BNP Paribas Exane Upgrades United Rentals, Inc. (URI) from ‘Underperform’ to ‘Neutral’, Raises Its Price Target to $900

United Rentals, Inc. (NYSE:URI) is one of the 13 Best Warehouse and Self-Storage Stocks to Buy Right Now.

BNP Paribas Exane Upgrades United Rentals, Inc. (URI) from ‘Underperform’ to ‘Neutral’, Raises Its Price Target to $900

On September 16, 2025, BNP Paribas Exane upgraded United Rentals, Inc. (NYSE:URI) from ‘Underperform’ to ‘Neutral’, raising its price target from $592 to $900.

The investment firm associated the price revision to stronger equipment rental demand into late 2025 and 2026. As a result, eight analysts recently raised their price targets for United Rentals, Inc. (NYSE:URI). BNP Paribas expects heightened mega-project activity tied to AI and hyperscaler growth in the coming period, alongside potential Federal Reserve rate cuts. This, the firm believes, could revive a sluggish local construction market, supporting the company’s next EPS upcycle.

United Rentals, Inc. (NYSE:URI), the world’s largest equipment rental company, offers trench safety, power and HVAC systems, fluid solutions, and mobile storage equipment and modular office space to construction, industrial, and infrastructure clients across North America. It is one of the Best Warehouse Stocks.

While we acknowledge the potential of URI to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than URI and that has 100x upside potential, check out our report about this cheapest AI stock.

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