Procore Technologies, Inc.

Informe acción NYSE:PCOR

Capitalización de mercado: US$8.0b

Procore Technologies Dirección

Dirección controles de criterios 2/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Ajei Gopal

Chief Executive Officer (CEO)

US$77.4m

Compensación total

Porcentaje del salario del CEO0.31%
Permanencia del CEOless than a year
Participación del CEOn/a
Permanencia media de la dirección4.2yrs
Promedio de permanencia en la Junta Directiva6.2yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis May 07

Procore Technologies, Inc. (NYSE:PCOR) Just Released Its First-Quarter Earnings: Here's What Analysts Think

Procore Technologies, Inc. ( NYSE:PCOR ) shareholders are probably feeling a little disappointed, since its shares fell...
Actualización del análisis Apr 24

PCOR: Government Readiness And AI Partnerships Will Support Long Term Upside

Analysts have adjusted their price target on Procore Technologies slightly lower to $71.00 from $72.56. This reflects updated views on discount rates, long term profit margins and the appropriate future P/E multiple, rather than a shift in expected revenue growth.
Actualización del análisis Apr 09

PCOR: Government Contract Readiness Will Support Long Term Upside

Analysts have reaffirmed a $72.56 price target for Procore Technologies, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Together, these factors support a steady valuation framework rather than a change in fair value.
Actualización del análisis Mar 26

PCOR: Government Access And Equipment Data Integration Will Support Long Term Upside

Analysts have kept Procore Technologies' fair value estimate steady at about $72.56, with only minimal tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E. This reflects updated modeling rather than a change in overall view.
Seeking Alpha Mar 19

Procore Navigates CEO Transition And Challenged Construction Industry

Summary Procore Technologies, Inc. delivered positive Q4 2025 results, beating revenue and earnings estimates, but faces macro and industry headwinds. PCOR is integrating generative AI to defend its market position, aiming to become the system of record for construction management. Despite robust revenue growth and cash generation, elevated stock-based compensation and a premium valuation versus SaaS peers warrant caution. I maintain a Hold rating on PCOR, due to macroeconomic uncertainty, CEO transition, and potential delays in client decision-making amid volatile construction markets. Read the full article on Seeking Alpha
Actualización del análisis Mar 12

PCOR: Government Authorization And Equipment Partnership Will Support Long Term Upside Potential

Analysts have maintained their $72.56 price target for Procore Technologies, citing relatively unchanged assumptions around revenue growth, profit margins and future P/E, along with a slightly higher discount rate. What's in the News Procore plans a CFO transition, with Rachel Pyles joining as Chief Financial Officer Designate and set to succeed Howard Fu as CFO and Treasurer on April 1, 2026, while Fu moves into a strategic advisory role to support the handover.
Nuevo análisis Mar 01

AI And Global Construction Complexity Will Drive This Platform’s Next Phase Of Strength

Catalysts About Procore Technologies Procore Technologies provides a cloud platform that serves as a system of record and collaboration hub for construction projects worldwide. What are the underlying business or industry changes driving this perspective?
Actualización del análisis Feb 25

PCOR: Public Sector Expansion Will Support Long Term Upside Potential

Analysts have cut their fair value estimate for Procore Technologies from about $83.89 to about $72.56 as they reset assumptions around revenue growth, profit margin potential, and the future P/E multiple. What's in the News Issued earnings guidance for the first quarter of 2026, with revenue expected between US$351 million and US$353 million, implying year over year growth in the 13% to 14% range (company guidance).
Nuevo análisis Feb 14

Gradual AI And Margin Expansion Will Shape A Fairly Valued Construction Software Leader

Catalysts About Procore Technologies Procore Technologies provides construction management software that serves as a system of record and collaboration platform for participants across the construction life cycle. What are the underlying business or industry changes driving this perspective?
Actualización del análisis Feb 10

PCOR: Government Platform And Public Sector Demand Will Support Future Upside

Analysts have reduced their price target on Procore Technologies to about US$83.89, down from roughly US$87.53, citing updated views on revenue growth, margins and future P/E assumptions. What's in the News Procore Technologies launched Procore for Government, a construction management platform tailored for U.S. federal, state, and local entities and their contractors (Key Developments).
Actualización del análisis Jan 27

