BUZZ-Brokerages cuts United Rentals PT on margin concerns

Reuters
Oct 24, 2025
BUZZ-Brokerages cuts United Rentals PT on margin concerns

** Brokerages trim PT on equipment rental firm United Rentals URI.N due to margin pressure and increased capital expenditures

** Jefferies says United Rentals' margin outlook was cut due to higher equipment spending and delivery costs

** Truist notes that co's profitability remains under pressure due to continued growth in lower-margin ancillary services

** Co on Wednesday missed Q3 profit estimates

** However, Citi raise its PT to $1,140 from $1,130, citing strong forward demand for rental products as a key driver of growth

** 15 of 23 brokerages rate the stock "buy" or higher, 7 "hold" and 1 "sell" ; their median PT is $1,022- data compiled by LSEG

** As of last close, shares up 31.6% YTD

Brokerages

New PT

Old PT

Upside from stock's last close

Jefferies

$950

$975

3.9%

Truist

$1,169

$1,194

27.9%

RBC

$1,123

$1,152

22.8%

(Reporting by Apratim Sarkar in Bengaluru)

((Apratim.Sarkar@thomsonreuters.com))

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10