CTOSIndustrials · Rental & Leasing ServicesThe 6 Wall Street analysts covering Custom Truck One Source, Inc. hold a median 12-month price target of $13 — +36.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 12 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Custom Truck One Source, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (91): The shares have been drifting up relative to others.
Value (25): The shares cost a lot relative to the profits and assets behind them.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CTOS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +36.0% from it.
Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Sept 2026 | DA Davidson | Maintains | Buy | $13 |
| 17 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 17 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | $13 → $14 |
| 5 Aug 2026 | Oppenheimer | Maintains | Outperform | $11 → $13 |
| 5 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 4 Aug 2026 | Baird | Maintains | Neutral | — |
| 4 Aug 2026 | Baird | Maintains | Neutral | $10 → $12 |
| 26 May 2026 | Cantor Fitzgerald | Maintains | Overweight | $11 → $13 |
| 26 May 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 1 May 2026 | DA Davidson | Maintains | Buy | — |
| 29 Apr 2026 | JP Morgan | Maintains | Underweight | — |
| 29 Apr 2026 | Stifel | Maintains | Buy | — |
| 28 Apr 2026 | DA Davidson | Maintains | Buy | — |
| 21 Apr 2026 | Cantor Fitzgerald | Initiates | Overweight | — |
| 11 Mar 2026 | DA Davidson | Maintains | Buy | — |
| 11 Mar 2026 | JP Morgan | Maintains | Underweight | — |
| 14 Jan 2026 | JP Morgan | Maintains | Underweight | — |
| 14 Oct 2025 | JP Morgan | Maintains | Underweight | — |
| 9 Oct 2025 | Stifel | Maintains | Buy | — |
| 20 Aug 2025 | JP Morgan | Downgrade | Underweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CTOS appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 13 Oct 2026, Custom Truck One Source, Inc. returned +47.8% against +18.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 7% of US stocks
Cheaper than 68% of US stocks
Cheaper than 36% of US stocks
Cheaper than 14% of US stocks
Higher than 52% of US stocks
Higher than 48% of US stocks
Higher than 24% of US stocks
Higher than 63% of US stocks
Higher than 50% of US stocks
Higher than 49% of US stocks
Higher than 66% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Custom Truck One Source, Inc. has a market value of $2.1B and an enterprise value of $4.7B.
Revenue in the twelve months to 30 June 2026: $2.0B. The latest quarter grew 10.2% year on year.
Net income over the same four quarters: $21.4M, a 1.1% net margin.
Diluted earnings per share, trailing twelve months: $0.09.
Free cash flow in the twelve months to 30 June 2026: −$226.3M.
Custom Truck One Source, Inc. spent $0.0 on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 102.8×; forward P/E: 29.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Custom Truck One Source, Inc. employs 2,500 people — $814K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Custom Truck One Source, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Custom Truck One Source will release its third-quarter 2026 financial results after market close on October 26, 2026, and management will discuss them on a webcast conference call the following morning.
Why it matters — CTOS watchers can note the scheduled dates and access details for the company’s upcoming results and management discussion.
Zacks Investment Research compares the year-to-date performance of Custom Truck One Source, Inc. (CTOS) and Garrett Motion (GTX) against their sector. The article examines how each stock has fared relative to the broader auto-tires-trucks group so far this year.
Why it matters — CTOS watchers can gauge how the company's stock has tracked its sector year-to-date, offering context for its relative market performance.
Seeking Alpha reiterates a Buy rating on Custom Truck One Source (CTOS), citing strong fundamentals, a beat-and-raise 2Q26 with revenue up 10.2% and adjusted EBITDA up 25% year-over-year, and raised full-year EBITDA guidance. The rental equipment segment accounts for 76% of EBITDA and benefits from operating leverage, pricing power, and a competitive moat, with demand supported by power grid buildout from AI and infrastructure.
Why it matters — CTOS watchers would care because the article frames recent share price weakness as an opportunity, highlighting strong earnings results and raised guidance that could be relevant to the stock's outlook.
Zacks Investment Research compares the year-to-date stock performance of Custom Truck One Source (CTOS) and Dorman Products (DORM) against the broader Auto-Tires-Trucks sector. The article examines how each company's shares have fared relative to their sector peers so far this year.
Why it matters — A CTOS watcher would want to see how the company's stock performance compares to peers and its sector, which helps gauge its relative market standing.
Custom Truck One Source (CTOS) is described as being in technically oversold territory after losing 19.5% in four weeks, with heavy selling pressure possibly exhausted. Wall Street analysts show strong agreement in revising earnings estimates higher, suggesting the stock may be poised for a trend reversal.
Why it matters — A CTOS watcher would care because oversold conditions combined with upward analyst estimate revisions point to a possible turnaround after the recent decline.
The 6 Wall Street analysts covering Custom Truck One Source, Inc. have a median 12-month price target of $13, with estimates ranging from $12 to $15. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 6 analysts covering Custom Truck One Source, Inc., 5 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Custom Truck One Source, Inc. 68 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 2026, Custom Truck One Source, Inc. ranks 68 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (91 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +36.0% from the last close, and Ticker Nerd's factor model ranks Custom Truck One Source, Inc. 68 out of 100 as at 12 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Custom Truck One Source, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CTOS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $12 to $15 over the next 12 months.
Custom Truck One Source, Inc. returned +47.8% over the 12 months to 13 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Custom Truck One Source Inc. is a specialty equipment and services company focused on serving critical infrastructure markets across North America.
The most recent item we track (Business Wire, 12 Oct 2026): "Custom Truck One Source Announces Third Quarter 2026 Earnings Release and Conference Call". Custom Truck One Source will release its third-quarter 2026 financial results after market close on October 26, 2026, and management will discuss them on a webcast conference call the following morning.
Custom Truck One Source Inc. is a specialty equipment and services company focused on serving critical infrastructure markets across North America. The company provides rental and sale solutions for specialized trucks, heavy equipment, parts, tools, accessories, and related services used by customers in electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries. Its offerings also include equipment customization, remanufacturing, maintenance support, and financing solutions, positioning the business as a single-source provider for work-ready fleet needs. Custom Truck One Source Inc. operates through an integrated network designed to support equipment availability, service, and lifecycle management for contractors and operators working on essential infrastructure projects.
CEO Mr. Ryan McMonagle · 2,500 employees · United States · https://www.customtruck.com
