에 대한 최신 뉴스 PACCAR (NASDAQ:PCAR) 주식

PACCAR

Paccar is a leading manufacturer of medium- and heavy-duty trucks under the premium brands Kenworth and Peterbilt (primarily sold in the NAFTA region and Australia), and DAF trucks (sold in Europe and South America). The company's trucks are sold through more than 2,300 independent dealers globally. Paccar Financial Services provides retail and wholesale financing for customers and dealers, respectively. The company commands roughly 30% of the Class 8 market share in North America and 17% of the heavy-duty market share in Europe.

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PACCAR Inc

Analysts' ratings for PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) over the last quarter vary from bullish to bearish, as provided by 11 analysts.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $120.23, a high estimate of $132.00, and a low estimate of $110.00. This current average reflects an increase of 4.47% from the previous average price target of $115.09. 
<img src="https://www.benzinga.com/files/images/story/2025/1738616421_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The standing of PACCAR among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$132.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$113.00</td>
<td>$112.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$112.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$115.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Ross Gilardi</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$121.50</td>
<td>$116.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$125.00</td>
<td>$122.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$110.00</td>
<td>$107.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$125.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Stephen Volkmann</td>
<td>Jefferies</td>
<td>Maintains</td>
<td>Hold</td>
<td>$120.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$120.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$129.00</td>
<td>$99.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to PACCAR. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of PACCAR compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for PACCAR's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of PACCAR's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/PCAR/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on PACCAR analyst ratings.</a>
<h2>Discovering PACCAR: A Closer Look</h2>
Paccar is a leading manufacturer of medium- and heavy-duty trucks under the premium brands Kenworth and Peterbilt (primarily sold in the NAFTA region and Australia), and DAF trucks (sold in Europe and South America). The company's trucks are sold through more than 2,300 independent dealers globally. Paccar Financial Services provides retail and wholesale financing for customers and dealers, respectively. The company commands roughly 30% of the Class 8 market share in North America and 17% of the heavy-duty market share in Europe.
<h3>PACCAR: Delving into Financials</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Challenges: PACCAR's revenue growth over 3 months faced difficulties. As of 31 December, 2024, the company experienced a decline of approximately -4.03%. This indicates a decrease in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.
Net Margin: PACCAR's net margin excels beyond industry benchmarks, reaching 11.03%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): PACCAR's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 4.82%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): PACCAR's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.01%, the company showcases efficient use of assets and strong financial health.
Debt Management: PACCAR's debt-to-equity ratio is below the industry average. With a ratio of 1.0, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>Analyst Ratings: What Are They?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Analyst Expectations For PACCAR's Future

JP Morgan analyst Tami Zakaria maintains PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) with a Overweight and raises the price target from $125 to $132.

Price Target

JP Morgan Maintains Overweight on PACCAR, Raises Price Target to $132

WIIM

PACCAR shares are trading higher after Truist Securities raised its price target on the stock from $112 to $113.

Truist Securities analyst Jamie Cook maintains PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) with a Hold and raises the price target from $112 to $113.

Truist Securities Maintains Hold on PACCAR, Raises Price Target to $113

PACCAR Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) shares are trading lower on Tuesday. The company reported fourth-quarter earnings per share of $1.66, missing the street view of $1.69. Quarterly sales of $7.36 billion missed the analyst consensus <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">estimate of $7.62 billion.</a>
&#8220;Infrastructure spending is driving steady demand for Kenworth and Peterbilt&#8217;s industry-leading vocational trucks,&#8221; said Laura Bloch, PACCAR senior vice president. &#8220;The less-than-truckload segment is also performing well.&#8221;
For the fourth quarter of 2024, PACCAR reported a net income of $872.0 million. PACCAR Parts generated revenue of $1.67 billion, with a pretax income of $428.2 million.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43267966/deepseeks-low-cost-model-reshapes-ai-landscape-experts-predict-shift-to-application-layer" rel="noreferrer noopener">DeepSeek&#8217;s Low-Cost Model Reshapes AI Landscape: Experts Predict Shift To &#8216;Application Layer&#8217;</a>
PACCAR Financial Services achieved a pretax income of $104.0 million. The company also reported operating cash flow totaling $1.45 billion.
PACCAR invested $796 million in capital projects and $453 million in research and development expenses in 2024.
Kevin Baney, PACCAR executive vice president, added, &#8220;Kenworth, Peterbilt and DAF trucks deliver premium quality, industry-leading fuel efficiency and low operating costs to our customers. PACCAR is investing in the next generation of diesel and alternative powertrains, and aftermarket transportation solutions, that enable customers to achieve their operational and environmental goals.&#8221;
PACCAR declared cash dividends of $4.17 per share, which included a $3.00 per share year-end cash dividend paid on January 8, 2025.
In December 2024, PACCAR announced a 10% increase to its regular quarterly cash dividend to 33 cents per share,<a href="https://www.benzinga.com//node/42420064"> payable on March 5, 2025.</a>
The company estimates that it will invest $700 million-$800 million in capital projects and $460 million-$500 million in research and development expenses in 2025.
Price Action: PCAR stock is down 1.87% at $107.85 at last check Tuesday.
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</ul>

