United Rentals, IncNYSE: URI
Industrials · Trading Companies & Distributors
$950.02
-1.02%
Vol: 400K
Research Digest
Friday, May 1, 2026
United Rentals surges on strong Q1 beat and FY guidance raise; Truist and Citi raise PTs to $1,209 and $1,130.
United Rentals Q1 2026 strong results, surpassing revenue and EPS expectations, raised FY guidance, igniting 23% surge in stock price. Benefiting from robust demand in construction and infrastructure. Multiple analysts raised PTs: Truist to $1,209 from $972, Citi to $1,130 from $950, Barclays to $715 from $600. Board declared quarterly cash dividend of $1.97 per share, payable May 27, 2026. Stock +18.50% week, +33.07% month.
Previous Market Intelligence
13 daysApr 30United Rentals posted record Q1 revenue with 7.2% growth and raised 2026 guidance, triggering 22.39% stock surge and analyst price target hikes.Positive▶
United Rentals reported record Q1 2026 revenue of $4.0B (+7.2% YoY) and EPS of $8.44, with the company raising its 2026 guidance. The stock surged 22.39% following the earnings announcement. Citi raised its price target to $1,130 from $950, and Truist raised its target to $1,209 from $972. Barclays also raised its target to $715 from $600. The equipment rental leader is benefiting significantly from data center buildout demand.
Apr 16United Rentals hosts Q1 2026 earnings call on April 23 amid slower growth concerns but analyst support remains strong with Buy ratings.Mixed▶
United Rentals is preparing for its Q1 2026 earnings call on April 23 following mixed results in recent quarters. The company missed Q4 2025 estimates due to higher expenses while announcing a $1.5B share buyback and 10% dividend increase. Robeco increased its stake to 200,000 shares worth $159M. Analysts remain supportive with Wells Fargo and J.P. Morgan maintaining Buy ratings. The 12-month target is $976.17, up 3.96% from current levels.
Apr 15United Rentals will report Q1 2026 earnings April 23 with revenue growth guidance of 5.9% and a $1.5 billion share repurchase program announced.Mixed▶
United Rentals will hold its Q1 2026 earnings conference call on April 23, 2026. The company outlined 2026 outlook projecting 5.9% revenue growth and announced a $1.5 billion share repurchase plan alongside a 10% dividend increase. United Rentals launched AI-powered Equipment Agent on March 12, 2026.
Apr 14United Rentals scheduled Q1 2026 earnings call for April 23 and announced $1.5B senior notes offering with expanded buyback plan.Positive▶
United Rentals will hold Q1 2026 earnings call on April 23, 2026 at 8:30 a.m. ET. The company priced a private $1.5B offering of 5.375% senior notes due 2033 to redeem $500M of 5.5% notes due 2027 and for general corporate purposes. Recent guidance included 5.9% revenue growth and a $1.50B share repurchase authorization with 10% dividend increase. The Board declared quarterly dividend of $1.79 per share.
Apr 13United Rentals increases financing with $1.5 billion senior notes offering; Q1 2026 earnings call set for April 23.Neutral▶
United Rentals priced a private offering of $1.5 billion in 5.375% senior notes due 2033. Proceeds will fund redemption of $500 million in 5.5% notes due 2027 and general corporate purposes. OFI Invest Asset Management significantly increased its stake. Q1 2026 earnings call scheduled for April 23 with CEO Matt Flannery and CFO Ted Grace. Analyst consensus rates the stock as Buy with price target of $976.17.
Apr 10United Rentals hosts Q1 2026 earnings call April 23; recent AI platform launch improves equipment recommendation by 70%.Mixed▶
United Rentals scheduled Q1 2026 earnings call for April 23, 2026. Company launched Equipment Agent in March 2026—an AI-powered assistant improving equipment recommendation by 70%. Stock currently at $732.09 (down 25.9% recently) amid concerns about slower growth. Analyst expectations: revenue growth of 6.1% over next 12 months.
