United Rentals Inc. ($URI) Stock Forecast: Up 5.1% Today

What is United Rentals Inc.?

United Rentals (URI) is currently experiencing a strong bullish movement in the market.

Why is United Rentals Inc. going up?

URI stock is up 5.1% on Feb 6, 2026 15:21

• The stock of Fastenal (FAST) may be overvalued, potentially leading investors to seek better opportunities.
• Despite a reduction in holdings by one institutional investor, other investors have increased their stakes in United Rentals, Inc.
• United Rentals (URI) is facing challenges such as margin compression and a softening used equipment market, while transitioning into a logistics and technology partner for infrastructure projects.
• Analysts have conflicting sentiments on industrial goods companies, with United Rentals (URI) receiving a "Buy" rating from one firm and a "Strong Buy" overall consensus, indicating positive market sentiment.

URI Price Chart

URI Technical Analysis

URI News

Is It Too Late To Consider Fastenal (FAST) After Its Strong Multi‑Year Share Price Run?

This article analyzes Fastenal's (FAST) stock performance and valuation after a significant share price increase. Using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio analyses, Simply Wall St suggests that Fastenal may be overvalued relative to its intrinsic value and industry peers. The article also introduces the "Narratives" feature for investors to form their own valuation models.

https://simplywall.st/stocks/us/capital-goods/nasdaq-fast/fastenal/news/is-it-too-late-to-consider-fastenal-fast-after-its-strong-mu

BI Asset Management Fondsmaeglerselskab A S Trims Stake in United Rentals, Inc. $URI

BI Asset Management Fondsmaeglerselskab A S reduced its holdings in United Rentals, Inc. by 21.9% in the third quarter of 2025, selling 5,462 shares. Despite this, other institutional investors like Woodline Partners LP and KLP Kapitalforvaltning AS increased their stakes. The article also details recent insider selling by EVP Michael D. Durand, the company's financial performance, a new $5 billion share repurchase program, and an increased quarterly dividend.

https://www.marketbeat.com/instant-alerts/filing-bi-asset-management-fondsmaeglerselskab-a-s-trims-stake-in-united-rentals-inc-uri-2026-02-06/

United Rentals (URI): The Industrial Titan Navigating a New Economic Normal

United Rentals (URI) is at a critical juncture, navigating a transition from rapid growth to normalization within the industrial economy. Despite record revenues in 2025, the company faces margin compression and a softening used equipment market, creating stock volatility. URI is transforming its business model into a sophisticated logistics and technology partner for major infrastructure projects, making it a key indicator of American industrial strength.

https://markets.financialcontent.com/stocks/article/finterra-2026-2-5-united-rentals-uri-the-industrial-titan-navigating-a-new-economic-normal

QXO, Inc. (QXO): A Bull Case Theory

This article summarizes a bullish thesis on QXO, Inc., highlighting Brad Jacobs' strategy to consolidate the fragmented U.S. building materials distribution industry through aggressive acquisitions and operational improvements. The strategy, which involves rebranding, streamlining, and leveraging technology, aims for a base-case revenue of $50 billion by 2032-2035 and a potential $48 per share. While acknowledging risks, the article suggests substantial upside if Jacobs' proven roll-up playbook succeeds.

https://finviz.com/news/300669/qxo-inc-qxo-a-bull-case-theory

Analysts Have Conflicting Sentiments on These Industrial Goods Companies: Parker Hannifin (PH), Kforce (KFRC) and United Rentals (URI)

This article examines analyst sentiments for three industrial goods companies: Parker Hannifin (PH), Kforce (KFRC), and United Rentals (URI). Parker Hannifin received a "Hold" rating from Stifel Nicolaus but a "Strong Buy" consensus, while Kforce also holds a "Hold" consensus from analysts including Truist Financial. United Rentals, however, received a "Buy" rating from J.P. Morgan and a "Strong Buy" overall consensus.

https://www.theglobeandmail.com/investing/markets/stocks/PH/pressreleases/19413/analysts-have-conflicting-sentiments-on-these-industrial-goods-companies-parker-hannifin-ph-kforce-kfrc-and-united-rentals-uri/

