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SUNBIndustrials · Rental & Leasing Services

SUNB Stock Forecast: Sunbelt Rentals Holdings, Inc. Price Predictions for 2026-2027

Last close, 4 Nov 2026
$81
−3.31% on the day

The 16 Wall Street analysts covering Sunbelt Rentals Holdings, Inc. hold a median 12-month price target of $90 — +11.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 24 of 100 as at 4 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$34.2B
Ticker Nerd rank
24/ 100
Median analyst target
$90
Analysts covering
16
Revenue$3.1B+11.2% y/y
Operating income$691.0M
Net income$438.0M
Free cash flow−$16.0M
Quarterly, 7 quarters to 31 July 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−2.7%
1M
+4.7%
From high
−4.9%
From low
+29.8%
$62
$85
Range since 2 Mar 2026, adjusted closes · the dot is the last close
Ticker Nerd rank

SUNB stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Sunbelt Rentals Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 4 Nov 2026
24/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
96
Value
87
Accruals
44
Quality
34
Issuance
25
Momentum
14
Size
7
Growth
5
Volatility
3

Revisions (96): Analysts have, on balance, been raising their forecasts.

Volatility (3): The share price moves around a lot.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

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

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

Share price and the analyst range, since 2 Mar 2026Adjusted close, US dollars
$60$70$80$90$100$110$120Apr 26Jul 26Oct 26SUNBHigh $115Median $90Low $71

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 says16 analysts
10 Buy4 Hold2 Sell
Low $71Median $90High $115

The green dot is the last close — the median target sits +11.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 6 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
17 Sept 2026Goldman SachsUpgradeBuy$78 → $93
17 Sept 2026RBC CapitalReiteratesSector Perform$80
10 Sept 2026B of A SecuritiesMaintainsUnderperform$62 → $71
10 Sept 2026JP MorganMaintainsUnderweight$71 → $79
10 Sept 2026KeybancMaintainsOverweight$85 → $90
2 Sept 2026JP MorganMaintainsUnderweight$74 → $71
2 Sept 2026JP MorganMaintainsUnderweight—
17 Aug 2026Wells FargoInitiatesOverweight—
24 June 2026CitigroupMaintainsBuy—
24 June 2026CitigroupMaintainsBuy$95 → $90
24 June 2026JP MorganMaintainsUnderweight$75 → $74
24 June 2026JP MorganMaintainsUnderweight—
22 June 2026BarclaysMaintainsOverweight—
22 June 2026BarclaysMaintainsOverweight$82 → $90
22 June 2026RBC CapitalUpgradeSector Perform—
22 June 2026RBC CapitalUpgradeSector Perform$62 → $80
12 June 2026CitigroupMaintainsBuy—
12 May 2026BernsteinInitiatesOutperform—
1 May 2026JP MorganDowngradeUnderweight—
26 Mar 2026RBC CapitalMaintainsUnderperform—

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.

SUNB appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

SUNB vs the S&P 500

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

SUNB vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Apr 26Jul 26Oct 26SUNBS&P 500

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

Data provided by Twelve Data

Estimates

SUNB 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 movingThis fiscal year
EPS revision, 90 days
+3.7%
Analysts raising
10
Analysts cutting
1
Fundamentals

Sunbelt Rentals Holdings, Inc. (SUNB) 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
25.2×

Cheaper than 30% of US stocks

Price / sales
3.0×

Cheaper than 40% of US stocks

Price / book
4.6×

Cheaper than 21% of US stocks

EV / EBITDA
15.8×

Cheaper than 21% of US stocks

Growth & margins
Revenue growth (YoY)
11.2%

Higher than 56% of US stocks

Earnings growth (YoY)
17.4%

Higher than 57% of US stocks

Gross margin
40.1%

Higher than 49% of US stocks

Operating margin
22.4%

Higher than 82% of US stocks

Net margin
12.1%

Higher than 73% of US stocks

Returns & dividend
Return on equity
18.4%

Higher than 79% of US stocks

Return on assets
6.7%

Higher than 84% of US stocks

Dividend yield
1.4%

Higher than 75% of US dividend payers

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

Key statistics

Sunbelt Rentals Holdings, Inc. (SUNB) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Sunbelt Rentals Holdings, Inc. has a market value of $34.2B and an enterprise value of $45.7B.

  • Revenue in the twelve months to 31 July 2026: $11.5B. The latest quarter grew 11.2% year on year.

  • Net income over the same four quarters: $1.4B, a 12.0% net margin.

  • Diluted earnings per share, trailing twelve months: $3.31.

  • Free cash flow in the twelve months to 31 July 2026: $1.2B.

  • Sunbelt Rentals Holdings, Inc. spent $1.1B on share buybacks and $771.0M on dividends in the twelve months to 31 July 2026.

  • Shares outstanding: 409.9M.

  • Trailing P/E: 25.2×; forward P/E: 17.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.44%, paying out 23% of earnings.

  • Sunbelt Rentals Holdings, Inc. employs 26,613 people — $431K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 July 2026 · market figures as at 4 Nov 2026

Data provided by Twelve Data

Peers

SUNB 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
SUNBSunbelt Rentals Holdings, Inc.$34.2B24
AERAerCap Holdings NV$26.1B94
URIUnited Rentals, Inc.$70.4B83
RRyder System, Inc.$10.9B98
UHALU-Haul Holding Co.$10.6B34
GATXGATX Corp.$6.7B64
HRIHerc Holdings, Inc.$5.3B72

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Sunbelt Rentals Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SUNB news & analysis

Sunbelt Rentals Holdings Inc. (SUNB) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Seeking Alpha · 17 Sept 2026neutral

Sunbelt Rentals Holdings Inc. presented at Morgan Stanley's 14th Annual Laguna Conference, with a transcript of the presentation published on Seeking Alpha. The event included the company's remarks to conference attendees.

