Morgan Stanley analyst Angel Castillo has maintained an Overweight rating on United Rentals (NYSE: URI) and raised the price target to $1165 from $1030, reflecting a positive outlook for the equipment rental company. Separately, Citigroup analyst Kyle Menges has maintained a Buy rating and increased the price target to $1270 from $1210, signaling continued confidence in the stock's valuation and potential upside.

Rating and Target Details

The revised targets provide investors with updated valuation benchmarks from both firms.

United Rentals will release its second quarter 2026 financial results after the market close on Wednesday, July 22, 2026. The company will host a conference call the following day to discuss its quarterly performance with investors and analysts. The announcement provides stakeholders with the opportunity to review the equipment rental giant's operational and financial metrics for the period.

The conference call is scheduled for Thursday, July 23, 2026, at 8:30 a.m. Eastern Time. It will be led by Matt Flannery, chief executive officer, and Ted Grace, chief financial officer. Participants can access the live audio webcast via the company's official website, where an archived version will remain available until the subsequent earnings call.

Investors preferring to join via telephone can dial 800-579-2568, while international callers may reach the event at 785-424-1222. The passcode required for both the live call and the replay is 48921. A replay of the conference will be accessible by dialing 402-220-7209 for those unable to attend the live session.

Company Overview

United Rentals operates as the largest equipment rental company globally, serving a diverse customer base across construction, industrial, and municipal sectors. The firm manages a substantial fleet with a total original cost of $22.59 billion.

Operational Reach

The company's workforce of approximately 27,900 employees supports operations in 49 U.S. states and every Canadian province. Headquartered in Stamford, Conn., United Rentals is listed on the Standard & Poor’s 500 Index, the Barron’s 400 Index, and the Russell 3000 Index.