B+
Bull case
25%
Probability
Target price
$88.00
Analysis reference price unavailable
Analysis 2026-08-26 · RankAlpha Sentiment Codex
UHAL
U-HaulANYSE / Transportation
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$75.00
Analysis reference price unavailable
Analysis 2026-08-26 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$57.00
Analysis reference price unavailable
Analysis 2026-08-26 · 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 2026-08-26
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+83.3
Score
AI commentary
Headline tone is mixed: the latest company filing shows revenue growth and improved truck resale, but lower earnings, weaker occupancy, and declining adjusted EBITDA. Analyst revision and post-print market-reaction evidence are unavailable, so the thesis remains monitoring-oriented rather than a high-conviction rerating call.
RankAlpha Sentiment Codex - 2026-08-26
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-05eventQ1 FY2027 results confirm mixed stabilizationMedium impact
Q1 net earnings declined to $122.9 million from $142.3 million and UHAL.B EPS fell to $0.63 from $0.73, but self-storage revenue grew 6.8%, self-moving rental revenue grew 2.8%, and truck resale returned to a gain after prior losses. [#SEC-8K-2026-08-05]
2026-12-31catalystUnderfilled storage and elevated fleet costs remain near-term overhangsHigh impact
Q1 adjusted Moving and Storage EBITDA declined, same-store occupancy fell, and fleet depreciation, real-estate depreciation, and maintenance costs increased. Persistent under-absorption could delay earnings recovery. [#SEC-8K-2026-08-05]
2027-03-31catalystStorage lease-up and occupancy recoveryHigh impact
Management said storage rent-up is improving and rates are holding, but same-store occupancy declined to 88.3% while approximately 12 million NRSF remains in development or pending. Better absorption would improve operating leverage. [#SEC-8K-2026-08-05]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-26 • Updated nightlySource: Internal modelMethodology