Truist analyst Jamie Cook maintained a Buy rating on EquipmentShare.com Inc. but reduced the price target from $41 to $38, implying an upside of over 80% from current levels. The revision reflects a second-quarter preview with broader adjustments across machinery, infrastructure services, and multi-industry segments. Cook noted impressive demand trends and secular growth drivers in data center, infrastructure, aerospace and defense, and power. Earlier, UBS analyst Steven Fisher cut his target from $36 to $24 while keeping a Neutral rating, still indicating more than 14% upside. EquipmentShare.com provides integrated construction solutions including equipment rentals, parts, and site management services.
EquipmentShare.com Inc Class A Common StockTruist maintains Buy rating with 80%+ upside, despite target cut; UBS also keeps Neutral with upside
Truist Financial Corp