Bernstein cuts United Rentals stock target to USD 1,215

Published on 10/15/2026 at 10:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bernstein cut its target to USD 1,215 from USD 1,317 on October 14, 2026. United Rentals stock costs EUR 925.00 on October 15, 2026.

Target cut and earnings ahead

Bernstein lowered its United Rentals target from USD 1,317 to USD 1,215 on October 14, 2026.
Second-quarter 2026 revenue reached USD 4.41 billion and GAAP earnings per share were USD 12.03.
United Rentals stock trades at EUR 925.00 at 10:11 a.m. CEST at Lang & Schwarz on October 15, 2026.

Isometrische 3D-Illustration der Wertschöpfungskette einer Baumaschinen-Vermietung — United Rentals Inc. (US9113631090) organisiert Logistik, dargestellt als isometrische 3D-Grafik der Vermietungs-Wertschöpfungskette, Illustration mit AI erstellt.

United Rentals (ISIN US9113631090) stock was trading at EUR 925.00 at Lang & Schwarz on October 15, 2026 at 10:11 a.m. CEST. Investing.com reported on October 14, 2026 that Bernstein SocGen Group cut its price target from USD 1,317 to USD 1,215 while keeping an Outperform rating.

Bernstein weighs valuation

The target reduction puts valuation at the center of the latest analyst view. Bernstein estimated third-quarter adjusted EBITDA at USD 2.20 billion, which would be 2.00 percent above consensus, and expected a 2026 guidance increase to USD 8.10 billion, according to Investing.com.

What changed across three dates

The recent chronology is clear. On July 22, 2026, United Rentals reported second-quarter revenue of USD 4.41 billion and GAAP earnings per share of USD 12.03, according to MarketBeat. On October 9, 2026, S&P Global Ratings raised United Rentals to BBB- from BB+. On October 14, 2026, Bernstein cut its target to USD 1,215 from USD 1,317.

When are the next results?

MarketBeat lists October 21, 2026 for the expected third-quarter results after the market close and October 22, 2026 for the conference call. Its estimates are USD 13.94 for earnings per share and USD 4.70 billion for revenue.

Credit strength meets execution risk

The rating upgrade adds a counterweight to the valuation concern. S&P Global Ratings said United Rentals had kept leverage below 3 times since 2019 and forecast revenue growth of 8.00 percent to 10.00 percent in 2026 and 2027, while softer demand for smaller projects remained a risk.

Stock trades intraday

The United Rentals quote was EUR 925.00 at Lang & Schwarz on October 15, 2026 at 10:11 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of United Rentals stock.