Insider buying last 90 days
No open-market insider purchases were filed for CTOS in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every CTOS insider filing, plotted on the chart in Gekko.Open CTOS in Gekko
NYSE: CTOS
Custom Truck One Source (CTOS) Stock Analysis & Forecast
Oct 12 close
$9.22−0.03 (−0.3%)
Gekko Brief
AI summaryOct 12 closeCustom Truck One Source has swung both ways this week on a mix of macro and company-specific headlines. Shares fell 7.3% on 7 October amid broader declines across construction and equipment peers including Terex and Caterpillar, with rising Treasury yields and climbing oil prices cited as pressuring sentiment ahead of the Federal Reserve, and separate commentary flagged concerns about the company's low net margin, debt-to-equity ratio and elevated P/E ratio. A day earlier, CTOS traded up alongside FTAI Aviation, EMCOR and Caterpillar on demand tied to AI infrastructure and defense capital spending. The company also confirmed it will release third-quarter 2026 results after market close on 26 October.
CTOS closed at $9.22, down 0.3%, sitting between its 50-day average of $9.67 and 200-day average of $8.62. The GekkoIndex reads 61.1, placing the stock in the Accumulation zone, while price sits 5.1% below Gekko Fair Value of $9.72.
Earnings arrive on 26 October, 13 days out and inside a typical 20-trading-day holding window; the prior report on 3 August showed EPS of $0.05 against an estimate of $0.01, with an 8.6% reaction, and the average absolute move around results has run 10.8% across eight quarters with three beats. Seasonality from this point has averaged a 17.5% move over the next 20 trading days across 5 years, rising in 4 of them. No insider, Congress or unusual options activity is recorded in the current window, while consensus among 5 covering firms shows 4 buy and 1 hold ratings with a target of $13.33.
Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.
Custom Truck One Source price vs fair value
Close $9.22200-day averageGekko Fair Value $9.72
Custom Truck One Source quick facts
- Market cap
- $2.10B
- P/E ratio
- 104.1
- Forward P/E
- 32.8
- EPS, TTM
- $0.09
- Revenue, TTM
- $2.04B
- Profit margin
- 1.1%
- Dividend yield
- —
- Beta
- 1.43
- Volume
- 854,731 avg 868,976
- 1-year return
- +42.3%
- Typical daily move
- ±4%
- Typical 20-day move
- ±8.3%
- 50-day average
- $9.67
- 200-day average
- $8.62
- Next earnings
- Oct 26
- Shares outstanding
- 227.5M
Custom Truck One Source swing-trade checklist
Custom Truck One Source scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive1 mixed1 headwind
- Trendmixed
Averages disagree
Close $9.22 sits between the 50-day ($9.67) and 200-day ($8.62) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
61.1, Accumulation
Reading 61.1 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
5.1% below
Price is 5.1% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings riskheadwind
Reports in 14 days
Reports on Oct 26, 2026, 14 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+17.5% on average
From this point in the calendar, the next 20 trading days averaged +17.5% over 5 years, rising in 4 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Custom Truck One Source stock chart and price history
Custom Truck One Source closed at $9.22 on Oct 12, 2026, +42.3% over the past year, inside a 52-week range of $5.18 to $12.23.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +1.2%
- 3 months
- −12.8%
- 6 months
- +25.3%
- 1 year
- +42.3%
The full CTOS chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open CTOS in Gekko
Follow Custom Truck One Source through every session
Put CTOS on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.
Track CTOS in GekkoFree for 7 days. No credit card required.
Custom Truck One Source GekkoIndex: the smart money zone
Custom Truck One Source’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 61.1, in the Accumulation zone, up 8.6 points over five sessions.
61.1Accumulation
Up 8.6 points over five sessions, from the Neutral zone.
