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CTOS
Volume: 15

CTOS Stock Forecast & Price Target

CTOS Analyst Ratings

Based on 6 analyst ratings
Buy
Strong Buy 33%
Buy 33%
Hold 17%
Sell 17%
Strong Sell 0%

Bulls say

Custom Truck One Source is supported by a durable moat in specialized utility and transmission equipment, where roughly 60% of revenue is tied to T&D and transmission demand is described as “incredibly strong” with multi-year visibility. Its rental platform appears resilient, with utilization at 81.6%, average OEC on rent of $1.37bn, and management expecting adjusted EBITDA margins to stay in the low-50s through 2H26, aided by a ~5% rental price increase and favorable mix. The company also benefits from strong cash-conversion and deleveraging potential, as pricing carry-over, inventory normalization, and a cleaner SER/STEM reporting structure should better highlight higher-margin rental earnings and support returns.

Bears say

Custom Truck One Source is viewed negatively because its results remain exposed to volatile electrical T&D demand, project timing, regulatory and interest-rate swings, chassis and component shortages, and competitive disruption, all of which can pressure both revenue and margins. Despite stronger rental fundamentals in 2025 and management’s expectation for $50mn+ of FY26 levered FCF, the company is still reliant on 2H working-capital improvement, rising net rental fleet investment of $170mn-$200mn, and debt reduction after leverage declined only to 3.85x in 2Q from 4.02x in 1Q and 4.31x at year-end 2025. Execution risk is amplified by earlier earnings misses, potential CEO transition friction, and concentrated ownership near 70% by Platinum Equity, leaving the stock vulnerable to any slowdown in utilization, pricing, or asset deployment.

CTOS has been analyzed by 6 analysts, with a consensus rating of Buy. 33% of analysts recommend a Strong Buy, 33% recommend Buy, 17% suggest Holding, 17% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Custom Truck One Source and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Custom Truck One Source (CTOS) Forecast

Analysts have given CTOS a Buy based on their latest research and market trends.

According to 6 analysts, CTOS has a Buy consensus rating as of Oct 9, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $11.83, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $11.83, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Custom Truck One Source (CTOS)

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