Why WillScot Mobile Mini (WSC) Stock Is Trading Up Today

What Happened?

Shares of temporary space provider WillScot (NASDAQ:WSC) jumped 11.2% in the afternoon session after Baird upgraded the stock's rating to 'Outperform' from 'Neutral' and raised its price target. 

The analyst, Andrew Wittmann, increased the price target to $22 from $20. This move was prompted by what Baird described as a "watershed quarter" for WillScot in the third quarter of 2025, which the firm believed established an "investable bottom" after a prolonged cyclical downturn. Additionally, the research firm highlighted that falling interest rates could also benefit the company, especially amid a broader market rotation toward companies positioned for recovery.

The shares closed the day at $17.62, up 11.1% from previous close.

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What Is The Market Telling Us

WillScot Mobile Mini’s shares are very volatile and have had 25 moves greater than 5% over the last year. But moves this big are rare even for WillScot Mobile Mini and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 1 day ago when the stock gained 4.7% on the news that strong results from chipmaker Nvidia eased lingering concerns about a potential bubble, especially in the tech sector. 

The tech giant delivered another blockbuster earnings report, with sales, profits, and guidance exceeding Wall Street expectations. CEO Jensen Huang let the data do the talking as he acknowledged the growing sentiment about an AI bubble, while affirming that sales for Nvidia's current-generation GPU, called Blackwell (mostly used for AI applications), are "off the charts." A stronger-than-expected September jobs report from the Bureau of Labor Statistics reinforced this bullish sentiment. Nonfarm payrolls rose by 119,000, easily surpassing the consensus estimates of 50,000. While the unemployment rate ticked up to 4.4% and wage growth slowed slightly, the data suggest the U.S. economy remains on a firm footing. While this resilience made some investors unsure of the Fed's December rate decision, the market welcomed the news, rallying on the strength of a solid economy and a booming tech sector.

WillScot Mobile Mini is down 47.1% since the beginning of the year, and at $17.62 per share, it is trading 55.1% below its 52-week high of $39.21 from December 2024. Investors who bought $1,000 worth of WillScot Mobile Mini’s shares 5 years ago would now be looking at an investment worth $804.71.

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