Goldman Sachs analyst Jerry Revich added United Rentals to his firm's Conviction List while keeping a Buy rating on the shares. The analyst believes U.S. construction equipment capacity utilization has bottomed and that production cuts provide a "clear line of sight on improving utilization rates and pricing in coming quarters." He sees 22% upside to his new $180 12-month price target, which is raised from $165.

Notable companies reporting after the market close, with earnings consensus, include Meta Plataforms (META), consensus $4.32... IBM (IBM), consensus $1.60... ServiceNow (NOW), consensus $3.14... Lam Research (LRCX), consensus $7.30... Chipotle Mexican Grill (CMG), consensus $11.68... O'Reilly Automotive (ORLY), consensus $9.26... Ford Motor (F), consensus 42c... United Rentals (URI), consensus $8.32... Align Technology (ALGN), consensus $1.97... Molina Healthcare (MOH), consensus $5.59... Teradyne (TER), consensus 33c... Universa Health Services (UHS), consensus $3.16... Western Union (WU), consensus 41c.