URI

United Rentals Inc. (URI) | Rumor.io

United Rentals

URI

Attention (50-day avg)0%

Attention rank (50-day avg)#2,143

Bullish sentiment (50-day avg)92%

Price to earnings ratio25.1

Market capitalization65B

Earnings per share41.6

Dividend yield (TTM)0.75%

Revenue (annual)16.1B

Net income (annual)2.5B

Social

What share of all stock conversation is about URI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% 0	0% 0

Jul 23

United Rentals ($URI) stock has been performing well, with a new 52-week high and a strong year-over-year growth of 10%.
The company's performance is being driven by a strong tailwind in data center construction, which is a significant contributor to its growth.
United Rentals' earnings and revenue estimates have been revised upward, indicating a positive outlook for the company's future performance.

Generated by AI

Sentiment

Of the messages about URI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	100% +36.84	96.75% +6.29
Bearish	—	0% 0	0% -36.84	3.25% -6.29

Bullish· Jun 7

A large investor has taken a bullish stance on United Rentals, selling $10M worth of calls with a $850 strike price expiring in January 2027, currently trading at $1067.
UBS has raised their target price for United Rentals to $1145 from $1025, suggesting significant upside potential.
The stock's recent price movement is likely driven by a large, strategic bet by a significant investor, with the stock now trading at $1067 after the sale of $10M worth of calls with a $850 strike price.

Bearish· Apr 4

United Rentals, Inc. (URI) is trading like a bank stock, potentially indicating weakness in the industrial sector.
The company's stock price sliced through its 50-day moving average, triggering a sell signal.
URI is a concerning indicator of recession, with its sharp decline in price foreshadowing potential economic downturn.

Generated by AI

Topics

Of the messages about URI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	100%	70.59%	32.94%
Announcements	—	0%	0%	20.3%
Earnings	—	0%	0%	17.35%
Analysts	—	0%	29.41%	25.38%
Technical Analysis	—	0%	0%	3.93%
Controversies	—	0%	0%	0.1%

Earnings· Apr 24

United Rentals ($URI) reported record Q1 earnings, with revenue reaching $3.485 billion and EPS soaring to $9.15, significantly above the consensus estimate of $8.35.
The company raised its FY24 revenue guidance to $14.95B-$15.45B, surpassing the previous view of $14.65B-$15.15B, and reported a 6.1% increase in revenue year-over-year.
United Rentals' Q1 results were driven by strong demand across all segments, with net income rising to $542 million and adjusted EBITDA reaching $1.587 billion, a 45.5% margin.

Analysts· Jan 26

BofA/Merrill Lynch raised the price target for United Rentals to $230 from $195.
Several analysts, including Royal Bank of Canada, Stifel Nicolaus, and UBS Group, have also raised their price targets for United Rentals.
United Rentals was added to the US1 List by BAML, and the bank also raised its price target to $230 from $195.

Announcements· Feb 18

United Rentals, Inc. has withdrawn its proposal to acquire H&E Equipment Services after H&E accepted a superior $5.3 billion bid from Herc Rentals.
The withdrawal of the proposal will permit H&E to terminate the acquisition process and move forward with the Herc Rentals bid.
United Rentals' shares are down 3.82% or 28.32 points following the announcement.

Generated by AI

Community

Of the messages about URI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	73.68%	42.11%	44.35%
Newcomers	100%	26.32%	57.89%	55.65%

Regulars· Jan 28

United Rentals reported solid revenue growth in Q4 2025, but net income and adjusted EPS fell short of expectations due to margin pressure.
The company announced a new $5 billion share repurchase program, aiming to buy back $1.5 billion of common stock in 2026.
United Rentals' Q4 2025 earnings report showed revenue of $4.21 billion and adjusted EPS of $11.09, missing analyst estimates and highlighting margin challenges.

Newcomers· Jun 11

Newcomers to $URI are noting its performance in a simulated trading signal, where it led with a +12.95% gain out of 8 long positions that were in the green.
The focus on $URI's performance is due to its ability to provide long-side alpha, with the long book returning +3.44% while the S&P 500 (SPY) fell -2.27%.
Despite the short book dragging with a -1.63% loss, the overall alpha from the 20-day run of Signal #004 was +4.09%, with the long book providing a significant contribution.

