UNITED RENTALS, INC.
No SEC Form 4 filings for $URI in the last 30 days.
See all $URI insider activity →United Rentals (URI) reports strong demand from large infrastructure projects, driving fleet investment. Q2 2026 rental revenue rose 13% YoY to $3.8B, with fleet productivity up 3.4%. The company raised its 2026 CapEx outlook by $450M to $4.85B-$5.25B to meet demand. High utilization and a robust project pipeline support growth into 2027, despite tight supplier capacity.
United Rentals (URI) shares hit an all-time high of $1,177.93 and have gained 44.3% year to date, according to Investing.com/InvestingPro. The company reported record Q2 results with adjusted EPS of $12.76 and revenue of $4.41 billion, beating estimates, and raised full-year guidance. Multiple analysts raised price targets, citing margins and demand.
Zacks Market Edge Podcast discusses “HALO” stocks tied to AI data center buildout. It highlights Caterpillar (CAT) with Q2 2026 sales up 24%, backlog $72B (+92% YoY), and earnings growth forecasts of 30.5% (2026) and 25.2% (2027), plus forward P/E 35. It also covers MasTec (MTZ) backlog $21.4B (+30%), earnings +41.2% (2026) and +35.3% (2027), forward P/E 28.8, and United Rentals (URI) record Q2 results and raised guidance, earnings +15.4% (2026) and +14.2% (2027), forward P/E 23.9.
Over the past 7 days, alphai's AI scored 1 news story mentioning URI (UNITED RENTALS, INC.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent URI coverage spans earnings, financial news and sector analysis.
Higher CapEx signals growth potential and may support a bullish outlook for URI.
The article ties URI’s record-high move to an earnings beat and upward guidance revision, with additional upside framing from multiple analyst price-target increases.
The article positions URI as outperforming peers on AI-adjacent capex demand, supported by record results and raised guidance.
Raised full-year guidance after a record quarter should support near-term upside bias, but the article provides no new numeric guidance range.
Raised 2026 outlook supports near-term sentiment and valuation, but the article flags valuation risk if project demand or free cash flow disappoints.
alphai scores every news story that mentions URI with an AI model for sentiment and relevance, and aggregates insider trades from UNITED RENTALS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
United Rentals (URI) reports strong demand from large infrastructure projects, driving fleet investment. Q2 2026 rental revenue rose 13% YoY to $3.8B, with fleet productivity up 3.4%. The company raised its 2026 CapEx outlook by $450M to $4.85B-$5.25B to meet demand. High utilization and a robust project pipeline support growth into 2027, despite tight supplier capacity.
2 min readUnited Rentals (URI) shares hit an all-time high of $1,177.93 and have gained 44.3% year to date, according to Investing.com/InvestingPro. The company reported record Q2 results with adjusted EPS of $12.76 and revenue of $4.41 billion, beating estimates, and raised full-year guidance. Multiple analysts raised price targets, citing margins and demand.
3 min readZacks Market Edge Podcast discusses “HALO” stocks tied to AI data center buildout. It highlights Caterpillar (CAT) with Q2 2026 sales up 24%, backlog $72B (+92% YoY), and earnings growth forecasts of 30.5% (2026) and 25.2% (2027), plus forward P/E 35. It also covers MasTec (MTZ) backlog $21.4B (+30%), earnings +41.2% (2026) and +35.3% (2027), forward P/E 28.8, and United Rentals (URI) record Q2 results and raised guidance, earnings +15.4% (2026) and +14.2% (2027), forward P/E 23.9.
6 min readThe article discusses United Rentals (URI) after Q2 results, saying revenue rose about 12.7% and adjusted EBITDA about 13.6%, with the company raising full-year guidance. It cites analyst commentary on demand for large projects and cost discipline. It also notes insider and congressional trades, and a median analyst price target of $1,195.
3 min readSimply Wall St reports United Rentals (URI) shares rose after the company raised its 2026 outlook following better-than-expected quarterly results and stronger demand for large projects and infrastructure. The article cites a consensus fair value/price target near $1,154.86 versus a recent close around $1,141.59, with analyst targets ranging from $715 to $1,550, and notes a DCF estimate near $1,036.54.
6 min readTipRanks reports new analyst ratings for United Rentals (URI), Norfolk Southern (NSC), and nVent Electric (NVT). J.P. Morgan reiterated Buy on URI with a $1,235 target; consensus Strong Buy targets $1,251.27. J.P. Morgan kept NSC at Hold with a $338 target; consensus Moderate Buy targets $356.08. Roth MKM reiterated Buy on NVT with a $185 target; consensus Strong Buy targets $197.13.
4 min readTipRanks reports new analyst actions in Industrial Goods. Pool (POOL): KeyBanc kept Hold, with a $218.67 average target and a separate Hold target at $212. United Rentals (URI): KeyBanc maintained Buy; consensus Strong Buy with $1194.92 target. Comfort Systems (FIX): KeyBanc kept Buy; consensus Strong Buy with $2088.80 target.
2 min readUnited Rentals CFO William E. Grace sold 1,500 shares of URI stock on July 24, 2026 for about $1.70m at $1,133.15 per share, per an SEC Form 4. The article notes URI’s recent gains and cites Q2 results: adjusted EPS $12.76 on revenue $4.41b, plus raised full-year guidance and higher price targets from several banks.
3 min readGrace William E. (EVP, CFO) sold 1,500 shares of UNITED RENTALS, INC. (URI) at $1133.15 ($1.70M total) on 2026-07-24.
1 min readUnited Rentals (URI) reported Q2 revenue of $4.41B vs $4.20B expected and adjusted EPS of $12.76 vs $11.59. Adjusted EBITDA was $2.06B. The company raised full-year revenue guidance to $17.65B and EBITDA guidance to $8.05B at the midpoint, citing strong demand for large projects, specialty growth, and margin stability.
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