Rush Enterprises, Inc. (RUSHA) Stock Analysis
Consumer Cyclical · Auto & Truck Dealerships
Sell if holding. Analyst target reached at $70.36 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: PACCAR / Peterbilt.
Rush Enterprises operates 126 Rush Truck Centers in 23 US states and Canada, selling commercial vehicles (primarily Peterbilt and International brands), aftermarket parts, service, leasing, and financing. Revenue for 2025 was ~$7.4B, led by new vehicle sales (55.7%), aftermarket... Read more
Sell if holding. Analyst target reached at $70.36 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: PACCAR / Peterbilt. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.7/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 44d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-06-15Recent Developments — Rush Enterprises, Inc.
Latest news
- NEWS Stephens & Co. Reiterates Overweight on Rush Enterprises, Maintains $85 Price Target — benzinga May 19, 2026 positive
- NEWS Stephens & Co. Maintains Overweight on Rush Enterprises, Raises Price Target to $85 — benzinga Apr 30, 2026 positive
- NEWS Transcript: Rush Enterprises Q1 2026 Earnings Conference Call — benzinga Apr 29, 2026 neutral
- NEWS UBS Maintains Neutral on Rush Enterprises, Raises Price Target to $78 — benzinga Apr 29, 2026 neutral
- NEWS Rush Enterprises Q1 EPS $0.77 Beats $0.72 Estimate, Sales $1.684B Miss $1.721B Estimate — benzinga Apr 28, 2026 positive
Generated 2026-06-15T18:11:47Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHSupplierPACCAR / Peterbilt10-K Item 1A: 'the majority of our revenues resulted from sales of trucks purchased from Peterbilt and parts purchased from PACCAR Parts'
- MEDIUMSupplierInternational Motors10-K Item 1A: 'a significant portion of our revenues resulted from sales of trucks purchased from International'
Material Events(8-K, last 90d)
- 2026-03-19Item 5.02MEDIUMJason Wilder resigned as COO of Rush Enterprises effective March 18, 2026, to pursue other opportunities. No disagreement cited. Former COO McRoberts will assist during transition; search for new COO announced.SEC filing →
- 2026-03-24Item 5.02LOWJody Pollard, former SVP – Truck and Aftermarket Sales, appointed as COO of Rush Enterprises effective March 23, 2026. Internal promotion; compensation subject to Compensation Committee review.SEC filing →
- 2026-03-05Item 5.02LOWRush Enterprises Board approved cash bonuses and stock option grants for executive officers for fiscal year 2025 on March 4, 2026. Routine annual compensation approval.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Revenue shrinking — -9.0% YoY. Growth thesis broken unless recovery story develops.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $70.36 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: PACCAR / Peterbilt. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $66.25. Score 4.7/10, moderate confidence.
Take-profit target: $71.19 (+1.2% upside). Prior stop was $66.25. Stop-loss: $66.25.
Concentration risk — Supplier: PACCAR / Peterbilt; Analyst target reached - limited upside remaining; Weak overall score: 4.7/10.
Rush Enterprises, Inc. trades at a P/E of 21.1 (forward 15.4). TrendMatrix value score: 6.2/10. Verdict: Sell.
12 analysts cover RUSHA with a consensus score of 4.3/5. Average price target: $84.
What does Rush Enterprises, Inc. do?Rush Enterprises operates 126 Rush Truck Centers in 23 US states and Canada, selling commercial vehicles (primarily...
Rush Enterprises operates 126 Rush Truck Centers in 23 US states and Canada, selling commercial vehicles (primarily Peterbilt and International brands), aftermarket parts, service, leasing, and financing. Revenue for 2025 was ~$7.4B, led by new vehicle sales (55.7%), aftermarket products/services (33.9%), and leasing (5%).