KeyBanc lowered the firm’s price target on United Rentals (URI) to $950 from $1,000 and keeps an Overweight rating on the shares. Following the company’s Q4 EBITDA miss, the firm is lowering its 2026 estimates and introducing new 2027 estimates. While ongoing ancillary margin headwinds are disappointing, KeyBanc thinks United Rentals has line of sight to improving flow-through from internal cost initiatives and think accelerating demand momentum could drive upside to estimates.
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