PCAR · NASDAQ
Average $143.07 (+30.0% upside)
The latest rating actions, newest first
| Firm | Date | Action | Rating |
|---|---|---|---|
| Citigroup | Oct 12, 2026 | Maintains | Neutral |
| JP Morgan | Oct 8, 2026 | Maintains | Overweight |
| Wells Fargo | Oct 8, 2026 | Maintains | Equal-Weight |
| Truist Securities | Oct 5, 2026 | Maintains | Hold |
| RBC Capital | Sep 10, 2026 | Upgrade | Sector Perform → Outperform |
| Morgan Stanley | Sep 4, 2026 | Maintains | Equal-Weight |
| Evercore ISI Group | Aug 11, 2026 | Maintains | Outperform |
| Citigroup | Jul 30, 2026 | Maintains | Neutral |
| Wells Fargo | Jul 30, 2026 | Maintains | Equal-Weight |
| JP Morgan | Jul 29, 2026 | Maintains | Overweight |
Updated Jul 17, 2026
PACCAR is a leading manufacturer of medium- and heavy-duty trucks with a strong presence in North America and Europe. While the company's parts business has been growing, challenges such as macroeconomic uncertainties, additional tariffs, supply risks, and material cost inflation may affect future profitability. Despite solid earnings and expected improvements in truck sales, investors are still looking for greater confidence in operating leverage and margins in the coming quarters.
PACCAR is facing a decline in global heavy truck production, which could continue to fall in 2026 due to the company's dependence on the US and European markets. The company's recent earnings have also been lackluster, and their margins are expected to remain under pressure due to costs associated with manufacturing operations realignment and tariffs. Additionally, uncertainties surrounding EPA 2027 and potential competition from alternative powertrains could also hinder the company's future growth.
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