Ratings by JPMorgan (Tami Zakaria)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2026 | Deere | DE | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/22/2026 | Deere | DE | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/11/2026 | Oshkosh | OSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/7/2026 | Kennametal | KMT | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/6/2026 | Cummins | CMI | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/4/2026 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/1/2026 | Illinois Tool Works | ITW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2026 | PACCAR | PCAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2026 | Custom Truck One Source | CTOS | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/24/2026 | Waste Connections Inc. | WCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2026 | United Rentals | URI | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/23/2026 | Westinghouse Air Brake | WAB | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/14/2026 | GFL Environmental | GFL | Downgrade | Underweight (Neutral) |
43.06 (36.01) |
-16.37% | Details | |
| 4/10/2026 | Westinghouse Air Brake | WAB | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/10/2026 | United Rentals | URI | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2026 | Terex | TEX | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/10/2026 | Oshkosh | OSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/10/2026 | Middleby Corp | MIDD | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/10/2026 | Illinois Tool Works | ITW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2026 | Herc Holding | HRI | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/10/2026 | ESAB | ESAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2026 | Waste Management | WM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2026 | Waste Connections Inc. | WCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2026 | Republic Services | RSG | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/10/2026 | GFL Environmental | GFL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/10/2026 | Deere | DE | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/1/2026 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2026 | Custom Truck One Source | CTOS | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/4/2026 | ESAB | ESAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/4/2026 | Westinghouse Air Brake | WAB | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2026 | Oshkosh | OSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2026 | Illinois Tool Works | ITW | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/4/2026 | Cummins | CMI | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2026 | Caterpillar | CAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/4/2026 | Terex | TEX | New Coverage | Neutral (N/A) |
66.54 (67.94) |
2.1% | Details | |
| 2/27/2026 | Middleby Corp | MIDD | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/23/2026 | Casella Waste Systems | CWST | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/23/2026 | ESAB | ESAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2026 | Westinghouse Air Brake | WAB | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/11/2026 | Trimble Navigation | TRMB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2026 | AGCO Corporation | AGCO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2026 | ESAB | ESAB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | United Rentals | URI | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | Caterpillar | CAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/28/2026 | Westinghouse Air Brake | WAB | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2026 | PACCAR | PCAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/14/2026 | Waste Connections Inc. | WCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/14/2026 | ESAB | ESAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/14/2026 | Westinghouse Air Brake | WAB | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/14/2026 | PACCAR | PCAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/14/2026 | Middleby Corp | MIDD | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/14/2026 | Herc Holding | HRI | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/14/2026 | Custom Truck One Source | CTOS | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/14/2026 | GFL Environmental | GFL | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/14/2026 | Cummins | CMI | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/14/2026 | Caterpillar | CAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/14/2026 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/19/2025 | AGCO Corporation | AGCO | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/19/2025 | PACCAR | PCAR | Upgrade | Overweight (Neutral) |
111.63 (116.78) |
4.61% | Details | |
| 12/11/2025 | Casella Waste Systems | CWST | New Coverage | Neutral (N/A) |
96.62 (86.18) |
-10.81% | Details | |
| 12/1/2025 | Waste Management | WM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2025 | CNH Industrial | CNH | Downgrade | Underweight (Neutral) |
9.72 (9.99) |
2.78% | Details | |
| 11/27/2025 | AGCO Corporation | AGCO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/26/2025 | Atmus Filtration Technologies | ATMU | Upgrade | Overweight (Neutral) |
48.54 (50.15) |
3.32% | Details | |
| 11/10/2025 | Atmus Filtration Technologies | ATMU | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/7/2025 | GFL Environmental | GFL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2025 | Middleby Corp | MIDD | Upgrade | Neutral (Underweight) |
123.48 (163.77) |
32.63% | Details | |
| 10/31/2025 | Republic Services | RSG | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | ESAB | ESAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Caterpillar | CAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Caterpillar | CAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Waste Management | WM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/22/2025 | PACCAR | PCAR | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/14/2025 | Republic Services | RSG | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/14/2025 | Westinghouse Air Brake | WAB | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/14/2025 | PACCAR | PCAR | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/14/2025 | Middleby Corp | MIDD | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/14/2025 | Herc Holding | HRI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/14/2025 | ESAB | ESAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/14/2025 | Custom Truck One Source | CTOS | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/14/2025 | Cummins | CMI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/14/2025 | Caterpillar | CAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/14/2025 | Atmus Filtration Technologies | ATMU | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/22/2025 | United Rentals | URI | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/1/2025 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2025 | Atmus Filtration Technologies | ATMU | Downgrade | Neutral (Overweight) |
43.99 (48.54) |
10.34% | Details | |
| 8/20/2025 | Custom Truck One Source | CTOS | Downgrade | Underweight (Neutral) |
6.14 (11.25) |
83.22% | Details | |
| 8/14/2025 | Westinghouse Air Brake | WAB | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/7/2025 | Middleby Corp | MIDD | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/7/2025 | ESAB | ESAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/6/2025 | Cummins | CMI | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/6/2025 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | Westinghouse Air Brake | WAB | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/25/2025 | Waste Connections Inc. | WCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | United Rentals | URI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/23/2025 | PACCAR | PCAR | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/10/2025 | United Rentals | URI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/10/2025 | Caterpillar | CAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/3/2025 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Waste Management | WM | Upgrade | Overweight (Neutral) |
