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

Published on 10/21/2026 at 11:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

United Rentals schedules third-quarter results for October 21, 2026. United Rentals stock costs EUR 931.80 on October 21, 2026 before the October 22 call.

Analyst target and earnings schedule

Bernstein cut its United Rentals target to USD 1,215 on October 14, 2026.
United Rentals reported USD 4.41 billion revenue in the second quarter of 2026, up 11.80 percent year over year.
United Rentals stock trades at EUR 931.80 at 11:18 a.m. CEST at Lang & Schwarz on October 21, 2026.

Aquarellmalerei einer Stadtskyline mit Baukränen und gelben Baumaschinen — United Rentals Inc. (US9113631090) unterstützt Bauprojekte, dargestellt als Aquarell einer Skyline mit unbedruckten gelben Baumaschinen, Illustration mit AI erstellt.

United Rentals stock (ISIN US9113631090) trades at EUR 931.80 at Lang & Schwarz on October 21, 2026 at 11:18 a.m. CEST. The Stock Observer reported that Bernstein cut its United Rentals target to USD 1,215 on October 14, 2026.

Target cut meets earnings test

The target reduction puts valuation at the center of the earnings setup. Bernstein retained an outperform rating while setting the USD 1,215 objective, according to The Stock Observer. The figure is a useful counterweight to the broader analyst view, because Investing.com listed a 12-month average target of USD 1,261.10 on October 19, 2026.

United Rentals had a stronger operating base before the latest target change. In the second quarter of 2026, revenue reached USD 4.41 billion, up 11.80 percent year over year, while adjusted earnings per share came to USD 12.76, according to MarketBeat. The company also exceeded the cited revenue consensus of USD 4.22 billion.

Three earnings milestones

Barchart lists three milestones: on January 28, 2026, United Rentals reported adjusted earnings per share of USD 9.71 against a USD 9.01 estimate; on April 22, 2026, the figure was USD 8.44 against USD 7.93 in the year-earlier quarter; and on July 22, 2026, adjusted earnings per share reached USD 12.76 against a USD 11.67 estimate.

When are the next dates?

MarketBeat said the company was scheduled to release third-quarter 2026 results after the market close on October 21, 2026. The related conference call was scheduled for October 22, 2026, at 8:30 a.m. ET. Barchart's preview put consensus revenue at USD 4.71 billion and earnings at USD 13.83 per share.

Price before the results

The current euro quotation gives German investors a clear pre-results reference, while the upcoming report will test whether specialty rentals can maintain their recent contribution. A Yahoo Finance report cited specialty rental revenue growth of 25 percent in the third quarter of 2026 investor commentary, compared with 7 percent growth for general rentals.

United Rentals was trading at EUR 931.80 at Lang & Schwarz on October 21, 2026 at 11:18 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of United Rentals stock.