Vertical Research Score: 38
Firm Overview & Performance
Avg Return (Buy)
How much profit would you make?
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
+11.7%
1 Year Cap
Win Rate
How often is the direction correct?
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
45%
34 W / 42 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
88%
35 W / 5 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
13%
5 W / 35 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
8%
3 W / 37 L
High Conviction
The "Brave" Trades (>20% Upside)
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
59%
13 W / 9 L
Long Wins
Success rate for BUY ratings
How often is the analyst right when saying "Buy"?
(Price went UP).
How often is the analyst right when saying "Buy"?
(Price went UP).
42%
30 W / 41 L
Short Wins
Success rate for SELL ratings
How often is the analyst right when saying "Sell"?
(Price went DOWN).
How often is the analyst right when saying "Sell"?
(Price went DOWN).
80%
4 W / 1 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Sep 17, 2026 |
T1 Energy Inc
TE
|
BUY | - |
$5.00
Est. +22%
|
$4.09 | $4.52 |
$3.81
-6.8%
|
| Sep 08, 2026 |
Idex Corporation
IEX
|
BUY | Jeffrey Sprague |
$250.00
Est. +12%
|
$223.74 | $230.67 |
$228.50
+2.1%
|
| Sep 08, 2026 |
Ametek Inc
AME
|
BUY | - |
$255.00
Est. +7%
|
$237.72 | $248.58 |
$247.74
+4.2%
|
| Aug 06, 2026 |
International Flavors & Fragrances Inc.
IFF
|
BUY | - |
$93.00
Est. +9%
|
$85.63 | $88.55 |
$85.85
+0.3%
|
| Jul 01, 2026 |
Honeywell Aerospace Inc
HONA
|
BUY | - |
$243.00
Est. +10%
|
$221.08 | $222.22 |
$158.46
-28.3%
|
| May 26, 2026 |
Albemarle Corp.
ALB
|
BUY | - |
$224.00
Est. +31%
|
$171.58 | $180.26 |
$108.25
-36.9%
|
| May 11, 2026 |
Madison Air Solutions Corporation
MAIR
|
BUY | Jeffrey Sprague |
$50.00
Est. +19%
|
$42.02 | $33.89 |
$24.37
-42.0%
|
| Apr 30, 2026 |
Lennox International Inc
LII
|
BUY | - |
$600.00
Est. +16%
|
$517.62 | $587.07 |
$367.78
-28.9%
|
| Apr 23, 2026 |
CSX Corp.
CSX
|
BUY | - |
$44.00
Est. +2%
|
$43.18 | $53.60 |
$46.95
+8.7%
|
| Mar 27, 2026 |
H.B. Fuller Company
FUL
|
BUY | Kevin McCarthy |
$73.00
Est. +23%
|
$59.17 | $65.74 |
$50.00
-15.5%
|
| Mar 09, 2026 |
Dow Inc
DOW
|
BUY | - |
$37.00
Est. +8%
|
$34.31 | $42.74 |
$28.56
-16.8%
|
| Mar 09, 2026 |
Celanese Corp - Ordinary Shares - Series A
CE
|
BUY | - |
$60.00
Est. +17%
|
$51.45 | $70.70 |
$47.56
-7.6%
|
| Mar 09, 2026 |
LyondellBasell Industries NV - Ordinary Shares - Class A
LYB
|
BUY | - |
$75.00
Est. +12%
|
$66.82 | $83.94 |
$60.19
-9.9%
|
| Jan 27, 2026 |
Northrop Grumman Corp.
NOC
|
BUY | Robert Stallard |
$688.00
Est. +1%
|
$678.74 | $774.00 |
$508.98
-25.0%
|
| Jan 27, 2026 |
RTX Corp
RTX
|
BUY | Robert Stallard |
$227.00
Est. +13%
|
$201.28 | $226.88 |
$188.61
-6.3%
|
| Jan 27, 2026 |
Boeing Co.
