Group 1 - United Rentals, Inc. (NYSE:URI) is among the best performing S&P 500 stocks in the last 3 months [1] - KeyBanc maintained its Overweight rating on United Rentals, Inc. and raised its price target from $960 to $1,075 [1] - KeyBanc's study focused on secular non-residential development trends, particularly in the data center industry, monitoring 542 data center projects with a total estimated investment value of $990 billion from January 2020 to July 2025 [1] Group 2 - Despite potential hurdles such as interest rates, legal issues, and power grid limits, KeyBanc estimates forward investment visibility at about $459 billion after applying a conservative 50% discount to outstanding project expenditure [2] - United Rentals, Inc. provides a variety of industrial equipment for the construction industry, including forklifts, cranes, tools, booms, and scissor lifts [3]