NYSE
1043.04USD
+13.12 (+1.27%)
We have scored 32 news catalysts on United Rentals, Inc. (URI) over the past 12 months. The biggest single-day move next to one of them came Jun 25, 2026, when URI closed +5.1%: “Zacks Industry Outlook United Rentals, Simpson, Everus and Construction Partners”. Coverage across the window leans positive (average ticker sentiment +0.53). Most of the impact sits in sector industrials and revenue cyclicality.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
64.9B
P/E
—
EPS
—
Beta
1.79
52W range
701.59-1179.18
Day range
1035.19–1055.29
Open
1038.48
Prev close
1029.92
Volume
432.9K
Avg volume
478.4K
Dividend
7.70
IPO
1997-12-18
Analysts publish price targets on URI, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
14 analyst price targets from $950 to $1,421
as of 2026-09-02
The market is 24% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about United Rentals, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of United Rentals, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for URI: .
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United Rentals, Inc., founded in 1997 and headquartered in Stamford, Connecticut, functions as a prominent equipment rental firm through its various subsidiaries. The company's operations are divided into two main divisions: General Rentals and Specialty. The General Rentals segment offers a broad selection of construction and industrial machinery, including heavy equipment like backhoes, skid-steer loaders, earthmoving machinery, and forklifts, alongside aerial work platforms such as boom and scissor lifts. This division also provides general tools and lighter equipment, ranging from pressure washers to power tools. Its client base is diverse, encompassing construction and industrial enterprises, manufacturers, utility companies, municipalities, government bodies, and individual homeowners. Conversely, the Specialty segment focuses on more specialized construction products. This includes comprehensive trench safety gear, such as trench shields, aluminum hydraulic shoring systems, and construction lasers, designed for underground work. It also supplies power generation and climate control equipment, featuring portable diesel generators, electrical distribution units, and temperature management systems. Additionally, the segment offers fluid solutions for containment, transfer, and treatment, as well as mobile storage units and modular office spaces. This segment primarily caters to companies undertaking infrastructure projects, municipalities, and industrial clients. Beyond rentals, United Rentals also sells new equipment, including aerial lifts, telehandlers, and compressors, along with construction consumables, tools, small equipment, and safety supplies. It further provides parts for customer-owned machinery and offers repair and maintenance services. The company remarkets its used equipment through its dedicated sales force, brokers, its website, direct sales to manufacturers, and auctions. United Rentals maintains an extensive network of 1,360 rental facilities across the United States, Canada, Europe, Australia, and New Zealand.
The reconstruction
The price at $1,043 sits at the 7th percentile of 14 published analyst models, rejecting the near-unanimous bull case and leaning bearish against a median target of $1,300.
What the disagreement turns on
The price demands revenue growth of 29.3% annually over the next decade—far above the 4.9% just delivered—yet refuses to pay for the demand catalysts that could plausibly deliver it; whether rental unit volumes are actually accelerating enough to close that gap is measurable, but pricing power and margin expansion are not.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $990 on 2026-09-02 — the quote has since moved +5%, so read this as a record of what was priced in then, not now.
