United Rentals, Inc. (URI) Price Target Analysis
Wall Street analyst price targets, ratings consensus & upside potential · Updated May 1, 2026
Current Price
$933.95
Price Target
$1037.13
Target Range
$715.00 — $1209.00
Analyst Rating
Buy
Forward P/E19.9x
Trailing P/E24.2x
Forward PEG0.77
Implied Growth+18.9%
Median Target$1085.50
Analyst Spread47.6%
Price Forecast (1 Year)
Last 12 months price action with 12-month analyst target path
Bear Case
$715
-23.4%
Consensus
$1037
+11.0%
Bull Case
$1209
+29.5%
Valuation Model TargetsConfidence: 69/100
Bear$905
Base$1269
Bull$1829
URI Price Target Analysis
Updated May 6, 2026As of May 6, 2026, United Rentals, Inc. (URI) has a Wall Street consensus price target of $1037.13, based on estimates from 40 covering analysts. With the stock currently trading at $933.95, this represents a potential upside of +11.0%. The company has a market capitalization of $58.51B.
Analyst price targets range from a low of $715.00 to a high of $1209.00, representing a 48% spread in expectations. The median target of $1085.50 aligns closely with the consensus average.
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 24.2x and forward P/E of 19.9x. The forward PEG ratio of 0.77 suggests the stock may be undervalued relative to its growth. Analysts expect EPS to grow +18.9% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $1269.47, with bear and bull scenarios of $905.27 and $1829.42 respectively. Model confidence stands at 69/100, reflecting moderate uncertainty in projections.
Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Industrials stocks.
Analyst Sentiment Comparison
Industry Peer AnalysisAvg Peer Upside+26.3%
Avg Forward P/E23.4x
Peers with Coverage10 / 10
| Company | Market Cap | Price | Target | Upside | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 KFRCKforce Inc. | $802M | $43.87 | $71.00 | +61.8% | Hold | 18.2x | 10 |
 BRTBRT Apartments Corp. | $272M | $14.45 | $21.00 | +45.3% | Buy | — | 5 |
 TREXTrex Company, Inc. | $4.0B | $37.59 | $44.50 | +18.4% | Hold | 23.0x | 31 |
 BLDRBuilders FirstSource, Inc. | $8.2B | $74.56 | $109.92 | +47.4% | Buy | 13.2x | 43 |
 WSCWillScot Holdings Corporation | $4.1B | $22.84 | $23.67 | +3.6% | Buy | 21.6x | 13 |
 MGRCMcGrath RentCorp | $2.8B | $113.06 | $140.00 | +23.8% | Buy | 17.5x | 5 |
 FTAIFTAI Aviation Ltd. | $25.1B | $244.37 | $297.67 | +21.8% | Buy | 33.3x | 18 |
 CATCaterpillar Inc. | $420.9B | $904.59 | $824.80 | -8.8% | Buy | 39.2x | 53 |
 DEDeere & Company | $156.1B | $575.79 | $680.54 | +18.2% | Hold | 32.3x | 46 |
 TEXTerex Corporation | $4.0B | $60.87 | $80.25 | +31.8% | Hold | 12.6x | 31 |
Upside Potential Comparison
KFRCBLDRBRTTEXMGRCFTAITREXDEFull URI Stock Analysis
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Start ComparisonURI — Frequently Asked Questions
Quick answers to the most common questions about buying URI stock.
What is the URI stock price target for 2026?
United Rentals, Inc. (URI) has a consensus 12-month price target of $1037.13, implying 11.0% upside from $933.95. The 40 analysts covering URI see moderate appreciation potential.
Is URI a buy, sell, or hold?
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 $1037.13 implies 11.0% upside from current levels.
Is URI stock overvalued or undervalued?
With a forward P/E of 19.9236x, URI trades at a relatively low valuation. The consensus target of $1037.13 implies 11.0% appreciation, suggesting meaningful undervaluation.
How high can URI stock go?
The most bullish Wall Street analyst has a price target of $1209 for URI, while the most conservative target is $715. The consensus of $1037.13 represents the median expectation. Our quantitative valuation model projects a bull case target of $1829 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
How many analysts cover URI stock?
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.
What is the URI stock forecast?
The 12-month URI stock forecast based on 40 Wall Street analysts shows a consensus price target of $1037.13, with estimates ranging from $715 (bear case) to $1209 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $1269, with bear/bull scenarios of $905/$1829.
What is URI's fair value based on fundamentals?
Our quantitative valuation model calculates URI's fair value at $1269 (base case), with a bear case of $905 and bull case of $1829. 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 69/100.
What is URI's forward P/E ratio?
URI trades at a forward P/E ratio of 19.9x based on next-twelve-months earnings estimates compared to a trailing P/E of 24.2x. 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.
Should I buy URI stock?
Wall Street analysts are optimistic on URI, with a "Buy" consensus rating and $1037.13 price target (11.0% upside). 28 of 40 analysts rate it Buy or Strong Buy. 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.
Why do URI price targets vary so much?
URI analyst price targets range from $715 to $1209, a 48% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $1037.13 consensus represents the middle ground. Our model's $905-$1829 range provides an independent fundamental perspective.