BA
|
BUY | Robert Stallard |
$281.00
Est. +15%
|
$244.56 | $254.35 |
$196.80
-19.5%
|
| Jan 13, 2026 |
L3Harris Technologies Inc
LHX
|
BUY | Robert Stallard |
$355.00
Est. +1%
|
$350.48 | $379.20 |
$238.04
-32.1%
|
| Jan 09, 2026 |
Teradyne, Inc.
TER
|
BUY | Robert Jamieson |
$220.00
Est. +1%
|
$218.05 | $487.89 |
$387.70
+77.8%
|
| Jan 08, 2026 |
J.B. Hunt Transport Services, Inc.
JBHT
|
SELL | Jeffrey Kauffman |
$200.00
Est. +2%
|
$204.39 | $193.94 (Low) |
$229.15
-12.1%
|
| Jan 07, 2026 |
LyondellBasell Industries NV - Ordinary Shares - Class A
LYB
|
BUY | - |
$48.00
Est. +4%
|
$46.20 | $83.94 |
$60.19
+30.3%
|
| Jan 07, 2026 |
Sherwin-Williams Co.
SHW
|
BUY | - |
$371.00
Est. +9%
|
$340.09 | $377.77 |
$320.40
-5.8%
|
| Jan 07, 2026 |
Magnera Corp.
MAGN
|
BUY | Kevin McCarthy |
$16.00
Est. +5%
|
$15.26 | $15.41 |
$11.85
-22.3%
|
| Jan 05, 2026 |
Honeywell International Inc
HON
|
BUY | Jeffrey Sprague |
$220.00
Est. +10%
|
$199.70 | $496.36 |
$211.79
+6.1%
|
| Dec 23, 2025 |
Dycom Industries, Inc.
DY
|
BUY | - |
$420.00
Est. +21%
|
$347.11 | $566.47 |
$272.10
-21.6%
|
| Dec 15, 2025 |
Nordson Corp.
NDSN
|
BUY | - |
$270.00
Est. +14%
|
$237.37 | $339.12 |
$323.26
+36.2%
|
| Nov 20, 2025 |
Magnera Corp.
MAGN
|
BUY | - |
$15.00
Est. +39%
|
$10.78 | $15.52 |
$11.85
+9.9%
|
| Nov 19, 2025 |
James Hardie Industries plc - ADR
JHX
|
BUY | Adam Baumgarten |
$21.00
Est. +17%
|
$17.91 | $31.43 |
$26.10
+45.7%
|
| Nov 05, 2025 |
TREX Co., Inc.
TREX
|
SELL | Adam Baumgarten |
$32.00
Est. +32%
|
$47.04 | $29.77 (Low) |
$43.22
+8.1%
|
| Nov 03, 2025 |
U-Haul Holding Company
UHAL
|
BUY | Jeffrey Kauffman |
$80.00
Est. +50%
|
$53.25 | $76.45 |
$60.79
+14.2%
|
| Oct 27, 2025 |
General Dynamics Corp.
GD
|
BUY | - |
$400.00
Est. +14%
|
$350.77 | $398.96 |
$336.29
-4.1%
|
| Oct 21, 2025 |
Fortune Brands Innovations Inc
FBIN
|
BUY | - |
$52.00
Est. +2%
|
$50.86 | $64.84 |
$37.99
-25.3%
|
| Oct 21, 2025 |
TopBuild Corp
BLD
|
BUY | - |
$517.96
Est. +18%
|
$440.68 | $559.47 |
$354.53
-19.5%
|
| Oct 20, 2025 |
Armstrong World Industries Inc.
AWI
|
BUY | - |
$238.00
Est. +19%
|
$199.22 | $206.08 |
$162.13
-18.6%
|
| Oct 20, 2025 |
Builders Firstsource Inc
BLDR
|
SELL | - |
$109.41
Est. +11%
|
$122.54 | $56.56 (Low) |
$58.28
+52.4%
|
| Oct 20, 2025 |
Ferguson Enterprises Inc.
