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Investing.com - WillScot Holdings Corp (NASDAQ:WSC) received an upgrade from Baird on Friday, with the firm raising its rating from Neutral to Outperform while increasing its price target to $22.00 from $20.00. The stock, currently trading at $15.85, sits just 6% above its 52-week low of $14.91.
Baird cited the third quarter of 2025 as a "watershed quarter" for WillScot, noting it significantly lowered expectations and likely established what the firm considers an "investable bottom" after a painful multi-year cyclical downturn. This assessment aligns with InvestingPro data showing the stock’s RSI in oversold territory, potentially signaling a turning point.
The research firm highlighted that falling interest rates could benefit WillScot, particularly as part of a broader market rotation toward companies positioned for recovery.
Baird emphasized WillScot’s current valuation offers investors a "mid-to-high teens yield" for a company that maintains leadership position and scale in its industry.
The firm sees "significant upside potential" for WillScot through utilization improvements, operating leverage from idle fleet capacity, and financial leverage when the business cycle eventually turns positive.
In other recent news, WillScot Mobile Mini Holdings Corp reported its third-quarter earnings, revealing a miss on both earnings per share (EPS) and revenue forecasts. The company posted an EPS of $0.24, which was below the anticipated $0.30, and revenue of $567 million, falling short of the expected $582.97 million. This earnings report also included a deeper-than-expected cut to its full-year guidance. Following this, Jefferies lowered its price target for WillScot to $22.00 from $23.00, while maintaining a Hold rating on the stock. Morgan Stanley downgraded WillScot from Overweight to Equalweight, adjusting its price target to $21.00 from $37.00, due to concerns related to the construction sector. Despite these challenges, Morgan Stanley still considers WillScot as one of the higher quality rental companies in its coverage. These developments highlight the recent challenges facing WillScot amidst a construction downturn.
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