Apr 9United Rentals surges 3.68% on recovery sentiment; Q1 earnings call set for April 23Positive▶
United Rentals stock rebounded 3.68% on April 8 after recent 25.9% decline caused by earnings misses and softer revenue expectations. Company scheduled Q1 2026 earnings announcement for April 22 with conference call April 23, providing near-term catalyst for recovery. Wells Fargo and J.P. Morgan maintained Buy ratings despite recent weakness. 13 analysts rate URI Buy with average price target of $976.17, representing 3.96% upside. Company launches AI-powered equipment assistant to improve customer experience. As largest equipment rental company globally with integrated North American and international network, URI positioned to benefit from capital expenditure recovery.
Apr 8United Rentals launches AI-powered equipment assistant; stock down 25.9% on earnings missNegative▶
United Rentals reported mixed Q4 results with revenue and adjusted EPS missing estimates, driving a 25.9% stock decline. The company is advancing technology initiatives including an AI-powered equipment assistant and Smart Suggestions platform to improve customer experience. Wells Fargo maintained Buy rating while J.P. Morgan also kept its Buy despite softer revenue expectations. The company completed acquisition of Alfasi Hire and faces construction market pressures but projects strong future growth. Stock trades at approximately $892-$976 per share with analyst average price target of $976.17.
Apr 7URI reports Q4 earnings miss; 10% dividend hike and expanded $5B buyback authorization.Mixed▶
United Rentals Q4 2025 below expectations. Announced 10% dividend hike and $5B expanded buyback. Stock -25.9% on misses. AI-powered equipment assistant launched. Stock $892.10. 13 analysts target $976.17 (+3.96%).
Apr 6United Rentals faces earnings miss amid AI innovation and acquisition strategyNeutral▶
United Rentals (URI) reported mixed Q1 results with revenue and EPS missing estimates, but the company continues strategic initiatives including AI tool launches and the Alfasi Hire acquisition. Shares traded between $709.45-$739.76 on April 2, with a current price target of $925.59. Mixed guidance and construction market pressures create headwinds, though Wells Fargo and J.P. Morgan maintain buy ratings on the stock.
Apr 3United Rentals delivers strong 2026 guidance with $1.5B share repurchase plan and 10% dividend increase.Positive▶
United Rentals posted Q4 2025 revenue of $4.208B with full-year revenue of $16.099B and adjusted EBITDA of $7.328B. New $5B share repurchase program with $1.5B slated for 2026 and quarterly dividend raised 10% to $1.97 per share. Wall Street maintains Moderate Buy rating with mean PT of $936.21, suggesting 26.1% upside.
Apr 2United Rentals flat overnight; Q1 2026 earnings report due April 29 with mixed guidance amid construction market pressures.Neutral▶
United Rentals traded down just 0.07% overnight at $731.00 on April 2, 2026. The company is navigating mixed earnings results with revenue and EPS missing estimates, while launching new AI-powered service tools. Analysts remain divided on the stock's future amid geopolitical tensions and mixed guidance. URI is scheduled to report Q1 2026 earnings on April 29, 2026.
Apr 1United Rentals reports Q4 2025 earnings beat with record $27.41B backlog; announces new $5B share buyback programPositive▶
United Rentals delivered strong Q4 results with $4.208B in quarterly revenue and $10.27 EPS. The company announced a new $5B share repurchase program and raised its quarterly dividend 10% to $1.97 per share. Also launched AI-powered Equipment Agent. Wells Fargo and J.P. Morgan both maintain Buy ratings.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| URIUNITED | $950.02 | -1.02% | +30.3% | 17.8x | 1.68 | $60.1B |
| FASTFASTENAL | $44.96 | +0.06% | -2.0% | 32.9x | 0.84 | $51.6B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
| GEVGE | $1,064.74 | -1.73% | +20.7% | 44.2x | 1.20 | $291.1B |
| RTXRTX | $174.46 | -0.91% | -11.3% | 23.3x | 0.43 | $237.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.