UNITED RENTALS INC (URI) Forecast, Price Target & Analyst Ratings
NYSE:URI • US9113631090
780.57 USD
+4.78 (+0.62%)
At close: Mar 11, 2026
780.57 USD
0 (0%)
After Hours: 3/11/2026, 8:04:00 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for UNITED RENTALS INC (URI).
Forecast Snapshot
Consensus Price Target
$970.09
+ 24.28% Upside
Next Earnings Forecast
Release DateApr 21, 2026
PeriodQ1 / 2026
EPS Estimate$9.06
Revenue Estimate3.916B
ChartMill Buy Consensus
78.52%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$970.09
Upside
+ 24.28%
From current price of $780.57 to mean target of $970.09, Based on 27 analyst forecasts
Low
$606.00
Median
$989.40
High
$1,124.55
Price Target Revisions
1 Month
-0.83%
3 Months
-4.36%
Price Target Summary
27 Wall Street analysts provided a forecast for the next 12 months for URI. The average price target is 970.09 USD. This implies a price increase of 24.28% is expected in the next year compared to the current price of 780.57.
The average price target has been revised downward by 4.36% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
78.52%
URI was analyzed by 27 analysts. The buy percentage consensus is at 79. So analysts seem to be have mildly positive about URI.
In the previous month the buy percentage consensus was at a similar level.
URI was analyzed by 27 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-23 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2026-02-02 | Citigroup | Maintains | Buy -> Buy |
| 2026-01-30 | RBC Capital | Maintains | Outperform -> Outperform |
| 2026-01-30 | JP Morgan | Maintains | Overweight -> Overweight |
| 2026-01-23 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-01-13 | Citigroup | Maintains | Buy -> Buy |
| 2026-01-05 | UBS | Upgrade | Neutral -> Buy |
| 2025-12-18 | Truist Securities | Maintains | Buy -> Buy |
| 2025-12-11 | Citigroup | Maintains | Buy -> Buy |
| 2025-12-03 | Keybanc | Maintains | Overweight -> Overweight |
| 2025-11-14 | Wells Fargo | Initiate | Overweight |
| 2025-10-24 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-10-20 | Barclays | Maintains | Underweight -> Underweight |
| 2025-10-08 | Truist Securities | Maintains | Buy -> Buy |
| 2025-10-01 | Baird | Upgrade | Neutral -> Outperform |
| 2025-09-25 | Keybanc | Maintains | Overweight -> Overweight |
| 2025-09-23 | Bernstein | Upgrade | Market Perform -> Outperform |
| 2025-09-23 | Citigroup | Maintains | Buy -> Buy |
| 2025-09-22 | JP Morgan | Maintains | Overweight -> Overweight |
| 2025-08-29 | Keybanc | Maintains | Overweight -> Overweight |
| 2025-07-28 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-07-25 | Keybanc | Maintains | Overweight -> Overweight |
| 2025-07-25 | Truist Securities | Maintains | Buy -> Buy |
| 2025-07-24 | UBS | Maintains | Neutral -> Neutral |
| 2025-07-24 | B of A Securities | Maintains | Buy -> Buy |
Next Earnings Forecast Details
Next Earnings Details
Release DateApr 21, 2026
PeriodQ1 / 2026
EPS Estimate$9.06
Revenue Estimate3.916B
Revenue Q2Q5.30%
EPS Q2Q2.27%
Number of Analysts19
Next Earnings Revisions
Revenue (1 Month)
0.03%
Revenue (3 Months)
-0.71%
EPS (1 Month)
0.32%
EPS (3 Months)
-0.89%
Next Earnings Summary
URI is expected to report earnings on 4/21/2026. The consensus EPS estimate for the next earnings is 9.06 USD and the consensus revenue estimate is 3.92B USD.
The next earnings revenue estimate has been revised downward by 0.71% in the past 3 months.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | ||
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 14.332B 23.11% | 15.345B 7.07% | 16.099B 4.91% | 17.255B 7.18% | 18.5B 7.22% | 20.001B 8.11% | 23.105B 15.52% | 24.26B 5.00% | |
| EBITDA YoY % growth | 6.609B 21.29% | 6.968B 5.43% | 7.081B 1.62% | 7.775B 9.80% | 8.389B 7.90% | 9.149B 9.06% | 10.6B 15.86% | 11.14B 5.09% | |
| EBIT YoY % growth | 3.828B 18.44% | 4.065B 6.19% | 3.973B -2.26% | 4.419B 11.23% | 4.84B 9.53% | 5.27B 8.88% | 6.21B 17.84% | 6.532B 5.19% | |
| Operating Margin | 26.71% | 26.49% | 24.68% | 25.61% | 26.16% | 26.35% | 26.88% | 26.92% | |
| EPS YoY % growth | 40.82 25.21% | 43.24 5.93% | 42.12 -2.59% | 46.58 10.60% | 52.82 13.38% | 59.86 13.33% | 68.37 14.22% | 75.98 11.14% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 9.06 2.27% | 11.60 10.81% | 13.30 13.64% | 13.08 17.95% | 10.94 20.71% | 13.96 20.31% | 15.78 18.66% | 15.44 18.06% |
| Revenue Q2Q % growth | 3.916B 5.30% | 4.238B 7.48% | 4.54B 7.35% | 4.555B 8.25% | 4.187B 6.92% | 4.514B 6.51% | 4.813B 6.01% | 4.838B 6.21% |
| EBITDA Q2Q % growth | 1.687B 8.42% | 1.919B -23.64% | 2.081B -39.10% | 2.074B -50.14% | 1.827B 8.30% | 2.045B 6.57% | 2.209B 6.15% | 2.221B 7.09% |
| EBIT Q2Q % growth | 896.99M 11.43% | 1.095B 9.17% | 1.238B 11.13% | 1.226B 16.54% | 1.023B 14.05% | 1.205B 10.05% | 1.342B 8.40% | 1.349B 10.03% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
12.43%
EPS Next 5 Year
12.52%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
7.07%
Revenue Next 5 Year
8.28%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
30.19%
EBIT Next 5 Year
21.86%
UNITED RENTALS INC / URI Forecast FAQ
What is the average price target for UNITED RENTALS INC (URI) stock?
27 analysts have analysed URI and the average price target is 970.09 USD. This implies a price increase of 24.28% is expected in the next year compared to the current price of 780.57.
Can you provide the upcoming earnings date for UNITED RENTALS INC?
UNITED RENTALS INC (URI) will report earnings on 2026-04-21, after the market close.
What are the consensus estimates for URI stock next earnings?
The consensus EPS estimate for the next earnings of UNITED RENTALS INC (URI) is 9.06 USD and the consensus revenue estimate is 3.92B USD.
What is the consensus rating for UNITED RENTALS INC (URI) stock?
The consensus rating for UNITED RENTALS INC (URI) is 78.5185 / 100 . This indicates that analysts generally have a positive outlook on the stock.