Cantor Fitzgerald reiterates Overweight rating on Custom Truck One Source, $14 price target

What happened

Cantor Fitzgerald repeated its Overweight rating on Custom Truck One Source stock and kept a $14.00 price target. That target implies 55.4% upside from the October 26 close of $9.01. The company also reported 20% year-over-year rental revenue growth.

Confirmed

Global impact / market context

A repeated buy rating signals the analyst still expects Custom Truck One Source shares to rise. Strong rental revenue growth and better fleet use support that view. For investors, this suggests rental demand is holding up rather than fading with the broader equipment cycle.

Analyst inference

Analyst ratings and price targets shape how investors position in a stock. Here, the unchanged $14 target and 20% rental growth point to steady rental demand rather than a downturn. Raised profit guidance also suggests managers expect continued cash generation into 2027.

Analyst inference

What to watch

1. Custom Truck One Source raised its adjusted EBITDA guidance for FY26, which means its forecast for earnings before interest, taxes, depreciation and amortization. Watch whether later results meet that higher forecast. Confirmed
2. Track the next quarterly rental revenue growth and fleet utilization rates, which measure how much of the rental fleet is in use, to see if the 20% growth pace holds. Proposed
3. Watch whether the stock moves toward the $14.00 target or stays near $9.01, showing whether investors accept the analyst's view of future earnings. Analyst inference

Evidence

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