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PACCAR's Q4 Earnings Disappoint, Plans Infrastructure Spending And Tech Investments

PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) announced its Q4 earnings on Tuesday, January 28, 2025 at 08:00 AM.
Here's a breakdown of the earnings report.
<h3>Earnings</h3>
PACCAR missed estimated earnings by -2.0%, reporting an EPS of $1.66 versus an estimate of $1.69.
Revenue was down $1.23 billion from the same period last year.
<h3>Historical Earnings Summary</h3>
During the previous quarter, the company beat on EPS by $0.03, leading to a 1.0% drop share price change the next day.
Here's a look at PACCAR's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.82</td>
<td>2.14</td>
<td>2.20</td>
<td>2.21</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.85</td>
<td>2.13</td>
<td>2.27</td>
<td>2.70</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>7.65B</td>
<td>8.33B</td>
<td>8.24B</td>
<td>8.34B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>7.70B</td>
<td>8.26B</td>
<td>8.23B</td>
<td>8.59B</td>
</tr>
</tbody>
</table>

To track all earnings releases for PACCAR <a href="https://www.benzinga.com/quote/PCAR/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights into PACCAR Q4 Earnings

PACCAR shares are trading lower after the company reported worse-than-expected Q4 financial results.

PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) reported quarterly earnings of $1.66 per share which missed the analyst consensus estimate of $1.69 by 1.78 percent. This is a 38.52 percent decrease over earnings of $2.70 per share from the same period last year. The company reported quarterly sales of $7.36 billion which missed the analyst consensus estimate of $7.62 billion by 3.42 percent. This is a 14.30 percent decrease over sales of $8.59 billion the same period last year.

