Bernstein Analyst Maintains Hold Rating on United Rentals with $885 Target

Bernstein analyst Chad Dillard maintained a Hold rating on United Rentals with a price target of $885.00. The company's shares closed at $858.97. Dillard has a 4-star rating with a 9.8% average return and 68.07% success rate. The analyst consensus is a Moderate Buy with an average price target of $902.79. URI has a market cap of $55.27B and a P/E ratio of 22.22.

United Rentals Inc. (URI) has received a mix of analyst ratings in recent months, with a majority of analysts maintaining a positive outlook on the company. According to TipRanks, 13 out of 18 analysts have given a Moderate Buy rating to URI over the past three months, with an average price target of $902.79 [1].

Among the notable ratings, Bernstein analyst Chad Dillard maintained a Hold rating with a price target of $885.00. Dillard has a strong track record, with a 4-star rating, a 9.8% average return, and a 68.07% success rate. However, his Hold rating stands in contrast to the broader analyst consensus, which is a Moderate Buy [1].

URI's shares closed at $858.97 on July 2, 2025, with a market capitalization of $55.27 billion and a P/E ratio of 22.22. The company's financial performance has been positive, with analysts forecasting an earnings estimate of $12.30 for the next quarter, ranging from $11.17 to $13.92 [1].

While Dillard's Hold rating may seem cautious, it is essential to consider the broader context. The majority of analysts believe that URI's growth potential and strategic initiatives provide a solid investment outlook. Additionally, URI has consistently outperformed its industry in terms of earnings estimates over the past year [1].

In summary, United Rentals has received a mixed bag of analyst ratings, with a majority of analysts maintaining a positive outlook. While Bernstein's Chad Dillard has a Hold rating, the broader consensus is a Moderate Buy. Investors should consider the company's financial performance, strategic initiatives, and the overall analyst consensus when making investment decisions.

References:
[1] https://www.tipranks.com/stocks/uri/forecast