B+
Bull case
20%
Probability
Target price
$145.40
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
MGRC
McGrath RentCorpBNasdaq / Capital Goods
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$125.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$100.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-03
Recent news sentiment (30D)
+0.1
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+75.3
Score
AI commentary
The post-earnings tone is mixed-to-negative near term: the company reported rental growth and raised guidance midpoints, but Q2 EPS and revenue were below the targeted consensus references. The company release cited a July 28 close of $119.98, versus the July 31 RankAlpha anchor of $115.15, a roughly 4% decline across the event window; attribution is imperfect because the July 29 session preceded the after-close release. No verified post-print analyst target, rating, or estimate revision was found, so confidence remains limited. [#SEC-8K-2026-07-29]
RankAlpha Sentiment Codex - 2026-08-03
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-09-30catalystSecond-half modular execution and delayed-project conversionMedium impact
Shipments exceeded returns in each Q2 month, while several Enviroplex and Mobile Modular sales projects shifted into the second half because of delays. Conversion of those projects and continued utilization improvement are the near-term execution test. [#SEC-8K-2026-07-29]
2026-11-01eventQ2 earnings miss offset by narrower, higher-midpoint guidanceMedium impact
The SEC 8-K reported Q2 EPS of $1.37, revenue of $221.1 million, rental-operations growth of 6%, and adjusted EBITDA of $82.8 million. Targeted post-print coverage cited consensus EPS of $1.46 and revenue of $236.5 million. Management narrowed FY2026 revenue guidance to $955-$985 million from $945-$995 million, narrowed EBITDA guidance to $363-$375 million from $360-$378 million, and raised gross rental-equipment capex guidance to $200-$220 million from $180-$200 million. [#SEC-8K-2026-07-29]
2026-12-31catalystTRS-RenTelco demand and incremental fleet investmentHigh impact
TRS-RenTelco rental revenue grew 17% year over year, supported by robust demand and projects related to new data-center buildout. Higher capex guidance creates upside if incremental fleet deployment converts into sustained rental growth. [#SEC-8K-2026-07-29]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-03 • Updated nightlySource: Internal modelMethodology