United Rentals stock falls 1 percent as Zacks cuts rating

Published on 09/25/2026 at 11:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

United Rentals stock delivered USD 4.41 billion in Q2 2026 revenue, while Zacks changed its rating on September 23. 2026 guidance reaches USD 17.8 billion.

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United Rentals stock (ISIN US9113631090) stood at USD 1,021.67 on the NYSE on September 24, 2026, down 1.00 percent from the prior close of USD 1,031.99. The immediate pressure came as MarketBeat reported on September 23, 2026, that Zacks Research downgraded the company from strong buy to hold.

Zacks shifts the rating

The downgrade adds a clear counterweight to the broader analyst picture. MarketBeat reported a Moderate Buy consensus and an average target of USD 1,230.88, while the same review listed targets from UBS at USD 1,170 and Argus at USD 1,250.

The gap between the latest NYSE price and the average target is USD 209.21, or 20.47 percent of the latest price. That comparison matters because the rating change and the target range point in different directions.

Q2 results beat estimates

United Rentals delivered record Q2 2026 revenue of USD 4.41 billion and earnings per share of USD 12.76, according to MarketBeat in its September 15, 2026 report. EPS exceeded the USD 11.53 consensus estimate by USD 1.23, while revenue topped the USD 4.22 billion estimate by USD 190 million.

Revenue increased 11.8 percent year over year in the quarter, and adjusted EPS reached USD 12.76, Yahoo Finance reported. Rental revenue rose 12.7 percent to USD 3.85 billion, giving the growth story a stronger operational base than the headline rating change suggests.

Guidance sets the next test

Management raised 2026 revenue guidance to USD 17.5 billion-USD 17.8 billion, with adjusted EBITDA guidance of USD 7.98 billion-USD 8.13 billion and operating cash flow guidance of USD 5.85 billion-USD 6.65 billion, according to Yahoo Finance.

For investors, the key tension is visible in the numbers: quarterly revenue growth reached 11.8 percent, yet the stock remains 13.35 percent below its 52-week high of USD 1,179.18. The 52-week low is USD 701.59.

United Rentals stock stays below its high

United Rentals stock had a market capitalization of USD 63,591,294,975 and trading volume of 441,010 shares on September 24, 2026. The price, daily change and range show a stock still well above its yearly low, but below its recent peak.