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$PCAR

6 stories mentioning PCARUpdated 43d ago

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Research

Research Alert: CFRA Keeps Sell Opinion In Shares Of Paccar Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target to $105 from $110, valuing shares at 15.6x our 2027 EPS outlook of $6.75 (revised from $7.05; 2026 EPS view adjusted to $5.62 from $5.57). Despite reporting earnings results in line with expectations, PCAR navigated several notable headwinds in Q1. Management explicitly described the high-margin Parts market as "soft," attributing weakness to operating cost volatility and high fuel prices that caused customers to delay optional parts purchases. This softness is expected to continue into Q2, with the company guiding for only 3% parts growth. Furthermore, NA Class-8 truck shipments continued to fall (to 17.8K from 22.2K), with PCAR characterizing the pricing environment as competitive, noting that its customers are just beginning to see their own financial conditions improve. These market-based challenges were compounded by persistent cost pressures from raw materials and energy.

$PCAR
Wire

Citigroup Adjusts Price Target on PACCAR to $125 From $130

PACCAR Inc (PCAR) has an average rating of hold and mean price target of $129.43, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $119.35, Change: $+1.21, Percent Change: +1.02%

$PCAR
Wire

Wells Fargo Adjusts Price Target on PACCAR to $125 From $119, Maintains Equalweight Rating

PACCAR Inc (PCAR) has an average rating of hold and mean price target of $129.70, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $119.82, Change: $+0.21, Percent Change: +0.18%

$PCAR
Wire

JPMorgan Adjusts Price Target on PACCAR to $140 From $150, Maintains Overweight Rating

PACCAR Inc (PCAR) has an average rating of hold and mean price target of $129.70, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $119.86, Change: $+0.25, Percent Change: +0.20%

$PCAR
Wire

Truist Raises Price Target on PACCAR to $126 From $120, Keeps Hold Rating

PACCAR (PCAR) has an average rating of hold and mean price target of $129.70 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $121.11, Change: $+1.50, Percent Change: +1.25%

$PCAR
Research

Research Alert: Paccar: Q1 Eps Match Expectations; Class-8 Outlook Reiterated

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PCAR's Q1 results matched consensus with operating EPS of $1.15 vs. $0.96 in the prior year, supported by the absence of litigation charges that impacted Q1 2025. New truck deliveries fell 7K units to 33.1K globally, with North American Class-8 shipments declining while Europe showed strength. The Parts business managed positive expansion despite truck sales softness, benefiting from strategic investments in distribution infrastructure. Management maintained an upbeat tone on customer demand trends, though their North American outlook for retail Class-8 truck sales remained unchanged from Q4. PCAR generated healthy operating cash flow of $972M vs. $910M and maintained a strong balance sheet, in our view. Management projected full-year capex of ~$750M and R&D expenses of ~$475M for next-generation powertrains. We see the unchanged shipment projections as a signal that management is not entirely confident an inflection is occurring stronger than previously anticipated.

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