Update shared on 23 Nov 2025
Fair value Decreased 19%Analysts have revised their price target for WillScot Holdings downward from $30.70 to $24.75. They cite recent estimate cuts, weaker demand trends, and macroeconomic headwinds as key drivers of the shift.
Analyst Commentary
Recent analyst reports offer a mixed outlook for WillScot Holdings, reflecting nuanced views on the company's valuation, growth trajectory, and exposure to macroeconomic headwinds. The following summarizes both the optimistic and cautious perspectives currently shaping sentiment around the stock.
Bullish Takeaways- Bullish analysts highlight that Q3 represented a turning point, setting an "investable bottom" after a period of cyclical weakness and reduced expectations.
- There is optimism that falling interest rates may provide tailwinds, especially as markets shift and rotation occurs toward undervalued infrastructure names.
- Some view the recent declines in WillScot’s share price and valuation as having moved ahead of fundamentals. This suggests potential value at current levels for long-term investors.
- Positive commentary from company leadership points to constructive outlooks in core business areas, which bolsters confidence in longer-term execution.
- Bearish analysts have lowered earnings estimates to account for continued weaker demand trends and seasonal headwinds, particularly in the storage segment.
- There is concern that near-term catalysts are lacking, and a sustained recovery in the stock is seen as dependent on broader macroeconomic improvements.
- Incremental weakness in retail storage units and moderating rental rate momentum in storage are causing caution on near-term growth prospects.
- Recent estimate cuts and reduced price targets reflect fears that the company’s recovery is more macro-dependent than previously thought, which could limit upside until end markets stabilize.
What's in the News
- WillScot Holdings updated its earnings guidance for the fourth quarter and full year 2025. The company projects revenue of $545 million for Q4 and $2,260 million for the full year, based on current end market demand expectations, including seasonal retail demand (Company Guidance).
- The company recently completed a share repurchase tranche, buying back 296,800 shares between July and September 2025. This brings the total repurchased to over 49.6 million shares, or 24.23% of outstanding shares, under its ongoing buyback program announced in 2021 (Buyback Update).
- Effective January 1, 2026, Tim Boswell will succeed Brad Soultz as Chief Executive Officer. Boswell brings 13 years of experience at WillScot, having served in multiple leadership roles and led significant strategic initiatives (Executive Changes).
Valuation Changes
- The consensus analyst price target has fallen significantly, decreasing from $30.70 to $24.75 per share.
- The discount rate has risen slightly, moving from 11.17% to 11.85%.
- The revenue growth projection has declined sharply, dropping from 2.04% to just 0.04%.
- The net profit margin estimate has moved lower, decreasing from 14.03% to 9.97%.
- The future P/E ratio has increased, rising from 20.93x to 26.50x.
Disclaimer
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