Earnings Misses

PACCAR Q4 EPS $1.66 Misses $1.69 Estimate, Sales $7.36B Miss $7.62B Estimate

<h3>Companies Reporting Before The Bell</h3>
• SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) is projected to report quarterly earnings at $1.51 per share on revenue of $9.14 billion. 
• NextEra Energy Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEP#NYSE">NEP</a>) is estimated to report quarterly earnings at $0.50 per share on revenue of $368.65 million. 
• World Acceptance (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRLD#NASDAQ">WRLD</a>) is expected to report quarterly earnings at $1.96 per share on revenue of $131.78 million. 
• Xerox Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XRX#NASDAQ">XRX</a>) is expected to report quarterly earnings at $0.49 per share on revenue of $1.58 billion. 
• PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) is estimated to report quarterly earnings at $1.69 per share on revenue of $7.52 billion. 
• Provident Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PROV#NASDAQ">PROV</a>) is likely to report quarterly earnings at $0.25 per share on revenue of $9.74 million. 
• BCB Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BCBP#NASDAQ">BCBP</a>) is estimated to report quarterly earnings at $0.29 per share on revenue of $24.64 million. 
• Kimberly-Clark (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NYSE">KMB</a>) is expected to report quarterly earnings at $1.50 per share on revenue of $4.87 billion. 
• JetBlue Airways (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) is estimated to report quarterly loss at $0.31 per share on revenue of $2.26 billion. 
• Sandy Spring Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SASR#NASDAQ">SASR</a>) is projected to report quarterly earnings at $0.48 per share on revenue of $104.14 million. 
• Royal Caribbean Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>) is likely to report quarterly earnings at $1.49 per share on revenue of $3.77 billion. 
• Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) is projected to report quarterly earnings at $0.49 per share on revenue of $1.16 billion. 
• Sysco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYY#NYSE">SYY</a>) is estimated to report quarterly earnings at $0.93 per share on revenue of $20.11 billion. 
• Synchrony Finl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>) is projected to report quarterly earnings at $1.90 per share on revenue of $3.84 billion. 
• Boeing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) is projected to report quarterly loss at $1.69 per share on revenue of $17.10 billion. 
• Polaris (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PII#NYSE">PII</a>) is estimated to report quarterly earnings at $0.88 per share on revenue of $1.69 billion. 
• CommVault Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVLT#NASDAQ">CVLT</a>) is projected to report quarterly earnings at $0.87 per share on revenue of $245.81 million. 
• RTX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) is likely to report quarterly earnings at $1.38 per share on revenue of $20.56 billion. 
• Camden National (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAC#NASDAQ">CAC</a>) is likely to report quarterly earnings at $0.88 per share on revenue of $45.23 million. 
• Adient (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADNT#NYSE">ADNT</a>) is expected to report quarterly earnings at $0.35 per share on revenue of $3.45 billion. 
• Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) is projected to report quarterly earnings at $6.54 per share on revenue of $18.75 billion. 
• General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) is likely to report quarterly earnings at $1.68 per share on revenue of $41.55 billion. 
• Popular (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BPOP#NASDAQ">BPOP</a>) is projected to report quarterly earnings at $2.11 per share on revenue of $750.00 million. 
<h3>Companies Reporting After The Bell</h3>
• Alerus Finl (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRS#NASDAQ">ALRS</a>) is projected to report quarterly earnings at $0.28 per share on revenue of $63.09 million. 
• Packaging Corp of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKG#NYSE">PKG</a>) is likely to report quarterly earnings at $2.53 per share on revenue of $2.13 billion. 
• Stryker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYK#NYSE">SYK</a>) is estimated to report quarterly earnings at $3.87 per share on revenue of $6.36 billion. 
• Stride (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LRN#NYSE">LRN</a>) is estimated to report quarterly earnings at $1.97 per share on revenue of $569.76 million. 
• UMB Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UMBF#NASDAQ">UMBF</a>) is expected to report quarterly earnings at $2.26 per share on revenue of $412.27 million. 
• Starbucks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) is estimated to report quarterly earnings at $0.68 per share on revenue of $9.32 billion. 
• Trustmark (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRMK#NASDAQ">TRMK</a>) is estimated to report quarterly earnings at $0.83 per share on revenue of $195.03 million. 
• Veritex Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VBTX#NASDAQ">VBTX</a>) is projected to report quarterly earnings at $0.55 per share on revenue of $112.22 million. 
• First Commonwealth (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCF#NYSE">FCF</a>) is projected to report quarterly earnings at $0.35 per share on revenue of $119.92 million. 
• Merchants Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBIN#NASDAQ">MBIN</a>) is estimated to report quarterly earnings at $1.30 per share on revenue of $158.80 million. 
• F5 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FFIV#NASDAQ">FFIV</a>) is estimated to report quarterly earnings at $3.38 per share on revenue of $716.48 million. 
• Primis Finl (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRST#NASDAQ">FRST</a>) is likely to report quarterly earnings at $0.11 per share on revenue of $24.78 million. 
• Houlihan Lokey (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLI#NYSE">HLI</a>) is likely to report quarterly earnings at $1.49 per share on revenue of $594.64 million. 
• Hanmi Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAFC#NASDAQ">HAFC</a>) is likely to report quarterly earnings at $0.52 per share on revenue of $61.52 million. 
• Qorvo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>) is likely to report quarterly earnings at $1.21 per share on revenue of $910.83 million. 
• Littelfuse (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LFUS#NASDAQ">LFUS</a>) is estimated to report quarterly earnings at $2.04 per share on revenue of $525.10 million. 
• Ashland (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASH#NYSE">ASH</a>) is likely to report quarterly earnings at $0.64 per share on revenue of $436.27 million. 
• NEXTracker (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>) is estimated to report quarterly earnings at $0.59 per share on revenue of $647.78 million. 
• Renasant (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RNST#NYSE">RNST</a>) is projected to report quarterly earnings at $0.61 per share on revenue of $167.42 million. 
• RenaissanceRe Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RNR#NYSE">RNR</a>) is likely to report quarterly earnings at $7.09 per share on revenue of $2.99 billion. 
• Logitech International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LOGI#NASDAQ">LOGI</a>) is likely to report quarterly earnings at $1.34 per share on revenue of $1.24 billion. 
• First Busey (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BUSE#NASDAQ">BUSE</a>) is expected to report quarterly earnings at $0.51 per share on revenue of $116.45 million. 
• Provident Finl Servs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFS#NYSE">PFS</a>) is expected to report quarterly earnings at $0.50 per share on revenue of $210.60 million. 
• LendingClub (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LC#NYSE">LC</a>) is likely to report quarterly earnings at $0.09 per share on revenue of $206.47 million. 
• Manhattan Associates (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MANH#NASDAQ">MANH</a>) is likely to report quarterly earnings at $1.06 per share on revenue of $253.56 million. 
• Chubb (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CB#NYSE">CB</a>) is likely to report quarterly earnings at $5.38 per share on revenue of $10.83 billion. 
• BXP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BXP#NYSE">BXP</a>) is likely to report quarterly earnings at $1.80 per share on revenue of $796.14 million. 
• Flushing Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FFIC#NASDAQ">FFIC</a>) is likely to report quarterly earnings at $0.22 per share on revenue of $45.98 million. 
• Axos Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AX#NYSE">AX</a>) is expected to report quarterly earnings at $1.75 per share on revenue of $303.63 million. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ADNT

