United Rentals Inc. (URI) has introduced an AI-enabled Equipment Agent, which management states has led to a 70% enhancement in users' ability to find equipment. The company has expanded its availability to the ChatGPT store, making it the first equipment rental application to be featured there. Analysts have a strongly bullish consensus on URI, with 14 out of 16 analysts issuing Buy ratings and an average 1-year target price of $1,296.86 as of September 4. Hedge fund sentiment showed a slight decline in institutional exposure during Q2 2026, with the number of funds holding positions dropping from 64 to 59.