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EQPT

EquipmentShare.com Inc.

EQPT

NASDAQ·Industrials·Rental & Leasing Services·Mkt cap $4.5B

$17.81

+5.70%

P/E

522.29

Mkt Cap

$4.5B

52-Wk Range

$15.71–$35.50

52-Week Range

$15.71 - $35.50

P/E

522.29

Fwd P/E

39.27

Beta

1.69

Div Yield

0.00%

Avg Vol

2.7M

Shares Out

266.0M

Mkt Cap

$4.5B

Price action

Price chart

Down 45.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Digital-first platform with seamless online rental experience
  • Extensive nationwide dealer network and distribution infrastructure
  • Comprehensive equipment inventory across diverse construction categories
  • Integrated ecosystem combining rental, sales, and technology services

Bear Case

2 risks

  • Above-average volatility (beta 1.7).
  • High premium - requires strong execution

Growth

Moderate growth ahead

Increasing construction industry digitalization and online adoption

Value

High premium - requires strong execution

Momentum

Weak

-11.8% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 11, 2026

Q3 26 RECAP

AUG 12, 2026

Reported EPS of $0.18 vs -$0.06 consensus (+402.8% surprise). Revenue of $1.4B vs $1.2B expected (+25.8%). Beat on both top and bottom lines.

EPS beat +402.8%
Rev beat +25.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+402.8%

Revenue trend · last 5Q

+22%

+26%

Q3 24

Q4 24

Q3 25

Q1 26

Q2 26

$776.3M

$1.6B

$943.9M

$989.0M

$1.4B

Margins · last 5Q

Gross

35.1%

Operating

6.5%

Profit

1.1%

Wall Street consensus

5 analysts · 60% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

60%

Hold

2

40%

Sell

0%

Median Price Target

$22.00

+23.5% vs $17.81

Low $22.00
Median $22.00
High $22.00

Latest: Citi · Aug 14, 2026

1 analyst covering

vs Industry

How EQPT stacks vs Rental & Leasing Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.