United Rentals, Inc. (URI) Stock Analysis
Recovery setup
Industrials · Rental & Leasing Services
Sell if holding. Analyst target reached at $952.89 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.7): -1.0.
United Rentals is the largest equipment rental company in the world, operating 1,768 locations across the US, Canada, Europe, Australia, and New Zealand with an estimated 15% North American market share. In 2025, it generated $16.1 billion in total revenues with equipment rental... Read more
Sell if holding. Analyst target reached at $952.89 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.7): -1.0. Chart setup: Death cross but MACD improving, RSI 80. Score 5.1/10, moderate confidence.
Passes 5/7 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 83d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-02-04Item 5.02LOWAlexander R. Taussig appointed as independent director; Board increased from 10 to 11 members to fill vacancy. Annual retainer $125,000 plus $190,000 equity grant (pro-rated for 2026). Board committee assignments to be determined. No arrangement with any other person.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
1 floor-breaker
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $952.89 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.7): -1.0. Chart setup: Death cross but MACD improving, RSI 80. Prior stop was $885.93. Score 5.1/10, moderate confidence.
Take-profit target: $964.46 (+1.2% upside). Prior stop was $885.93. Stop-loss: $885.93.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.7): -1.0; Consecutive earnings misses (2).
United Rentals, Inc. trades at a P/E of 24.3 (forward 17.7). TrendMatrix value score: 5.4/10. Verdict: Sell.
27 analysts cover URI with a consensus score of 3.9/5. Average price target: $1072.
What does United Rentals, Inc. do?United Rentals is the largest equipment rental company in the world, operating 1,768 locations across the US, Canada,...
United Rentals is the largest equipment rental company in the world, operating 1,768 locations across the US, Canada, Europe, Australia, and New Zealand with an estimated 15% North American market share. In 2025, it generated $16.1 billion in total revenues with equipment rental comprising 86%; it serves construction, industrial, oil/gas, and government customers through general and specialty equipment fleets.