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.

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 as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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