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EquipmentShare price target lowered to $44 from $51 at Goldman Sachs

Goldman Sachs lowered the firm’s price target on EquipmentShare (EQPT) to $44 from $51 and keeps a Buy rating on the shares. The company’s Q4 revenue and margin beat were encouraging and the FY26 guide is achievable, while its management reiterated a strong 2026 demand backdrop, stable pricing, and mature-site performance in the guide that is similar to 2025, the analyst tells investors in a research note.

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