | Amprius Technologies | AMPX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Enovix Corporation | ENVX | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/6/2025 | SES AI Corp. | SES | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/3/2025 | Fermi | FRMI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2025 | Fermi | FRMI | New Coverage | Overweight (N/A) |
23.54 (9.50) |
-59.64% | Details | |
| 10/21/2025 | Nuscale Power | SMR | New Coverage | Overweight (N/A) |
44.21 (11.74) |
-73.44% | Details | |
| 10/7/2025 | Legend Biotech Corp. | LEGN | New Coverage | Overweight (N/A) |
31.44 (27.93) |
-11.16% | Details | |
| 8/14/2025 | Kimball Electronics | KE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2025 | USA Rare Earth Inc | USAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/12/2025 | Oklo | OKLO | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | USA Rare Earth Inc | USAR | New Coverage | Overweight (N/A) |
12.71 (24.64) |
93.86% | Details | |
| 7/15/2025 | Oklo | OKLO | New Coverage | Overweight (N/A) |
62.41 (61.17) |
-1.99% | Details | |
| 6/24/2025 | SES AI Corp. | SES | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/20/2025 | SES AI Corp. | SES | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/20/2025 | SES AI Corp. | SES | New Coverage | Overweight (N/A) |
0.94 (1.11) |
18.09% | Details | |
| 3/21/2025 | Amprius Technologies | AMPX | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/20/2025 | Titan International | TWI | New Coverage | Overweight (N/A) |
8.45 (7.57) |
-10.41% | Details | |
| 2/20/2025 | Enovix Corporation | ENVX | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/23/2025 | Symbotic Inc. | SYM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | Amprius Technologies | AMPX | New Coverage | Overweight (N/A) |
3.36 (16.17) |
381.25% | Details | |
| 11/13/2024 | Shoals Technologies Group | SHLS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Kimball Electronics | KE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | Enovix Corporation | ENVX | Upgrade | Overweight (Neutral) |
11.39 (7.08) |
-37.84% | Details | |
| 5/8/2024 | Shoals Technologies Group | SHLS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2024 | Nextracker Inc | NXT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/29/2024 | Shoals Technologies Group | SHLS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2024 | Array Technologies | ARRY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | Nextracker Inc | NXT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Complete Solaria | CSLR | New Coverage | Overweight (N/A) |
1.47 (1.81) |
23.13% | Details | |
| 11/29/2023 | Microvast | MVST | New Coverage | Overweight (N/A) |
1.03 (1.29) |
25.24% | Details | |
| 11/8/2023 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2023 | Shoals Technologies Group | SHLS | Upgrade | Overweight (Neutral) |
20.53 (10.42) |
-49.25% | Details | |
| 8/18/2023 | Kimball Electronics | KE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/15/2023 | Kimball Electronics | KE | New Coverage | Overweight (N/A) |
0.00 (25.30) |
0% | Details | |
| 5/22/2023 | Ecarx Holdings Inc. | ECX | New Coverage | Overweight (N/A) |
6.47 (1.06) |
-83.62% | Details | |
| 5/10/2023 | Array Technologies | ARRY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2023 | Shoals Technologies Group | SHLS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2023 | Symbotic Inc. | SYM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2023 | Shoals Technologies Group | SHLS | New Coverage | Neutral (N/A) |
29.09 (10.42) |
-64.18% | Details | |
| 1/4/2023 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/23/2022 | Array Technologies | ARRY | New Coverage | Overweight (N/A) |
20.99 (8.00) |
-61.89% | Details | |
| 9/28/2022 | Enovix Corporation | ENVX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2022 | Symbotic Inc. | SYM | New Coverage | Overweight (N/A) |
19.46 (41.68) |
114.18% | Details |