234.11 (218.84) |
-6.52% | Details | |
| 5/23/2025 | Waste Connections Inc. | WCN | New Coverage | Overweight (N/A) |
195.93 (159.44) |
-18.62% | Details | |
| 5/23/2025 | Republic Services | RSG | New Coverage | Neutral (N/A) |
252.19 (209.10) |
-17.09% | Details | |
| 5/23/2025 | GFL Environmental | GFL | Downgrade | Neutral (Overweight) |
49.58 (43.06) |
-13.15% | Details | |
| 5/21/2025 | United Rentals | URI | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/21/2025 | United Rentals | URI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Middleby Corp | MIDD | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/6/2025 | Cummins | CMI | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/5/2025 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | PACCAR | PCAR | Downgrade | Neutral (Overweight) |
92.04 (111.63) |
21.28% | Details | |
| 4/24/2025 | Westinghouse Air Brake | WAB | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/23/2025 | Herc Holding | HRI | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/22/2025 | Middleby Corp | MIDD | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/22/2025 | ESAB | ESAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/14/2025 | United Rentals | URI | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/14/2025 | Restoration Hardware | RH | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/14/2025 | Caterpillar | CAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/11/2025 | Cummins | CMI | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/11/2025 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2025 | Westinghouse Air Brake | WAB | New Coverage | Neutral (N/A) |
160.22 (270.26) |
68.68% | Details | |
| 3/27/2025 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/18/2025 | Cummins | CMI | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/18/2025 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/18/2025 | ESAB | ESAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2025 | Middleby Corp | MIDD | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/24/2025 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/14/2025 | Herc Holding | HRI | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2025 | Middleby Corp | MIDD | Maintain | Underweight (N/A) |
|
Details | ||
| 1/31/2025 | United Rentals | URI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Cummins | CMI | Upgrade | Neutral (Underweight) |
378.57 (699.05) |
84.66% | Details | |
| 10/14/2024 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2024 | Cummins | CMI | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2024 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2024 | United Rentals | URI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2024 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2024 | ESAB | ESAB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Middleby Corp | MIDD | Maintain | Underweight (N/A) |
|
Details | ||
| 8/2/2024 | Cummins | CMI | Maintain | Underweight (N/A) |
|
Details | ||
| 7/10/2024 | Herc Holding | HRI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2024 | Custom Truck One Source | CTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/7/2024 | Herc Holding | HRI | New Coverage | Neutral (N/A) |
137.25 (143.29) |
4.4% | Details | |
| 6/7/2024 | United Rentals | URI | New Coverage | Overweight (N/A) |
640.87 (1063.14) |
65.89% | Details | |
| 5/22/2024 | Middleby Corp | MIDD | Downgrade | Underweight (Neutral) |
133.48 (123.48) |
-7.49% | Details | |
| 5/3/2024 | Custom Truck One Source | CTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2024 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2024 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2024 | ESAB | ESAB | Upgrade | Overweight (Neutral) |
99.44 (96.62) |
-2.84% | Details | |
| 3/1/2024 | ESAB | ESAB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2024 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2024 | Cummins | CMI | Maintain | Underweight (N/A) |
|
Details | ||
| 12/6/2023 | ESAB | ESAB | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2023 | Custom Truck One Source | CTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | ESAB | ESAB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2023 | Mattel Inc. | MAT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2023 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2023 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2023 | Cummins | CMI | Downgrade | Underweight (Neutral) |
227.54 (378.57) |
66.38% | Details | |
| 9/8/2023 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2023 | Atmus Filtration Technologies | ATMU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2023 | Funko | FNKO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2023 | ESAB | ESAB | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2023 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2023 | Cummins | CMI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2023 | Cummins | CMI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2023 | ESAB | ESAB | Downgrade | Neutral (Overweight) |
68.40 (99.44) |
45.38% | Details | |
| 6/20/2023 | Atmus Filtration Technologies | ATMU | New Coverage | Overweight (N/A) |
19.94 (43.99) |
120.61% | Details | |
| 4/24/2023 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | Funko | FNKO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2023 | ESAB | ESAB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2023 | Mattel Inc. | MAT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2022 | Custom Truck One Source | CTOS | New Coverage | Neutral (N/A) |
6.68 (6.14) |
-8.08% | Details | |
| 12/9/2022 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Cummins | CMI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | Funko | FNKO | Downgrade | Neutral (Overweight) |
19.39 (5.38) |
-72.25% | Details | |
| 10/28/2022 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2022 | Caterpillar | CAT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2022 | Mattel Inc. | MAT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2022 | Cummins | CMI | New Coverage | Neutral (N/A) |
230.27 (699.05) |
203.58% | Details | |
| 8/18/2022 | ESAB | ESAB | New Coverage | Overweight (N/A) |
45.35 (96.62) |
113.05% | Details | |
| 6/23/2022 | Funko | FNKO | Upgrade | Overweight (Neutral) |
20.66 (5.38) |
-73.96% | Details | |
| 6/3/2022 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2022 | Funko | FNKO | Maintain | Neutral (N/A) |
|
Details | ||
| 12/9/2021 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2021 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Mattel Inc. | MAT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2021 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2021 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2021 | Funko | FNKO | New Coverage | Neutral (N/A) |
15.33 (5.38) |
-64.91% | Details | |
| 6/2/2020 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2020 | Hasbro | HAS | New Coverage | Neutral (N/A) |
105.48 (62.48) |
-40.77% | Details | |
| 1/27/2020 | Mattel Inc. | MAT | New Coverage | Overweight (N/A) |
14.44 (13.77) |
-4.64% | Details | |
| 11/22/2019 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2019 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2019 | Restoration Hardware | RH | Maintain | Overweight () |
|
Details | ||
| 3/25/2019 | Restoration Hardware | RH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2019 | Party City | PRTY | Downgrade | Neutral (Overweight) |
12.31 (0.37) |
-96.99% | Details | |
| 11/9/2018 | Restoration Hardware | RH | New Coverage | Overweight (N/A) |
131.82 (141.74) |
7.53% | Details |