FERG
|
BUY | Adam Baumgarten |
$291.99
Est. +23%
|
$236.94 | $271.64 |
$220.17
-7.1%
|
| Oct 15, 2025 |
Axalta Coating Systems Ltd
AXTA
|
BUY | - |
$37.00
Est. +36%
|
$27.26 | $38.61 |
$32.26
+18.3%
|
| Oct 07, 2025 |
Legence Corp. Class A Common stock
LGN
|
BUY | - |
$40.00
Est. +31%
|
$30.57 | $107.24 |
$52.45
+71.6%
|
| Sep 08, 2025 |
Boeing Co.
BA
|
BUY | Robert Stallard |
$270.00
Est. +17%
|
$230.53 | $254.35 |
$196.80
-14.6%
|
| Jul 22, 2025 |
Lockheed Martin Corp.
LMT
|
BUY | Robert Stallard |
$460.00
Est. +12%
|
$410.52 | $692.00 |
$523.70
+27.6%
|
| Mar 07, 2025 |
Teradyne, Inc.
TER
|
BUY | - |
$135.00
Est. +24%
|
$108.54 | $344.92 |
$387.70
+257.2%
|
| Mar 06, 2025 |
Celanese Corp - Ordinary Shares - Series A
CE
|
BUY | - |
$66.00
Est. +20%
|
$55.22 | $63.55 |
$47.56
-13.9%
|
| Oct 29, 2024 |
Celanese Corp - Ordinary Shares - Series A
CE
|
BUY | Kevin McCarthy |
$130.00
Est. +2%
|
$127.57 | $129.07 |
$47.56
-62.7%
|
| Oct 21, 2024 |
Hexcel Corp.
HXL
|
BUY | Robert Stallard |
$65.00
Est. +2%
|
$63.55 | $71.05 |
$85.45
+34.5%
|
| Jul 23, 2024 |
Vertical Aerospace Ltd
EVTL
|
BUY | Edison Yu |
$1.50
Est. +61%
|
$0.93 | $15.99 |
$0.68
-27.2%
|
| Jul 16, 2024 |
RPM International, Inc.
RPM
|
BUY | Kevin McCarthy |
$126.00
Est. +13%
|
$111.04 | $141.78 |
$98.71
-11.1%
|
| Jun 14, 2024 |
Ryder System, Inc.
R
|
BUY | Jeffrey Kauffman |
$145.00
Est. +21%
|
$120.19 | $171.78 |
$236.25
+96.6%
|
| May 01, 2024 |
Air Products & Chemicals Inc.
APD
|
BUY | Kevin McCarthy |
$261.00
Est. +10%
|
$236.34 | $341.14 |
$284.49
+20.4%
|
| Apr 04, 2024 |
GE Aerospace
GE
|
BUY | Jeffrey Sprague |
$160.00
Est. +10%
|
$145.62 | $214.21 |
$319.78
+119.6%
|
| Mar 25, 2024 |
Boeing Co.
BA
|
BUY | Robert Stallard |
$230.00
Est. +20%
|
$191.41 | $196.95 |
$196.80
+2.8%
|
| Jan 10, 2024 |
Marten Transport, Ltd.
MRTN
|
BUY | Jeffrey Kauffman |
$25.00
Est. +25%
|
$20.01 | $19.26 |
$12.84
-35.8%
|
T1 Energy Inc
TE
Sep 17, 2026
Analyst
-
Signal & Target
BUY
$5.00
Start Price
$4.09
Best Price (1Y)
$4.52
Current Price
$3.81
Return
-6.8%
Idex Corporation
IEX
Sep 08, 2026
Analyst
Jeffrey Sprague
Signal & Target
BUY
$250.00
Start Price
$223.74
Best Price (1Y)
$230.67
Current Price
$228.50
Return
+2.1%
Ametek Inc
AME
Sep 08, 2026
Analyst
-
Signal & Target
BUY
$255.00
Start Price
$237.72
Best Price (1Y)
$248.58
Current Price
$247.74
Return
+4.2%
International Flavors & Fragrances Inc.
IFF
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$93.00
Start Price
$85.63
Best Price (1Y)
$88.55
Current Price
$85.85
Return
+0.3%
Honeywell Aerospace Inc
HONA
Jul 01, 2026
Analyst
-
Signal & Target
BUY
$243.00
Start Price
$221.08
Best Price (1Y)
$222.22
Current Price
$158.46
Return
-28.3%
Albemarle Corp.
