EquipmentShare.com (EQPT) Stock Falls on Q3 2026 Earnings

EquipmentShare.com Inc. (EQPT) reported third-quarter 2026 revenue of $1.5 billion, up 55.5% from a year earlier and ahead of the $1.3 billion estimate. Gross profit rose to $570 million, while operating profit climbed 80.6% year over year to $117 million.

The company posted net income attributable to common shareholders of $9 million, or $0.03 per diluted share, below the prior-year level. Operating cash flow was negative $37 million, while spending on property, plant and equipment totaled $841 million, reflecting continued investment in the business.

On the balance sheet, cash and cash equivalents stood at $359 million, and total liabilities were $6.2 billion. Shares fell 1.94% after the close following the report.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Investivoq.

EquipmentShare.com Inc. Insider Trading Activity

EquipmentShare.com Inc. insiders have traded $EQPT stock on the open market 21 times in the past 6 months. Of those trades, 17 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $EQPT stock by insiders over the last 6 months:

• NEIL CHHEDA has made 0 purchases and 4 sales selling 2,201,032 shares for an estimated $45,393,536.
• JABBOK SCHLACKS (Founder & CEO) has made 8 purchases buying 125,000 shares for an estimated $2,373,288 and 0 sales.
• WILLIAM J. SCHLACKS (Founder & President) has made 7 purchases buying 70,950 shares for an estimated $1,471,564 and 0 sales.
• W BRYAN HILL purchased 21,803 shares for an estimated $499,070
• NAVEEN BHATIA purchased 10,000 shares for an estimated $242,200

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

EquipmentShare.com Inc. Hedge Fund Activity

We have seen 100 institutional investors add shares of EquipmentShare.com Inc. stock to their portfolio, and 62 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• TIGER GLOBAL MANAGEMENT LLC added 4,579,646 shares (+inf%) to their portfolio in Q2 2026, for an estimated $90,035,840
• WELLINGTON MANAGEMENT GROUP LLP added 3,237,926 shares (+60.9%) to their portfolio in Q2 2026, for an estimated $63,657,625
• PRICE T ROWE ASSOCIATES INC /MD/ added 2,839,575 shares (+52.3%) to their portfolio in Q2 2026, for an estimated $55,826,044
• FRED ALGER MANAGEMENT, LLC removed 1,909,294 shares (-77.4%) from their portfolio in Q2 2026, for an estimated $37,536,720
• JPMORGAN CHASE & CO added 1,860,533 shares (+inf%) to their portfolio in Q2 2026, for an estimated $36,578,078
• CAPITAL WORLD INVESTORS added 1,816,339 shares (+86.3%) to their portfolio in Q2 2026, for an estimated $35,709,224
• MILLENNIUM MANAGEMENT LLC added 1,626,371 shares (+158.0%) to their portfolio in Q2 2026, for an estimated $31,974,453

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

EquipmentShare.com Inc. Price Targets

Multiple analysts have issued price targets for $EQPT recently. We have seen 4 analysts offer price targets for $EQPT in the last 6 months, with a median target of $30.0.

Here are some recent targets:

• Kyle Menges from Citigroup set a target price of $20.0 on 07/08/2026
• Jamie Cook from Truist Securities set a target price of $38.0 on 07/02/2026
• Seth Weber from BNP Paribas set a target price of $22.0 on 06/29/2026
• Aaron Kimson from Citizens set a target price of $42.0 on 06/22/2026