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BPOP

BUSE

CVLT

FFIC

FFIV

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HAFC

JBLU

LFUS

LOGI

MANH

MBIN

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WRLD

Earnings Scheduled For January 28, 2025

Katy Huberty, the Global Head of Research at Morgan Stanley, has spotlighted 20 stocks from companies that are likely to see significant benefits from the adoption of Artificial Intelligence (AI).
What Happened: Huberty expressed that we are currently at a &#8220;tipping point&#8221; for AI adoption. She underscored that businesses utilizing AI to boost their profits are on the verge of reaping considerable benefits.
Speaking <a href="https://www.businessinsider.com/ai-adopters-stocks-to-buy-beneficiaries-pricing-power-morgan-stanley-2025-1#home-depot-1">with</a> Business Insider earlier this month, Huberty pointed out that businesses with strong pricing power, those capable of maintaining or increasing their prices due to high demand, will witness the most significant impact on their profits. 
&#8220;Pricing power will allow the&nbsp;companies to retain the productivity&nbsp;that they experience on the&nbsp;back of these investments and&nbsp;not have to pass that&nbsp;on to the customer,&#8221; she elaborated.
Also Read: <a href="https://www.benzinga.com/markets/25/01/43216975/fund-manager-stanley-druckenmiller-delivers-blunt-take-on-markets-after-trumps-return-in-terms-of-markets-i-would-say-its-complicated">Fund Manager Stanley Druckenmiller Delivers Blunt Take On Markets After Trump&#8217;s Return: &#8216;In Terms of Markets, I Would Say It&#8217;s Complicated&#8217;</a>
Huberty referred&nbsp;to a list of stocks&nbsp;her team assembled in client&nbsp;note. The stocks, all AI adopters with high pricing power, have&nbsp;market caps over $20 billion.&nbsp;The list comprises&nbsp;The Home Depot, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>),&nbsp;Thermo Fisher Scientific Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>), and&nbsp;Intuitive Surgical, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>), Deere &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>), Spotify Technology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>), MercadoLibre Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>), Marriott International Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>), Hilton Worldwide (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>), PACCAR Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>), Schlumberger NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>), Johnson Controls International PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), Axon Enterprise Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>), Coupang Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPNG#NYSE">CPNG</a>), Baker Hughes Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), Experian PLC, Delta Air Lines Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), IDEXX Laboratories Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IDXX#NASDAQ">IDXX</a>), United Airlines Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UA#NASDAQ">UA</a>), Halliburton Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>), among others.
Why It Matters: The adoption of AI has been a hot topic in recent years, with many industries recognizing its potential to transform business operations and drive profitability. 
Huberty&#8217;s identification of these 20 stocks underscores the growing importance of AI in the business landscape. Companies that successfully leverage AI technologies stand to gain a competitive edge, particularly those with strong pricing power. 
This development could signal a shift in investment strategies, with investors potentially looking to companies with strong AI adoption as promising opportunities.
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Image: Shutterstock

Morgan Stanley Reveals Top 20 AI-Driven Stocks as Adoption Hits Critical Mass

Truist Securities analyst Jamie Cook maintains PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) with a Hold and raises the price target from $110 to $112.

Truist Securities Maintains Hold on PACCAR, Raises Price Target to $112

PACCAR's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NYSE">PCAR</a>) short percent of float has fallen 24.29% since its last report. The company recently reported that it has 8.46 million shares sold short, which is 1.87% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.65 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>PACCAR Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736951416_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for PACCAR has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing PACCAR's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, PACCAR's peer group average for short interest as a percentage of float is 5.82%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Looking Into PACCAR's Recent Short Interest

BofA Securities analyst Michael Feniger upgraded PACCAR Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) to Buy from Neutral, raising the <a target="_blank" href="https://www.benzinga.com/quote/PCAR/analyst-ratings" rel="noreferrer noopener">price forecast to $121.50 from $116.</a>
The analyst notes that PACCAR stock underperformed in 2024 due to pricing and production concerns, but projects green shoots in the truck market in 2025, leading to growth in 2026.
Per Feniger, PACCAR is one of the few OEMs likely to report a new peak EPS next year.
The analyst suggests that while all machinery markets face supply-demand imbalances, trucks will likely balance first due to factors like pre-emptive purchases ahead of emissions changes, stabilizing used truck inventories, and improving market indicators.
However, Feniger writes that risks include new admin pushing out EPA277, customers already replenishing fleets, weakening medium-duty orders, or higher rates impacting vocational demand.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/42983278/google-stock-boosted-by-ai-growth-cloud-expansion-and-cost-discipline-despite-doj-and-generative-ai-challenges-analyst" rel="noreferrer noopener">Google Stock Boosted By AI Growth, Cloud Expansion, Cost Discipline Despite DOJ And Generative AI Challenges: Analyst</a>
The analyst notes that third-party industry forecasts predict truck builds will decline by 3% in 2025 before rising by 11% to 353.5k units in 2026. Feniger projects the company to report a new peak EPS of $10.25 in 2026, which is $1 above consensus, as freight conditions improve and customers buy trucks ahead of EPA27.
Additionally, the company&#8217;s dividend is projected to yield over 5% in 2026, the highest in the sector, offering an attractive return amid rising 10-year yields.
Price Action: PCAR shares are trading higher by 2.14% to $110.48 at last check Tuesday.
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Photo by Ground Picture on Shutterstock.

