Ratings by BofA Securities (Ross Gilardi)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
2/3/2026 Oshkosh OSK Upgrade Neutral
(Underperform)
149.48
(143.35)
-4.1% Details
5/21/2025 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
3/21/2025 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
8/16/2024 Deere DE Maintain Neutral
(N/A)
 
 
  Details
5/28/2024 Oshkosh OSK Maintain Underperform
(N/A)
 
 
  Details
4/24/2024 Herc Holding HRI Maintain Underperform
(N/A)
 
 
  Details
2/23/2024 H&E Equipment Services HEES Maintain Buy
(N/A)
 
 
  Details
2/8/2024 Kennametal KMT Maintain Neutral
(N/A)
 
 
  Details
2/7/2024 Cummins CMI Maintain Underperform
(N/A)
 
 
  Details
1/31/2024 Oshkosh OSK Maintain Underperform
(N/A)
 
 
  Details
1/19/2024 Oshkosh OSK Maintain Underperform
(N/A)
 
 
  Details
1/19/2024 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
1/19/2024 CNH Industrial NV CNHI Maintain Buy
(N/A)
 
 
  Details
1/19/2024 AGCO Corporation AGCO Maintain Neutral
(N/A)
 
 
  Details
1/19/2024 Cummins CMI Downgrade Underperform
(Neutral)
233.19
(694.87)
197.98% Details
12/15/2023 Cummins CMI Downgrade Neutral
(Buy)
248.27
(694.87)
179.88% Details
11/24/2023 Deere DE Maintain Buy
(N/A)
 
 
  Details
10/26/2023 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
10/24/2023 Herc Holding HRI Maintain Underperform
(N/A)
 
 
  Details
10/11/2023 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
10/11/2023 CNH Industrial NV CNHI Maintain Buy
(N/A)
 
 
  Details
10/11/2023 Kennametal KMT Maintain Neutral
(N/A)
 
 
  Details
10/11/2023 AGCO Corporation AGCO Maintain Neutral
(N/A)
 
 
  Details
10/11/2023 Deere DE Maintain Neutral
(N/A)
 
 
  Details
10/11/2023 Oshkosh OSK Maintain Underperform
(N/A)
 
 
  Details
7/26/2023 Herc Holding HRI Maintain Underperform
(N/A)
 
 
  Details
7/21/2023 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
7/21/2023 H&E Equipment Services HEES Maintain Buy
(N/A)
 
 
  Details
7/21/2023 Deere DE Maintain Neutral
(N/A)
 
 
  Details
7/21/2023 Herc Holding HRI Downgrade Underperform
(Buy)
142.32
(143.23)
0.64% Details
5/1/2023 Oshkosh OSK Maintain Underperform
(N/A)
 
 
  Details
2/7/2023 Oshkosh OSK Maintain Underperform
(N/A)
 
 
  Details
2/1/2023 Oshkosh OSK Maintain Underperform
(N/A)
 
 
  Details
1/26/2023 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
1/13/2023 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
1/13/2023 Kennametal KMT Maintain Neutral
(N/A)
 
 
  Details
1/13/2023 Timken TKR Upgrade Buy
(Neutral)
75.47
(137.99)
82.84% Details
12/13/2022 H&E Equipment Services HEES Maintain Buy
(N/A)
 
 
  Details
12/9/2022 Terex TEX Maintain Buy
(N/A)
 
 
  Details
12/1/2022 CNH Industrial NV CNHI Maintain Buy
(N/A)
 
 
  Details
11/15/2022 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
11/14/2022 CNH Industrial NV CNHI Maintain Buy
(N/A)
 
 
  Details
10/28/2022 H&E Equipment Services HEES Maintain Buy
(N/A)
 
 
  Details
8/15/2022 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
8/3/2022 Terex TEX Maintain Buy
(N/A)
 
 
  Details
7/28/2022 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
6/27/2022 Kennametal KMT Maintain Neutral
(N/A)
 
 
  Details
5/23/2022 Deere DE Maintain Neutral
(N/A)
 
 
  Details
5/13/2022 Oshkosh OSK Downgrade Underperform
(Neutral)
88.19
(149.48)
69.5% Details
5/11/2022 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
4/29/2022 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
4/25/2022 Deere DE Downgrade Neutral
(Buy)
403.57
(600.75)
48.86% Details
4/22/2022 Herc Holding HRI Maintain Buy
(N/A)
 
 
  Details
3/9/2022 Stanley Black & Decker SWK Maintain Underperform
(N/A)
 
 
  Details
2/24/2022 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
2/8/2022 Kennametal KMT Maintain Neutral
(N/A)
 
 
  Details
2/8/2022 Illinois Tool Works ITW Maintain Neutral
(N/A)
 
 
  Details
2/4/2022 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
2/2/2022 Stanley Black & Decker SWK Maintain Underperform
(N/A)
 
