URIIndustrials · Rental & Leasing ServicesThe 22 Wall Street analysts covering United Rentals, Inc. hold a median 12-month price target of $1,325 — +17.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 3 Nov 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 (98): Analysts have, on balance, been raising their forecasts.
Volatility (47): The share price moves around a lot.
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 systematic trader with 15+ 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 +17.9% from it.
Of the 20 most recent actions, 7 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Morgan Stanley | Maintains | Overweight | $1,335 → $1,350 |
| 23 Oct 2026 | RBC Capital | Maintains | Outperform | $1,323 → $1,392 |
| 23 Oct 2026 | Truist Securities | Maintains | Buy | $1,395 → $1,450 |
| 22 Oct 2026 | UBS | Maintains | Buy | $1,350 → $1,450 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | $1,466 → $1,395 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | — |
| 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 | $1,250 |
| 4 Aug 2026 | Argus Research | Reiterates | Buy | — |
| 25 July 2026 | UBS | Maintains | Buy | — |
| 24 July 2026 | Barclays | Maintains | Underweight | $715 → $950 |
| 24 July 2026 | Barclays | Maintains | Underweight | — |
| 24 July 2026 | Citigroup | Maintains | Buy | — |
| 24 July 2026 | Citigroup | Maintains | Buy | $1,270 → $1,330 |
| 24 July 2026 | JP Morgan | 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.
URI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, United Rentals, Inc. returned +32.9% against +12.9% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 29% of US stocks
Cheaper than 28% of US stocks
Cheaper than 12% of US stocks
Cheaper than 18% of US stocks
Higher than 64% of US stocks
Higher than 67% of US stocks
Higher than 48% of US stocks
Higher than 86% of US stocks
Higher than 79% of US stocks
Higher than 88% of US stocks
Higher than 91% of US stocks
Higher than 67% 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 $72.8B and an enterprise value of $88.5B.
Revenue in the twelve months to 30 June 2026: $16.8B. The latest quarter grew 15.7% 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: 25.8×; forward P/E: 19.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.67%, paying out 17% of earnings.
United Rentals, Inc. employs 28,600 people — $589K 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 →
United Rentals reported third-quarter 2026 results, with Specialty Rentals revenue rising 34.7% year over year to a record $1.70 billion. The segment benefited from demand across large infrastructure, industrial and construction projects.
Why it matters — Specialty Rentals was a major growth driver in the reported quarter, making its performance relevant to URI watchers.
Zacks Investment Research highlights its Style Scores as a way to identify stocks it characterizes as strong growth opportunities, framing United Rentals (URI) as a strong growth stock in the headline.
Why it matters — URI watchers may note the article’s positive growth-oriented framing and its reference to Zacks Style Scores.
Zacks Investment Research lists United Rentals among five stocks with high return on equity amid an AI-driven market rally.
Why it matters — The item identifies URI as a high-ROE stock in the context of the rally.
The Seeking Alpha excerpt identifies Microsoft as the Brown Advisory Flexible Equity Strategy’s top contributor for Q3 2026, while Suncor Energy outperformed the Index and KLA Corporation traded lower.
Why it matters — The excerpt does not mention United Rentals, so it provides no specific update for URI watchers.
Zacks Investment Research reports that United Rentals, along with Allegion and Clean Harbors, received broker rating upgrades. The item says the upgrades are backed by strong 2026 earnings growth projections.
Why it matters — URI watchers may note the reported broker-rating upgrade and its link to projected 2026 earnings growth.
The 22 Wall Street analysts covering United Rentals, Inc. have a median 12-month price target of $1,325, 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. 83 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, United Rentals, Inc. ranks 83 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 (98 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +17.9% from the last close, and Ticker Nerd's factor model ranks United Rentals, Inc. 83 out of 100 as at 3 Nov 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 +32.9% over the 12 months to 4 Nov 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, 4 Nov 2026): "United Rentals' Specialty Revenue Surges 35%: What Comes Next?". United Rentals reported third-quarter 2026 results, with Specialty Rentals revenue rising 34.7% year over year to a record $1.70 billion. The segment benefited from demand across large infrastructure, industrial and construction projects.
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 · 28,600 employees · United States · https://www.unitedrentals.com
