What RB Global (RBA)'s Orlando Auction Revival and Analyst Upgrade Mean for Shareholders

• RB Global recently announced that Ritchie Bros. Auctioneers will host its flagship global auction event in Orlando, Florida, in February 2026, bringing back the live ramp sale alongside its advanced auction technology. 
• Bank of America's decision to upgrade RB Global reflects optimism about growth prospects following the integration of Insurance Auto Auctions and highlights the company's potential to expand market share and earnings through innovations and partnerships.
• We'll explore how the analyst upgrade, driven by IAA integration and anticipated operational benefits, could influence RB Global's investment outlook.

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RB Global Investment Narrative Recap

RB Global appeals to investors who see long-term value in global asset management and equipment auctions, supported by a robust digital and physical marketplace ecosystem. The news of Ritchie Bros. bringing back its flagship Orlando auction in 2026 reinstates a major industry event, but does not meaningfully alter the immediate focus on IAA integration, the company's key short-term catalyst, or ongoing integration and execution risks, which remain the primary concern for the business at this stage.

Among company updates, the October launch of IAA’s Market Alliance in Guatemala stands out, reinforcing efforts to expand reach and increase transaction volumes across new geographies. This broader international network aligns with the catalyst of growing the buyer base and supporting sustained revenue and margin growth, although short-term results may still hinge on successful integration and operational execution elsewhere.

However, against this backdrop, investors should be aware that execution missteps from recent acquisitions could...

Read the full narrative on RB Global (it's free!)

RB Global's outlook anticipates $5.7 billion in revenue and $913.2 million in earnings by 2028. This scenario relies on 8.6% annual revenue growth and a $535.9 million increase in earnings from the current level of $377.3 million.

Uncover how RB Global's forecasts yield a $122.70 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community estimate RB Global’s fair value between US$95 and US$178. This range captures diverging expectations, as many focus on integration and execution risks that could impact future performance standards.

Explore 3 other fair value estimates on RB Global - why the stock might be worth as much as 77% more than the current price!

Build Your Own RB Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your RB Global research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free RB Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate RB Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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