$WSC

WillScot Holdings Corp

AlphAI earnings readQ2 FY2026 · AUG 6WillScot Reports Second Quarter 2026 Results and Raises 2026 Full Year OutlookVerdict: solid

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UBS cuts WillScot stock price target to $18 on margin concerns

UBS lowered its price target on WillScot (WSC) to $18 from $29, citing margin concerns and higher interest rates. The stock is down 45% from its 52-week high. WillScot reported better-than-expected Q2 2026 earnings and revenue, but UBS maintains a Neutral rating due to near-term headwinds.

Analyst recommendations: Ebay, Workday, Fair Isaac, Crowdstrike, Rocket

Analysts updated ratings and price targets for several companies. Ebay (EBY) was upgraded to buy, while Workday (WDAY) was downgraded to sector weight. Fair Isaac (FICO) and Crowdstrike (CRWD) saw target price changes. Other affected firms include Ccc Intelligent Solutions (CCCS), Eastman Chemical (EMN), Jpmorgan Chase (JPM), and Rocket Lab (RKLB).

Analyst recommendations: Crocs, IBM, Microsoft, Morgan Stanley

Analysts updated ratings and price targets for several companies. Notable changes include Crocs upgraded to Overweight with a target of $139, IBM's target raised to $238, Microsoft's target increased to $675, and Morgan Stanley's target cut to $185. Other companies received mixed recommendations and target adjustments.

WSC sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 8 news stories mentioning WSC (WillScot Holdings Corp). Coverage has skewed bearish: 0 bullish, 1 neutral, and 7 bearish.

Recent WSC coverage spans financial news, earnings and sector analysis.

What's driving WSC

AlphAI scores every news story that mentions WSC with an AI model for sentiment and relevance, and aggregates insider trades from WillScot Holdings Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $WSC

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WillScot appoints Donald Slager to board of directors

WillScot Holdings Corporation (NASDAQ:WSC) has appointed Donald Slager, former CEO of Republic Services, to its board of directors. Slager will serve on the Audit and Compensation Committees. He also sits on the boards of Martin Marietta Materials (NYSE:MLM) and Eastman Chemical Company (NYSE:EMN). The move is part of WillScot's board refreshment efforts.

$URILow

Rental & Leasing sector: fundamentals, sentiment, and top stock pick

The Rental & Leasing sector is experiencing structural growth, with Sunbelt Rentals CEO citing rising rental rates and a $2T mega-project pipeline. United Rentals (URI) and Sunbelt Rentals (SUNB) show strong revenue growth but face margin compression. WillScot (WSC) is highlighted for potential undervaluation with 32.2% fair value upside, despite high leverage and negative margins. URI is noted for its scale and consistent FCF.

WillScot Expands Clearspan Portfolio with Quick-Connect Canopy From: WillScot

WillScot says it launched the Quick-Connect Canopy, a modular fabric structure for covered workspace between compatible WillScot buildings and storage units. The company says it installs in about one day without drilling or permanent structural changes, offers 17-foot center clearance, and comes in 20-foot-wide sections. Availability is limited to select U.S. markets, with more planned.

$WSCMed

Is WillScot Holdings (WSC) Undervalued On Its Q2 Beat And Higher 2026 Outlook?

Simply Wall St reports WillScot Holdings (WSC) shares are back in focus after Q2 results beat expectations and management raised its 2026 outlook. The article cites 2026 revenue guidance of about $2.3b and a higher adjusted EBITDA view, plus modular activations and project demand. It also contrasts a $28.10 fair-value narrative with a DCF value of $23.12 versus a $23.76 price.

$WSCMedAI 8/10

WillScot Holdings (WSC) Q2 2026 Earnings Call Transcript

WillScot Holdings (WSC) reported Q2 2026 revenue of $612.2 million, up 4% year over year, and adjusted EBITDA of $227.9 million. Leasing and services revenue rose to $585.5 million. The company raised full-year 2026 guidance to about $2.3 billion revenue and ~$920 million adjusted EBITDA, citing higher order book and modular activations, while noting margin pressure from activation costs.

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