ALB
May 26, 2026
Analyst
-
Signal & Target
BUY
$224.00
Start Price
$171.58
Best Price (1Y)
$180.26
Current Price
$108.25
Return
-36.9%
Madison Air Solutions Corporation
MAIR
May 11, 2026
Analyst
Jeffrey Sprague
Signal & Target
BUY
$50.00
Start Price
$42.02
Best Price (1Y)
$33.89
Current Price
$24.37
Return
-42.0%
Lennox International Inc
LII
Apr 30, 2026
Analyst
-
Signal & Target
BUY
$600.00
Start Price
$517.62
Best Price (1Y)
$587.07
Current Price
$367.78
Return
-28.9%
CSX Corp.
CSX
Apr 23, 2026
Analyst
-
Signal & Target
BUY
$44.00
Start Price
$43.18
Best Price (1Y)
$53.60
Current Price
$46.95
Return
+8.7%
H.B. Fuller Company
FUL
Mar 27, 2026
Analyst
Kevin McCarthy
Signal & Target
BUY
$73.00
Start Price
$59.17
Best Price (1Y)
$65.74
Current Price
$50.00
Return
-15.5%
Dow Inc
DOW
Mar 09, 2026
Analyst
-
Signal & Target
BUY
$37.00
Start Price
$34.31
Best Price (1Y)
$42.74
Current Price
$28.56
Return
-16.8%
Celanese Corp - Ordinary Shares - Series A
CE
Mar 09, 2026
Analyst
-
Signal & Target
BUY
$60.00
Start Price
$51.45
Best Price (1Y)
$70.70
Current Price
$47.56
Return
-7.6%
Analyst
-
Signal & Target
BUY
$75.00
Start Price
$66.82
Best Price (1Y)
$83.94
Current Price
$60.19
Return
-9.9%
Northrop Grumman Corp.
NOC
Jan 27, 2026
Analyst
Robert Stallard
Signal & Target
BUY
$688.00
Start Price
$678.74
Best Price (1Y)
$774.00
Current Price
$508.98
Return
-25.0%
RTX Corp
RTX
Jan 27, 2026
Analyst
Robert Stallard
Signal & Target
BUY
$227.00
Start Price
$201.28
Best Price (1Y)
$226.88
Current Price
$188.61
Return
-6.3%
Boeing Co.
BA
Jan 27, 2026
Analyst
Robert Stallard
Signal & Target
BUY
$281.00
Start Price
$244.56
Best Price (1Y)
$254.35
Current Price
$196.80
Return
-19.5%
L3Harris Technologies Inc
LHX
Jan 13, 2026
Analyst
Robert Stallard
Signal & Target
BUY
$355.00
Start Price
$350.48
Best Price (1Y)
$379.20
Current Price
$238.04
Return
-32.1%
Teradyne, Inc.
TER
Jan 09, 2026
Analyst
Robert Jamieson
Signal & Target
BUY
$220.00
Start Price
$218.05
Best Price (1Y)
$487.89
Current Price
$387.70
Return
+77.8%
J.B. Hunt Transport Services, Inc.
JBHT
Jan 08, 2026
Analyst
Jeffrey Kauffman
Signal & Target
SELL
$200.00
Start Price
$204.39
Best Price (1Y)
$193.94
Current Price
$229.15
Return
-12.1%
Analyst
-
Signal & Target
BUY
$48.00
Start Price
$46.20
Best Price (1Y)
$83.94
Current Price
$60.19
Return
+30.3%
Sherwin-Williams Co.
SHW
Jan 07, 2026
Analyst
-
Signal & Target
BUY
$371.00
Start Price
$340.09
Best Price (1Y)
$377.77
Current Price
$320.40
Return
-5.8%
Magnera Corp.
