URIIndustrials · Rental & Leasing ServicesThe 22 Wall Street analysts covering United Rentals, Inc. hold a median 12-month price target of $1,317 — +18.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 1 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 (50): 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.
The rank is the raw material. Whether the rules would actually own United Rentals, Inc. — and when they’d sell — is the membership.
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.
The green dot is the last close — the median target sits +18.0% from it.
Of the 20 most recent actions, 11 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 25 July 2026 | UBS | Maintains | Buy | — |
| 24 July 2026 | Barclays | Maintains | Underweight | $715 → $950 |
| 24 July 2026 | Citigroup | Maintains | Buy | $1,270 → $1,330 |
| 24 July 2026 | JP Morgan | Maintains | Overweight | $1,100 → $1,235 |
| 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 | $1,245 → $1,355 |
| 23 July 2026 | B of A Securities | Maintains | Buy | $1,195 → $1,300 |
| 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 | — |
| 13 July 2026 | JP Morgan | Maintains | Overweight | $1,050 → $1,100 |
| 13 July 2026 | JP Morgan | Maintains | Overweight | — |
| 8 July 2026 | Citigroup | Maintains | Buy | $1,130 → $1,210 |
| 8 July 2026 | Citigroup | Maintains | Buy | — |
| 2 July 2026 | Truist Securities | Maintains | Buy | — |
| 1 July 2026 | UBS | Maintains | Buy | — |
| 29 June 2026 | BNP Paribas | Upgrade | Outperform | — |
| 25 June 2026 | B of A Securities | 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.
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 30% of US stocks
Cheaper than 14% of US stocks
Cheaper than 19% of US stocks
Higher than 59% of US stocks
Higher than 62% of US stocks
Higher than 50% of US stocks
Higher than 86% of US stocks
Higher than 78% of US stocks
Higher than 87% of US stocks
Higher than 91% 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.
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.
United Rentals reported record Q2 revenue and raised its 2026 outlook, citing stronger rental activity, fleet productivity, and specialty demand.
Why it matters — A record quarter and an upgraded outlook signal that URI's growth drivers — rentals, fleet efficiency, and specialty — remain robust.
United Rentals shares have gained 39.4% year to date following stronger earnings, improving estimate trends and a higher 2026 outlook.
Why it matters — A URI watcher would care because the strong earnings-fueled rally and raised outlook signal a potentially shifting picture for the company's near-term performance.
On July 28, 2026, Zacks Investment Research included United Rentals, Inc. (URI) in its Zacks Rank #1 (Strong Buy) list of momentum stocks, alongside OPHC and NTRS.
Why it matters — This signals that Zacks considers URI a leading momentum stock, which could attract attention from investors who follow momentum-based strategies.
Zacks Investment Research highlights United Rentals (URI) as a top momentum stock for the long-term, noting that its Zacks Style Scores system helps investors find top-rated stocks based on investing style.
Why it matters — URI watchers would care because the article positions the company as a strong momentum pick, which could signal sustained market interest and positive trading characteristics.
Zacks Investment Research highlighted United Rentals (URI) as a top growth stock for the long-term, noting that its Zacks Style Scores feature makes identifying strong stocks easier for different investment styles.
Why it matters — The article positions URI favorably for long-term growth, which may reinforce investor confidence in the company's prospects.
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 $1,550. 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 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 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 +18.0% from the last close, and Ticker Nerd's factor model ranks United Rentals, Inc. 81 out of 100 as at 1 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 $1,550 over the next 12 months.
United Rentals, Inc. returned +30.9% over the 12 months to 3 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, 28 July 2026): "United Rentals Growth Outlook After a Record-Setting Q2". United Rentals reported record Q2 revenue and raised its 2026 outlook, citing stronger rental activity, fleet productivity, and specialty demand.
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