PCOR: Share Repurchases And Higher Margin Outlook Will Support Future Upside

Analysts have lifted their fair value estimate for Procore Technologies from about US$86.83 to roughly US$87.53, citing updated assumptions around revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News The Board of Directors authorized a share repurchase plan on November 3, 2025, setting the framework for future buybacks (Key Developments).
Actualización del análisis Jan 10

PCOR: Share Repurchases And AI Expansion Will Support Future Upside

Analysts have nudged their price target on Procore Technologies slightly higher to around US$86.83 from about US$86.53, reflecting updated assumptions around revenue growth, profit margins, discount rates, and future P/E. What's in the News The board authorized a new share repurchase plan, allowing Procore Technologies to buy back up to US$300 million of common stock, funded from working capital, with the program running until November 3, 2026 (Key Developments).
Actualización del análisis Dec 20

PCOR: New Buybacks And AI Expansion Will Drive Future Upside

Analysts have modestly raised their price target on Procore Technologies by approximately $0.08 per share to reflect slightly stronger expected revenue growth, which more than offsets a marginally lower profit margin outlook and a minimally reduced discount rate. What's in the News The Board of Directors has authorized a new share repurchase plan, enabling Procore Technologies to buy back up to $300 million of common stock through November 3, 2026, funded from working capital (company announcement).
Actualización del análisis Dec 05

PCOR: Share Repurchases And Margin Expansion Will Support Future Upside

Analysts have modestly raised their price target on Procore Technologies, citing improving long term profit margin expectations. The valuation framework implies a move of roughly a few dollars per share while keeping fair value anchored around the mid 80 dollar range.
Actualización del análisis Nov 21

PCOR: Share Buyback And New Leadership Are Expected To Drive Upside

Narrative Update: Procore Technologies Analyst Price Target Revision Analysts have raised their price target for Procore Technologies from $84.28 to $86.44. This change reflects incremental adjustments in growth expectations and valuation assumptions.
Actualización del análisis Nov 07

PCOR: AI Developments And Leadership Transition Will Shape Balanced Outlook

Analysts have raised their price target for Procore Technologies to approximately $84.28 from $82.12, citing optimistic revisions to the company's projected revenue growth despite adjustments in profit margin expectations. What's in the News Procore Technologies has unveiled new AI capabilities within its Procore Helix intelligence layer, including features such as photo intelligence, multilingual and mobile support, and an open beta launch of Procore Agent Builder for workflow automation (Product-Related Announcements).
Artículo de análisis Jul 27

Is Procore Technologies, Inc. (NYSE:PCOR) Potentially Undervalued?

Procore Technologies, Inc. ( NYSE:PCOR ) led the NYSE gainers with a relatively large price hike in the past couple of...
Artículo de análisis Jun 30

Pinning Down Procore Technologies, Inc.'s (NYSE:PCOR) P/S Is Difficult Right Now

You may think that with a price-to-sales (or "P/S") ratio of 8.5x Procore Technologies, Inc. ( NYSE:PCOR ) is a stock...
Seeking Alpha Apr 18

Procore: A Generational Founder Steps Back, But The Business Marches On

Summary Procore Technologies' stock offers a compelling buy opportunity at around the same price as six months ago. The company posted $1.15 billion in revenue for 2024, with 21.2% year-over-year growth, despite macroeconomic headwinds. Procore's valuation remains attractive compared to Autodesk, trading at lower EV/Revenue multiples while growing faster. The CEO transition adds uncertainty, but founder Tooey Courtemanche’s continued role as Executive Chairman looks to help maintain continuity. Read the full article on Seeking Alpha
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Nuevo análisis Mar 19

AI-Powered Copilot And Agents Will Improve Future Prospects

Strategic investments in AI and platform connectivity aim to enhance efficiency, reduce risk, and drive long-term growth and revenue expansion.
Seeking Alpha Mar 06