Analyst Color

Upgrades

PACCAR To Generate Over 5% Dividend Yield In 2026, Analyst Sees New Peak EPS

During the last three months, 12 analysts shared their evaluations of PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>), revealing diverse outlooks from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $119.54, along with a high estimate of $129.00 and a low estimate of $107.00. This upward trend is evident, with the current average reflecting a 3.65% increase from the previous average price target of $115.33.
<img src="https://www.benzinga.com/files/images/story/2025/1736877669_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The standing of PACCAR among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ross Gilardi</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$121.50</td>
<td>$116.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$125.00</td>
<td>$122.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$110.00</td>
<td>$107.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$125.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Stephen Volkmann</td>
<td>Jefferies</td>
<td>Maintains</td>
<td>Hold</td>
<td>$120.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$120.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$129.00</td>
<td>$99.00</td>
</tr>
<tr>
<td>Nick Housden</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Sector Perform</td>
<td>$119.00</td>
<td>$119.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$110.00</td>
<td>$108.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$107.00</td>
<td>$103.00</td>
</tr>
<tr>
<td>Angel Castillo</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$126.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$122.00</td>
<td>$125.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to PACCAR. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of PACCAR compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of PACCAR's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of PACCAR's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/PCAR/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on PACCAR analyst ratings.</a>
<h2>Get to Know PACCAR Better</h2>
Paccar is a leading manufacturer of medium- and heavy-duty trucks under the premium brands Kenworth and Peterbilt (primarily sold in the NAFTA region and Australia), and DAF trucks (sold in Europe and South America). The company's trucks are sold through more than 2,300 independent dealers globally. Paccar Financial Services provides retail and wholesale financing for customers and dealers, respectively. The company commands roughly 30% of the Class 8 market share in North America and 17% of the heavy-duty market share in Europe.
<h3>PACCAR's Economic Impact: An Analysis</h3>
Market Capitalization Highlights: Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.
Revenue Challenges: PACCAR's revenue growth over 3 months faced difficulties. As of 30 September, 2024, the company experienced a decline of approximately -5.25%. This indicates a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: PACCAR's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 11.8%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): PACCAR's ROE excels beyond industry benchmarks, reaching 5.35%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): PACCAR's ROA excels beyond industry benchmarks, reaching 2.3%. This signifies efficient management of assets and strong financial health.
Debt Management: With a below-average debt-to-equity ratio of 0.83, PACCAR adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;utm_source=benzinga-insights">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Glimpse Into The Expert Outlook On PACCAR Through 12 Analysts

B of A Securities analyst Ross Gilardi upgrades PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) from Neutral to Buy and raises the price target from $116 to $121.5.

B of A Securities Upgrades PACCAR to Buy, Raises Price Target to $121.5

JP Morgan analyst Tami Zakaria maintains PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) with a Overweight and raises the price target from $122 to $125.

JP Morgan Maintains Overweight on PACCAR, Raises Price Target to $125

<a href="https://www.benzinga.com/personal-finance/24/10/41145078/billionaire-bill-gates-has-a-bold-plan-to-shrink-the-wealth-of-the-rich-heres-how-he-intends-to-">Bill Gates </a>is turning heads again, but not for anything tech-related. While Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) remains his largest holding (about $15.4 billion) in the Bill &amp; Melinda Gates Foundation portfolio, Gates has been making some surprising moves.&nbsp;
Over the past year, he sold nearly a quarter of his Microsoft stock, but his bold third-quarter buys have everyone talking. Gates put his money into two transportation companies, signaling he's betting big on an industry bounce-back.
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The S&amp;P 500 Transportation Index had a tough 2024, slipping 0.5% while the overall S&amp;P 500 soared 23%. But Gates seems to see opportunity in the midst of it all.&nbsp;
According to market analysts, his two picks – Paccar and FedEx – reflect a belief that the sector is poised for a turnaround, especially if the economy improves in 2025. These strategic buys are worth a closer look.
Paccar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) might not ring a bell, but it&#8217;s heavy in heavy-duty trucks. The company's Peterbilt and Kenworth brands command 14.9% and 14.7% of the U.S. Class 8 truck market, second only to Freightliner's dominant 36.5% share, as reported by ATD.&nbsp;
See Also: The global games market is projected to generate $272B by the end of the year —<a href="https://www.benzinga.com/money/gameflip"> for $0.55/share, this VC-backed startup with a 7M+ userbase gives investors easy access to this asset market.</a>
These massive trucks, weighing over 33,000 pounds, are critical to the economy and Paccar's performance reflects that.
Paccar had a strong start to 2024, with a quarterly revenue of $8.74 billion in the first quarter. But as truckload demand dipped, the momentum faded. Still, signs of a recovery are emerging. Kenny Vieth, president of ACT Research, told Transport Topics, "We're in the early stages of building 2025 backlogs and November orders were up 21% from October."&nbsp;
Gates scooped up one million Paccar shares at around $100 each, a $100 million <a href="https://www.benzinga.com/startups/24/10/41312615/investors-pour-billions-into-openai-whats-driving-this-unprecedented-surge-in-funding">investment </a>in a company he believes has long-term promise.
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing —<a href="https://www.benzinga.com/money/boxabl"> you can become an investor for $0.80 per share today.</a>
Then there's FedEx (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>), a logistics powerhouse navigating turbulence. Its third-quarter report fell short of expectations and the company revised its full-year forecast downward, unsettling investors. But Gates saw an opportunity, snapping up another one million shares at an average of $273 each.
FedEx has been shaking things up internally. The company announced plans to spin off its less-than-truckload freight division, FedEx Freight, into a stand-alone business. According to Bloomberg, this division pulled in $9.4 billion in 2023 and could become a growth driver as FedEx sharpens its focus on core operations.&nbsp;
The move is part of its broader DRIVE initiative, which aims to make the company more efficient and flexible. Analysts believe this will streamline FedEx's operations and position it for growth if the economy rebounds.
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'A $2M Bet On Recovery': Bill Gates Quietly Buys 2 Stocks He Believes Will Define 2025's Economic Boom