Reading for Oct 12, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days |
|---|---|---|---|
| Buying | 40 | +4.3% | +10.5% |
| Accumulation (current zone) | 226 | +0.6% | +4.7% |
| Neutral | 337 | −0.2% | +0.4% |
| Distribution | 68 | +2.6% | −1.2% |
| Selling | 11 | +2.3% | +3.4% |
Average CTOS share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the CTOS price, zone by zone.Track CTOS in Gekko
Is Custom Truck One Source stock overvalued? Gekko Fair Value
Custom Truck One Source trades 5.1% below Gekko Fair Value of $9.72, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Custom Truck One Source shares are worth, recalculated every trading day.
$9.72
Gekko Fair Value, Oct 10, 2026
5.1% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open CTOS in Gekko
Custom Truck One Source insider and Congress trading
No open-market insider purchases were filed for Custom Truck One Source, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in CTOS were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for CTOS, plotted on the chart in Gekko.Open CTOS in Gekko
Buybacks
Custom Truck One Source has been buying back its own shares.
- Bought back, quarter ended Mar 31, 2025
- $32.58M
- As a share of market cap
- 1.55%
From company filings.
Hedge funds and billionaires quarter ended Jun 30
0of the funds Gekko tracks hold CTOS.
0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko
Custom Truck One Source earnings: next date and track record
Custom Truck One Source reports on Oct 26, 2026 (14 days away), and beat the EPS estimate in 3 of its last 8 reports.
Next earnings report
Oct 26, 2026
14 days away
- EPS estimate
- $0.01
- Revenue estimate
- $516.6M
3 of 8reports beat the EPS estimate
±10.8%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 3, 2026 AI summary
- What they said
- Custom Truck One Source delivered record Q2 2026 revenue of $563M (+10% YoY) and adjusted EBITDA of $117M (+25% YoY). Rental fleet utilization reached 81.6% (+400 bps YoY) with OEC on rent averaging $1.37B (+13% YoY). Total OEC hit a record $1.68B at quarter-end. STEM segment achieved all-time quarterly equipment sales record, with third-party revenue up 5% YoY.
- Guidance
- Management expects continued SER revenue growth in H2 2026, supported by record OEC levels. Strong T&D demand conditions expected to persist through 2026 and beyond. STEM third-party customer revenue growth anticipated for the full year despite Q2 backlog decline to $322M.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 3, 2026 | $0.05 est $0.01 | $563.4M est $509.8M | +8.6% |
| Mar 10, 2026 | $0.09 est $0.07 | $528.2M est $584.7M | −5.8% |
| Oct 27, 2025 | −$0.03 est −$0.03 | $482.1M est $584.8M | −8.9% |
| Jul 30, 2025 | −$0.13 est −$0.05 | $511.5M est $505.3M | +7.1% |
| Apr 30, 2025 | −$0.08 est −$0.07 | $422K est $437K | −7.6% |
| Mar 4, 2025 | $0.12 est $0.04 | $520.7M est $543.3M | +16.7% |
| Oct 30, 2024 | −$0.07 est −$0.03 | $447.2M est $539.8M | +12.7% |
| Aug 1, 2024 | −$0.10 est −$0.01 | $423.0M est $463.1M | −18.8% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Custom Truck One Source stock forecast and analyst price targets
Analysts’ average 12-month price target for Custom Truck One Source is $13.33, +44.6% from the last close, from 5 firms rating the stock in the last 90 days.
$13.33consensus 12-month target, +44.6% from the last close
Now $9.22Avg $13.33
Low $12High $14
Each firm’s latest rating in the last 90 days: 5 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 15 | D.A. Davidson | $13 | +41.0% |
| Aug 17 | Cantor Fitzgerald | $14 | +51.8% |
| Aug 11 | Stifel Nicolaus | $13 | +41.0% |
| Aug 7 | D.A. Davidson | $13 | +41.0% |
| Aug 5 | Oppenheimer | $13 | +41.0% |
+4.7%average 20-day move after past Accumulation readings
+17.5%average move over the next 20 trading days in the last 5 years
±4%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Custom Truck One Source seasonality: the next 20 trading days
Over the next 20 trading days from Oct 10, Custom Truck One Source averaged +17.5% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +2.8% | 4 of 5 |
| Next 10 trading days | +3.0% | 4 of 5 |
| Next 15 trading days | +8.8% | 3 of 5 |
| Next 20 trading days | +17.5% | 4 of 5 |
| Next 30 trading days | +10.5% | 3 of 5 |
For scale, CTOS’s typical 20-trading-day move in either direction is about 8.3%.
