Ticker: URI

United Rentals

Industrials Industrials Rental & Leasing Services

Price 1121.90

Reco Buy Potential 79 Risk 35 Updated 2026-10-27

Official website

Forecast impact

positive

Target +29.3% target fill 77.4%

Reaction D5 pending · D10 pending fresh confirmed · market trust

Impact Potential +6 · Risk -3 valid until 2026-11-22

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

United Rentals, Inc. is a leading equipment rental company that provides a wide range of machinery and tools for construction, industrial, and commercial applications. Its core services include rental of aerial work platforms, earthmoving equipment, and other specialty tools. The company operates through various segments, including general rentals and specialty rentals, with major revenue sources stemming from equipment rentals and sales of used equipment. United Rentals serves a diverse customer base across multiple industries, enhancing its market presence in the industrial sector.

Investment Profile

The investment profile of United Rentals is more aligned with growth investors, given its potential for revenue expansion and market leadership in the equipment rental space. The company offers a modest dividend yield, appealing to those seeking some income, but its primary focus remains on capital appreciation. The stock may suit medium to long-term investors looking for exposure to the industrial sector with a balanced risk-return profile.

Category: Industrials Sector: Industrials Industry: Rental & Leasing Services Investment style: Growth Horizon: Medium-term Company type: Blue Chip Company type: Market Leader

Fundamental metrics (experimental) Updated: 2026-10-21

EPS (TTM) — earnings per share for the last 12 months, $: 41.46
Revenue QoQ — quarter-over-quarter revenue growth: 10.7%
EPS surprise: 10.7%
20d volatility: 1.9%
Dividend yield: 0.7%
last ex-date: 2026-08-12