A notable insider purchase on January 3, was reported by Brice Hill, Director at PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>), based on the most recent SEC filing.
What Happened: A Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000075362/000122520825000070//Archives/edgar/data/75362/000122520825000070/0001225208-25-000070-index.htm">U.S. Securities and Exchange Commission</a> on Friday unveiled that Hill made a notable purchase of 1,693 shares of PACCAR, valuing at $175,090.
Tracking the Friday's morning session, PACCAR shares are trading at $103.42, showing a down of 0.0%.
<h3>Get to Know PACCAR Better</h3>
Paccar is a leading manufacturer of medium- and heavy-duty trucks under the premium brands Kenworth and Peterbilt (primarily sold in the NAFTA region and Australia), and DAF trucks (sold in Europe and South America). The company's trucks are sold through more than 2,300 independent dealers globally. Paccar Financial Services provides retail and wholesale financing for customers and dealers, respectively. The company commands roughly 30% of the Class 8 market share in North America and 17% of the heavy-duty market share in Europe.
<h3>PACCAR's Financial Performance</h3>
Revenue Growth: PACCAR's revenue growth over a period of 3 months has faced challenges. As of 30 September, 2024, the company experienced a revenue decline of approximately -5.25%. This indicates a decrease in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Interpreting Earnings Metrics:
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 19.17%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): PACCAR's EPS outshines the industry average, indicating a strong bottom-line trend with a current EPS of 1.85.
</li>
</ul>
Debt Management: PACCAR's debt-to-equity ratio is below the industry average. With a ratio of 0.83, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
Valuation Analysis:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 11.57, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: With a relatively high Price to Sales ratio of 1.56 as compared to the industry average, the stock might be considered overvalued based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): PACCAR's EV/EBITDA ratio of 9.52 exceeds industry averages, indicating a premium valuation in the market
</li>
</ul>
Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.
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<h3>Exploring the Significance of Insider Trading</h3>
Investors should view insider transactions as part of a multifaceted analysis and not rely solely on them for decision-making.
Exploring the legal landscape, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated by Section 12 of the Securities Exchange Act of 1934. This encompasses executives in the c-suite and major hedge funds. These insiders are required to report their transactions through a Form 4 filing, which must be submitted within two business days of the transaction.
Highlighted by a company insider's new purchase, there's a positive anticipation for the stock to rise.
But, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Navigating the World of Insider Transaction Codes</h3>
For <a href="https://www.benzinga.com/money/investing-tools">investors</a>, a primary focus lies on transactions occurring in the open market, as indicated in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000075362">Check Out The Full List Of PACCAR's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Brice Hill's Recent Buy: Acquires $175K In PACCAR Stock

Truist Securities analyst Jamie Cook maintains PACCAR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>) with a Hold and raises the price target from $107 to $110.

Truist Securities Maintains Hold on PACCAR, Raises Price Target to $110

GTLS

LECO

NDSN

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Shares of machine companies are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

Companies in the Industrial Goods sector have received a lot of coverage today as analysts weigh in on Eos Energy Enterprises (EOSE – Research Repo...

Analysts Conflicted on These Industrial Goods Names: Eos Energy Enterprises (EOSE) and Paccar (PCAR)

Truist Financial analyst Jamie Cook maintained a Hold rating on Paccar (PCAR – Research Report) today. The company's shares closed yesterday at $10...

Truist Financial Sticks to Their Hold Rating for Paccar (PCAR)

BofA lowered the firm's price target on Paccar (PCAR) to $120 from $121.50 and keeps a Buy rating on the shares. The firm came away from Q4 results...

