Wells Fargo bullish on EquipmentShare, cites supply‑driven recovery
ReutersFeb 17, 2026 6:20 PM
Wells Fargo initiates construction tech firm EquipmentShare.com EQPT.O with an "overweight" rating; sets PT of $41
Says construction machinery supply is tight, lead times for new equipment are rising and U.S. non-residential construction green shoots are emerging, positioning EQPT to benefit from fleet growth
Adds that supply-driven recovery is broadening, with emerging visibility on demand-driven upside
Says EQPT has grown from 133 to 352 sites in three years, applying a proven greenfield playbook systematically at each location
Including session's moves, EQPT up 16.2% since its debut on January 23
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