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CTOS Stock Forecast: Custom Truck One Source, Inc. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$9.33
+2.41% on the day

The 6 Wall Street analysts covering Custom Truck One Source, Inc. hold a median 12-month price target of $13 — +39.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 19 Sept 2026 — in the upper half.

Market cap
$2.1B
Ticker Nerd rank
68 / 100
Median analyst target
$13
Analysts covering
6
Revenue$563.4M+10.2% y/y
Operating income$52.6M
Net income$10.4M
Free cash flow−$50.3M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.4%
1M
−6.2%
YTD
+62.0%
1Y
+55.8%
From 52W high
−22.1%
From 52W low
+74.7%
$5
$12
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

CTOS stock analysis: one number for the whole business

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.

Where the model ranks itAs at 19 Sept 2026
68 / 100

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
Growth
82
Accruals
70
Revisions
68
Issuance
60
Quality
45
Volatility
35
Size
35
Value
25

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.

Wall Street

CTOS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CTOS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$4$6$8$10$12$14$16Oct 25Jan 26Apr 26Jul 26CTOSHigh $15Median $13Low $12

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

What Wall Street says6 analysts
5 Buy1 Hold0 Sell
Low $12Median $13High $15

The green dot is the last close — the median target sits +39.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
15 Sept 2026DA DavidsonMaintainsBuy$13
17 Aug 2026Cantor FitzgeraldMaintainsOverweight—
17 Aug 2026Cantor FitzgeraldMaintainsOverweight$13 → $14
5 Aug 2026OppenheimerMaintainsOutperform$11 → $13
5 Aug 2026OppenheimerMaintainsOutperform—
4 Aug 2026BairdMaintainsNeutral—
4 Aug 2026BairdMaintainsNeutral$10 → $12
26 May 2026Cantor FitzgeraldMaintainsOverweight$11 → $13
26 May 2026Cantor FitzgeraldMaintainsOverweight—
1 May 2026DA DavidsonMaintainsBuy—
29 Apr 2026JP MorganMaintainsUnderweight—
29 Apr 2026StifelMaintainsBuy—
28 Apr 2026DA DavidsonMaintainsBuy—
21 Apr 2026Cantor FitzgeraldInitiatesOverweight—
11 Mar 2026DA DavidsonMaintainsBuy—
11 Mar 2026JP MorganMaintainsUnderweight—
14 Jan 2026JP MorganMaintainsUnderweight—
14 Oct 2025JP MorganMaintainsUnderweight—
9 Oct 2025StifelMaintainsBuy—
20 Aug 2025JP MorganDowngradeUnderweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

CTOS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, Custom Truck One Source, Inc. returned +55.8% against +16.3% for the S&P 500, dividends included.

CTOS vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140160180200Oct 25Jan 26Apr 26Jul 26CTOSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

CTOS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+8.3%
Analysts raising
2
Analysts cutting
1
Fundamentals

Custom Truck One Source, Inc. (CTOS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
103.7×

Cheaper than 7% of US stocks

Price / sales
1.0×

Cheaper than 68% of US stocks

Price / book
2.6×

Cheaper than 37% of US stocks

EV / EBITDA
20.4×

Cheaper than 15% of US stocks

Growth & margins
Revenue growth (YoY)
10.2%

Higher than 52% of US stocks

Earnings growth (YoY)
10.2%

Higher than 48% of US stocks

Gross margin
22.0%

Higher than 24% of US stocks

Operating margin
9.3%

Higher than 63% of US stocks

Net margin
1.1%

Higher than 50% of US stocks

Returns & dividend
Return on equity
2.7%

Higher than 49% of US stocks

Return on assets
3.1%

Higher than 66% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Custom Truck One Source, Inc. (CTOS) statistics: revenue, profit & scale

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.

  • Shares outstanding: 227.5M.

  • Trailing P/E: 103.7×; forward P/E: 30.1× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Custom Truck One Source, Inc. employs 2,500 people — $814K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 20 Sept 2026

Data provided by Twelve Data

Peers

CTOS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelRental & Leasing Services
CompanyMarket capTKN rank
CTOSCustom Truck One Source, Inc.$2.1B
68
LIMENeutron Holdings, Inc.$2.0B
1
VSTSVestis Corp.$1.8B
94
MGRCMcGrath RentCorp$2.7B
63
PRGPROG Holdings, Inc.$1.4B
80
WSCWillScot Holdings Corp.$3.3B
52
WLFCWillis Lease Finance Corp.$1.1B
87

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 →

News

Latest CTOS news & analysis

Custom Truck One Source: Recent Share Price Weakness Presents An Opportunity To Buy

Seeking Alpha · 13 Sept 2026positive

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.

Is Custom Truck One Source (CTOS) Stock Outpacing Its Auto-Tires-Trucks Peers This Year?

Zacks Investment Research · 10 Sept 2026neutral

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.

Here's Why Custom Truck One Source (CTOS) is Poised for a Turnaround After Losing 19.5% in 4 Weeks

Zacks Investment Research · 2 Sept 2026positive

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.

New Strong Buy Stocks for September 2nd

Zacks Investment Research · 2 Sept 2026positive

CTOS was added to the Zacks Rank #1 (Strong Buy) List on September 2, 2026, according to Zacks Investment Research. The list also includes LCUT, CURI, OSCR and CHYM.

Why it matters — A Zacks Strong Buy designation indicates improved analyst sentiment and could raise investor attention on CTOS stock.

Is Custom Truck One Source (CTOS) Outperforming Other Auto-Tires-Trucks Stocks This Year?

Zacks Investment Research · 25 Aug 2026neutral

Zacks Investment Research published a comparison of Custom Truck One Source (CTOS) and Dorman Products (DORM) performance relative to their auto-tires-trucks sector so far this year, examining how each stock has fared against the broader industry.

Why it matters — The piece gives CTOS watchers a sector-relative performance benchmark against a peer company for the year to date.

FAQ

Frequently asked questions about CTOS stock

What is the CTOS stock price forecast for 2026-2027?

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.

Is CTOS stock a buy right now?

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 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CTOS?

As at 19 Sept 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).

Will CTOS stock go up?

No one can know that. What the data says: the median 12-month target from 6 analysts implies +39.3% from the last close, and Ticker Nerd's factor model ranks Custom Truck One Source, Inc. 68 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CTOS stock forecast for 2030?

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.

How has CTOS stock performed over the past year?

Custom Truck One Source, Inc. returned +55.8% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Custom Truck One Source, Inc. do?

Custom Truck One Source Inc. is a specialty equipment and services company focused on serving critical infrastructure markets across North America.

What is the latest news on CTOS?

The most recent item we track (Seeking Alpha, 13 Sept 2026): "Custom Truck One Source: Recent Share Price Weakness Presents An Opportunity To Buy". 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.

Company

About Custom Truck One Source, Inc.

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