AI recommendation changes

Date	Before	After	Reason
2026-10-23	Hold	Buy	Strong fundamentals and positive momentum support growth outlook.
2026-10-21	Sell	Hold	Solid fundamentals, but mixed momentum signals present uncertainty.
2026-10-15	Buy	Sell	Mixed performance; cautious outlook amid market volatility.
2026-10-09	Hold	Buy	Strong fundamentals, but mixed momentum signals present risks.
2026-10-01	Buy	Hold	Solid fundamentals, but negative momentum raises concerns.
2026-09-15	Hold	Buy	Strong fundamentals, but recent momentum is concerning.
2026-09-11	Buy	Hold	Weak momentum and high risk; cautious outlook advised.
2026-09-08	Hold	Buy	Strong fundamentals, but recent momentum is concerning.
2026-08-29	Buy	Hold	Weak momentum and high risk; hold for now.
2026-08-04	Hold	Buy	Solid performance, but revenue decline raises concerns.
2026-07-30	Buy	Hold	Weak fundamentals and negative momentum raise concerns.
2026-07-25	Hold	Buy	Strong momentum and solid earnings growth potential.
2026-07-19	Buy	Hold	Weak fundamentals and negative momentum raise concerns.
2026-07-11	Hold	Buy	Solid fundamentals, but recent revenue decline raises concerns.
2026-07-03	Buy	Hold	Weak revenue growth and high risk offset potential upside.
2026-06-13	Hold	Buy	Solid fundamentals, but recent revenue decline raises concerns.
2026-06-11	Buy	Hold	Weak revenue growth raises concerns amid strong price momentum.
2026-05-28	Hold	Buy	Strong momentum and solid earnings growth potential.
2026-05-24	Buy	Hold	Mixed performance; cautious due to revenue decline.
2026-05-16	Hold	Buy	Strong momentum, but revenue decline raises concerns.
2026-05-14	Buy	Hold	Weak fundamentals and mixed momentum signal caution.
2026-05-08	—	Buy	Mixed performance; cautious on revenue decline.
2026-05-02	Hold	Buy	Компания демонстрирует сильный рост за последние 20 дней, однако недавние колебания цен и снижение выручки указывают на возможные риски. Рекомендуется удерживать акции до получения более ясных сигналов о восстановлении.
2026-04-11	Sell	Hold	Компания показывает смешанные результаты с отрицательной динамикой за последние 60 и 120 дней, но недавний рост на 5.44% за 5 дней может указывать на краткосрочное восстановление. Рекомендуется удерживать акции до более
2026-04-03	Hold	Sell	Компания показывает снижение выручки и негативные тренды на длительном горизонте, что указывает на высокие риски. Однако дивидендная доходность и стабильный EPS могут поддерживать интерес инвесторов.
2026-02-06	Sell	Hold	Компания показывает смешанные результаты в краткосрочной перспективе, с недавним ростом на 7.72% за 5 дней, но с падением на 8% за 120 дней. Рекомендуется удерживать акции, пока не появятся более ясные сигналы для покупк
2026-01-30	Hold	Sell	Компания демонстрирует значительное снижение цен за короткий период, что указывает на высокие риски. Отсутствие данных по EPS и выручке также вызывает опасения относительно финансовой стабильности.
2026-01-25	Buy	Hold	Компания демонстрирует стабильный рост за последние 20 и 120 дней, однако недавнее снижение цены и отсутствие данных по EPS и дивидендам указывают на определенные риски. Рекомендуется удерживать акции до получения более
2026-01-23	Hold	Buy	Компания демонстрирует сильный рост за последние 20 дней и положительную динамику на более длительных интервалах. Учитывая текущую цену и позитивные тренды, инвестиции в United Rentals выглядят перспективными.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-23	Truist Financial	Target Raised	1395 → 1450	1091.58
2026-10-23	Bernstein	Target Raised	— → 1258	1081.01
2026-10-23	Morgan Stanley	Target Raised	1335 → 1350	1047.25
2026-10-23	RBC Capital	Target Raised	1323 → 1392	1111.02
2026-10-23	Robert W. Baird	Target Raised	1300 → 1310	1111.02
2026-10-22	UBS	Target Raised	1350 → 1450	1086.985
2026-10-14	Bernstein	Target Lowered	— → 1215	1053.525
2026-10-05	Truist Financial	Target Lowered	1466 → 1395	1077.365
2026-09-10	UBS	Update	— → 1170	1028.77
2026-08-04	Argus Research	Target Raised	1200 → 1250	1142.14
2026-07-24	Morgan Stanley	Target Raised	1165 → 1335	1137.96
2026-07-24	KeyBanc	Target Raised	1250 → 1350	1139.71
2026-07-24	Robert W. Baird	Target Raised	1275 → 1300	1139.71
2026-07-24	Wells Fargo	Target Raised	1245 → 1355	1139.71
2026-07-24	Barclays	Target Raised	715 → 950	1139.71
2026-07-23	UBS	Target Raised	1300 → 1350	1156.775
2026-07-02	Truist Financial	Target Raised	1209 → 1421	1111.76
2026-07-01	UBS	Target Raised	1145 → 1300	1130.805
2026-06-29	BNP Paribas	Rating Upgraded	— → 1320	1121.66
2026-06-25	KeyBanc	Target Raised	1150 → 1250	1083.72
2026-06-10	Raymond James	Target Raised	— → 1275	1094.17
2026-06-03	UBS	Target Raised	1025 → 1145	1010.42
2026-05-11	Evercore ISI	Target Raised	1019 → 1101	935.05
2026-04-24	Barclays	Target Raised	600 → 715	974.41
2026-04-24	Truist Financial	Target Raised	972 → 1209	967.39
2026-04-24	Morgan Stanley	Target Raised	1015 → 1030	977.07
2026-04-24	RBC Capital	Target Raised	1041 → 1119	986.78
2026-04-24	KeyBanc	Target Raised	950 → 1150	986.78
2026-04-24	Robert W. Baird	Target Raised	970 → 1100	986.78
2026-04-09	Bernstein	Target Lowered	965 → 903	767.36
2026-01-30	Truist Financial	Target Lowered	1045 → 972	779.286
2026-01-30	KeyBanc	Target Lowered	1000 → 950	787.04

News Page 1 of 1

Analysts Bank of America expect upside for stocks including Sprouts Farmers Market (SFM) and United Rentals (URI) as June approaches

05/23/2026, 06:33 AM investing forecast Analysts: analysts, Bank of America Sprouts Farmers Market United Rentals

Bank of America analysts have identified several stocks with significant upside potential as June approaches, highlighting companies like Visa, Sprouts Farmers Market, United Rentals, Zeta Global, and Citigroup as strong investment opportunities.