WSC Stock Forecast & Price Target

WillScot Holdings Corp is experiencing positive momentum in its rental rates, which have shown a year-over-year increase of 9% and 5% in recent quarters, indicating strong demand for its services. The company's focus on higher-end solutions, including FLEX and cold storage, has led to significant growth rates of 30% each, suggesting a successful expansion into more complex offerings. Furthermore, the anticipation of improved volume trends in core products is expected to enhance margins and returns, solidifying a favorable outlook for the company's financial health.

WillScot Holdings Corp is projected to experience a decline in earnings and EBITDA for the upcoming year, with only a modest rebound anticipated in 2027, reflecting ongoing weakness in its end markets. The company reported mixed internal metrics and a weaker than expected seasonal volume in its storage segment, which could result in an EBITDA headwind of approximately $15 million in the second half of the year. Additionally, lowered revenue guidance to $2.26 billion highlights the persistent challenges faced by WillScot, compounded by a lengthy downward revision cycle affecting market sentiment around the stock.