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PCAR·PACCAR Inc

$.
+. (+.%)
After Hours
High
$125.59
Open
$122.92
Market Cap
64.78B
52W High
$131.88
Low
$122.04
P. Close
$123.27
P/E
26.16
52W Low
$92.25
Fwd P/E
18.30
DailyIQ Est.
$128.13
Technical Score (1D)
91
BUY
News Sentiment
44
BEARISH
Bernstein has raised its price target for PCAR to $142 from $138, a 3 % lift that signals a shift in the firm’s earnings outlook. The upgrade reflects Bernstein’s view that PCAR’s earnings prospects are stronger than previously estimated, driven by improved market conditions for the trucking and heavy‑equipment sector. This new target level may act as a short‑term support zone for traders, potentially anchoring the stock’s price action in the coming days. The upward revision also suggests that analysts expect PCAR to benefit from a rebound in freight demand and tighter capacity constraints. As a result, traders should monitor the stock’s price reaction to the target level, watching for any break or bounce that could confirm the new valuation. Upcoming earnings will be a key catalyst; if PCAR delivers on the stronger earnings narrative, the stock could test the $142 ceiling. Additionally, keep an eye on broader macro data that could influence freight volumes, such as U.S. manufacturing activity and commodity prices. Finally, watch for any further analyst commentary or revisions that might adjust the target upward or downward, as this could shift the support dynamics.
Earnings Summary
PACCAR Inc. is a global manufacturer and distributor of commercial trucks, operating through its Truck, Parts, and Financial Services segments, and is headquartered in Bellevue, Washington. The company’s truck segment designs and produces light, medium, and heavy‑duty vehicles under Kenworth, Peterbilt, and DAF brands, while its parts and financing arms support long‑term customer needs, positioning PACCAR within the industrials sector’s farm and heavy construction machinery niche. In the most recent quarter, Q1 2026, PACCAR reported earnings per share of $1.15, narrowly beating the $1.14806 estimate, and revenue of $6.234 billion, a modest decline from the $6.914 billion recorded in Q1 2025; the preceding quarter, Q2 2025, saw EPS of $1.37 versus a $1.31345 estimate and revenue of $6.963 billion, an increase over Q2 2024’s $6.363 billion. Compared to the prior two quarters, revenue growth was mixed—down in Q1 but up in Q2—while EPS improved in Q1 but the Q2 EPS beat was the only one in the last four quarters, with Q1 2025, Q3 2025, Q4 2025, and Q4 2024 all missing estimates. Historically, PACCAR’s revenue trajectory has been volatile, with YoY declines in Q1 2026 but gains in Q2 2026, and EPS has trended upward in the most recent year, though the company has struggled to consistently beat analyst expectations. Recent analyst commentary notes a $142 price target lift from Bernstein, citing stronger earnings prospects amid a rebound in freight demand and tighter capacity constraints, and a preview of Q2 2026 earnings that projects modest revenue growth and stable operating margins amid market pressures; the stock has also experienced a 3.5 % weekly pullback near a 12‑month high, suggesting valuation sensitivity to freight volume and cost‑control outcomes. Investors should watch for the Q2 2026 earnings release to confirm revenue and margin guidance, monitor freight rate trends and any updates on U.S. trucking regulations that could affect cost structures, and assess whether PACCAR’s cost‑saving initiatives and manufacturing quality awards translate into sustained margin resilience.

EPS

EstBeatMiss
$0.86$1.07$1.28$1.48$1.69Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.35 - -
Q1'26$1.15$1.15+0.2%
Q4'25$1.08$1.06-2.1%
Q3'25$1.15$1.12-2.7%
Q2'25$1.31$1.37+4.3%
Q1'25$1.59$0.96-39.8%

Revenue

EstBeatMiss
$5.9B$6.3B$6.8B$7.3B$7.7BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$7.5B - -
Q1'26$6.4B$6.2B-2.7%
Q4'25$6.4B$6.3B-2.1%
Q3'25 - $6.1B -
Q2'25 - $7.0B -
Q1'25 - $6.9B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

PCAR Stock Snapshot

PCAR is currently trading at $123.28, giving PACCAR Inc a market cap of 64.78B and a P/E ratio of 26.2. Today's range spans $122.04–$125.59, with shares opening at $122.92 and moving up $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 44/100.

Over the past year PCAR has traded between $92.25 and $131.88 - the current price is +33.6% off the 52-week low and -6.5% from the high. 27 analysts cover the stock with a Hold consensus and a mean 12-month target of $127.25 (range $109.00–$142.00), implying upside of +3.2%.

PCAR scores 91/100 (BUY) and is at $123.28 - in the upper portion of its 52-week range within its $92.25–$131.88 annual range. Sentiment at 44/100 is neutral. At 64.78B in Industrials market cap (P/E: 26.2), this large-cap name benefits from a dynamic that mega-caps don't have: the potential for multiple expansion. When a name at this size with bullish momentum catches the attention of large allocators, the re-rating can be rapid and meaningful.

The combination of a BUY signal (91/100) and neutral news sentiment (44/100) puts PCAR on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 64.78B in Industrials market cap without immediately moving the stock. At $123.28 (in the upper portion of its 52-week range in the $92.25–$131.88 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.