WillScot Holdings Corp saw a significant increase of 6.91% following an upgrade from Baird, which raised its rating to Outperform and set a new price target of $22. This upgrade was based on the company's strong performance in Q3, which analysts believe indicates an 'investable bottom' for the stock.
Analyst Andrew Wittmann highlighted WillScot's market leadership and growth potential in value-added services, suggesting that the company is well-positioned for future growth. The upgrade has generated positive sentiment among investors, contributing to the stock's upward momentum.
Overall, the stock's rise reflects both the positive analyst outlook and broader market trends, as the Nasdaq-100 and S&P 500 also posted gains on the same day.
Wall Street analysts forecast WSC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WSC is 23.71 USD with a low forecast of 18.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
Wall Street analysts forecast WSC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WSC is 23.71 USD with a low forecast of 18.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
3 Hold
0 Sell
Moderate Buy
Current: 20.190
Low
18.00
Averages
23.71
High
32.00
Current: 20.190
Low
18.00
Averages
23.71
High
32.00
Baird
Outperform -> Neutral
downgrade
$22 -> $23
2026-01-21
Reason
Baird
Price Target
$22 -> $23
AI Analysis
2026-01-21
downgrade
Outperform -> Neutral
Reason
Baird downgraded WillScot to Neutral from Outperform with a price target of $23, up from $22.
Baird
Outperform -> Neutral
downgrade
$22 -> $23
2026-01-21
Reason
Baird
Price Target
$22 -> $23
2026-01-21
downgrade
Outperform -> Neutral
Reason
Baird downgraded WillScot to Neutral from Outperform with a price target of $23, up from $22. The firm says the company's rental rate and revenue growth remain "sluggish." Baird's quarterly survey of National Portable Storage Association members suggests a more balanced setup for WillScot into its initial 2026 guidance, the analyst tells investors in a research note. While the company's 2026 estimates have continued to fall, the survey suggests WillScot's "tone likely remains subdued," adds the firm.
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Citi
Buy
maintain
$23 -> $24
2025-12-11
Reason
Citi
Price Target
$23 -> $24
2025-12-11
maintain
Buy
Reason
Citi raised the firm's price target on WillScot to $24 from $23 and keeps a Buy rating on the shares. The firm updated models in the machinery group as part of its 2026 outlook. Citi sees value in the space and has the most conviction in construction and mining growth entering next year. The agriculture and truck markets could remain challenged in the near-term, the analyst tells investors in a research note.
BofA
Matt Jacobsen
Buy
maintain
$25
2025-12-05
Reason
BofA
Matt Jacobsen
Price Target
$25
2025-12-05
maintain
Buy
Reason
BofA lowered the firm's price target on WillScot to $25 from $27.50 and keeps a Buy rating on the shares. After having hosted investor meetings with CFO Matt Jacobsen, the firm tells investors that what it heard from WillScot "resembled sentiment on the Q3 call," with choppy modular demand and signs of a recovery in storage yet to materialize. Following the meeting, the firm maintains its 2025 estimates, but trimmed its 2026-2027 estimates 4%-6% as it argues that "a choppy backdrop and slower recovery warrants a more conservative stance."
About WSC
WillScot Holdings Corporation is a provider of turnkey space solutions in North America. The Company’s comprehensive range of products includes modular office complexes, mobile offices, classrooms, temporary restrooms, portable storage containers, protective buildings and climate-controlled units, and clearspan structures, as well as a curated selection of furnishings, appliances, and other supplementary services, ensuring turnkey solutions for its customers. It operates a hybrid in-house and outsourced logistics and service infrastructure that provides delivery, site work, installation, disassembly, removal and other services to its customers for an additional fee as part of its leasing and sales operations. Its customers operate in a diversified set of end markets, including construction and infrastructure, commercial and industrial, energy and natural resources, and government and institutions. Its branch network includes approximately 260 branch locations and additional drop lots.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.