Generated by AI

News

United Rentals Inc. stock outperforms competitors despite losses on the day

14h agoMarketWatch

United Rentals Inc. stock underperforms Friday when compared to competitors despite daily gains

4d agoMarketWatch

United Rentals Inc. stock outperforms competitors despite losses on the day

6d agoMarketWatch

Bernstein Sticks to Their Buy Rating for United Rentals (URI)

Detailed price information for United Rentals (URI-N) from The Globe and Mail including charting and trades.

8d agoThe Globe and Mail

United Rentals Inc. stock underperforms Monday when compared to competitors despite daily gains

8d agoMarketWatch

United Rentals (URI) Lifted Guidance On Stronger Demand, Is It Still Below Fair Value?

United Rentals guidance shift and conference spotlight United Rentals (URI) heads into Morgan Stanley's Laguna Conference after lifting its guidance on stronger than expected construction equipment rental demand, with specialty operations and large project activity drawing fresh attention from investors. Management has pointed to a solid queue of big jobs and heavier use of its specialty fleet as key drivers, while also stressing the role of technology and AI in tightening service quality and...

9d agoYahoo Finance

Also Discussed

Investors talking about URI also mention

#	Name	Attention
1	HEES - H&E Equipment Services, Inc.	——
2	Sunbelt Rentals Holdings Inc.SUNB	0%0
3	Herc Holdings Inc.HRI	0%0
4	ASGN Inc.ASGN	0%0
5	TransDigm Group Inc.TDG	0.01%+0
6	Deere & CompanyDE	0%0
7	Cummins Inc.CMI	0%0
8	Ulta Beauty, Inc.ULTA	0%0
9	Terex Corporation Common StockTEX	0%0
10	SiteOne Landscape Supply Inc.SITE	0%0

United Rentals Inc.

Industrials
Rental & Leasing Services

United Rentals Inc. is an equipment rental company that serves construction, industrial, commercial, and municipal customers. Its core business provides a broad fleet of general rental equipment, including aerial work platforms, earthmoving machinery, forklifts, and tools, supporting projects ranging from routine maintenance to large-scale infrastructure work. The company also offers specialty rental solutions, along with related services such as equipment protection and online tools that help customers manage rentals more efficiently. United Rentals Inc. operates as a single-source provider for businesses and contractors that need flexible access to equipment without owning and maintaining it themselves. Headquartered in Stamford, Connecticut, United Rentals Inc. plays a central role in the equipment rental market across North America and selected international markets, linking a wide range of industries to the machinery and services needed for day-to-day operations and project execution.

Website

Location

100 First Stamford Place

Stamford, CT, 06902

United States

Social

What share of all stock conversation is about URI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% 0	0% 0

Jul 23

United Rentals ($URI) stock has been performing well, with a new 52-week high and a strong year-over-year growth of 10%.
The company's performance is being driven by a strong tailwind in data center construction, which is a significant contributor to its growth.
United Rentals' earnings and revenue estimates have been revised upward, indicating a positive outlook for the company's future performance.

Generated by AI

Sentiment

Of the messages about URI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	100% +36.84	96.75% +6.29
Bearish	—	0% 0	0% -36.84	3.25% -6.29

Bullish· Jun 7

A large investor has taken a bullish stance on United Rentals, selling $10M worth of calls with a $850 strike price expiring in January 2027, currently trading at $1067.
UBS has raised their target price for United Rentals to $1145 from $1025, suggesting significant upside potential.
The stock's recent price movement is likely driven by a large, strategic bet by a significant investor, with the stock now trading at $1067 after the sale of $10M worth of calls with a $850 strike price.

Bearish· Apr 4

United Rentals, Inc. (URI) is trading like a bank stock, potentially indicating weakness in the industrial sector.
The company's stock price sliced through its 50-day moving average, triggering a sell signal.
URI is a concerning indicator of recession, with its sharp decline in price foreshadowing potential economic downturn.

