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United Rentals, Inc. Stock Price

NYSE:URI Community·US$64.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 44 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

URI Share Price Performance

US$990.15
31.38 (3.27%)
​
US$1,272.43
Fair Value
US$990.15
31.38 (3.27%)
22.2% undervalued intrinsic discount
US$1,272.43
Fair Value
Price US$990.15
AnalystConsensusTarget US$1,272.43
AnalystHighTarget US$1,550.00
AnalystLowTarget US$964.25
Tue, 25 Aug 26
Fair ValueUS$1,272.43
Share Pricen/a

URI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$1.27k 22.2% undervalued intrinsic discount

URI: Unprecedented Infrastructure Investment Will Drive Outperformance Amid Mixed Margins

0users have liked this narrative
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10users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$1.55k 36.1% undervalued intrinsic discount

US Infrastructure And Telematics Will Expand Rental Markets

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$964.25 2.7% overvalued intrinsic discount

Aging Diesel Fleet And Cost Pressures Will Squeeze Margins

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
URI logo
United Rentals
22.2% undervalued intrinsic discount

URI: Unprecedented Infrastructure Investment Will Drive Outperformance Amid Mixed Margins

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Aug
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URI logo
United Rentals
2.7% overvalued intrinsic discount

Aging Diesel Fleet And Cost Pressures Will Squeeze Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 11 Aug
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URI logo
United Rentals
36.1% undervalued intrinsic discount

US Infrastructure And Telematics Will Expand Rental Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 28 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
URI logo

URI: Construction Megaproject Tailwinds Will Support Future Cycle Returns

Fair Value: US$1.27k 22.2% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
URI logo

URI: Elevated P/E Will Test Sustainability Of Current Rental Margin Assumptions

Fair Value: US$964.25 2.7% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
URI logo

URI: Mega Project Exposure And Q2 Beat Will Support Future Compounding

Fair Value: US$1.55k 36.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with mediocre balance sheet.

2 Risks
5 Rewards
View Full Analysis

United Rentals, Inc. Key Details

US$16.8b

Revenue

US$10.4b

Cost of Revenue

US$6.5b

Gross Profit

US$3.8b

Other Expenses

US$2.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
42.38
38.48%
15.67%
150.4%
View Full Analysis

About URI

Founded
1997
Employees
28500
CEO
Matthew Flannery
WebsiteView website
www.unitedrentals.com

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, including boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The specialty segment rents trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; power and heating, ventilating, and air conditioning equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment for fluid containment, transfer, and treatment; surface protection mats; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. The company also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. It sells used equipment through its sales force, brokers, website, at auctions, and directly to manufacturers. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.

Recent URI News & Updates

User avatar
Narrative Update • Aug 25

URI: Construction Megaproject Tailwinds Will Support Future Cycle Returns

Analysts have lifted the fair value estimate for United Rentals from about $1,155 to roughly $1,272. This reflects higher Street price targets tied to the recent Q2 beat and raise updates, adjusted revenue and margin assumptions, and confidence in the company’s execution across large project and construction end markets.
User avatar
Narrative Update • Aug 11

URI: Elevated P/E Will Test Sustainability Of Current Rental Margin Assumptions

The analyst price target for United Rentals is updated higher. The model fair value rises from about $775.90 to about $964.25 as analysts factor in the recent Q2 beat and raise outcomes, higher long-term revenue and margin assumptions, and a richer future P/E multiple in line with a broad series of Street target increases through 2026.
User avatar
Narrative Update • Jul 28

URI: Mega Project Exposure And Q2 Beat Will Support Future Compounding

United Rentals' analyst price target has been raised from $1,300.54 to $1,550.00, as analysts factor in updated Q2 earnings models, modestly higher revenue growth assumptions, and a higher future P/E multiple, while applying a similar discount rate and somewhat lower profit margin expectations. Analyst Commentary Recent Street research on United Rentals points to a broadly optimistic tone, with many bullish analysts revisiting their models after the Q2 report and related previews.

Recent updates

No updates

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