Should I Buy URI? URI 2026 Analysis

Should You Buy United Rentals Inc (URI) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

787.040

1 Day change

-12.86%

52 Week Range

1021.470

Analysis Updated At

2026/01/26

United Rentals Inc (URI) is a good buy for a beginner investor with a long-term focus and $50,000-$100,000 available for investment. The stock has strong long-term growth potential, supported by positive analyst ratings, a favorable industry outlook, and solid financial performance. Despite some minor short-term risks, the overall sentiment and data suggest this is a solid entry point for long-term investment.

Technical Analysis

The technical indicators are generally bullish. The MACD histogram is positive and contracting, indicating a potential continuation of the uptrend. The RSI is neutral at 49.73, suggesting no overbought or oversold conditions. Moving averages are bullish (SMA_5 > SMA_20 > SMA_200), and the stock is trading near a key support level (S1: 905.314), which provides a favorable risk-reward ratio for entry.

Options Data

Bearish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

The open interest put-call ratio indicates a balanced sentiment, while the option volume put-call ratio suggests a slightly bearish short-term sentiment. However, this does not significantly impact the long-term investment outlook.

Technical Summary

Sell

Buy

Positive Catalysts

Analysts have raised price targets, with the most recent target at $1,071, indicating significant upside potential from the current pre-market price of $917.
Positive industry trends, including a rebound in non-residential construction and machinery demand, are expected to drive growth.
The company's diverse customer base and strong presence in high-growth sectors like data centers and infrastructure provide long-term stability.

Neutral/Negative Catalysts

Gross margin declined by 5.04% YoY in Q3 2025, which could indicate rising costs or pricing pressures.
Short-term stock trend analysis suggests a potential decline of -1.83% in the next week and -5.93% in the next month, which may concern short-term traders.

Financial Performance

In Q3 2025, United Rentals reported a 5.94% YoY increase in revenue to $4.23 billion, indicating steady top-line growth. EPS grew by 1.96% YoY to $10.91, reflecting profitability improvements. However, net income slightly declined by -0.99% YoY to $701 million, and gross margin fell by 5.04% YoY to 36.94%, which warrants monitoring.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analyst sentiment is highly positive, with multiple firms maintaining Buy or Overweight ratings and raising price targets. The most recent target from Wells Fargo is $1,071, significantly above the current price. Analysts expect growth in EBITDA driven by non-residential construction and potential acquisitions, further supporting the stock's long-term potential.

14 Analyst Rating

Wall Street analysts forecast URI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for URI is 1004 USD with a low forecast of 600 USD and a high forecast of 1150 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.

12 Buy

1 Hold

1 Sell

Strong Buy

Current: 903.190

Low

600

Averages

1004

High

1150

Current: 903.190

Low

600

Averages

1004

High

1150

Wells Fargo

Jerry Revich

Overweight

maintain

$995

AI Analysis

2026-01-23

Reason

Wells Fargo

Jerry Revich

Price Target

$995

AI Analysis

2026-01-23

maintain

Overweight

Reason

Wells Fargo analyst Jerry Revich raised the firm's price target on United Rentals to $1,071 from $995 and keeps an Overweight rating on the shares. The firm reiterates its positive outlook for the Machinery, Industrials & Environmental Services space heading into earnings. Wells argues the Machinery supply-driven recovery is broadening to new equipment, non-residential lead indicators are accelerating, and cash conversion is improving.

UBS

Neutral

Buy

upgrade

$1,025

2026-01-04

Reason

UBS

Price Target

$1,025

2026-01-04

upgrade

Neutral

Buy

Reason

UBS upgraded United Rentals to Buy from Neutral with a $1,025 price target.

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URI Should I Buy

URI Should I Buy

Should You Buy United Rentals Inc (URI) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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