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Bernstein sees tactical upside in this 'cheap' machinery stock

Thu, 15 Oct 2026 21:00:00 -0400

Bernstein highlighted a machinery stock that looks attractive heading into third-quarter results on October 21, pointing to stronger fundamentals and a cheaper valuation than rental peers.

United Rentals (NYSE: URI) is the stock in question.

“Fleet productivity is improving, mega project concentration is playing to URI’s competitive strengths, and consensus estimates are too low,” the firm wrote.

They expect third-quarter EBITDA of $2.2 billion, about 2% ahead of consensus, and a full-year guidance increase to $8.1 billion, roughly 1% above the Street.

While breadth in the non-residential construction market has narrowed from a quarter ago, Bernstein analysts said demand remains strong, and the balance

Bernstein sees tactical upside in this 'cheap' machinery stock

Thu, 15 Oct 2026 21:00:00 -0400

Bernstein highlighted a machinery stock that looks attractive heading into third-quarter results on October 21, pointing to stronger fundamentals and a cheaper valuation than rental peers.

United Rentals (NYSE: URI) is the stock in question.

“Fleet productivity is improving, mega project concentration is playing to URI’s competitive strengths, and consensus estimates are too low,” the firm wrote.

They expect third-quarter EBITDA of $2.2 billion, about 2% ahead of consensus, and a full-year guidance increase to $8.1 billion, roughly 1% above the Street.

While breadth in the non-residential construction market has narrowed from a quarter ago, Bernstein analysts said demand remains strong, and the balance

United Rentals (URI) PT Lowered to $1,215; Bernstein SocGen: 'Stronger Fundamentals, Cheaper Stock'

Wed, 14 Oct 2026 07:59:29 -0400

Bernstein SocGen Group analyst Chad Dillard lowered the price target on United Rentals (NYSE: URI) to $1,215.00 (from $1,317.00) while maintaining a Outperform rating.

The analyst commented: "Tactical Buyers – Stronger Fundamentals, Cheaper Stock. Fleet productivity is improving, mega project concentration is playing to URI’s competitive strengths, and consensus estimates are too low. We estimate that 3Q EBITDA of $2.2B will be 2% ahead of the street and a 2026 guidance raise to $8.1B or 1% ahead of street. While the non-resi market breadth may be narrower compared to a quarter ago, demand remains strong and fleet supply/demand balance remains tight.

United Rentals (URI) PT Lowered to $1,215; Bernstein SocGen: 'Stronger Fundamentals, Cheaper Stock'

Wed, 14 Oct 2026 07:59:29 -0400

Bernstein SocGen Group analyst Chad Dillard lowered the price target on United Rentals (NYSE: URI) to $1,215.00 (from $1,317.00) while maintaining a Outperform rating.

S&P Global upgrades United Rentals to investment grade on leverage cushion

Fri, 09 Oct 2026 15:46:02 -0400

Investing.com -- S&P Global Ratings has upgraded the issuer credit rating for United Rentals Inc (NYSE:URI) to investment-grade status at 'BBB-' from 'BB+', citing the equipment rental giant’s disciplined financial policy, sustained cash flow generation, and reduced leverage. The rating agency also raised the issue-level rating on the company’s unsecured debt to 'BBB-' while affirming its 'BBB-' rating on senior debt, establishing a stable outlook that reflects expectations for steady operating metrics through market cycles.

The upgrade highlights United Rentals' ability to maintain leverage in the low-2x area while continuing to fund strategic growth and share

S&P Global upgrades United Rentals to investment grade on leverage cushion

Fri, 09 Oct 2026 15:46:02 -0400

The upgrade highlights United Rentals' ability to maintain leverage in the low-2x area while continuing to fund strategic growth and share

United Rentals, Inc. Third Quarter 2026 Conference Call and Audio Webcast Thursday, October 22, 2026 at 8:30 a.m. (ET)

Thu, 08 Oct 2026 09:20:00 -0400

STAMFORD, Conn.--(BUSINESS WIRE)-- United Rentals, Inc. (NYSE: URI) will hold its third quarter 2026 conference call with Matt Flannery, chief executive officer, and Ted Grace, chief financial officer, on Thursday, October 22, 2026 at 8:30 a.m. Eastern Time.

The conference call is available live by audio webcast at unitedrentals.com, where it will be archived until the next earnings call. The call is also accessible by dialing 800-791-4799 (international: 785-424-1631). The replay number for the call is 402-220-0687. The passcode for both the conference call and the replay is 31810.

The company’s third quarter 2026 press

United Rentals, Inc. Third Quarter 2026 Conference Call and Audio Webcast Thursday, October 22, 2026 at 8:30 a.m. (ET)

Thu, 08 Oct 2026 09:20:00 -0400

The company’s third quarter 2026 press

United Rentals (URI) PT Lowered to $1,395 at Truist Securities

Mon, 05 Oct 2026 07:11:36 -0400

Truist Securities analyst Jamie Cook lowered the price target on United Rentals (NYSE: URI) to $1,395.00 (from $1,466.00) while maintaining a Buy rating.

Form 4 UNITED RENTALS, INC. For: Sep 30 Filed by: Bruno Marc A

Thu, 01 Oct 2026 17:05:00 -0400

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Wells Fargo names 13 stocks as overweight tactical ideas

Thu, 01 Oct 2026 06:30:22 -0400