WSC Stock Forecast & Price Target

WillScot Holdings Corp is experiencing strong growth in key segments, particularly in complex and higher-value solutions, which have demonstrated substantial year-over-year increases of 30% for both FLEX and cold storage offerings. The company has also successfully achieved a consistent uptick in monthly rental rates, with increases of 9% year-over-year and 3% quarter-over-quarter, indicating resilience in demand and pricing power. Furthermore, improvements in utilization rates for core asset classes are expected to enhance margins and returns, suggesting a favorable outlook for the company's future performance.

WillScot Holdings Corp is experiencing a projected decline in earnings and EBITDA for the coming year, with a modest rebound not expected until 2027, highlighting a concerning trend in its financial performance. The company has lowered its fiscal year revenue guidance to $2,260 million, reflecting mixed internal metrics and weaker seasonal demand, particularly in its storage segment, which could present a significant EBITDA headwind. Additionally, ongoing market risks and a lengthy downward estimate revision cycle have created substantial pressure on the stock, with current valuations nearing the low-end of its historical trading range.