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URIURIIndustrials · Rental & Leasing Services

URI Stock Forecast: United Rentals, Inc. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$1,014
+1.14% on the day

The 22 Wall Street analysts covering United Rentals, Inc. hold a median 12-month price target of $1,317 — +29.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 79 of 100 as at 19 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$63.1B
Ticker Nerd rank
79 / 100
Median analyst target
$1,317
Analysts covering
22
Revenue$4.4B+11.8% y/y
Operating income$1.1B
Net income$753.0M
Free cash flow−$261.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.5%
1M
−9.2%
YTD
+26.0%
1Y
+8.4%
From 52W high
−13.0%
From 52W low
+43.3%
$708
$1,165
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

URI stock analysis: one number for the whole business

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

Where the model ranks itAs at 19 Sept 2026
79 / 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
Momentum
85
Quality
72
Issuance
63
Accruals
63
Volatility
62
Value
56
Growth
47
Size
4

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

Growth (47): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

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

The bullish and bearish analyst opinions on URI, 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
$600$800$1,000$1,200$1,400$1,600Oct 25Jan 26Apr 26Jul 26URIHigh $1,610Median $1,317Low $950

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 says22 analysts
16 Buy5 Hold1 Sell
Low $950Median $1,317High $1,610

The green dot is the last close — the median target sits +29.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 9 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
10 Sept 2026JP MorganDowngradeNeutral$1,235 → $1,170
11 Aug 2026Evercore ISI GroupMaintainsOutperform—
11 Aug 2026Evercore ISI GroupMaintainsOutperform$1,101 → $1,262
4 Aug 2026Argus ResearchReiteratesBuy$1,250
4 Aug 2026Argus ResearchReiteratesBuy—
25 July 2026UBSMaintainsBuy—
24 July 2026BarclaysMaintainsUnderweight—
24 July 2026BarclaysMaintainsUnderweight$715 → $950
24 July 2026CitigroupMaintainsBuy$1,270 → $1,330
24 July 2026CitigroupMaintainsBuy—
24 July 2026JP MorganMaintainsOverweight$1,100 → $1,235
24 July 2026JP MorganMaintainsOverweight—
24 July 2026Truist SecuritiesMaintainsBuy$1,421 → $1,466
24 July 2026Truist SecuritiesMaintainsBuy—
24 July 2026UBSMaintainsBuy$1,300 → $1,350
24 July 2026Wells FargoMaintainsOverweight—
24 July 2026Wells FargoMaintainsOverweight$1,245 → $1,355
23 July 2026B of A SecuritiesMaintainsBuy$1,195 → $1,300
23 July 2026B of A SecuritiesMaintainsBuy—
17 July 2026Morgan StanleyMaintainsOverweight$1,030 → $1,165

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. URI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

URI 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, United Rentals, Inc. returned +8.4% against +16.3% for the S&P 500, dividends included.

URI vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120130Oct 25Jan 26Apr 26Jul 26URIS&P 500

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

Data provided by Twelve Data

Estimates

URI 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
+4.4%
Analysts raising
18
Analysts cutting
0
Fundamentals

United Rentals, Inc. (URI) 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
24.4×

Cheaper than 31% of US stocks

Price / sales
3.7×

Cheaper than 33% of US stocks

Price / book
6.9×

Cheaper than 14% of US stocks

EV / EBITDA
16.7×

Cheaper than 19% of US stocks

Growth & margins
Revenue growth (YoY)
11.8%

Higher than 57% of US stocks

Earnings growth (YoY)
21.1%

Higher than 59% of US stocks

Gross margin
39.3%

Higher than 48% of US stocks

Operating margin
26.0%

Higher than 84% of US stocks

Net margin
15.7%

Higher than 78% of US stocks

Returns & dividend
Return on equity
28.9%

Higher than 87% of US stocks

Return on assets
8.8%

Higher than 90% of US stocks

Dividend yield
0.8%

Higher than 16% of US dividend payers

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

Key statistics

United Rentals, Inc. (URI) statistics: revenue, profit & scale

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

  • United Rentals, Inc. has a market value of $63.1B and an enterprise value of $78.4B.

  • Revenue in the twelve months to 30 June 2026: $16.8B. The latest quarter grew 11.8% year on year.

  • Net income over the same four quarters: $2.6B, a 15.7% net margin.

  • Diluted earnings per share, trailing twelve months: $41.64.

  • Free cash flow in the twelve months to 30 June 2026: $632.0M, after $3.7B of capital spending.

  • United Rentals, Inc. spent $2.1B on share buybacks and $477.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 62.3M.

  • Trailing P/E: 24.4×; forward P/E: 17.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.78%, paying out 18% of earnings.

