United Rentals (URI) Stock Forecast & Price Target

$1,111.52 +42.54 (+3.98%)

Closing price 10/22/2026 03:59 PM Eastern

Extended Trading

$1,103.24 -8.28 (-0.75%)

As of 10/22/2026 07:42 PM Eastern

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United Rentals - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Moderate Buy

Based on 18 Analyst Ratings

Sell
1

Hold
2

Buy
15

Based on 18 Wall Street analysts who have issued ratings for United Rentals in the last 12 months, the stock has a consensus rating of "Moderate Buy." Out of the 18 analysts, 1 has given a sell rating, 2 have given a hold rating, and 15 have given a buy rating for URI.

Consensus Price Target

$1,276.19
14.81% Upside

According to the 18 analysts' twelve-month price targets for United Rentals, the average price target is $1,276.19. The highest price target for URI is $1,450.00, while the lowest price target for URI is $950.00. The average price target represents a forecasted upside of 14.81% from the current price of $1,111.52.

MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.

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URI Analyst Ratings Over Time

Type	Current Forecast 10/23/25 to 10/23/26	1 Month Ago 9/23/25 to 9/23/26	3 Months Ago 7/25/25 to 7/25/26	1 Year Ago 10/23/24 to 10/23/25
Strong Buy	0 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)	2 Strong Buy rating(s)
Buy	15 Buy rating(s)	15 Buy rating(s)	15 Buy rating(s)	11 Buy rating(s)
Hold	2 Hold rating(s)	2 Hold rating(s)	0 Hold rating(s)	4 Hold rating(s)
Sell	1 Sell rating(s)	1 Sell rating(s)	1 Sell rating(s)	1 Sell rating(s)
Consensus Price Target	$1,276.19	$1,230.88	$1,226.50	$970.63
Forecasted Upside	14.81% Upside	18.97% Upside	7.57% Upside	6.27% Upside
Consensus Rating	Moderate Buy	Moderate Buy	Moderate Buy	Moderate Buy

URI Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.

URI Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.

United Rentals Stock vs. The Competition

Type	United Rentals	Industrials Companies	Broader Market
Consensus Rating Score	2.78	2.30	2.53
Consensus Rating	Moderate Buy	Hold	Moderate Buy
Predicted Upside	14.81% Upside	140.97% Upside	15.78% Upside
News Sentiment Rating	Positive News See Recent URI News	Neutral News	Positive News

Recent Analyst Forecasts and Stock Ratings

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Rating

Upside/Downside

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Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
10/22/2026	UBS Group 4 of 5 stars	Steven Fisher 4 of 5 stars	Boost Target	Buy	$1,350.00 ➝ $1,450.00	+33.64%
10/22/2026	Bank of America 4 of 5 stars	Ross Gilardi Not Rated	Reiterated Rating	Buy
10/21/2026	Weiss Ratings 3 of 5 stars		Reiterated Rating	Buy (B-)
10/14/2026	Sanford C. Bernstein Subscribe to MarketBeat All Access to unlock brokerage rankings	Chad Dillard Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Outperform	$1,215.00	+15.31%
10/5/2026	Truist Financial Subscribe to MarketBeat All Access to unlock brokerage rankings	Jamie Cook Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Buy	$1,466.00 ➝ $1,395.00	+28.99%
9/24/2026	Royal Bank Of Canada Subscribe to MarketBeat All Access to unlock brokerage rankings	Sabahat Khan Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Outperform	$1,323.00	+30.35%
9/21/2026	Zacks Research Subscribe to MarketBeat All Access to unlock brokerage rankings		Downgrade	Strong-Buy ➝ Hold
9/14/2026	Citigroup Subscribe to MarketBeat All Access to unlock brokerage rankings	Kyle Menges Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Buy
9/10/2026	JPMorgan Chase & Co. Subscribe to MarketBeat All Access to unlock brokerage rankings	Tami Zakaria Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Overweight ➝ Neutral	$1,235.00 ➝ $1,170.00	+13.35%
8/4/2026	Argus Subscribe to MarketBeat All Access to unlock brokerage rankings	John Eade Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Buy	$1,250.00	+10.08%
Get the Latest News and Ratings for URI and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for United Rentals and its competitors with MarketBeat's FREE daily newsletter.
7/24/2026	Morgan Stanley Subscribe to MarketBeat All Access to unlock brokerage rankings	Angel Castillo Subscribe to MarketBeat All Access to unlock analyst rankings	Set Target	Overweight	$1,335.00	+17.30%
7/24/2026	KeyCorp Subscribe to MarketBeat All Access to unlock brokerage rankings	Ken Newman Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Overweight	$1,350.00	+18.15%
7/24/2026	Robert W. Baird Subscribe to MarketBeat All Access to unlock brokerage rankings	Mircea Dobre Subscribe to MarketBeat All Access to unlock analyst rankings	Set Target		$1,300.00	+14.00%
7/24/2026	Wells Fargo & Company Subscribe to MarketBeat All Access to unlock brokerage rankings	Jerry Revich Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Overweight	$1,245.00 ➝ $1,355.00	+18.59%
7/24/2026	Barclays Subscribe to MarketBeat All Access to unlock brokerage rankings	Adam Seiden Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Underweight	$715.00 ➝ $950.00	-16.85%
6/29/2026	BNP Paribas Exane Subscribe to MarketBeat All Access to unlock brokerage rankings	Seth Weber Subscribe to MarketBeat All Access to unlock analyst rankings	Upgrade	Neutral ➝ Outperform	$1,320.00	+17.54%
6/10/2026	Raymond James Financial Subscribe to MarketBeat All Access to unlock brokerage rankings		Reiterated Rating	Outperform	$1,275.00	+16.55%
5/11/2026	Evercore Subscribe to MarketBeat All Access to unlock brokerage rankings		Reiterated Rating	Outperform	$1,101.00	+16.81%
6/13/2025	Rothschild & Co Redburn Subscribe to MarketBeat All Access to unlock brokerage rankings	N. Tyler Subscribe to MarketBeat All Access to unlock analyst rankings	Downgrade	Buy ➝ Neutral	$760.00	+6.10%
5/27/2025	The Goldman Sachs Group Subscribe to MarketBeat All Access to unlock brokerage rankings	Jerry Revich Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Buy	$770.00 ➝ $850.00	+18.12%
4/25/2025	Cfra Subscribe to MarketBeat All Access to unlock brokerage rankings	S. Glickman Subscribe to MarketBeat All Access to unlock analyst rankings	Upgrade	Strong-Buy

