Bernstein cuts target for United Rentals stock from USD 1,317 to USD 1,215

Published on 10/19/2026 at 09:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bernstein cut its target to USD 1,215 on October 14, 2026. United Rentals stock stood at EUR 925.50 before Xetra opened on October 19, 2026.

Investor calendar and valuation

On October 14, 2026, Bernstein cut its United Rentals target from USD 1,317 to USD 1,215.
Second-quarter 2026 revenue reached USD 4.41 billion, up 11.80 percent year over year.
United Rentals stock trades at EUR 925.50 at 9:48 a.m. CEST at Lang & Schwarz on October 19, 2026.
Third-quarter results are scheduled for October 21, 2026, followed by a call on October 22, 2026.

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United Rentals stock was at EUR 925.50 at Lang & Schwarz at 9:48 a.m. CEST on October 19, 2026, as Bernstein's October 14, 2026 research note cut its target from USD 1,317 to USD 1,215. The adjustment gives the upcoming quarterly report a clear valuation backdrop.

Bernstein trims target to USD 1,215

According to Yahoo Finance, Bernstein retained an overweight view while lowering its United Rentals target to USD 1,215 from USD 1,317. The cut places more weight on the next earnings update, because the second-quarter comparison was strong.

What does October 21 mean for estimates?

MarketBeat reported that analysts expect third-quarter 2026 revenue of USD 4.70 billion and earnings per share of USD 13.94. The forecast can be measured against second-quarter revenue of USD 4.41 billion and earnings per share of USD 12.76, while revenue in that quarter increased 11.80 percent year over year.

Three dated signals shape the setup

On July 22, 2026, United Rentals reported second-quarter revenue of USD 4.41 billion, versus a USD 4.22 billion consensus estimate, according to MarketBeat. On October 14, 2026, Bernstein lowered its target to USD 1,215 from USD 1,317. On October 21, 2026, the company is scheduled to report third-quarter results with a USD 4.70 billion revenue consensus.

The next dates are October 21 and 22

MarketBeat scheduled the third-quarter earnings release for October 21, 2026, after the US market close, with the conference call set for October 22, 2026, at 8:30 a.m. ET. The dates make the revenue forecast and the USD 1,215 target the next concrete reference points for the stock.

Pre-market quote holds at EUR 925.50

United Rentals had a market capitalization of USD 64.1 billion and a 52-week range of USD 701.59 to USD 1,179.18 as of October 19, 2026. The pre-market euro quote stood at EUR 925.50 at Lang & Schwarz on October 19, 2026 at 9:48 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of United Rentals stock.