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Sustained Infrastructure Spending And Rental Demand Will Expand Markets

Published
03 Sep 24
Updated
11 Sep 25
AnalystConsensusTarget's Fair Value
US$156.10
17.2% undervalued intrinsic discount
11 Sep
US$129.21
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1Y
-9.8%
7D
-6.4%

Author's Valuation

US$156.1

17.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on11 Sep 25
Fair value Decreased 4.35%

The consensus analyst price target for Herc Holdings has been revised downward, primarily reflecting slightly lower future P/E and marginally reduced revenue growth expectations, with fair value now at $156.10. What's in the News Updated full-year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.

Shared on08 Aug 25
Fair value Decreased 5.77%

The downward revision in Herc Holdings' Analyst Price Target reflects a modest decline in valuation multiples, as evidenced by a lower future P/E, while revenue growth forecasts remain steady, resulting in a new fair value of $163.20. What's in the News Updated full year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.

Shared on08 May 25
Fair value Decreased 0.78%

Shared on30 Apr 25
Fair value Decreased 9.22%

AnalystConsensusTarget has decreased revenue growth from 3.8% to 2.2%, decreased profit margin from 20.4% to 16.9% and increased future PE multiple from 9.1x to 10.5x.

Shared on23 Apr 25
Fair value Decreased 3.66%

AnalystConsensusTarget has increased profit margin from 13.2% to 20.4% and decreased future PE multiple from 14.6x to 9.1x.

Shared on17 Apr 25
Fair value Decreased 5.57%

AnalystConsensusTarget has decreased revenue growth from 4.4% to 3.9%.

Shared on09 Apr 25
Fair value Decreased 1.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 4.16%

AnalystConsensusTarget has decreased profit margin from 17.9% to 13.6% and increased future PE multiple from 11.6x to 14.7x.

Shared on19 Mar 25

AnalystConsensusTarget has increased profit margin from 13.5% to 17.9% and decreased future PE multiple from 15.4x to 11.6x.

Shared on11 Mar 25
Fair value Increased 28%

AnalystConsensusTarget has decreased revenue growth from 6.7% to 4.8% and increased discount rate from 9.0% to 10.4%.