Why it matters — SUNB watchers would care because the conference presentation provides visibility into the company's positioning and messaging as shared with institutional investors.

Sunbelt Rentals: Advantages To Big Players, But Not Enough Absolute Yield

Seeking Alpha · 11 Sept 2026neutral

Seeking Alpha notes Sunbelt Rentals delivered strong overall results in equipment rental skewed toward specialty, citing its scale as providing access to larger clients and strategic infrastructure projects. Despite the favorable relative value thesis versus HRI, the article concludes SUNB's forward free cash flow yield below 4% is insufficient for portfolio inclusion given growth and macro risks.

Why it matters — A SUNB watcher would care because the piece weighs the company's scale-driven competitive advantages and relative value against an assessment that its forward free cash flow yield does not currently meet this analyst's portfolio threshold.

Sunbelt Rentals Analysts Boost Their Forecasts After Upbeat Q1 Earnings

Benzinga · 10 Sept 2026positive

Sunbelt Rentals Holdings reported better-than-expected first-quarter financial results on Wednesday and raised its FY27 sales guidance. Following the upbeat earnings, analysts have increased their forecasts for the company.

Why it matters — The better-than-expected results, raised guidance, and improved analyst forecasts signal a strong near-term outlook for SUNB watchers.

Sunbelt Rentals Holdings: Hold On To This Equipment Rental Company As They Pay Down Debt

Seeking Alpha · 10 Sept 2026neutral

Seeking Alpha reports that Sunbelt Rentals Holdings delivers strong double-digit revenue and net income growth, driven by robust equipment rental market demand. However, aggressive capital expenditures and shareholder returns are offset by a significant debt load and declining free cash flow, leading the author to rate the company as a hold.

Why it matters — SUNB watchers would care because the article highlights the balance between strong recent performance and the company's leverage and cash-flow challenges, which are key factors in assessing its financial health.

Sunbelt Rentals to Attend the Morgan Stanley Laguna Conference on September 16, 2026

Business Wire · 9 Sept 2026neutral

Sunbelt Rentals Holdings, Inc. announced it will attend the 14th Annual Morgan Stanley Laguna Conference in Dana Point, California, on Wednesday, September 16, 2026. CEO Brendan Horgan will participate in a fireside chat scheduled to begin at 2:35 p.m. PT (5:35 p.m. ET), with a live audio webcast available.

Why it matters — A SUNB watcher would care because the CEO's fireside chat at a major investor conference provides an opportunity to hear directly from company leadership.

FAQ

Frequently asked questions about SUNB stock

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

The 16 Wall Street analysts covering Sunbelt Rentals Holdings, Inc. have a median 12-month price target of $90, with estimates ranging from $71 to $115. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SUNB stock a buy right now?

Of the 16 analysts covering Sunbelt Rentals Holdings, Inc., 10 rate it a Buy, 4 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Sunbelt Rentals Holdings, Inc. 24 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.

How does Ticker Nerd's model rank SUNB?

As at 4 Nov 2026, Sunbelt Rentals Holdings, Inc. ranks 24 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 Revisions (96 of 100).

Will SUNB stock go up?

No one can know that. What the data says: the median 12-month target from 16 analysts implies +11.5% from the last close, and Ticker Nerd's factor model ranks Sunbelt Rentals Holdings, Inc. 24 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SUNB stock forecast for 2030?

No analyst covering Sunbelt Rentals Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SUNB are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $71 to $115 over the next 12 months.

What does Sunbelt Rentals Holdings, Inc. do?

Sunbelt Rentals Holdings, Inc. is an equipment rental company providing access to tools, machinery, and engineered solutions for construction, industrial, infrastructure, commercial, and specialty applications.

What is the latest news on SUNB?

The most recent item we track (Seeking Alpha, 17 Sept 2026): "Sunbelt Rentals Holdings Inc. (SUNB) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript". Sunbelt Rentals Holdings Inc. presented at Morgan Stanley's 14th Annual Laguna Conference, with a transcript of the presentation published on Seeking Alpha. The event included the company's remarks to conference attendees.

Company

About Sunbelt Rentals Holdings, Inc.

Sunbelt Rentals Holdings, Inc. is an equipment rental company providing access to tools, machinery, and engineered solutions for construction, industrial, infrastructure, commercial, and specialty applications. Its current portfolio includes general construction equipment alongside specialized services such as aerial work platforms, lifting equipment, pumps, power generation, heating and cooling systems, scaffolding, trench shoring, temporary structures, fencing, traffic management, and temporary flooring. The company serves contractors, industrial operators, infrastructure providers, event organizers, government entities, and other organizations that require flexible access to equipment and technical support. Its operations are organized across North American general tool rentals, North American specialty rentals, and the United Kingdom. Sunbelt Rentals Holdings, Inc. is headquartered in Fort Mill, South Carolina, and operates across the United States, Canada, and the United Kingdom. By combining a broad equipment fleet with delivery, servicing, and project-oriented solutions, the company plays a significant role in helping customers execute projects without owning and maintaining every required asset.

CEO Mr. Brendan Christopher Horgan · 26,613 employees · United States · https://ir.sunbeltrentals.com