  • United Rentals, Inc. employs 28,500 people — $591K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 19 Sept 2026

Data provided by Twelve Data

Peers

URI 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
URIUnited Rentals, Inc.$63.1B
79
SUNBSunbelt Rentals Holdings, Inc.$30.5B
8
AERAerCap Holdings NV$22.3B
98
UHALU-Haul Holding Co.$11.2B
44
RRyder System, Inc.$9.1B
93
GATXGATX Corp.$6.3B
59
EQPTEquipmentShare.com, Inc.$4.6B
4

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

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

News

Latest URI news & analysis

United Rentals Sees Large-Project Pipeline Accelerate as Specialty Demand Stays Strong

MarketBeat · 19 Sept 2026positive

United Rentals executives reported that construction-equipment rental demand has exceeded the company's expectations this year, driven by an accelerating pipeline of large projects and supported by continued strength in specialty rental operations.

Why it matters — A URI watcher would care because it signals stronger-than-expected demand across both large projects and specialty rentals, key drivers of the company's business.

5 Building Product Stocks to Buy on Infrastructure & Data Center Boom

Zacks Investment Research · 17 Sept 2026positive

Zacks highlights building product companies including United Rentals (URI), OC, ECG, FTDR and AGX as stocks supported by infrastructure, data center and innovation demand, despite ongoing housing and cost pressures.

Why it matters — URI watchers would care because the report points to infrastructure and data center demand as a supportive factor for United Rentals' business amid housing and cost headwinds.

The TJX Companies, Inc. Elects Craig A. Pintoff to Board of Directors

Business Wire · 17 Sept 2026neutral

The TJX Companies, Inc. announced that on September 16, 2026, its Board of Directors elected Craig A. Pintoff, Executive Vice President and Chief Administrative Officer of United Rentals, Inc., to the TJX board, effective immediately.

Why it matters — A URI watcher would note that a senior United Rentals executive has been appointed to the board of another major public company, reflecting recognition of his leadership.

United Rentals Stock Drops 15% in a Month: Time to Buy the Dip?

Zacks Investment Research · 15 Sept 2026negative

United Rentals shares fell approximately 14.7% over the past month, a decline attributed to solid project demand being offset by margin pressure, higher fleet spending, and a premium valuation. The article frames the drop as stemming from these operational and valuation headwinds.

Why it matters — A URI watcher would care because the stock's decline signals margin and spending pressures that could weigh on near-term performance despite robust underlying demand.

FAQ

Frequently asked questions about URI stock

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

The 22 Wall Street analysts covering United Rentals, Inc. have a median 12-month price target of $1,317, with estimates ranging from $950 to $1,610. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is URI stock a buy right now?

Of the 22 analysts covering United Rentals, Inc., 16 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks United Rentals, Inc. 79 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 URI?

As at 19 Sept 2026, United Rentals, Inc. ranks 79 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 URI stock go up?

No one can know that. What the data says: the median 12-month target from 22 analysts implies +29.9% from the last close, and Ticker Nerd's factor model ranks United Rentals, Inc. 79 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 URI stock forecast for 2030?

No analyst covering United Rentals, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for URI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $950 to $1,610 over the next 12 months.

How has URI stock performed over the past year?

United Rentals, Inc. returned +8.4% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does United Rentals, Inc. do?

United Rentals Inc. is an equipment rental company that serves construction, industrial, commercial, and municipal customers.

What is the latest news on URI?

The most recent item we track (MarketBeat, 19 Sept 2026): "United Rentals Sees Large-Project Pipeline Accelerate as Specialty Demand Stays Strong". United Rentals executives reported that construction-equipment rental demand has exceeded the company's expectations this year, driven by an accelerating pipeline of large projects and supported by continued strength in specialty rental operations.

Company

About United Rentals, Inc.

United Rentals Inc. is an equipment rental company that serves construction, industrial, commercial, and municipal customers. Its core business provides a broad fleet of general rental equipment, including aerial work platforms, earthmoving machinery, forklifts, and tools, supporting projects ranging from routine maintenance to large-scale infrastructure work. The company also offers specialty rental solutions, along with related services such as equipment protection and online tools that help customers manage rentals more efficiently. United Rentals Inc. operates as a single-source provider for businesses and contractors that need flexible access to equipment without owning and maintaining it themselves. Headquartered in Stamford, Connecticut, United Rentals Inc. plays a central role in the equipment rental market across North America and selected international markets, linking a wide range of industries to the machinery and services needed for day-to-day operations and project execution.

CEO Mr. Matthew J. Flannery · 28,500 employees · United States · https://www.unitedrentals.com