Trending Today

Beyond Meat Inc. ($BYND) Stock Forecast: Up 5.1% Today

GlobalFoundries Inc. ($GFS) Stock Forecast: Up 5.3% Today

DXC Technology Company ($DXC) Stock Forecast: Up 5.3% Today

International Paper Company ($IP) Stock Forecast: Up 5.1% Today

Robinhood Inc. ($HOOD) Stock Forecast: Up 10.3% Today

Amphenol Corporation ($APH) Stock Forecast: Up 7.6% Today

Lam Research Corporation ($LRCX) Stock Forecast: Up 6.9% Today

Norwegian Cruise Line Holdings Ltd. ($NCLH) Stock Forecast: Up 5.4% Today

Tapestry Inc. ($TPR) Stock Forecast: Up 7.6% Today

Estee Lauder Companies Inc. (The) ($EL) Stock Forecast: Up 7.5% Today

United Rentals Inc. Price History

06.01.2026 - URI Stock was up 5.1%

• The stock of Fastenal (FAST) may be overvalued, potentially leading investors to seek better opportunities.
• Despite a reduction in holdings by one institutional investor, other investors have increased their stakes in United Rentals, Inc.
• United Rentals (URI) is facing challenges such as margin compression and a softening used equipment market, while transitioning into a logistics and technology partner for infrastructure projects.
• Analysts have conflicting sentiments on industrial goods companies, with United Rentals (URI) receiving a "Buy" rating from one firm and a "Strong Buy" overall consensus, indicating positive market sentiment.

04.01.2026 - URI Stock was up 6.9%

• Today's bullish movement in URI stock could be linked to the positive reception of the appointment of Alexander Taussig, an expert in technology and growth strategies, to the company's board of directors. Taussig's addition is viewed as a strategic move to bolster United Rentals' digital transformation and innovation initiatives.
• Analysts have assigned a Buy rating to URI, which contrasts with the mixed sentiments surrounding other companies in the industrial goods sector like Parker Hannifin and Kforce. This positive rating likely contributed to the upward momentum of URI stock.
• The market's response to URI's board expansion and the expertise brought by Alexander Taussig reflects optimism regarding the company's future growth opportunities and its capability to utilize technology for long-term success in the industry.

09.00.2026 - URI Stock was up 5.2%

• An investment firm increased its stake in URI by 37.2% in Q3, signaling confidence in the company's future prospects and potentially influencing positive market sentiment.
• Analysis suggests that URI shares may be undervalued, attracting investors looking for potential growth opportunities in the construction industry.
• A financial institution reaffirmed a Buy rating on URI with a price target of $1,123.00, indicating continued optimism in the stock's performance and contributing to the bullish momentum.
• The combination of increased institutional investment, perceived undervaluation, and positive analyst ratings likely fueled the strong bullish movement in URI today.

02.00.2026 - URI Stock was up 2.3%

• URI is gaining momentum due to its strong fundamentals, robust business model, and leading position in heavy equipment rentals for infrastructure and construction projects.
• The increased stake by Virginia Retirement Systems, acquiring 20,300 additional shares, indicates confidence in URI's long-term growth potential and stability.
• The positive outlook on URI's financial health and operational efficiency is likely contributing to the bullish market movement.
• Despite falling short of Q3 EPS expectations, URI's strong revenue performance and analyst consensus rating of "Moderate Buy" are reinforcing investor sentiment, leading to the stock's upward trend.

05.01.2026 - URI Stock was up 5.8%

• United Rentals introduced a new AI-powered Business Intelligence Agent to streamline data analysis and enhance decision-making across its branches, potentially boosting investor confidence in the company's growth prospects.
• Analysts have expressed optimism towards United Rentals, with a "Buy" rating from J.P. Morgan and an overall "Strong Buy" consensus, which likely contributed to the stock's momentum as investors reacted to the positive outlook.
• United Rentals' exceptional financial performance in the first quarter of fiscal 2026, exceeding expectations due to heightened demand in various sectors, may have reassured investors and attracted more interest in the stock.
• The bullish market movement for United Rentals could also be influenced by the positive sentiment towards the industrial goods sector, as reflected in the bullish analysis on QXO, Inc. and the optimistic outlook on companies like Parker Hannifin and Kforce.

