Rentals

United Rentals shares fell to around $733 on March 13, 2026, providing substantial upside to analysts' $950 price target despite construction sector caution. Portfolio strategies emphasize waiting for bad news to be fully priced in before adding positions, enhancing risk-reward. The equipment rental firm's performance contrasts with market declines as Dow neared its 200-day line down 0.25%. Upcoming data flows could catalyze a rebound if economic indicators stabilize.

United Rentals shares traded around $733 on March 13, 2026, with managers maintaining a hold rating despite 29% upside to $950 target, awaiting better entry amid market jumps. Recent guidance sits at the low end of Wall Street expectations, contributing to a 14.2% drop from recent highs. The equipment rental firm's performance ties to construction cycles, with risks priced in during volatile sessions. A potential bottom could emerge post-earnings if infrastructure spending accelerates.

United Rentals shares dropped to around $733 on March 13, 2026, offering significant upside to a $950 price target but prompting managers to wait for a bottom. The decline reflects broader equipment rental sector pressures amid economic caution, though fundamentals remain strong. Portfolio strategies emphasize buying after bad news is priced in to maximize risk-reward. Analysts see potential rebound with construction demand recovery.