URIIndustrials · Rental & Leasing ServicesThe 22 Wall Street analysts covering United Rentals, Inc. hold a median 12-month price target of $1,317 — +21.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 22 Aug 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 (97): 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.
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 +21.5% from it.
Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $1,101 → $1,262 |
| 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 | — |
| 24 July 2026 | Wells Fargo | Maintains | Overweight | $1,245 → $1,355 |
| 23 July 2026 | B of A Securities | Maintains | Buy | $1,195 → $1,300 |
| 23 July 2026 | B of A Securities | Maintains | Buy | — |
| 17 July 2026 | Morgan Stanley | Maintains | Overweight | $1,030 → $1,165 |
| 17 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 14 July 2026 | Citigroup | Maintains | Buy | $1,210 → $1,270 |
| 14 July 2026 | Citigroup | Maintains | Buy | — |
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.
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 32% of US stocks
Cheaper than 14% of US stocks
Cheaper than 18% of US stocks
Higher than 57% of US stocks
Higher than 60% of US stocks
Higher than 49% 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 15% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
United Rentals (URI) reported earnings 30 days ago, and its stock has declined 3.9% since that earnings report. The article raises the question of what may come next for the stock.
Why it matters — URI watchers would care because the recent 3.9% decline since the earnings release marks a notable shift in the stock's performance that could inform their outlook.
Zacks Investment Research highlights United Rentals (URI) as a strong growth stock using its Style Scores system, which helps investors identify top-rated stocks based on investing style.
Why it matters — A URI watcher would care because the piece signals that the company is being favorably rated on growth criteria by an investment research firm.
According to Zacks, United Rentals generates more than 90% of its current growth organically, while a robust M&A pipeline could help expand its specialty offerings and product portfolio.
Why it matters — A URI watcher would care because this highlights both the strength of its organic growth and the potential for future expansion through acquisitions.
United Rentals shares have risen 42% so far in 2026 and are trading near their 52-week high, prompting some investors to speculate about a potential stock split. The Motley Fool examines whether United Rentals could be next to announce a split.
Why it matters — The stock's strong run and its proximity to a 52-week high make the possibility of a stock split a notable topic for investors following United Rentals.
Zacks Investment Research highlights United Rentals (URI) as a strong value stock using its Zacks Style Scores feature, part of the Zacks Premium research service. The piece presents URI as identifiable through Zacks' framework for finding strong stocks.
Why it matters — URI watchers would care because the article positions United Rentals as a strong value pick according to Zacks' screening methodology.
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., 17 rate it a Buy, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks United Rentals, Inc. 81 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, United Rentals, Inc. ranks 81 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +21.5% from the last close, and Ticker Nerd's factor model ranks United Rentals, Inc. 81 out of 100 as at 22 Aug 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 +17.5% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
United Rentals, Inc. is an equipment rental company that supplies construction, industrial, and specialty equipment to customers across North America.
The most recent item we track (Zacks Investment Research, 21 Aug 2026): "Why Is United Rentals (URI) Down 3.9% Since Last Earnings Report?". United Rentals (URI) reported earnings 30 days ago, and its stock has declined 3.9% since that earnings report. The article raises the question of what may come next for the stock.
United Rentals, Inc. is an equipment rental company that supplies construction, industrial, and specialty equipment to customers across North America. United Rentals serves contractors, utilities, municipalities, manufacturers, and other businesses through a broad portfolio that includes aerial work platforms, forklifts, earthmoving machines, power and climate control equipment, and tools for jobsite support. The company also provides related services such as equipment protection and online rental management tools, helping customers access a wide range of machines without owning and maintaining them directly. Its operations are organized around general rentals and specialty rentals, giving it exposure to both everyday jobsite needs and more specialized project requirements. With a large branch network and a focus on fleet availability, United Rentals plays a central role in supporting construction, infrastructure, and industrial activity across the regional rental market.
CEO Mr. Matthew J. Flannery · 28,500 employees · United States · https://www.unitedrentals.com