Custom Truck One Source (NYSE:CTOS) Stock Price Breaks Above 50 Day Moving Average – Time to Sell?

Custom Truck One Source, Inc. (NYSE:CTOS) passed above its fifty day moving average during trading on Tuesday. The stock has a fifty day moving average of $9.36 and traded as high as $10.51. Custom Truck One Source shares last traded at $10.4260, with a volume of 2,486,943 shares traded.

Trending Headlines about Custom Truck One Source

Here are the key news stories impacting Custom Truck One Source this week:

• Positive Sentiment: CTOS reported record third-quarter results, with revenue rising 2.7% year over year to $495.2 million. Rental revenue increased 20.1%, while gross profit rose 12.4% to $113.3 million and operating profit increased 16.7% to $38.1 million. Custom Truck One Source third-quarter results
• Positive Sentiment: Adjusted EBITDA guidance for 2026 was raised to approximately $447.5 million-$460 million. The company also increased its full-year specialty equipment rental revenue outlook, signaling continued demand from infrastructure-related markets. Custom Truck guidance
• Positive Sentiment: Operating cash flow more than doubled from the prior year to $163.5 million, and quarterly EPS of $0.01 improved from a $0.03 loss a year earlier while matching consensus estimates. CTOS earnings estimates
• Positive Sentiment: D.A. Davidson reaffirmed its Buy rating with a $13 price target, while Cantor Fitzgerald maintained its Overweight rating and set a $14 target. Both imply meaningful upside based on the cited share price. D.A. Davidson rating
• Neutral Sentiment: Management plans to invest $210 million-$230 million in the net rental fleet during 2026. This could expand future rental revenue but also increases capital requirements.
• Negative Sentiment: Quarterly revenue of $495.2 million fell short of analyst expectations of roughly $516.5 million-$526.8 million, reportedly reflecting weather-related pressure. The miss initially weighed on the stock despite the earnings improvement. CTOS revenue expectations
• Negative Sentiment: CTOS continues to carry substantial leverage, with total liabilities of about $2.8 billion and a debt-to-equity ratio above 2.0. Planned fleet spending could pressure liquidity if operating growth slows.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on CTOS shares. DA Davidson reissued a “buy” rating and set a $13.00 price target on shares of Custom Truck One Source in a report on Tuesday. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $14.00 price objective on shares of Custom Truck One Source in a report on Tuesday. Oppenheimer boosted their target price on shares of Custom Truck One Source from $11.00 to $13.00 and gave the company an “outperform” rating in a research note on Wednesday, August 5th. Zacks Research cut shares of Custom Truck One Source from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 5th. Finally, Robert W. Baird upped their target price on shares of Custom Truck One Source from $10.00 to $12.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 4th. Four analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Custom Truck One Source currently has a consensus rating of “Hold” and an average price target of $12.00.

Custom Truck One Source Trading Up 15.7%

The company has a market cap of $2.37 billion, a price-to-earnings ratio of 80.20 and a beta of 1.43. The stock has a 50-day simple moving average of $9.36 and a 200-day simple moving average of $8.77.

Custom Truck One Source (NYSE:CTOS) last issued its quarterly earnings results on Monday, October 26th. The company reported $0.01 EPS for the quarter, meeting analysts’ consensus estimates of $0.01. The business had revenue of $495.22 million for the quarter, compared to analyst estimates of $516.51 million. During the same period last year, the business posted ($0.03) earnings per share. Custom Truck One Source’s revenue for the quarter was up 2.7% on a year-over-year basis. As a group, research analysts expect that Custom Truck One Source, Inc. will post 0.13 EPS for the current fiscal year.

Institutional Trading of Custom Truck One Source

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Dimensional Fund Advisors LP raised its position in shares of Custom Truck One Source by 15.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,602,838 shares of the company’s stock worth $36,806,000 after buying an additional 741,857 shares in the last quarter. First Trust Advisors LP boosted its holdings in shares of Custom Truck One Source by 6.4% in the first quarter. First Trust Advisors LP now owns 1,301,351 shares of the company’s stock valued at $8,550,000 after acquiring an additional 78,476 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Custom Truck One Source by 154.9% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,056,550 shares of the company’s stock valued at $6,942,000 after acquiring an additional 642,109 shares in the last quarter. Heartland Advisors Inc. boosted its holdings in shares of Custom Truck One Source by 42.9% in the first quarter. Heartland Advisors Inc. now owns 1,000,000 shares of the company’s stock valued at $6,570,000 after acquiring an additional 300,000 shares in the last quarter. Finally, Empowered Funds LLC increased its stake in shares of Custom Truck One Source by 9.9% during the first quarter. Empowered Funds LLC now owns 810,115 shares of the company’s stock valued at $5,322,000 after acquiring an additional 72,935 shares during the period. 90.07% of the stock is currently owned by institutional investors.

Custom Truck One Source Company Profile

Custom Truck One Source, Inc is a specialty equipment provider serving the utility, telecommunications, rail, and related infrastructure industries. The company sells, rents, leases, and services new and used trucks and equipment, including aerial devices, cranes, digger derricks, bucket trucks, service trucks, trailers, and other specialized vehicles.

Through its parts and service operations, Custom Truck One Source provides replacement parts, maintenance, repair, refurbishment, and field support for specialty equipment.