MAGN
Jan 07, 2026
Analyst
Kevin McCarthy
Signal & Target
BUY
$16.00
Start Price
$15.26
Best Price (1Y)
$15.41
Current Price
$11.85
Return
-22.3%
Honeywell International Inc
HON
Jan 05, 2026
Analyst
Jeffrey Sprague
Signal & Target
BUY
$220.00
Start Price
$199.70
Best Price (1Y)
$496.36
Current Price
$211.79
Return
+6.1%
Dycom Industries, Inc.
DY
Dec 23, 2025
Analyst
-
Signal & Target
BUY
$420.00
Start Price
$347.11
Best Price (1Y)
$566.47
Current Price
$272.10
Return
-21.6%
Nordson Corp.
NDSN
Dec 15, 2025
Analyst
-
Signal & Target
BUY
$270.00
Start Price
$237.37
Best Price (1Y)
$339.12
Current Price
$323.26
Return
+36.2%
Magnera Corp.
MAGN
Nov 20, 2025
Analyst
-
Signal & Target
BUY
$15.00
Start Price
$10.78
Best Price (1Y)
$15.52
Current Price
$11.85
Return
+9.9%
James Hardie Industries plc - ADR
JHX
Nov 19, 2025
Analyst
Adam Baumgarten
Signal & Target
BUY
$21.00
Start Price
$17.91
Best Price (1Y)
$31.43
Current Price
$26.10
Return
+45.7%
TREX Co., Inc.
TREX
Nov 05, 2025
Analyst
Adam Baumgarten
Signal & Target
SELL
$32.00
Start Price
$47.04
Best Price (1Y)
$29.77
Current Price
$43.22
Return
+8.1%
U-Haul Holding Company
UHAL
Nov 03, 2025
Analyst
Jeffrey Kauffman
Signal & Target
BUY
$80.00
Start Price
$53.25
Best Price (1Y)
$76.45
Current Price
$60.79
Return
+14.2%
General Dynamics Corp.
GD
Oct 27, 2025
Analyst
-
Signal & Target
BUY
$400.00
Start Price
$350.77
Best Price (1Y)
$398.96
Current Price
$336.29
Return
-4.1%
Fortune Brands Innovations Inc
FBIN
Oct 21, 2025
Analyst
-
Signal & Target
BUY
$52.00
Start Price
$50.86
Best Price (1Y)
$64.84
Current Price
$37.99
Return
-25.3%
TopBuild Corp
BLD
Oct 21, 2025
Analyst
-
Signal & Target
BUY
$517.96
Start Price
$440.68
Best Price (1Y)
$559.47
Current Price
$354.53
Return
-19.5%
Armstrong World Industries Inc.
AWI
Oct 20, 2025
Analyst
-
Signal & Target
BUY
$238.00
Start Price
$199.22
Best Price (1Y)
$206.08
Current Price
$162.13
Return
-18.6%
Builders Firstsource Inc
BLDR
Oct 20, 2025
Analyst
-
Signal & Target
SELL
$109.41
Start Price
$122.54
Best Price (1Y)
$56.56
Current Price
$58.28
Return
+52.4%
Ferguson Enterprises Inc.
FERG
Oct 20, 2025
Analyst
Adam Baumgarten
Signal & Target
BUY
$291.99
Start Price
$236.94
Best Price (1Y)
$271.64
Current Price
$220.17
Return
-7.1%
Axalta Coating Systems Ltd
AXTA
Oct 15, 2025
Analyst
-
Signal & Target
BUY
$37.00
Start Price
$27.26
Best Price (1Y)
$38.61
Current Price
$32.26
Return
+18.3%
Legence Corp. Class A Common stock
LGN
Oct 07, 2025
Analyst
-
Signal & Target
BUY
$40.00
Start Price
$30.57
Best Price (1Y)
$107.24
Current Price
$52.45
Return
+71.6%
Boeing Co.
BA
Sep 08, 2025
Analyst
Robert Stallard
Signal & Target
BUY
$270.00
Start Price
$230.53
Best Price (1Y)
$254.35
Current Price
$196.80
Return
-14.6%
Lockheed Martin Corp.