29.00.2026 - URI Stock was down 10.9%

• URI stock fell sharply after the company missed revenue and profit estimates for Q4 CY2025, despite strong full-year results and an optimistic 2026 outlook.
• The market reacted negatively to the short-term misses in sales and non-GAAP profit, leading to a 5.1% drop in the stock price to $857.50.
• Despite the company's commitment to significant capital returns to shareholders, including a 10% dividend increase and a new $5 billion share repurchase program, the market sentiment was impacted by the quarterly performance miss.
• The company's strong balance sheet and positive long-term growth prospects were overshadowed by the immediate reaction to the Q4 results, highlighting the importance of meeting short-term expectations in the stock market.

29.00.2026 - URI Stock was down 16.1%

• URI experienced a significant drop in its stock price by 14% after reporting disappointing fourth-quarter earnings, missing both sales and earnings per share expectations.
• Despite the short-term dip, the company's long-term outlook remains positive, driven by the strong growth in its specialty unit and strategic initiatives such as share buybacks and dividend payments.
• The market reaction to the missed forecasts and lower-than-expected earnings and revenues led to a bearish movement in URI's stock, highlighting the importance of meeting or exceeding analyst expectations in the highly competitive market environment.
• Investors are advised to consider the company's strong free cash flow generation, market-leading position, and optimistic 2026 guidance before making any hasty decisions based on the recent stock price drop.

29.00.2026 - URI Stock was down 15.5%

• An assessment of the stock's decline reveals the following:
• Despite achieving record yearly revenue, United Rentals fell short of revenue and profit expectations for the fourth quarter of 2025, causing a drop in stock price.
• The company's efforts to enhance its specialty segment and invest in technology were overlooked due to the Q4 performance misses.
• Even though United Rentals announced a 10% increase in dividends and a $1.5 billion share buyback plan, these could not counterbalance the negative impact of the earnings shortfall on investor sentiment.
• While the company's focus on shareholder returns and long-term growth may eventually restore confidence, the immediate market response to the Q4 results resulted in the stock's bearish movement.

21.00.2026 - URI Stock was up 5.0%

• Several major investment firms, including Rakuten Investment Management Inc., Triasima Portfolio Management Inc., Dynasty Wealth Management LLC, and Allstate Corp, increased their stakes in United Rentals, Inc.
• Despite missing EPS estimates in Q3, United Rentals exceeded revenue expectations and announced a quarterly dividend.
• Analysts continue to maintain a "Moderate Buy" rating for the stock, with a consensus price target of $962.61.
• The increased institutional investments and positive outlook from analysts are believed to have contributed to the bullish movement in URI's stock price today.

04.01.2026 - URI Stock was up 6.0%

• The appointment of Alexander Taussig, a tech and AI expert, to United Rentals' board of directors is seen as a positive move towards digital transformation and growth strategies.
• Analysts rating URI stock as a Buy with a high price target of $965 indicates positive sentiment and confidence in the company's future prospects.
• Despite a recent earnings miss and stock drop, the strategic addition of Taussig to the board may have reassured investors and contributed to the bullish movement in URI stock today.
• The market seems to be reacting favorably to the company's efforts to enhance its technological capabilities and drive innovation, potentially leading to increased investor optimism and a surge in stock price.

23.09.2025 - URI Stock was down 4.9%

• Despite strong construction activity and growth in specialty rentals, URI missed Q3 earnings estimates, resulting in a downward trend for the stock.
• The company reported a -6.33% earnings surprise and a slightly positive revenue surprise of +1.73%, potentially disappointing investors and leading to a negative outlook on the stock.
• Investors may have had higher expectations for URI's performance in Q3, and the failure to meet earnings estimates may have prompted a sell-off of the stock as traders reassess the company's growth prospects.

23.09.2025 - URI Stock was down 7.9%

• Despite achieving record third-quarter revenues and adjusted EBITDA driven by robust construction demand, URI's earnings were below expectations.
• The market responded negatively to URI's Q3 earnings shortfall, with the stock price declining significantly.
• Investors seemed disappointed by URI's failure to meet earnings estimates, leading to a sell-off of the company's shares.
• The discrepancy between strong revenues and lower-than-expected earnings indicates that while URI is growing, there may be concerns about its profitability and operational efficiency.