Paccar price target lowered to $120 from $121.50 at BofA

Truist raised the firm's price target on Paccar (PCAR) to $113 from $112 and keeps a Hold rating on the shares after its Q4 earnings. FX was a head...

Paccar price target raised to $113 from $112 at Truist

Paccar (($PCAR)) has held its Q4 earnings call. Read on for the main highlights of the call. PACCAR's recent earnings call painted a generally posi...

PACCAR's Earnings Call Highlights Strong Performance and Strategic Growth

VOE: Average Historical Return, But Good Dividend Growth

JPMorgan raised the firm's price target on Paccar (PCAR) to $132 from $125 and keeps an Overweight rating on the shares after hosting meetings with...

Paccar price target raised to $132 from $125 at JPMorgan

In a report released yesterday, David Vernon from Bernstein maintained a Buy rating on Paccar (PCAR – Research Report), with a price target of $134...

Bernstein Remains a Buy on Paccar (PCAR)

In a report released on February 7, Nicholas Housden from RBC Capital maintained a Hold rating on Paccar (PCAR – Research Report), with a price tar...

RBC Capital Reaffirms Their Hold Rating on Paccar (PCAR)

Dividend Income: Lanny's January 2025 Summary

AMNF

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Accelera by Cummins, Daimler Truck and PACCAR Complete Battery Joint Venture Transaction to Form Amplify Cell Technologies and Names New CEO

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PACCAR Declares Regular Quarterly Cash Dividend

PACCAR Achieves Excellent Quarterly Revenues and Profits

PACCAR CEO R. Preston Feight Appointed to Deere Board of Directors

PACCAR Increases Regular Quarterly Dividend

PACCAR Announces Extra Cash Dividend

PACCAR Achieves Strong Annual Revenues and Net Income

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케이티 허버티(Katy Huberty)는 모건 스탠리의 글로벌 리서치 책임자로, 인공지능(AI) 도입으로 인해 상당한 이점을 얻을 가능성이 있는 20개의 주식을 주목했다.
무슨 일이 있었나: 허버티는 현재 AI 도입을 위한 &#8220;전환점&#8221;에 있다고 언급했다. 그녀는 AI를 활용하여 수익을 증대시키는 기업들이 상당한 혜택을 누릴 준비가 되어 있다고 강조했다.
허버티는 이번 달 초 <a href="https://www.businessinsider.com/ai-adopters-stocks-to-buy-beneficiaries-pricing-power-morgan-stanley-2025-1#home-depot-1">비즈니스 인사이더</a>와의 인터뷰에서 강력한 가격 결정력을 가진 기업, 즉 높은 수요로 인해 가격을 유지하거나 인상할 수 있는 기업들이 가장 큰 수익성 향상을 경험할 것이라고 지적했다.
그녀는 &#8220;가격 결정력은 기업들이 이러한 투자로 인한 생산성 향상을 고객에게 전가하지 않고 유지할 수 있게 해 줄 것&#8221;이라고 설명했다.
또한, 허버티는 그녀의 팀이 고객 노트에서 작성한 주식 목록을 언급했다. 이 주식들은 모두 AI를 도입하고 높은 가격 결정력을 가진 기업들로, 시가총액이 200억 달러 이상이다. 목록에는 홈디포(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>), 써모 피셔 사이언티픽(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>), 인튜이티브 서지컬(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>), 디어 앤 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>), 스포티파이 테크놀로지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>), 메르카도리브레(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>), 메리어트 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>), 힐튼 월드와이드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>), 파카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>), 슐럼버거 NV(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>), 존슨 컨트롤스 인터내셔널 PLC(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), 엑슨 엔터프라이즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>), 쿠팡(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPNG#NYSE">CPNG</a>), 베이커 휴즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), 익스피리언 PLC, 델타 항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), 아이덱스 래버러토리스(NASDAQ:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/IDXX#NASDAQ">IDXX</a>), 유나이티드 에어라인 홀딩스(NASDAQ:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/UA#NASDAQ">UA</a>) 및 할리버튼(NYSE:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>) 등이 포함되어 있다.
왜 중요한가요: AI 도입은 최근 몇 년간 뜨거운 주제가 되었으며, 많은 산업에서 비즈니스 운영을 혁신하고 수익성을 높일 수 있는 잠재력을 인식하고 있다.
허버티가 이러한 20개 주식을 지적한 것은 비즈니스 환경에서 AI의 중요성이 커지고 있음을 강조한다. AI 기술을 성공적으로 활용하는 기업들은 경쟁 우위를 얻을 수 있으며, 특히 강력한 가격 결정력을 가진 기업들이 그렇다.
이러한 발전은 투자 전략의 변화를 시사할 수 있으며, 투자자들이 강력한 AI 도입을 가진 기업들을 유망한 투자 기회로 보게 될 가능성이 있다.
다음 읽을거리:
<a href="https://www.benzinga.com/markets/25/01/43217038/aoc-says-democrats-in-congress-are-doing-insider-trading-people-think-that-everyday-people-are-stupid">AOC, &#8220;의회 민주당원들이 내부자 거래를 하고 있다&#8221;: &#8216;사람들은 일반 사람들이 바보라고 생각한다&#8217;</a>
이미지: Shutterstock
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