LMT
Jul 22, 2025
Analyst
Robert Stallard
Signal & Target
BUY
$460.00
Start Price
$410.52
Best Price (1Y)
$692.00
Current Price
$523.70
Return
+27.6%
Teradyne, Inc.
TER
Mar 07, 2025
Analyst
-
Signal & Target
BUY
$135.00
Start Price
$108.54
Best Price (1Y)
$344.92
Current Price
$387.70
Return
+257.2%
Celanese Corp - Ordinary Shares - Series A
CE
Mar 06, 2025
Analyst
-
Signal & Target
BUY
$66.00
Start Price
$55.22
Best Price (1Y)
$63.55
Current Price
$47.56
Return
-13.9%
Celanese Corp - Ordinary Shares - Series A
CE
Oct 29, 2024
Analyst
Kevin McCarthy
Signal & Target
BUY
$130.00
Start Price
$127.57
Best Price (1Y)
$129.07
Current Price
$47.56
Return
-62.7%
Hexcel Corp.
HXL
Oct 21, 2024
Analyst
Robert Stallard
Signal & Target
BUY
$65.00
Start Price
$63.55
Best Price (1Y)
$71.05
Current Price
$85.45
Return
+34.5%
Vertical Aerospace Ltd
EVTL
Jul 23, 2024
Analyst
Edison Yu
Signal & Target
BUY
$1.50
Start Price
$0.93
Best Price (1Y)
$15.99
Current Price
$0.68
Return
-27.2%
RPM International, Inc.
RPM
Jul 16, 2024
Analyst
Kevin McCarthy
Signal & Target
BUY
$126.00
Start Price
$111.04
Best Price (1Y)
$141.78
Current Price
$98.71
Return
-11.1%
Ryder System, Inc.
R
Jun 14, 2024
Analyst
Jeffrey Kauffman
Signal & Target
BUY
$145.00
Start Price
$120.19
Best Price (1Y)
$171.78
Current Price
$236.25
Return
+96.6%
Air Products & Chemicals Inc.
APD
May 01, 2024
Analyst
Kevin McCarthy
Signal & Target
BUY
$261.00
Start Price
$236.34
Best Price (1Y)
$341.14
Current Price
$284.49
Return
+20.4%
GE Aerospace
GE
Apr 04, 2024
Analyst
Jeffrey Sprague
Signal & Target
BUY
$160.00
Start Price
$145.62
Best Price (1Y)
$214.21
Current Price
$319.78
Return
+119.6%
Boeing Co.
BA
Mar 25, 2024
Analyst
Robert Stallard
Signal & Target
BUY
$230.00
Start Price
$191.41
Best Price (1Y)
$196.95
Current Price
$196.80
Return
+2.8%
Marten Transport, Ltd.
MRTN
Jan 10, 2024
Analyst
Jeffrey Kauffman
Signal & Target
BUY
$25.00
Start Price
$20.01
Best Price (1Y)
$19.26
Current Price
$12.84
Return
-35.8%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Sep 17, 2026 |
T1 Energy Inc
TE
|
Initialise | Hold | |
| Sep 08, 2026 |
Ametek Inc
AME
|
Initialise | Buy | |
| Sep 08, 2026 |
Idex Corporation
IEX
|
Initialise | Buy | |
| Aug 06, 2026 |
International Flavors & Fragrances Inc.
IFF
|
Downgrade | Hold | |
| Jul 01, 2026 |
Honeywell Aerospace Inc
HONA
|
Initialise | Hold | |
| Jun 17, 2026 |
IonQ Inc
IONQ
|
Hold | Outperform | Outperform |
| May 26, 2026 |
Albemarle Corp.
ALB
|
Upgrade | Buy | Buy |
| May 11, 2026 |
Madison Air Solutions Corporation
MAIR
|
Initialise | Buy | |
| Apr 30, 2026 |
Lennox International Inc
LII
|
Upgrade | Buy | |
| Apr 23, 2026 |
CSX Corp.
CSX
|
Downgrade | Hold | |
| Mar 27, 2026 |
H.B. Fuller Company
FUL
|
Upgrade | Buy | Buy |
| Jan 27, 2026 |
Boeing Co.
