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Operational Excellence And Specialty Cold Starts Will Define Future Success

Published
06 Aug 24
Updated
17 Sep 25
AnalystConsensusTarget's Fair Value
US$924.70
2.4% overvalued intrinsic discount
17 Sep
US$947.27
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1Y
16.4%
7D
0.6%

Author's Valuation

US$924.7

2.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on17 Sep 25
Fair value Increased 2.72%

Analysts have raised United Rentals' price target to $924.70 amid robust financial performance, strengthening demand from major data center investments, and a supportive macroeconomic backdrop, including policy tailwinds and potential Fed rate cuts. Analyst Commentary Bullish analysts cite record revenue and adjusted EBITDA performance over multiple quarters, suggesting strong operational execution and ongoing growth prospects.

Shared on07 May 25
Fair value Increased 24%

Shared on30 Apr 25
Fair value Decreased 2.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 0.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 5.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.32%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.