Morgan Stanley bullish on machinery industry, upgrades stocks

Morgan Stanley upgraded its machinery sector outlook to 'attractive' for 2025, citing key equipment cycles, with various companies reviewed for investment potential.

United Rentals and industry peers face declines amid Ashtead's lowered forecast

United Rentals and other equipment rental companies saw stock declines after Ashtead Group lowered guidance due to soft US market conditions, indicating potential rental demand slowdown.

United Rentals stock dips after Ashtead cuts revenue forecast

United Rentals shares fell 5% after Ashtead lowered U.S. growth outlook. Analysts remain optimistic about United Rentals despite the market reaction.

Industrials and Machinery ratings adjusted at Evercore post-election

Evercore ISI upgrades several industrial stocks post-election, anticipating growth from Trump policies while downgrading others due to high valuations and risks, advocating for selective investments.

Earnings call: United Rentals posts record revenues, bullish on 2025 outlook

United Rentals misses third-quarter profit estimates on lower margins

United Rentals' Q3 profit missed estimates amid lower margins, causing shares to drop. Specialty rentals saw growth, but overall revenue fell short of expectations.

United Rentals misses Q3 estimates, lowers guidance; Shares fall 3%

United Rentals reported lower than expected third-quarter earnings with adjusted EPS at $11.80, but saw strong revenue growth and maintains an optimistic long-term outlook.