EQPT EquipmentShare.com Inc

$EQPT every mom pop equipment rental shop is tie-ing up. This model will be massive. Investers can buy equipment and have it rented out turnkey and make a 15%+ per year plus depreciation. If they hit elevated guidance next quarter, this is $50+. Other fat monolith equip rentals are molasses when it comes to tech innovation and having a creative business model. I see a merger may be post elections.

$EQPT EquipmentShare, one of the largest US construction equipment renters, raised its 2026 Adjusted Core EBITDA guidance to $2,136–2,224M from the $1,946–2,058M it set July 9, about +$178M at the midpoint, while keeping rental capex and its 427–435 location target unchanged. For scale: ~$3.44B market value at $13.585 (16:00 ET Oct 16, 2026) on 253M shares at June 30. Other side: the measure is non-GAAP and adds back $938–976M of OWN Program payouts to equipment owners. Q3 actuals come on the Q3 earnings call, no date given.

$EQPT picked up some more here. Call me crazy, but this seems like a no brainer at this price.. been seeing them more and more in the northeast

EquipmentShare, a Missouri-based construction equipment rental and technology company, significantly raised its FY2026 guidance on strong customer demand and high rental fleet utilization. Revenue is now expected at $5.81B–$6.05B, up from $5.25B–$5.68B, while adjusted core EBITDA guidance increased to $2.14B–$2.22B, versus $1.95B–$2.06B previously. CEO Jabbok Schlacks attributed the upgrade to sustained demand, improving fleet utilization and maturing rental locations. The company expects to reach 262 mature rental locations by year-end, up from 186 at the end of 2025, and believes its existing footprint can eventually support approximately $4B in annualized core EBITDA. The outlook upgrade comes after Citi cut its price target to $17 from $22 while maintaining a Neutral rating. EquipmentShare trades at roughly 0.75x sales, below its historical median of 1.1x, and remains well below its 52-week high of $35.50. $EQPT

$EQPT went against my gut and bought another 15% to my position, now 6K shares avg 16.40. Hope it is money well spent

$EQPT This cracks below $10 and I am loading the f’ing boat. Glide path to $30+ over next few years, potentially higher

$EQPT this stock goes nowhere. Goes to 18, then some BS lawsuit gets thrown around, and goes back to 16. Then it goes back to 18, then for no reason, back to almost 16. What a waste of time

$EQPT for what seems like over a week, this thing has sold HARD at the open (or shorted). Considering buying more but is there something the shorts see that is legit that we are all turning a blind eye to?

$EQPT EquipmentShare called Blue Orca's short report "false, misleading, and defamatory" on Friday, after the stock dropped about 11 percent Thursday. The fight is over the OWN Program, where outside investors buy equipment into EquipmentShare's rental fleet. Blue Orca's claim: entities tied to the founders offered investors a first-loss guarantee and an implied buyback, which would mean real liabilities hiding behind the disclosed structure. The company says OWN has no minimum lease payments, no utilization guarantees, and no repurchase obligation. This is round two. Umibozu made a similar related-party case in June (77 million dollars of alleged founder-affiliate fees), and that report drew a class action. Thursday's drop was followed by another 3.7 percent Friday to 15.09, with an intraday low near 14.43.

$EQPT founder bother recently at higher prices. Great opportunity below $15 someone is getting stopped out

$EQPT what a weird stock, huge bullish option activity and at the same time random dump days with people desperate to sell. And the founding brothers do not add a lot of credibility to it either

$EQPT if you short here I’ll be careful this stock can and has a tendency to go parabolic without notice !!!

$EQPT lockup expired in July, this is due to the new short seller report and a huge price cut this morning.