 
  Details
1/26/2022 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
1/7/2022 Timken TKR Downgrade Neutral
(Buy)
74.73
(137.99)
84.65% Details
1/7/2022 Oshkosh OSK Downgrade Neutral
(Buy)
120.34
(143.35)
19.12% Details
12/16/2021 Generac Holdings GNRC Upgrade Buy
(Neutral)
355.57
(178.68)
-49.75% Details
11/26/2021 Deere DE Maintain Buy
(N/A)
 
 
  Details
11/9/2021 WillScot Mobile Mini Holdings Corp. WSC Maintain Buy
(N/A)
 
 
  Details
11/3/2021 Generac Holdings GNRC Downgrade Neutral
(Buy)
483.58
(284.14)
-41.24% Details
11/1/2021 Stanley Black & Decker SWK Downgrade Underperform
(Neutral)
179.73
(89.66)
-50.11% Details
11/1/2021 AGCO Corporation AGCO Downgrade Neutral
(Buy)
122.21
(114.58)
-6.24% Details
10/29/2021 Illinois Tool Works ITW Maintain Neutral
(N/A)
 
 
  Details
10/27/2021 Kennametal KMT Upgrade Neutral
(Underperform)
38.46
(34.45)
-10.43% Details
10/27/2021 Toro TTC Downgrade Underperform
(Neutral)
99.63
(94.78)
-4.87% Details
10/22/2021 Herc Holding HRI Maintain Buy
(N/A)
 
 
  Details
10/13/2021 Terex TEX Maintain Neutral
(N/A)
 
 
  Details
10/13/2021 Terex TEX Maintain Buy
(N/A)
 
 
  Details
10/12/2021 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
10/11/2021 Oshkosh OSK Maintain Buy
(N/A)
 
 
  Details
10/5/2021 Herc Holding HRI Maintain Buy
(N/A)
 
 
  Details
10/5/2021 H&E Equipment Services HEES Maintain Buy
(N/A)
 
 
  Details
10/5/2021 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
9/23/2021 Herc Holding HRI Maintain Buy
(N/A)
 
 
  Details
9/21/2021 Herc Holding HRI Maintain Underperform
(N/A)
 
 
  Details
9/16/2021 Timken TKR Maintain Buy
(N/A)
 
 
  Details
9/16/2021 Oshkosh OSK Maintain Buy
(N/A)
 
 
  Details
9/3/2021 Toro TTC Maintain Neutral
(N/A)
 
 
  Details
8/30/2021 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
7/23/2021 Herc Holding HRI Maintain Buy
(N/A)
 
 
  Details
7/9/2021 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
6/30/2021 Stanley Black & Decker SWK Upgrade Neutral
(Underperform)
204.39
(89.66)
-56.13% Details
6/23/2021 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
6/2/2021 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
5/27/2021 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
5/17/2021 Cummins CMI Upgrade Buy
(Neutral)
265.67
(694.87)
161.55% Details
3/26/2021 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
3/19/2021 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
3/12/2021 Stanley Black & Decker SWK Upgrade Neutral
(Underperform)
191.98
(89.66)
-53.3% Details
2/22/2021 Deere DE Maintain Buy
(N/A)
 
 
  Details
2/12/2021 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
1/8/2021 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
1/4/2021 Toro TTC New Coverage Neutral
(N/A)
94.84
(99.63)
5.05% Details
1/4/2021 Stanley Black & Decker SWK Downgrade Underperform
(Neutral)
178.56
(89.66)
-49.79% Details
11/20/2020 United Rentals URI Upgrade Buy
(Neutral)
217.00
(1083.72)
399.41% Details
11/20/2020 H&E Equipment Services HEES Upgrade Buy
(Underperform)
27.37
(94.64)
245.78% Details
11/11/2020 CNH Global NV CNHI Upgrade Buy
(Neutral)
9.51
(11.45)
20.4% Details
11/4/2020 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
10/28/2020 Caterpillar CAT Maintain Neutral
(N/A)
 
 
  Details
10/21/2020 Caterpillar CAT Maintain Neutral
(N/A)
 
 
  Details
10/19/2020 United Rentals URI Maintain Neutral
(N/A)
 
 
  Details
10/19/2020 Timken TKR Maintain Buy
(N/A)
 
 
  Details
10/19/2020 H&E Equipment Services HEES Maintain Underperform
(N/A)
 
 
  Details
10/19/2020 Herc Holding HRI Maintain Buy
(N/A)
 
 
  Details
10/19/2020 Terex TEX Upgrade Neutral
(Underperform)
24.43
(70.10)
186.94% Details
10/19/2020 Oshkosh OSK Upgrade Buy
(Neutral)
80.05
(143.35)
79.08% Details
9/15/2020 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
9/3/2020 AGCO Corporation AGCO Upgrade Buy
(Neutral)
73.81
(114.58)
55.24% Details
8/6/2020 Generac Holdings GNRC Upgrade Buy
(Neutral)
170.42
(284.14)
66.73% Details
7/29/2020 Cummins CMI Maintain Neutral
(N/A)
 
