RB Global, Inc. research snapshot
RBA AI stock analysis currently views RB Global as a scaled omnichannel marketplace for commercial assets and vehicles with network effects, recurring service revenue, and improving operating momentum. At the August 2, 2026 data cutoff, the latest market close was $109.74 on July 31, implying about $20.44 billion of market value from 186.3 million shares outstanding. The stock rallied through late July on raised 2026 guidance, a higher dividend, and a Buy analyst consensus, then pulled back sharply to retest its 50-day moving average. The opportunity rests on continued growth in gross transaction value, service revenue, and acquisition integration, while the main constraints are leverage, a lower service-revenue take rate, competitive auction markets, and a valuation that already expects solid execution. This is informational research and not investment advice.
Current price
$109.74
Market cap
$20.44 billion
AI score
68 / 100
Rating
Profitable marketplace with improving momentum and valuation sensitivity
Trend status
Constructive but choppy; the July 31 close of $109.74 sits right at the 50-day moving average, above the 200-day average, after a late-July rally and a two-day pullback
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | RB Global operates an omnichannel marketplace connecting buyers and sellers of commercial assets and vehicles through Ritchie Bros., IAA, Rouse, SmartEquip, and VeriTread, earning service revenue plus inventory-sales margins. | High |
| Moat | Marketplace liquidity, auction-site and digital reach, buyer and seller relationships, operating data, and value-added services support the moat, although local competition, private sales, and Copart remain real alternatives. | Medium-high |
| Management | CEO Jim Kessler and CFO Eric J. Guerin oversee a record of completed integrations including IAA and BigIron, with raised 2026 guidance and a higher dividend in 2026. | Medium-high |
| Financial trend | Q1 2026 GTV rose 13%, revenue rose 11% to $1.235 billion, and net income rose 20% to $135.6 million, while the service-revenue take rate fell 160 basis points to 20.7%. | High |
| Valuation | At the July 31 close, RBA traded near 51x trailing GAAP EPS and about 24x forward adjusted EPS, so continued earnings and cash-flow delivery matter. | Medium-high |
| Technical trend | The July 31 close of $109.74 sat just above the 50-day average of $109.48 and above the 200-day average of $104.96, but RSI near 46 and a two-day pullback left momentum neutral. | Medium |
| Risk level | Key risks are acquisition integration, leverage, lower take rates, asset-market cyclicality, insurance and commercial-equipment supply shifts, Copart competition, and a valuation multiple that can compress. | Medium-high |
| AI confidence | High confidence for filing-backed financials, market-cap math, share count, and stated risks. Lower confidence for the pace of synergies, future GTV, and technical levels after the cutoff. | High data confidence |
| Investment certainty | Medium certainty. The marketplace has useful structural advantages, but investors need proof that growth and integration can offset leverage and valuation sensitivity. | Medium |
RBA AI stock forecast
The RBA AI stock forecast uses scenario ranges around the July 31, 2026 close of $109.74. It does not claim that AI can predict a precise future stock price. The ranges reflect a three-year framework using consensus 2026 adjusted earnings, growth, and valuation assumptions rather than a personalized recommendation.
$205 to $225
More likely if adjusted EPS compounds near 15% annually from the consensus 2026 base, GTV and service revenue sustain growth, BigIron and other acquisitions integrate well, leverage keeps falling, the take rate stabilizes, and the market supports an earnings multiple near 32x.
$140 to $155
More likely if adjusted EPS grows near 10% annually, service revenue and GTV progress broadly in line with the raised 2026 guidance, the take rate stabilizes, and the stock holds a multiple near 25x.
$70 to $85
More likely if asset-market activity slows, take rates or margins weaken, integration costs persist, debt reduction disappoints, competition from Copart intensifies, or the market applies a multiple near 17x.
RBA AI technical analysis
RBA AI technical analysis uses the July 31, 2026 close of $109.74 and daily data through that date. The 52-week range was $93.58 to $119.58. This static page does not fetch live prices, so traders should confirm all levels, volume, and indicators on a live chart before acting.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $109.74 | NYSE closing price on July 31, 2026. |
| Near support | $108.29 to $109.48 | The July 31 intraday low was $108.29 and the calculated 50-day moving average is $109.48. |
| Secondary support | $104.96 | The calculated 200-day moving average is a medium-term trend reference and a practical thesis-review level. |
| Near resistance | $110.06 | The July 31 intraday high is the first nearby price reference after the two-day pullback. |
| Mid-range resistance | $114.84 to $117.50 | The July 28-30 intraday highs mark the failed breakout zone near the top of the July rally. |
| Long-range resistance | $119.58 | The 52-week high is the next major reference for a sustained breakout. |
| 50-day moving average | $109.48 | Calculated from daily closing prices through July 31, 2026. The close was modestly above this average. |
| 200-day moving average | $104.96 | Calculated from daily closing prices through July 31, 2026. The close was above this longer-term average. |
| Momentum | 14-day RSI near 46 | Calculated from daily closes through July 31. This is neutral momentum after the late-July rally and pullback. |
| Volume | 0.91M versus 0.90M 20-day average | July 31 volume was roughly in line with the calculated 20-day average, so a breakout would benefit from stronger participation. |
| Volatility | July 31 range $108.29 to $110.06 | A 0.55 beta reflects below-market volatility, but day ranges still matter for short-term position sizing. |
| Invalidation | Close below $104.96 | A sustained close below the 200-day average would weaken the constructive setup and should prompt a fresh review of fundamentals and risk limits. |
RBA AI trading strategy
The RBA AI trading strategy is a rules-based research framework, not personalized advice. It combines operating results, leverage, acquisition integration, price confirmation, volume, and explicit invalidation levels.