Generated by AI

Topics

Of the messages about URI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	100%	70.59%	32.94%
Announcements	—	0%	0%	20.3%
Earnings	—	0%	0%	17.35%
Analysts	—	0%	29.41%	25.38%
Technical Analysis	—	0%	0%	3.93%
Controversies	—	0%	0%	0.1%

Earnings· Apr 24

United Rentals ($URI) reported record Q1 earnings, with revenue reaching $3.485 billion and EPS soaring to $9.15, significantly above the consensus estimate of $8.35.
The company raised its FY24 revenue guidance to $14.95B-$15.45B, surpassing the previous view of $14.65B-$15.15B, and reported a 6.1% increase in revenue year-over-year.
United Rentals' Q1 results were driven by strong demand across all segments, with net income rising to $542 million and adjusted EBITDA reaching $1.587 billion, a 45.5% margin.

Analysts· Jan 26

BofA/Merrill Lynch raised the price target for United Rentals to $230 from $195.
Several analysts, including Royal Bank of Canada, Stifel Nicolaus, and UBS Group, have also raised their price targets for United Rentals.
United Rentals was added to the US1 List by BAML, and the bank also raised its price target to $230 from $195.

Announcements· Feb 18

United Rentals, Inc. has withdrawn its proposal to acquire H&E Equipment Services after H&E accepted a superior $5.3 billion bid from Herc Rentals.
The withdrawal of the proposal will permit H&E to terminate the acquisition process and move forward with the Herc Rentals bid.
United Rentals' shares are down 3.82% or 28.32 points following the announcement.

Generated by AI

Community

Of the messages about URI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	73.68%	42.11%	44.35%
Newcomers	100%	26.32%	57.89%	55.65%

Regulars· Jan 28

United Rentals reported solid revenue growth in Q4 2025, but net income and adjusted EPS fell short of expectations due to margin pressure.
The company announced a new $5 billion share repurchase program, aiming to buy back $1.5 billion of common stock in 2026.
United Rentals' Q4 2025 earnings report showed revenue of $4.21 billion and adjusted EPS of $11.09, missing analyst estimates and highlighting margin challenges.

Newcomers· Jun 11

Newcomers to $URI are noting its performance in a simulated trading signal, where it led with a +12.95% gain out of 8 long positions that were in the green.
The focus on $URI's performance is due to its ability to provide long-side alpha, with the long book returning +3.44% while the S&P 500 (SPY) fell -2.27%.
Despite the short book dragging with a -1.63% loss, the overall alpha from the 20-day run of Signal #004 was +4.09%, with the long book providing a significant contribution.

Generated by AI

United Rentals

Social

Jul 23

Bullish· Jun 7

Bearish· Apr 4

Earnings· Apr 24

Analysts· Jan 26

Announcements· Feb 18

Regulars· Jan 28

Newcomers· Jun 11

United Rentals Inc. stock outperforms competitors despite losses on the day

United Rentals Inc. stock underperforms Friday when compared to competitors despite daily gains

United Rentals Inc. stock outperforms competitors despite losses on the day

Bernstein Sticks to Their Buy Rating for United Rentals (URI)

United Rentals Inc. stock underperforms Monday when compared to competitors despite daily gains

United Rentals (URI) Lifted Guidance On Stronger Demand, Is It Still Below Fair Value?

Also Discussed

United Rentals Inc.

Company Information

Location

United Rentals Inc. stock outperforms competitors despite losses on the day

United Rentals Inc. stock underperforms Friday when compared to competitors despite daily gains

United Rentals Inc. stock outperforms competitors despite losses on the day

Bernstein Sticks to Their Buy Rating for United Rentals (URI)

United Rentals Inc. stock underperforms Monday when compared to competitors despite daily gains

United Rentals (URI) Lifted Guidance On Stronger Demand, Is It Still Below Fair Value?

Also Discussed

Social

Jul 23

Bullish· Jun 7

Bearish· Apr 4

Earnings· Apr 24

Analysts· Jan 26

Announcements· Feb 18

Regulars· Jan 28

Newcomers· Jun 11