WillScot Holdings' consensus price target was lowered from $34.33 to $33.00 as analysts incorporated incremental weakness in near-term storage demand and adopted a more balanced outlook amid ongoing short-term headwinds.
Analyst Commentary
- Commentary around seasonal storage suggests incremental weakness impacting near-term outlook.
- Constructive CEO-to-be commentary at recent industry conference not enough to offset concerns.
- Reduced forward estimates reflect a more cautious view on demand trends for core offerings.
- Overall, analysts adopt a more balanced outlook rather than maintaining bullish conviction.
- Price target lowered significantly to align with revised expectations around short-term headwinds.
What's in the News
- DF Research raised concerns about WillScot's aging, potentially unrentable fleet and increasing depreciation costs, questioning if recent changes could signal impairments and warning that equity could be worthless due to a looming "debt bomb" (DF Research, Periodicals).
- WillScot Holdings appointed Tim Boswell as CEO, effective January 1, 2026; Boswell brings 13 years of company experience across finance, operations, and strategic development (Key Developments).
- The company has completed the repurchase of 49.3 million shares (24.07% of shares outstanding) since November 2021, including 1.53 million shares for $39.9 million during Q2 2025 (Key Developments).
- WillScot provided 2025 revenue guidance of $2.3 billion to $2.35 billion (Key Developments).
- Management noted strong growth in two business sub-segments despite overall disappointing Q2 results, though questions were raised about increased depreciation absent higher leasing revenues (DF Research, Periodicals).
Valuation Changes
Summary of Valuation Changes for WillScot Holdings
- The Consensus Analyst Price Target has fallen slightly from $34.33 to $33.00.
- The Future P/E for WillScot Holdings has fallen slightly from 22.29x to 21.55x.
- The Discount Rate for WillScot Holdings remained effectively unchanged, moving only marginally from 10.65% to 10.84%.
Have other thoughts on WillScot Holdings?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.