Update shared on17 Sep 2025
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.
- Substantial new investment in data center construction, with $459B in forward investment visibility, is expected to drive significant incremental demand for equipment rentals.
- Favorable macroeconomic developments—including lower interest rates, supportive legislative changes like 100% bonus depreciation, and potential tariff relief—are seen as catalysts for increased customer project activity.
- Upward biases to sector earnings estimates and the likelihood of positive EPS revisions are fueling multiple expansion and institutional optimism for the shares.
- Recent industry outperformance ahead of anticipated Federal Reserve rate cuts, in line with historical trends, is prompting calls to increase exposure to the machinery sector.
What's in the News
- United Rentals launched Smart Suggestions and Equipment Fit AR digital tools, enhancing customer rental decisions and jobsite equipment planning.
- The company raised full-year 2025 revenue guidance to $15.8–$16.1 billion.
- Completed buyback of 580,672 shares for $418.78 million and increased total repurchase authorization by $500 million to $2 billion.
- Removed from multiple Russell growth indexes, including Russell 1000 Growth and Russell Midcap Growth.
Valuation Changes
Summary of Valuation Changes for United Rentals
- The Consensus Analyst Price Target has risen slightly from $900.22 to $924.70.
- The Consensus Revenue Growth forecasts for United Rentals has significantly risen from 6.1% per annum to 7.3% per annum.
- The Future P/E for United Rentals remained effectively unchanged, moving only marginally from 19.91x to 19.59x.
Disclaimer
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.