Custom Truck One Source market cap and key statistics
Custom Truck One Source’s market cap is $2.10B, with a P/E ratio of 104.1 and revenue of $2.04B over the last twelve months.
Valuation
- Market cap
- $2.10B
- P/E ratio
- 104.1
- Forward P/E
- 32.8
- EPS, TTM
- $0.09
- Gekko Fair Value
- $9.72
Trading
- Volume
- 854,731
- Avg volume, 20 days
- 868,976
- 52-week high
- $12.23
- 52-week low
- $5.18
- Shares outstanding
- 227.5M
Financials
- Revenue, TTM
- $2.04B
- Profit margin
- 1.1%
- Return on equity
- 2.7%
- Quarterly earnings growth, YoY
- −26.5%
Risk and income
- Beta
- 1.43
- Typical daily move
- ±4%
- Typical 20-day move
- ±8.3%
Custom Truck One Source stock news this week
Coverage of Custom Truck One Source this week reads negative: 1 positive, 0 neutral and 2 negative headlines.
- Custom Truck One Source Announces Third Quarter 2026 Earnings Release and Conference CallBusiness Wire, Oct 12
- Custom Truck One Source (NYSE:CTOS) Stock Price Down 7.3% - Time to Sell?MarketBeat, Oct 7
- FinancialContent - Construction Partners, Energy Recovery, Custom Truck One Source, Terex, and Caterpillar Shares Plummet, What You Need To KnowFinancialContent, Oct 7
- FTAI Aviation, Custom Truck One Source, EMCOR, Caterpillar, and Alta Stocks Trade Up, What You Need To KnowFinancialContent, Oct 6
Custom Truck One Source peers
Custom Truck One Source’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| VVisa | Neutral | 0.1% below |
| MAMastercard | Neutral | 2.4% below |
| AXPAmerican Express | Accumulation | 9.3% below |
| COFCapital One Financial | Neutral | 12.1% below |
| URIUnited Rentals | Neutral | 7.5% below |
| RKTRocket Companies | Accumulation | 25.9% below |
A peer links to its own page where one exists.
Custom Truck One Source stock FAQ
What is Custom Truck One Source’s market cap?
Custom Truck One Source’s market cap is $2.10B at the Oct 12, 2026 close of $9.22, with 227.5M shares outstanding. The shares trade on a P/E ratio of 104.1.
What is the Custom Truck One Source stock forecast?
The consensus analyst 12-month price target for Custom Truck One Source is $13.33, +44.6% from the last close. Of the 5 firms that rated the stock in the last 90 days, 4 rate it a buy, 1 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Custom Truck One Source stock overvalued or undervalued?
On Gekko’s estimate Custom Truck One Source is undervalued: the Oct 12, 2026 close of $9.22 is 5.1% below Gekko Fair Value of $9.72. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Custom Truck One Source report earnings next?
Custom Truck One Source is expected to report on Oct 26, 2026 (14 days away). Analysts expect earnings of $0.01 per share on revenue of $516.6M. Custom Truck One Source beat the earnings estimate in 3 of its last 8 reports, moving 10.8% on average across the report.
What is Custom Truck One Source’s 52-week high and low?
Custom Truck One Source’s 52-week high is $12.23 and its 52-week low is $5.18; it closed at $9.22 on Oct 12, 2026, +42.3% over the past year.
Is Custom Truck One Source stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and seasonality), 1 as mixed (trend) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
See Custom Truck One Source the way Gekko members do
Every GekkoIndex reading, insider trade, options bet and Congress disclosure plotted on the chart, plus the 5,800-name screener and trade planning tools.
Join 1,408 other traders using Gekko
Start Your FREE 7 Day Trial → Every feature unlocked. No credit card required.