URIIndustrials · Rental & Leasing ServicesThe 22 Wall Street analysts covering United Rentals, Inc. hold a median 12-month price target of $1,317 — +24.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 12 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (92): Analysts have, on balance, been raising their forecasts.
Growth (46): 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.
The bullish and bearish analyst opinions on URI, 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 +24.2% from it.
Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Oct 2026 | Truist Securities | Maintains | Buy | $1,466 → $1,395 |
| 24 Sept 2026 | RBC Capital | Reiterates | Outperform | — |
| 24 Sept 2026 | RBC Capital | Reiterates | Outperform | $1,323 |
| 10 Sept 2026 | JP Morgan | Downgrade | Neutral | $1,235 → $1,170 |
| 10 Sept 2026 | JP Morgan | Downgrade | Neutral | — |
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $1,101 → $1,262 |
| 4 Aug 2026 | Argus Research | Reiterates | Buy | — |
| 4 Aug 2026 | Argus Research | Reiterates | Buy | $1,250 |
| 25 July 2026 | UBS | Maintains | Buy | — |
| 24 July 2026 | Barclays | Maintains | Underweight | — |
| 24 July 2026 | Barclays | Maintains | Underweight | $715 → $950 |
| 24 July 2026 | Citigroup | Maintains | Buy | — |
| 24 July 2026 | Citigroup | Maintains | Buy | $1,270 → $1,330 |
| 24 July 2026 | JP Morgan | Maintains | Overweight | — |
| 24 July 2026 | JP Morgan | Maintains | Overweight | $1,100 → $1,235 |
| 24 July 2026 | Truist Securities | Maintains | Buy | — |
| 24 July 2026 | Truist Securities | Maintains | Buy | $1,421 → $1,466 |
| 24 July 2026 | UBS | Maintains | Buy | $1,300 → $1,350 |
| 24 July 2026 | Wells Fargo | Maintains | Overweight | — |
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. URI 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, United Rentals, Inc. returned +9.7% against +18.6% 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 30% of US stocks
Cheaper than 31% of US stocks
Cheaper than 13% of US stocks
Cheaper than 19% of US stocks
Higher than 56% of US stocks
Higher than 59% of US stocks
Higher than 48% of US stocks
Higher than 84% of US stocks
Higher than 78% of US stocks
Higher than 87% of US stocks
Higher than 90% of US stocks
Higher than 68% 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.
United Rentals, Inc. has a market value of $66.0B and an enterprise value of $81.1B.
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.
Trailing P/E: 25.5×; forward P/E: 18.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.74%, paying out 18% of earnings.
United Rentals, Inc. employs 28,500 people — $591K 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 United Rentals, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research explains that its Style Scores help investors find top-rated stocks based on investing style, framing United Rentals as a long-term growth stock.
Why it matters — URI watchers may note the article's favorable growth-stock framing and its focus on Zacks' style-based stock-rating tool.
United Rentals announced that CEO Matt Flannery and CFO Ted Grace will host its third-quarter 2026 conference call on October 22 at 8:30 a.m. Eastern Time. The call will be available by live audio webcast and telephone, with the webcast archived until the next earnings call.
Why it matters — URI watchers can use the call to hear company leadership discuss the quarter; the announcement provides access and scheduling details.
Zacks says United Rentals has an impressive history of earnings surprises and currently has two key ingredients associated with a likely beat in its next quarterly report.
Why it matters — URI watchers may note the article’s positive assessment of the company’s earnings-surprise history and setup ahead of its next report.
MarketBeat reports that Altimetry research director Rob Spivey sees companies employing skilled trades and supplying their equipment as potential beneficiaries of rising hyperscaler spending on AI.
Why it matters — United Rentals supplies equipment used by skilled trades, placing it within the group discussed as potentially capturing part of the AI-related spending payoff.
United Rentals (URI) recently rose above its 50-day moving average, a key technical level that suggests a short-term bullish trend for the stock.
Why it matters — A move above the 50-day moving average signals improving technical momentum, a development that stock watchers tracking URI's price action would note.
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.
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. 77 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, United Rentals, Inc. ranks 77 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 (92 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +24.2% from the last close, and Ticker Nerd's factor model ranks United Rentals, Inc. 77 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 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.
United Rentals, Inc. returned +9.7% over the 12 months to 13 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
United Rentals Inc. is an equipment rental company that serves construction, industrial, commercial, and municipal customers.
The most recent item we track (Zacks Investment Research, 13 Oct 2026): "Why United Rentals (URI) is a Top Growth Stock for the Long-Term". Zacks Investment Research explains that its Style Scores help investors find top-rated stocks based on investing style, framing United Rentals as a long-term growth stock.
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