 
  Details
7/22/2020 AGCO Corporation AGCO Upgrade Neutral
(Underperform)
61.97
(114.58)
84.9% Details
7/15/2020 Stanley Black & Decker SWK Maintain Neutral
(N/A)
 
 
  Details
7/8/2020 Caterpillar CAT Upgrade Neutral
(N/A)
127.20
(994.45)
681.8% Details
5/12/2020 Stanley Black & Decker SWK Downgrade Neutral
(Buy)
113.58
(89.66)
-21.06% Details
4/13/2020 CNH Global NV CNHI Downgrade Underperform
(Neutral)
6.54
(11.45)
75.08% Details
4/13/2020 Oshkosh OSK Downgrade Neutral
(Buy)
65.74
(143.35)
118.06% Details
4/13/2020 United Rentals URI Downgrade Neutral
(Buy)
107.71
(1083.72)
906.15% Details
4/13/2020 Caterpillar CAT Downgrade Underperform
(Neutral)
125.03
(994.45)
695.37% Details
3/27/2020 Caterpillar CAT Downgrade Neutral
(Buy)
110.50
(125.03)
13.15% Details
3/23/2020 Generac Holdings GNRC Maintain Neutral
(N/A)
 
 
  Details
3/23/2020 Cummins CMI Maintain Neutral
(N/A)
 
 
  Details
3/11/2020 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
2/14/2020 Terex TEX Maintain Underperform
(N/A)
 
 
  Details
2/7/2020 AGCO Corporation AGCO Maintain Underperform
(N/A)
 
 
  Details
2/4/2020 Kennametal KMT Maintain Underperform
(N/A)
 
 
  Details
1/30/2020 Oshkosh OSK Maintain Buy
(N/A)
 
 
  Details
1/7/2020 Timken TKR Upgrade Buy
(Underperform)
56.72
(137.99)
143.28% Details
12/10/2019 Timken TKR Maintain Underperform
(N/A)
 
 
  Details
11/14/2019 Stanley Black & Decker SWK Upgrade Buy
(Underperform)
155.38
(89.66)
-42.3% Details
11/7/2019 CNH Global NV CNHI Maintain Neutral
(N/A)
 
 
  Details
11/6/2019 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
11/1/2019 Generac Holdings GNRC Downgrade Neutral
(Buy)
96.58
(284.14)
194.2% Details
9/26/2019 Timken TKR Downgrade Underperform
(Neutral)
43.80
(56.72)
29.5% Details
9/25/2019 Terex TEX Maintain Underperform
(N/A)
 
 
  Details
9/9/2019 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
9/5/2019 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
8/29/2019 Herc Holding HRI Maintain Buy
(N/A)
 
 
  Details
8/19/2019 Deere DE Maintain Buy
(N/A)
 
 
  Details
7/18/2019 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
7/15/2019 Timken TKR Downgrade Neutral
(Buy)
48.37
(43.80)
-9.45% Details
6/21/2019 Stanley Black & Decker SWK New Coverage Underperform
(N/A)
143.47
(155.38)
8.3% Details
6/13/2019 Kennametal KMT Maintain Underperform
(N/A)
 
 
  Details
5/20/2019 AGCO Corporation AGCO Downgrade Underperform
(Neutral)
70.41
(114.58)
62.73% Details
5/13/2019 Generac Holdings GNRC Maintain Buy
(N/A)
 
 
  Details
5/2/2019 Terex TEX Maintain Underperform
(N/A)
 
 
  Details
4/4/2019 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
4/2/2019 Williams Scotsman WSC New Coverage Buy
(N/A)
11.09
(13.98)
26.06% Details
2/28/2019 Terex TEX Maintain Underperform
(N/A)
 
 
  Details
1/31/2019 Oshkosh OSK Upgrade Buy
(Neutral)
70.96
(143.35)
102.02% Details
1/29/2019 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
12/3/2018 Caterpillar CAT Upgrade Buy
(Neutral)
135.67
(110.50)
-18.55% Details
12/3/2018 AGCO Corporation AGCO Upgrade Neutral
(Underperform)
58.50
(70.41)
20.36% Details
12/3/2018 Timken TKR Upgrade Buy
(Neutral)
39.20
(48.37)
23.39% Details
10/18/2018 United Rentals URI Maintain Buy
(N/A)
 
 
  Details
10/17/2018 WABCO Holdings WBC Downgrade Underperform
(Buy)
107.72
(136.46)
26.68% Details
10/17/2018 CNH Global NV CNHI Downgrade Neutral
(Buy)
11.19
(11.45)
2.32% Details
10/9/2018 Cummins CMI Maintain Neutral
(Neutral)
 
 
  Details
9/13/2018 United Rentals URI Maintain Buy
(N/A)
 
 
  Details