B+
Bull case
25%
Probability
Target price
$1,200.00
Analysis reference price unavailable
Analysis 2026-09-06 · RankAlpha Sentiment Codex
URI
United RentalsBNYSE / Capital Goods
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
55%
Probability
Target price
$1,080.00
Analysis reference price unavailable
Analysis 2026-09-06 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$900.00
Analysis reference price unavailable
Analysis 2026-09-06 · 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 2026-09-06
Recent news sentiment (30D)
+0.7
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+69.0
Score
AI commentary
Primary-source tone remains constructive after record Q2 results and raised guidance. Recent secondary coverage is also broadly positive, but analyst revisions, options skew, short interest, employee-review data, and usable social coverage are unavailable; confidence remains positive but monitoring-oriented.
RankAlpha Sentiment Codex - 2026-09-06
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-22eventRecord Q2 results and raised FY2026 guidanceMedium impact
United Rentals reported record Q2 revenue of $4.410 billion, adjusted EPS of $12.76, adjusted EBITDA of $2.056 billion, and raised full-year 2026 guidance. This is largely priced into the shares. [#SEC-8K-2026-07-22]
2026-09-30catalystLarge-project and backlog momentumMedium impact
Management cited optimistic customers, large projects, customer backlogs, and year-to-date momentum as support for continued growth. Fleet productivity increased 3.4% year over year. [#SEC-8K-2026-07-22]
2026-12-31catalystCash generation and capital allocationMedium impact
Year-to-date operating cash flow was $3.305 billion, free cash flow was $1.149 billion, shareholder returns totaled $998 million, and net leverage was 1.8x. [#SEC-8K-2026-07-22]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-06 • Updated nightlySource: Internal modelMethodology