United Rentals (URI) Stock Forecast & Price Target

United Rentals
Bull Case

Here are some ways that investors could benefit from investing in United Rentals, Inc.:

• United Rentals, Inc. recently raised its 2026 revenue forecast by $450 million, signaling strong confidence in future growth driven by demand for mega-projects and specialty rentals, with momentum expected to extend into 2027.
• The company's Specialty Rentals segment demonstrated significant strength in the third quarter of 2026, with revenues surging 34.7% year over year to a record $1.70 billion, reflecting robust demand across large infrastructure, industrial, and construction projects.
• United Rentals, Inc. reported third-quarter 2026 earnings per share of $15.55, beating the consensus estimate of $13.97 by $1.58, while revenue of $4.89 billion also exceeded analyst expectations of $4.71 billion, indicating strong operational performance.
• The stock is currently trading at $1,150.81, which is above its 50-day moving average of $1,055.98 and 200-day moving average of $976.43, suggesting a positive technical trend and potential for continued upward momentum.
• Wall Street analysts maintain a "Moderate Buy" consensus rating with a target price of $1,288.19, implying potential upside from the current price, supported by recent upgrades from firms like Truist Financial and Royal Bank of Canada.