URI trades 0.2% above Wall Street's consensus target of $1074.36.
Last 12 months price action with 12-month analyst target path
The base valuation assumes URI achieves its forward estimates and maintains a stable P/E multiple of 22.9x. This scenario reflects the blended consensus of 40 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 21, 2026, United Rentals, Inc. (URI) has a Wall Street consensus price target of $1074.36, based on estimates from 40 covering analysts. With the stock currently trading at $1076.81, this represents a potential downside of -0.2%. The company has a market capitalization of $67.46B.
Analyst price targets range from a low of $715.00 to a high of $1275.00, representing a 52% spread in expectations. The median target of $1101.00 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Buy, with 28 analysts rating the stock as a Buy or Strong Buy,7 rating it Hold, and 5 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, URI trades at a trailing P/E of 27.9x and forward P/E of 22.9x. The forward PEG ratio of 0.88 suggests the stock may be undervalued relative to its growth. Analysts expect EPS to grow +19.3% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $1463.96, with bear and bull scenarios of $922.30 and $1928.92 respectively. Model confidence stands at 53/100, reflecting moderate uncertainty in projections.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
KFRCKforce Inc. | $830M | $45.39 | $71.00 | +56.4% | Hold | 18.9x | 10 |
BRTBRT Apartments Corp. | $280M | $14.89 | $21.00 | +41.0% | Buy | — | 5 |
TREXTrex Company, Inc. | $4.9B | $47.13 | $48.43 | +2.8% | Hold | 28.1x | 31 |
BLDRBuilders FirstSource, Inc. | $8.9B | $80.59 | $106.38 | +32.0% | Buy | 18.8x | 43 |
WSCWillScot Holdings Corporation | $5.2B | $28.84 | $26.20 | -9.2% | Buy | 26.6x | 13 |
MGRCMcGrath RentCorp | $2.9B | $118.19 | $140.00 | +18.5% | Buy | 18.6x | 5 |
FTAIFTAI Aviation Ltd. | $28.3B | $276.11 | $314.83 | +14.0% | Buy | 40.2x | 18 |
CATCaterpillar Inc. | $458.7B | $985.82 | $882.20 | -10.5% | Buy | 40.0x | 53 |
DEDeere & Company | $159.1B | $589.24 | $690.00 | +17.1% | Hold | 32.6x | 46 |
TEXTerex Corporation | $4.4B | $66.82 | $81.33 | +21.7% | Hold | 13.6x | 31 |
Quick answers to the most common questions about buying URI stock.
Wall Street's consensus price target for URI is $1074.36, -0.2% from its current price of $1076.81. The below-market target from 40 analysts suggests limited near-term appreciation.
URI has a consensus rating of "Buy" based on 40 Wall Street analysts. The rating breakdown is predominantly bullish, with 28 Buy/Strong Buy ratings. The consensus 12-month price target of $1074.36 implies -0.2% downside from current levels.
URI trades at a forward P/E of 22.8914x, representing a moderate valuation. With analysts targeting $1074.36 (-0.2% implied move), the stock appears close to fair value.
The most bullish Wall Street analyst has a price target of $1275 for URI, while the most conservative target is $715. The consensus of $1074.36 represents the median expectation. Our quantitative valuation model projects a bull case target of $1929 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
URI is heavily covered by Wall Street, with 40 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 28 have Buy ratings, 7 recommend Hold, and 5 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month URI stock forecast based on 40 Wall Street analysts shows a consensus price target of $1074.36, with estimates ranging from $715 (bear case) to $1275 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $1464, with bear/bull scenarios of $922/$1929.
Our quantitative valuation model calculates URI's fair value at $1464 (base case), with a bear case of $922 and bull case of $1929. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 53/100.
URI trades at a forward P/E ratio of 22.9x based on next-twelve-months earnings estimates compared to a trailing P/E of 27.9x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Analysts are cautious on URI, with 5 Sell ratings and a price target of $1074.36 (-0.2% from current price). The "Buy" consensus suggests careful evaluation before buying. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
URI analyst price targets range from $715 to $1275, a 52% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $1074.36 consensus represents the middle ground. Our model's $922-$1929 range provides an independent fundamental perspective.
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