Rush Enterprises, Inc.

Rush Enterprises, Inc.

RUSHAยทNASDAQ

$66.73

+0.37%
Consumer CyclicalAuto - Dealerships

Rush Enterprises, Inc., through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States. The company operates a network of commercial vehicle dealerships under the Rush Truck Centers name. Its Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, or Blue Bird. The company also provides new and used commercial vehicles, and aftermarket parts, as well as service and repair, financing, and leasing and rental services; and offers property and casualty insurance, including collision and liability insurance on commercial vehicles, cargo insurance, and credit life insurance to its commercial vehicle customers. In addition, it provides equipment installation and repair, parts installation, and paint and body repair services; new vehicle pre-delivery inspection, truck modification, and natural gas fuel system installation services; body, chassis upfitting, and component installation services, as well as sells tires for use on commercial vehicles, new and used trailers, and vehicle telematics products; and manufactures compressed natural gas fuel systems and related component parts for commercial vehicles. The company serves regional and national fleets, corporations, local and state governments, and owner operators. It operates a network of centers located in the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Missouri, Nevada, Nebraska, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, and Virginia. Rush Enterprises, Inc. was incorporated in 1965 and is headquartered in New Braunfels, Texas.

At a Glance

Live Snapshot
Market Cap$5.19B
EPS3.3700
P/E Ratio19.80
Earnings Date07/29/2026
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Rush Enterprises, Inc. Street Expectations Map

RUSHA ยท NASDAQ

Wall Street analysts project that RUSHA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 82.00, with estimates ranging from a low of 73.00 to a high of 88.00.

Lowest Target
73.00
9.40%
Consensus Target
82.00
22.88%
Highest Target
88.00
31.87%

The consensus 1-year price target stands at 82.00, with estimates ranging from a low of 73.00 to a high of 88.00.

Analyst Consensus Analysis

Upside Potential

+22.9%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

18.3% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Rush Enterprises, Inc. Forward Estimates of Revenue

RUSHA ยท NASDAQ
Latest Revenue
7.43B
FY 2025
Avg Estimate
7.72B
FY 2026
Estimate Range
7.52B - 7.99B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Rush Enterprises, Inc. Forward Estimates of Net Income

RUSHA ยท NASDAQ
Latest Net Income
263.78M
FY 2025
Avg Estimate
299.46M
FY 2026
Estimate Range
281.98M - 317.29M
Analyst Spread

Forward Growth Analysis

Projected Growth+13.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Rush Enterprises, Inc. Forward Estimates of EPS

RUSHA ยท NASDAQ
Latest EPS
3.37
FY 2025
Avg Estimate
$3.71
FY 2026
Estimate Range
$3.49 - $3.93
Analyst Spread

Forward Growth Analysis

Projected Growth+10.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Rush Enterprises, Inc. Forward Estimates of EBIT

RUSHA ยท NASDAQ
Latest EBIT
393.34M
FY 2025
Avg Estimate
477.25M
FY 2026
Estimate Range
464.87M - 494.22M
Analyst Spread

Forward Growth Analysis

Projected Growth+21.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rush Enterprises, Inc. Forward Estimates of EBITDA

RUSHA ยท NASDAQ
Latest EBITDA
646.19M
FY 2025
Avg Estimate
713.90M
FY 2026
Estimate Range
695.37M - 739.28M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Rush Enterprises, Inc. Forward Estimates of SG&A Expense

RUSHA ยท NASDAQ
Latest SG&A Expense
996.18M
FY 2025
Avg Estimate
1.02B
FY 2026
Estimate Range
998.26M - 1.06B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Rush Enterprises, Inc. Insider Positioning

RUSHA ยท NASDAQ

During the last 12 months, insiders have sold $3.79M worth of RUSHA shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

18.0K

1.23M

Net Activity

-1.2M

-$1.23M

3-6 Months

Bought

0

0.00

Sold

23.8K

1.70M

Net Activity

-1.7M

-$1.70M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

15.5K

862.12K

Net Activity

-862K

-$862K

Top Buyers

No buying activity

Top Sellers

1
MM

Mcroberts Michael

Director, Other: Senior Advisor And Director

22.0K sharesโ€ข3 transactions

$1.47M

2
PJ

Pollard Jody

Officer: Senior Vice President

11.3K sharesโ€ข1 transactions

$809K

3
CRJ

Chess Raymond Joseph

Director

10.0K sharesโ€ข1 transactions

$651K

4
GML

Goldstone Michael L

Officer: Svp, Gc And Corp. Sec.

9.0K sharesโ€ข2 transactions

$581K

5
WJ

Wilder Jason

Officer: Chief Operating Officer

5.0K sharesโ€ข1 transactions

$277K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.79M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.23M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.