CTOSIndustrials · Rental & Leasing ServicesThe 6 Wall Street analysts covering Custom Truck One Source, Inc. hold a median 12-month price target of $13 — +28.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 63 of 100 as at 4 Nov 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 (87): 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 systematic trader with 15+ 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 +28.3% from it.
Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | $14 → $15 |
| 27 Oct 2026 | Cantor Fitzgerald | Reiterates | Overweight | $14 |
| 27 Oct 2026 | DA Davidson | Maintains | Buy | $13 |
| 15 Sept 2026 | DA Davidson | Maintains | Buy | $13 |
| 15 Sept 2026 | DA Davidson | Maintains | Buy | — |
| 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 | $10 → $12 |
| 4 Aug 2026 | Baird | Maintains | Neutral | — |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
CTOS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Custom Truck One Source, Inc. returned +76.5% against +14.8% for the S&P 500, dividends included.
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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 8% of US stocks
Cheaper than 65% of US stocks
Cheaper than 31% of US stocks
Cheaper than 14% of US stocks
Higher than 34% of US stocks
Higher than 49% of US stocks
Higher than 24% of US stocks
Higher than 63% of US stocks
Higher than 51% of US stocks
Higher than 51% of US stocks
Higher than 67% 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 $2.4B and an enterprise value of $4.9B.
Revenue in the twelve months to 30 June 2026: $2.0B. The latest quarter grew 2.7% 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: 81.7×; forward P/E: 32.2× — 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 raised its adjusted EBITDA guidance to $447.5 million–$460 million and increased its net rental fleet investment outlook to $210 million–$230 million.
Why it matters — The revised guidance and investment outlook provide CTOS watchers with updated information on the company’s expected earnings and fleet spending.
Custom Truck One Source reported record rental activity and higher profitability in the third quarter. It raised its full-year adjusted EBITDA outlook for the third time in 2026.
Why it matters — CTOS watchers may note the stronger quarterly results and the increased full-year adjusted EBITDA outlook.
Custom Truck One Source held its Q3 2026 earnings call on October 27, 2026, with CEO Ryan McMonagle and CFO Christopher Eperjesy among the company participants. The excerpt lists analysts from several research firms but provides no discussion of results or outlook.
Why it matters — The call is an investor update, but the supplied excerpt does not include financial details or management commentary for CTOS watchers to assess.
Custom Truck One Source, Inc. reported quarterly earnings of $0.01 per share, matching the Zacks Consensus Estimate. A year earlier, the company reported a loss of $0.03 per share.
Why it matters — CTOS watchers may note that earnings matched expectations and improved from a loss per share in the year-ago quarter.
Custom Truck One Source reported third-quarter 2026 revenue of $495.2 million, up $13.2 million (2.7%) year over year, with rental revenue up 20.1%. The company also said it increased full-year 2026 adjusted EBITDA and specialty rental equipment (SER) revenue guidance.
Why it matters — The results and higher guidance provide CTOS watchers with an update on quarterly revenue performance and the company's full-year outlook.
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. 63 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Custom Truck One Source, Inc. ranks 63 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 (87 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +28.3% from the last close, and Ticker Nerd's factor model ranks Custom Truck One Source, Inc. 63 out of 100 as at 4 Nov 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 +76.5% over the 12 months to 4 Nov 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 (The Motley Fool, 4 Nov 2026): "Custom Truck One Source: 3 Key Takeaways for Long-Term Investors". Custom Truck One Source raised its adjusted EBITDA guidance to $447.5 million–$460 million and increased its net rental fleet investment outlook to $210 million–$230 million.
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
