Analyst Commentary Highlights Mixed Outlook for PACCAR Amid Tariffs and Valuation Changes

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-1.3%

7D

1.1%

Loading

1Y

-1.3%

7D

1.1%

You can edit this narrative until Nov 28 9:10 PM. Then, changes will post as Updates.

Author's Valuation

US$107.284.0% overvalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

Fair value Increased 0.14%

PCAR: Future Margins Will Depend On Tariff Relief And Demand Stability

PACCAR's analyst price target saw a modest increase to approximately $108. Analysts point to improving cost structures and a shift to competitive advantages from U.S.-based production, despite ongoing questions around margins and future demand.

Shared on 06 Nov 25

Fair value Increased 0.12%

PCAR: Future Profit Margins Will Balance Out Tariff Relief and Demand Uncertainty

Analysts have modestly raised their price target on PACCAR to approximately $108, citing benefits from tariff relief under Section 232, improved margin visibility, and a slight uptick in profit margin projections, even as expectations for revenue growth remain tempered. Analyst Commentary Recent Street research reflects a range of perspectives on PACCAR's valuation and outlook, with analysts weighing the effects of tariff relief, margin trends, and sector demand.

Shared on 22 Oct 25

Fair value Increased 3.38%

Analysts have raised their price target for PACCAR from $103.50 to $107.00, citing improved structural cost advantages from recent tariff changes and a more optimistic outlook on revenue growth, despite lingering margin concerns. Analyst Commentary Recent analyst updates reflect a mixed but generally constructive view on PACCAR's outlook, with various factors contributing to both bullish and cautious perspectives on the company's valuation and future growth trajectory.

Shared on 07 May 25

Fair value Increased 0.46%

Shared on 30 Apr 25

Fair value Increased 3.14%

AnalystConsensusTarget has decreased revenue growth from -1.1% to 1.9%.

Shared on 23 Apr 25

Fair value Decreased 1.01%

AnalystConsensusTarget has increased revenue growth from -0.9% to -1.1%.

Shared on 16 Apr 25

Fair value Decreased 3.13%

AnalystConsensusTarget has increased revenue growth from -1.0% to -0.9%.

Shared on 09 Apr 25

Fair value Increased 1.68%

AnalystConsensusTarget has decreased revenue growth from -0.7% to -1.0%.

Shared on 02 Apr 25

Fair value Decreased 9.38%

Shared on 26 Mar 25

Fair value Decreased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 14%

AnalystConsensusTarget has decreased revenue growth from 0.5% to -0.6%.

AnalystConsensusTarget Fair Value

US$107.28

4.0% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.81%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.03%

Calculation

US$3.91b

Earnings '28

x

18.74x

PE Ratio '28

=

US$73.22b

Market Cap '28

US$73.22b

Market Cap '28

/

526.41m

No. shares '28

=

US$139.09

Share Price '28

US$139.09 Share Price '28

Discounted to 2025 @ 9.07% p.a.

=

US$107.20

Fair Value '25