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Friday at 01:06 AM ET.

Should I Buy United Rentals Stock? URI Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Monday, October 19, 2026. Please send any questions or comments about these United Rentals pros and cons to contact@marketbeat.com.

United Rentals
Bull Case

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

United Rentals, Inc. is positioned to benefit from the artificial intelligence infrastructure boom, as its specialty rentals segment, which includes power generation and climate control equipment, saw a 25% increase in demand driven by data center construction and broader infrastructure projects.
The company demonstrated strong operational performance in the most recent quarter, reporting earnings per share of $12.76, which significantly exceeded the consensus estimate of $11.53, while revenue grew 11.8% year-over-year to $4.41 billion, indicating robust demand for its equipment fleet.
Wall Street maintains a positive outlook on the stock, with a consensus rating of Moderate Buy and a target price of $1,239.19, which suggests potential upside from the current stock price of $1,026.55, supported by recent upgrades from firms like Wall Street Zen and Bank of America.
Investors can benefit from a consistent income stream through the company's quarterly dividend, which offers a yield of approximately 0.77% and a low payout ratio of 18.92%, suggesting the company has ample cash flow to sustain and potentially grow shareholder returns.
The stock exhibits strong momentum, trading above its 200-day moving average of $1,005.06 and approaching its 52-week high of $1,179.18, reflecting sustained investor confidence in the company's growth trajectory and market leadership in the equipment rental sector.

United Rentals
Bear Case

Investors should be bearish about investing in United Rentals, Inc. for these reasons:

The company carries a significant debt load with a debt-to-equity ratio of 1.38, which may limit financial flexibility and increase interest expense risks if interest rates remain elevated or if the company faces economic headwinds that reduce rental demand.
United Rentals, Inc. trades at a premium valuation with a P/E ratio of 24.65, which is higher than the broader market average, meaning investors are paying a high price for earnings growth that may not be sustained if the construction and industrial sectors slow down.
The stock has a high beta of 1.83, indicating it is significantly more volatile than the overall market, which could lead to sharper price declines during periods of market correction or economic uncertainty compared to less volatile peers.
Recent insider activity shows a trend of selling, with executives such as EVP William Grace and CEO Matthew Flannery selling shares in the past few months, which some investors may interpret as a lack of confidence in the stock's near-term upside potential.
The company's liquidity position is somewhat tight, with a current ratio of 0.76 and a quick ratio of 0.70, both below 1.0, suggesting that current liabilities exceed current assets, which could pose challenges in meeting short-term obligations without accessing additional financing.

URI Forecast - Frequently Asked Questions

According to the research reports of 18 Wall Street equities research analysts, the average twelve-month stock price forecast for United Rentals is $1,276.19, with a high forecast of $1,450.00 and a low forecast of $950.00.

18 Wall Street analysts have issued "buy," "hold," and "sell" ratings for United Rentals in the last twelve months. There is currently 1 sell rating, 2 hold ratings and 15 buy ratings for the stock. The consensus among Wall Street analysts is that investors should "moderate buy" URI shares.

According to analysts, United Rentals's stock has a predicted upside of 14.81% based on their 12-month stock forecasts.

Over the previous 90 days, United Rentals's stock had 1 upgrade and 1 downgrade by analysts.

United Rentals has been rated by research analysts at Argus, Bank of America, Citigroup, JPMorgan Chase & Co., Royal Bank Of Canada, Sanford C. Bernstein, Truist Financial, UBS Group, Weiss Ratings, and Zacks Research in the past 90 days.

Analysts like United Rentals more than other "industrials" companies. The consensus rating for United Rentals is Moderate Buy while the average consensus rating for "industrials" companies is Hold. Learn more on how URI compares to other companies.

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MarketBeat monitors more than a dozen sources for United Rentals analyst ratings, with the most recent rating issued on 10/22/2026.

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United Rentals (URI) Stock Forecast & Price Target