EquipmentShare Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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21:04
Jun 15
Jun 15
Equipment rental dip may deepen, watch
EquipmentShare has fallen from near $30 to under $20, but reported a strong beat and raised guidance with unprecedented demand. The stock gets cheaper as it goes lower, and Cramer is inclined to stick with it, though the lockup expiry on July 22nd could cause another pullback, presenting a watch-and-buy opportunity.
MED
22:59
Feb 10
Feb 10
EquipmentShare owns physical supply advantage.
EquipmentShare went public recently and has done well because it owns much of the heavy equipment supply on its platform; physical equipment businesses are harder for AI to commoditize than asset-light software.
LOW
22:56
Feb 04
Feb 04
EquipmentShare is AI capex second derivative
EquipmentShare is a great second-derivative AI play on infrastructure, data center, highway, and energy capex, helped by accelerated depreciation from the big beautiful bill. It is growing around 30% versus single-digit growth at United Rentals, Hertz, and Sunbelt with similar EBITDA margins, so it should earn multiple expansion if it keeps posting results.
HIGH
01:00
Jan 31
Jan 31
EquipmentShare asset-light rental model liked.
Likes EquipmentShare, a recently public truck-rental company with an asset-light model and fast growth; he did a profile earlier and really likes it.
MED
00:49
Jan 27
Jan 27
Asset-light model powers EquipmentShare growth.
Cramer calls EquipmentShare a compelling first major IPO of 2026 and a stock he wants to own. Its T3 software and asset-light sale-leaseback OWN program have driven rapid growth, revenue compounded 140% from 2015 to 2024, adjusted EBITDA is growing, and the 14.5x enterprise multiple is reasonable for a fast-growing disruptor despite a premium to United Rentals and Herc. He would start small and buy more on weakness.
HIGH
About EquipmentShare Investor Commentary
Across the available history and selected sources, Buzzberg tracks EquipmentShare across 2 sources: 4 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 80% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 5 total trade ideas tracked. Latest voices: Jim Cramer, John Coogan, Mitchell Green.