Sunbelt Rentals Holdings

SUNB · NYSE

$77.00+$1.21 (+1.60%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $75.79

SUNB analyst rating

HoldConsensus of 10 analysts over the last 12 months. 60% rate it a buy.

Strong buy0
Buy6
Hold2
Underperform2
Sell0

12-month price target · 17 analysts

Average $89.14 (+15.8% upside)

Low: $71.71
Now: $77.00
High: $109.20

Upgrades and downgrades

The latest rating actions, newest first

SUNB analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Sep 17, 2026	Maintains	Sector Perform	$80.00	50%
Goldman Sachs	Sep 17, 2026	Upgrade	Neutral → Buy	$78.00 → $93.00	67%
JP Morgan	Sep 10, 2026	Maintains	Underweight	$71.00 → $79.00	53%
Keybanc	Sep 10, 2026	Maintains	Overweight	$85.00 → $90.00	77%
B of A Securities	Sep 10, 2026	Maintains	Underperform	$62.00 → $71.00	50%
JP Morgan	Sep 2, 2026	Maintains	Underweight	$74.00 → $71.00	53%
Wells Fargo	Aug 17, 2026	Initiates	Overweight	$96.00	—
Citigroup	Jun 24, 2026	Maintains	Buy	$95.00 → $90.00	61%
JP Morgan	Jun 24, 2026	Maintains	Underweight	$75.00 → $74.00	53%
RBC Capital	Jun 22, 2026	Upgrade	Underperform → Sector Perform	$62.00 → $80.00	50%

The case for and against

Updated Oct 17, 2026

Bull case

Sunbelt Rentals Holdings is well positioned to compound earnings because its scale, market-leading network, and continued consolidation in the fragmented rental industry support share gains, procurement leverage, and stronger retention across 1,200 U.S. stores, nearly 135 in Canada, and 190 in the UK. F1Q27 results were a clear beat, with total revenue up about 11%, rental revenue up about 13%, and adjusted EBITDA of $1,315M above consensus, while operating margin improved 60 bps to 24.4% on better SG&A control and price execution. The outlook is further strengthened by robust mega-project demand, tight fleet conditions in key categories, and Specialty Rental growth, which should keep EBIT margins and returns trending higher even as management raised FY27 guidance.

Bear case

Sunbelt Rentals Holdings is facing a cautious fundamental backdrop because its core cyclical exposures to nonresidential construction, industrial activity, and project volumes could soften if US growth weakens, while elevated budget deficits, labor shortages, and geopolitical turmoil may pressure customer confidence. The company also faces financing and competitive risks, as higher rates could raise its marginal cost of debt and dampen demand among leveraged clients, and irrational pricing or acquisition integration could weigh on returns even with a fleet above $20 billion and about 1,525 stores across the US, Canada, and the UK. Although the ownership-to-rental trend and Specialty Rental growth support the model, FY26 has been hurt by a quiet hurricane season versus the roughly $85-100 million of storm-related revenues in FY25, and unresolved supply overhang plus conservative guidance leave limited near-term upside.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.