DA Davidson Reiterates Buy Rating on Custom Truck One Source (CTOS), Highlights Wide Moat

DA Davidson analyst Michael Shlisky reiterated a Buy rating and $8.50 price target on Custom Truck One Source (NYSE: CTOS).

The analyst commented, "We are maintaining our BUY rating and $8.50 price target on CTOS following 4Q:25 earnings. Like last quarter, the stock declined 11% following the report, despite the business being as healthy as ever, beating EBITDA expectations in 4Q with double-digit growth likely in 2026. We appreciate that revenues missed, but this is merely a mix issue--EBITDA beat all estimates within consensus. The profit decline Y/Y was simply due to a one-time gain in the prior year. As we raise our 2026 EBITDA estimate, we would be buyers of this wide-moat, essential Datacenter and Infrastructure-focused company."

For an analyst ratings summary and ratings history on Custom Truck One Source click here. For more ratings news on Custom Truck One Source click here.

Shares of Custom Truck One Source closed at $5.66 yesterday.

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