RBA Stock Forecast & Price Target

RB Global's stock outlook is bolstered by significant growth metrics, showcasing a 2% year-over-year increase in gross transactional value (GTV) to $4.2 billion, alongside an 8% increase in GTV to $2.16 billion, indicative of robust demand. The steady service take rates, which rose approximately 20 basis points year-over-year to 21.1%, reflect the company's strong pricing power and operational efficiency. Furthermore, the anticipated market share gains for IAA, coupled with an estimated EV/EBITDA valuation of 17.7x for 2026, underscores RB Global's positive financial trajectory.

RB Global's stock faces a negative outlook due to a decline in gross transaction value (GTV), which fell by 6% year-over-year to $1,523 million, despite management's clarification that this drop was somewhat mitigated by one-time gains from previous quarters. Additionally, revised expectations for the second half of 2025 indicate modestly lower growth forecasts, raising concerns about the company's ability to maintain momentum in the marketplace. Lastly, potential supply challenges and fluctuating demand for used equipment and salvage automobiles pose significant risks, with indications of further downside if these issues persist.