Wait for RBA to reclaim $110.06 with stronger volume, hold above the $109.48 50-day average, and pair the move with evidence of GTV and service-revenue growth in the Q2 2026 report due August 4.
If price loses the 200-day average near $104.96 or volume fades on a breakout, reduce confidence in the setup and reassess exposure.
If RBA consolidates in the $104.96 to $109.48 average zone, compare price behavior with Q2 2026 GTV, service take rate, adjusted EBITDA, debt, and acquisition integration commentary after the August 4 report.
Do not assume a return to the 52-week high. A sustained break below $104.96 should trigger a new valuation and risk review.
Track GTV by automotive and commercial sectors, service-revenue take rate, inventory returns, lots sold, adjusted EBITDA, free cash flow, total debt, BigIron and Blackmon integration, and the Q2 2026 report on August 4.
Lower the rating if growth depends mainly on acquired revenue while take rates, margins, cash conversion, or deleveraging weaken.
Investment research summary
RB Global helps commercial-asset and vehicle sellers convert inventory into liquidity while buyers gain access, inspection, pricing, logistics, and transaction services through physical and digital marketplaces, earning service revenue and inventory-sales margins.
The moat comes from buyer and seller liquidity, global brands, auction and digital infrastructure, operating data, local sites, and services around the transaction. It is not absolute because customers can use private sales or competing marketplaces such as Copart.
The thesis can fail if IAA, BigIron, and newer acquisitions do not deliver expected economics, debt stays elevated, take rates keep falling, commercial and automotive volumes weaken, or competitors win important seller relationships.
Jim Kessler and Eric J. Guerin have a record of completing and integrating acquisitions, raising 2026 guidance, increasing the dividend, and reducing adjusted net leverage. Investors should keep judging capital allocation through integration outcomes, take-rate trends, debt reduction, and the return on acquisitions.
Digital and omnichannel remarketing can expand buyer reach and transaction efficiency across vehicle and commercial-asset categories. The cycle remains sensitive to asset supply, used-vehicle values, insurance claims, construction and transportation activity, and interest rates.
At about 51x trailing GAAP earnings and 24x forward adjusted earnings, RBA needs continued operating delivery. The margin of safety improves if earnings growth and deleveraging exceed expectations or price falls without a permanent change in business quality.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| RBA price and market capitalization | $109.74 close on July 31, 2026 and $20.44 billion market cap | StockAnalysis RBA market snapshot and financial_rigor.py market-cap verification | August 2, 2026 |
| Shares outstanding | 186.3 million shares, with $109.74 x 186.3 million = $20.44 billion | StockAnalysis and RB Global Q1 2026 Form 10-Q balance sheet | August 2, 2026 |
| FY2025 revenue | $4.5907 billion, up 7% year over year | RB Global 2025 Form 10-K, cross-checked with StockAnalysis | August 2, 2026 |
| FY2025 net income | $427.6 million GAAP net income, $382.2 million available to common stockholders, and diluted adjusted EPS of $4.00 | RB Global 2025 Form 10-K | August 2, 2026 |
| Q1 2026 operating trend | GTV $4.3409 billion, total revenue $1.2346 billion, and net income $135.6 million | RB Global Q1 2026 earnings release | August 2, 2026 |
| Q1 2026 service-revenue take rate | 20.7%, down 160 basis points year over year | RB Global Q1 2026 earnings release | August 2, 2026 |
| 2026 outlook | GTV growth of 6% to 9%, adjusted EBITDA of $1.485 billion to $1.545 billion, and capital expenditures of $350 million to $400 million | RB Global Q1 2026 earnings release, raised guidance | August 2, 2026 |
| Cash and debt | $667.2 million cash and $2.604 billion total debt at March 31, 2026, with adjusted net debt of $1.937 billion | RB Global Q1 2026 earnings release balance sheet | August 2, 2026 |
| Leverage | Adjusted net debt to adjusted EBITDA of 1.4x, down from 1.6x a year earlier | RB Global Q1 2026 earnings release | August 2, 2026 |
| Dividend | Quarterly dividend raised to $0.33 per share, declared July 21, 2026, with a yield near 1.20% | RB Global quarterly dividend press release via Business Wire and StockAnalysis | August 2, 2026 |
| Analyst consensus | Buy rating from 12 analysts with an average price target of $127.91 | StockAnalysis RBA forecast page | August 2, 2026 |
| Trailing free cash flow | $789.3 million, or $4.24 per share | StockAnalysis statistics | August 2, 2026 |
| Technical indicators | 50-day average $109.48, 200-day average $104.96, 14-day RSI near 46, and July 31 volume about 0.91 million | StockAnalysis RBA statistics and history pages, calculated through July 31, 2026 | August 2, 2026 |
| Q2 2026 reporting date | Second-quarter 2026 results scheduled for August 4, 2026, after market close | RB Global press release | August 2, 2026 |
| Management and business model | Jim Kessler became CEO in August 2023; the company operates Ritchie Bros., IAA, Rouse, SmartEquip, and VeriTread brands | RB Global investor relations and Q1 2026 earnings release | August 2, 2026 |
This RBA AI stock analysis is an informational research tool only. It is not investment advice, a recommendation, a solicitation, or a guarantee of future performance. Forecast ranges are scenarios based on available public data as of the stated cutoff date and may be wrong. Always verify current market data and consult a qualified adviser for personal financial decisions.
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