<a href="https://www.benzinga.com/personal-finance/24/10/41145078/billionaire-bill-gates-has-a-bold-plan-to-shrink-the-wealth-of-the-rich-heres-how-he-intends-to-" target="_blank" rel="noopener" data-google-interstitial="false">빌 게이츠</a>가 다시 주목을 받고 있다. 그러나 이번에는 기술과 관련된 것이 아니다. 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)는 여전히 빌 &amp; 멀린다 게이츠 재단 포트폴리오에서 그의 가장 큰 보유 자산(약 154억 달러)으로 남아 있지만, 게이츠는 몇 가지 놀라운 움직임을 보여주고 있다.
지난 1년 동안 그는 마이크로소프트 주식의 거의 4분의 1을 매각했지만, 그의 대담한 3분기 매수는 모두를 놀라게 했다. 게이츠는 두 개의 운송 회사들에 투자를 하여, 그는 산업 회복을 크게 기대하고 있다고 신호를 보냈다.
S&amp;P 500 운송 지수는 2024년에 어려움을 겪으며 0.5% 하락한 반면, 전체 S&amp;P 500은 23% 상승했다. 그러나 게이츠는 그 모든 중간에 기회를 보고 있는 것 같다.
시장 분석가들에 따르면 그의 두 선택인 파카 그룹(Paccar)과 페덱스(FedEx)는 경제가 2025년에 개선되면 이 부문이 반등할 준비가 되어 있다는 믿음을 반영한다. 이러한 전략적 매수는 더 자세히 살펴볼 가치가 있다.
파카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>)는 생소할 수 있지만, 중장비 트럭에 강한 회사이다. 이 회사의 피터빌트(Peterbilt)와 켄워스(Kenworth) 브랜드는 미국 클래스 8 트럭 시장에서 각각 14.9%와 14.7%의 점유율을 차지하고 있으며, 프레이트라이너(Freightliner)의 36.5% 점유율에 이어 2위이다.
이러한 대형 트럭들은 33,000파운드가 넘는 중량으로 경제에 매우 중요하며, 파카의 성과는 이를 반영한다.
파카는 2024년 1분기에 87억 4천만 달러의 분기 매출을 기록하며 강한 출발을 보였다. 그러나 트럭 수요가 감소하면서 모멘텀이 사라졌다. 그럼에도 불구하고 회복의 신호가 나타나고 있다. ACT 리서치의 케니 비스(Kenny Vieth) 사장은 &#8220;우리는 2025년 백로그를 쌓는 초기 단계에 있으며 11월 주문이 10월보다 21% 증가했다&#8221;고 트랜스포트 토픽스(Transport Topics)에 말했다.
게이츠는 약 $100에 파카 주식 100만 주를 매수하여 장기적인 가능성이 있다고 믿는 이 회사에 1억 달러를 <a href="https://www.benzinga.com/startups/24/10/41312615/investors-pour-billions-into-openai-whats-driving-this-unprecedented-surge-in-funding" target="_blank" rel="noopener" data-google-interstitial="false">투자</a>했다.
그 다음으로 페덱스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>)는 물류 강자로서의 난관을 헤쳐 나가고 있다. 3분기 실적은 예상보다 저조했고, 이 회사는 연간 전망을 하향 조정하여 투자자들을 불안하게 만들었다. 그러나 게이츠는 기회를 보고 평균 273달러에 주식 100만 주를 매입했다.
페덱스는 내부적으로 변화하고 있다. 이 회사는 트럭 적재량이 적은 화물 사업부인 페덱스 프레이트(FedEx Freight)를 독립 사업체로 분사할 계획을 발표했다. 블룸버그에 따르면 이 부문은 2023년에 94억 달러의 수익을 올렸으며, 페덱스가 핵심 운영에 집중하면서 성장 동력이 될 수 있다.
이 조치는 이 회사의 효율성과 유연성을 높이기 위한 DRIVE 이니셔티브의 일환이다. 분석가들은 이것이 페덱스의 운영을 간소화하고 경제가 회복될 경우 성장을 위한 입지를 마련할 것이라고 믿고 있다.
주가 움직임: 파카의 주식은 금요일 1.43% 상승한 104.90달러에 마감되었다. 페덱스는 0.047% 오른 274.41달러에 마쳤다.

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PACCAR

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월요일, 1월 27, 2025

일요일, 1월 05, 2025

사람들이 또한 지켜본다

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