Rush Enterprises, Inc. (RUSHB) Stock Analysis
Consumer Cyclical · Auto & Truck Dealerships
Sell if holding. Multiple concerning factors at $64.28: Concentration risk — Supplier: PACCAR / Peterbilt; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1).
Rush Enterprises operates 126 Rush Truck Centers in 23 US states and Canada, selling commercial vehicles (primarily Peterbilt and International brands), aftermarket parts, service, leasing, and financing. Revenue for 2025 was ~$7.4B, led by new vehicle sales (55.7%), aftermarket... Read more
Sell if holding. Multiple concerning factors at $64.28: Concentration risk — Supplier: PACCAR / Peterbilt; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 4.5/10, high confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 71d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Recent Developments — Rush Enterprises, Inc.
Latest news
- Rush Enterprises B Inc stock hits all-time high at 75.57 USD - Investing.com — Investing.com positive
- Rush Enterprises Earnings: What To Look For From RUSHA - Yahoo Finance — Yahoo Finance positive
- Rush Enterprises Q1 2026 Earnings Call: Complete Transcript — benzinga Apr 29, 2026 neutral
- Rush Enterprises Q1 EPS $0.77 Beats $0.72 Estimate, Sales $1.684B Miss $1.721B Estimate — benzinga Apr 28, 2026 positive
- Earnings Scheduled For April 28, 2026 — benzinga Apr 28, 2026 neutral
Generated 2026-05-20T20:21:21Z.
Thesis
Key Metrics
Quality Signals
Concentration Risks(10-K Item 1A)
- HIGHSupplierPACCAR / Peterbilt10-K Item 1A: 'the majority of our revenues resulted from sales of trucks purchased from Peterbilt and parts purchased from PACCAR Parts'
- MEDIUMSupplierInternational Motors10-K Item 1A: 'a significant portion of our revenues resulted from sales of trucks purchased from International'
Material Events(8-K, last 90d)
- 2026-03-19Item 5.02MEDIUMJason Wilder resigned as COO of Rush Enterprises effective March 18, 2026, to pursue other opportunities. No disagreement cited. Former COO McRoberts will assist during transition; search for new COO announced.SEC filing →
- 2026-03-24Item 5.02LOWJody Pollard, former SVP – Truck and Aftermarket Sales, appointed as COO of Rush Enterprises effective March 23, 2026. Internal promotion; compensation subject to Compensation Committee review.SEC filing →
- 2026-03-05Item 5.02LOWRush Enterprises Board approved cash bonuses and stock option grants for executive officers for fiscal year 2025 on March 4, 2026. Routine annual compensation approval.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
2 floor-breakers
Revenue shrinking — -9.0% YoY. Growth thesis broken unless recovery story develops.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Multiple concerning factors at $64.28: Concentration risk — Supplier: PACCAR / Peterbilt; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $61.15. Score 4.5/10, high confidence.
Take-profit target: $77.33 (+20.3% upside). Prior stop was $61.15. Stop-loss: $61.15.
Concentration risk — Supplier: PACCAR / Peterbilt; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1); Sector modifier (Consumer Cyclical): -1.5.
Rush Enterprises, Inc. trades at a P/E of 19.4 (forward N/A). TrendMatrix value score: 5.1/10. Verdict: Sell.
12 analysts cover RUSHB with a consensus score of 4.3/5.
What does Rush Enterprises, Inc. do?Rush Enterprises operates 126 Rush Truck Centers in 23 US states and Canada, selling commercial vehicles (primarily...
Rush Enterprises operates 126 Rush Truck Centers in 23 US states and Canada, selling commercial vehicles (primarily Peterbilt and International brands), aftermarket parts, service, leasing, and financing. Revenue for 2025 was ~$7.4B, led by new vehicle sales (55.7%), aftermarket products/services (33.9%), and leasing (5%).