BA
|
Hold | Buy | Buy |
| Jan 27, 2026 |
RTX Corp
RTX
|
Hold | Buy | Buy |
| Jan 27, 2026 |
Northrop Grumman Corp.
NOC
|
Hold | Hold | Hold |
| Jan 13, 2026 |
L3Harris Technologies Inc
LHX
|
Hold | Buy | Buy |
| Jan 09, 2026 |
Teradyne, Inc.
TER
|
Downgrade | Buy | Hold |
| Jan 08, 2026 |
J.B. Hunt Transport Services, Inc.
JBHT
|
Downgrade | Hold | |
| Jan 07, 2026 |
Sherwin-Williams Co.
SHW
|
Upgrade | Buy | |
| Jan 07, 2026 |
LyondellBasell Industries NV - Ordinary Shares - Class A
LYB
|
Downgrade | Hold | |
| Jan 07, 2026 |
Axalta Coating Systems Ltd
AXTA
|
Downgrade | Buy | Hold |
| Jan 07, 2026 |
Magnera Corp.
MAGN
|
Downgrade | Buy | Hold |
| Jan 05, 2026 |
Honeywell International Inc
HON
|
Downgrade | Hold | |
| Jan 05, 2026 |
Canadian National Railway Co.
CNI
|
Upgrade | Buy | |
| Dec 23, 2025 |
Dycom Industries, Inc.
DY
|
Initialise | Buy | |
| Dec 15, 2025 |
Nordson Corp.
NDSN
|
Upgrade | Buy | |
| Nov 20, 2025 |
Magnera Corp.
MAGN
|
Upgrade | Buy | |
| Nov 05, 2025 |
TREX Co., Inc.
TREX
|
Downgrade | Hold | |
| Nov 03, 2025 |
U-Haul Holding Company
UHAL
|
Initialise | Buy | |
| Oct 27, 2025 |
General Dynamics Corp.
GD
|
Upgrade | Positive | |
| Oct 21, 2025 |
TopBuild Corp
BLD
|
Initialise | Buy | |
| Oct 21, 2025 |
Fortune Brands Innovations Inc
FBIN
|
Initialise | Hold | |
| Oct 20, 2025 |
Ferguson Enterprises Inc.
FERG
|
Initialise | Buy | |
| Oct 20, 2025 |
Armstrong World Industries Inc.
AWI
|
Initialise | Buy | |
| Oct 20, 2025 |
Builders Firstsource Inc
BLDR
|
Initialise | Sell | |
| Oct 15, 2025 |
Axalta Coating Systems Ltd
AXTA
|
Upgrade | Buy | |
| Oct 07, 2025 |
Legence Corp. Class A Common stock
LGN
|
Initialise | Buy | |
| Sep 08, 2025 |
Boeing Co.
BA
|
Upgrade | Hold | Buy |
| Jul 31, 2025 |
Howmet Aerospace Inc
HWM
|
Hold | Buy | Buy |
| Jul 22, 2025 |
Lockheed Martin Corp.
LMT
|
Hold | Hold | Hold |
| Mar 07, 2025 |
Teradyne, Inc.
TER
|
Initialise | Buy | |
| Mar 06, 2025 |
Celanese Corp - Ordinary Shares - Series A
CE
|
Upgrade | Sell | Hold |
| Mar 06, 2025 |
XPO Inc
XPO
|
Upgrade | Buy | |
| Oct 29, 2024 |
Celanese Corp - Ordinary Shares - Series A
CE
|
Downgrade | Sell | |
| Oct 10, 2024 |
Huntington Ingalls Industries Inc
HII
|
Downgrade | Hold | |
| Oct 10, 2024 |
Hexcel Corp.
HXL
|
Downgrade | Hold | |
| Oct 07, 2024 |
Air Products & Chemicals Inc.
