United Rentals, Inc.URINYSE

Overview Intelligence Charts News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts lean bullish — 84% recommend buying.

Consensus Rating

Buy

19 analysts·Moderate coverage

84%

Rating Distribution

Strong Buy

00%

Buy

1684%

Hold

15%

Sell

211%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see moderate upside — consensus target 15% higher.

Bear Case

$600.00

-27%

Consensus

$943.78

+15%

Bull Case

$1071.00

+31%

Price Range19 analysts

Low

Consensus

High

$600.00

$1071.00

Current Target

Current Price

$820.58

Upside to Target

$123.20

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$46.67(14 analysts)

P/E21x

Current: 21.4x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+7.10%

EPS+13.89%

FY2028

Rev+7.47%

EPS+16.58%

Earnings Surprises

Beat rate:50%(6/12 quarters)

Avg surprise:+1.1%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 30, 2026Truist Financial

United Rentals price target lowered to $972 from $1,045 at Truist

Target:$972.00

+24.7%from $779.29

Jan 30, 2026KeyBanc

United Rentals price target lowered to $950 from $1,000 at KeyBanc

Target:$950.00

+20.7%from $787.04

Jan 30, 2026Robert W. Baird

United Rentals price target lowered to $970 from $1,050 at Baird

Target:$970.00

+23.2%from $787.04

Jan 30, 2026Bernstein

United Rentals price target lowered to $965 from $1,128 at Bernstein

Target:$965.00

+22.6%from $787.04

Jan 30, 2026RBC Capital

United Rentals (URI) PT Lowered to $1,041 at RBC Capital

Target:$1041.00

+32.3%from $787.04

Jan 23, 2026Wells Fargo

United Rentals price target raised to $1,071 from $995 at Wells Fargo

Target:$1071.00

+12.0%from $956.01

Dec 18, 2025Truist Financial

United Rentals price target lowered to $1,045 from $1,169 at Truist

Target:$1045.00

+28.6%from $812.51

Dec 3, 2025KeyBanc

United Rentals price target lowered to $1,000 from $1,120 at KeyBanc

Target:$1000.00

+24.9%from $800.83

Nov 13, 2025Wells Fargo

United Rentals initiated with an Overweight at Wells Fargo

Target:$995.00

+18.0%from $843.26

Oct 28, 2025UBS

United Rentals (URI) PT Raised to $1,025 at UBS

Target:$1025.00

+16.1%from $883.15

Oct 24, 2025Truist Financial

United Rentals price target lowered to $1,169 from $1,194 at Truist

Target:$1169.00

+26.9%from $921.12

Oct 24, 2025RBC Capital

United Rentals (URI) PT Lowered at RBC Capital Amid 'Continued Margin Pressures'

Target:$1123.00

+22.8%from $914.30

Oct 20, 2025Barclays

United Rentals price target lowered to $600 from $620 at Barclays

Target:$600.00

-38.8%from $980.37

Oct 8, 2025Truist Financial

United Rentals price target raised to $1,194 from $952 at Truist

Target:$1194.00

+20.8%from $988.59

Oct 1, 2025Robert W. Baird

United Rentals upgraded to Outperform from Neutral at Baird

Target:$1050.00

+10.0%from $954.66

Sep 25, 2025KeyBanc

United Rentals price target raised to $1,120 from $1,075 at KeyBanc

Target:$1120.00

+20.3%from $931.25

Sep 23, 2025Bernstein

United Rentals upgraded to Outperform from Market Perform at Bernstein

Target:$1128.00

+19.6%from $943.42

Sep 16, 2025BNP Paribas

United Rentals upgraded to Neutral from Underperform at BNP Paribas Exane

Target:$900.00

-4.9%from $946.43

Aug 29, 2025KeyBanc

United Rentals price target raised to $1,075 from $960 at KeyBanc

Target:$1075.00

+12.5%from $955.24

Aug 12, 2025Argus Research

United Rentals price target raised to $935 from $735 at Argus

Target:$935.00

+3.0%from $908.14

Apr 25, 2025Truist Financial

United Rentals price target raised to $786 from $732 at Truist

Target:$786.00

+24.1%from $633.60

Mar 25, 2025Bernstein

United Rentals upgraded to Market Perform from Underperform at Bernstein

Target:$666.00

+1.9%from $653.39

Dec 19, 2024Truist Financial

United Rentals price target raised to $965 from $955 at Truist

Target:$965.00

+21.2%from $796.02

Jul 29, 2024Citigroup

United Rentals (URI) PT Raised to $860 at Citi

Target:$860.00

+15.6%from $744.21

Mar 13, 2024Truist Financial

Truist Securities Starts United Rentals (URI) at Buy, 'Giving Well Deserved Credit as Industrial Compounder'

Target:$793.00

+18.6%from $668.43

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