United Rentals' Upside Pinned On Scale, Resilient Customer Mix, Analyst Says
1. KeyBanc upgraded URI from Sector Weight to Overweight, predicting $865 target. 2. Management aims to capture market share in high-value Specialty segments. 3. Strong national account exposure could deliver stable revenue and fleet performance. 4. Analyst estimates bull-case EBITDA could exceed $8.6 billion by 2026. 5. 60% of sales from large national accounts may support fleet utilization.