APD
|
Upgrade | Hold | Buy |
| Jul 23, 2024 |
Amphenol Corp. - Ordinary Shares - Class A
APH
|
Initialise | Hold | |
| Jul 23, 2024 |
Belden Inc
BDC
|
Hold | Underperform | Underperform |
| Jul 23, 2024 |
Keysight Technologies Inc
KEYS
|
Initialise | Buy | |
| Jul 23, 2024 |
TE Connectivity Ltd - Registered Shares
TEL
|
Initialise | Hold |
T1 Energy Inc
TE
Sep 17
Action
Initialise
From
-
To
Hold
Ametek Inc
AME
Sep 08
Action
Initialise
From
-
To
Buy
Idex Corporation
IEX
Sep 08
Action
Initialise
From
-
To
Buy
Action
Downgrade
From
-
To
Hold
Honeywell Aerospace Inc
HONA
Jul 01
Action
Initialise
From
-
To
Hold
IonQ Inc
IONQ
Jun 17
Action
Hold
From
Outperform
To
Outperform
Albemarle Corp.
ALB
May 26
Action
Upgrade
From
Buy
To
Buy
Action
Initialise
From
-
To
Buy
Lennox International Inc
LII
Apr 30
Action
Upgrade
From
-
To
Buy
CSX Corp.
CSX
Apr 23
Action
Downgrade
From
-
To
Hold
H.B. Fuller Company
FUL
Mar 27
Action
Upgrade
From
Buy
To
Buy
Boeing Co.
BA
Jan 27
Action
Hold
From
Buy
To
Buy
RTX Corp
RTX
Jan 27
Action
Hold
From
Buy
To
Buy
Northrop Grumman Corp.
NOC
Jan 27
Action
Hold
From
Hold
To
Hold
Action
Hold
From
Buy
To
Buy
Teradyne, Inc.
TER
Jan 09
Action
Downgrade
From
Buy
To
Hold
Action
Downgrade
From
-
To
Hold
Sherwin-Williams Co.
SHW
Jan 07
Action
Upgrade
From
-
To
Buy
Action
Downgrade
From
-
To
Hold
Action
Downgrade
From
Buy
To
Hold
Magnera Corp.
MAGN
Jan 07
Action
Downgrade
From
Buy
To
Hold
Action
Downgrade
From
-
To
Hold
Action
Upgrade
From
-
To
Buy
Dycom Industries, Inc.
DY
Dec 23
Action
Initialise
From
-
To
Buy
Nordson Corp.
NDSN
Dec 15
Action
Upgrade
From
-
To
Buy
Magnera Corp.
MAGN
Nov 20
Action
Upgrade
From
-
To
Buy
TREX Co., Inc.
TREX
Nov 05
Action
Downgrade
From
-
To
Hold
U-Haul Holding Company
UHAL
Nov 03
Action
Initialise
From
-
To
Buy
General Dynamics Corp.
GD
Oct 27
Action
Upgrade
From
-
To
Positive
TopBuild Corp
BLD
Oct 21
Action
Initialise
From
-
To
Buy
Action
Initialise
From
-
To
Hold
Action
Initialise
From
-
To
Buy
Action
Initialise
From
-
To
Buy
Action
Initialise
From
-
To
Sell
Action
Upgrade
From
-
To
Buy
Action
Initialise
From
-
To
Buy
Boeing Co.
BA
Sep 08
Action
Upgrade
From
Hold
To
Buy
Howmet Aerospace Inc
HWM
Jul 31
Action
Hold
From
Buy
To
Buy
Lockheed Martin Corp.
LMT
Jul 22
Action
Hold
From
Hold
To
Hold
Teradyne, Inc.
TER
Mar 07
Action
Initialise
From
-
To
Buy
Action
Upgrade
From
Sell
To
Hold
XPO Inc
XPO
Mar 06
Action
Upgrade
From
-
To
Buy
Action
Downgrade
From
-
To
Sell
Action
Downgrade
From
-
To
Hold
Hexcel Corp.
HXL
Oct 10
Action
Downgrade
From
-
To
Hold
Action
Upgrade
From
Hold
To
Buy
Action
Initialise
From
-
To
Hold
Belden Inc
BDC
Jul 23
Action
Hold
From
Underperform
To
Underperform
Action
Initialise
From
-
To
Buy
Action
Initialise
From
-
To
Hold