Procore: High Valuation And High Expectations

Summary Procore looks overvalued from a relative perspective, compared to Autodesk, and from an absolute perspective, using a reverse DCF analysis. Procore's strategy focuses on capturing market share by targeting project owners and enhancing connectivity between construction crews and office staff. Procore keeps on innovating its platform but faces macro risks due to the global tariff war. Read the full article on Seeking Alpha
Seeking Alpha Feb 18

Procore Technologies: Remain Buy Rated On Growth Acceleration Beyond FY25

Summary Procore Technologies maintains a buy rating due to strong execution, a promising GTM transition, and Procore Pay as a significant growth catalyst. 4Q24 results showed a 16% y/y revenue growth to $302 million, with notable cRPO growth and a significant increase in customers with >$1 million ARR. PCOR's GTM transition is driving enterprise expansion, evidenced by multiple seven-figure ARR contracts and improved sales productivity from a specialist-driven model. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Procore: A Leading Contender To Bring Machine Learning, AI, And AI Agents To Construction

Summary Procore Inc. is a leading cloud-based construction management SaaS provider in a large, growing, and complex industry, and is well-positioned to drive efficiency for customers using AI models and agents. Despite strong revenue growth and positive free cash flow, Procore's valuation remains high, requiring substantial future growth to justify its current market cap. The construction industry’s low digitization and inherent inefficiencies present significant opportunities for Procore, but construction industry cyclicality remains a concern. I plan to establish a small toehold investment in Procore, and cost average down with stock price pullbacks. Read the full article on Seeking Alpha
Seeking Alpha Dec 06

Procore: Future Remains Bright

Summary Procore Technologies, a founder-led company, is disrupting the construction industry with its leading technology platform, boasting 2 million active users and high gross retention rates. Despite underperforming the S&P 500 YTD, Procore's new go-to-market strategy and strong financials, including $439 million in cash, indicate promising future growth. Procore's total addressable market is vast, and the company is well-positioned for geographic expansion and product cross-selling, with opportunities for significant revenue growth. Risks include macroeconomic factors and the execution of their new strategy, but positive feedback and strategic M&A plans support a bullish long-term outlook. Read the full article on Seeking Alpha
Seeking Alpha Nov 19

Procore Technologies: Sales Force Expansion And International Expansion, Buy

Summary Procore Technologies is a leading provider of cloud-based construction management software, with significant growth potential in the underpenetrated digital construction market. Procore's integrated platforms and focus on large customers provide competitive advantages, contributing to strong revenue growth and improved profitability. International expansion and sales team growth are key drivers, with a one-year target price of $82 per share and a 'Buy' rating. Key risks include competition from larger firms, high stock-based compensation, and credit loss provisions due to the cyclical nature of the construction industry. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ajei Gopal en comparación con los beneficios de Procore Technologies?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$77m

Dec 31 2025US$77mUS$237k

-US$101m

Compensación vs. Mercado: La compensación total de Ajei($USD77.42M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.40M).

Compensación vs. Ingresos: Datos insuficientes para comparar la compensación de Ajei con los resultados de la empresa.


CEO

Ajei Gopal (63 yo)

less than a year
Permanencia
US$77,416,665
Compensación

Dr. Ajei S. Gopal, Ph D., is Director of Procore Technologies, Inc. from September 2025 and also serves as its President and Chief Executive Officer since November 10, 2025. Dr. Gopal was Director of Synop...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Craig Courtemanche
Founder & Chairman24.3yrsUS$20.78m3.36%
$ 270.3m
Ajei Gopal
Presidentless than a yearUS$77.42msin datos
Steven Davis
President of Product & Technology3.8yrsUS$5.37m0.047%
$ 3.7m
Benjamin Singer
Chief Legal Officer & Corporate Secretary7.1yrsUS$3.39m0.0028%
$ 221.9k
Rachel Pyles
CFO & Treasurerless than a yearsin datossin datos
William Fleming
SVP, Corporate Controller & Principal Accounting Officer7.9yrssin datos0.034%
$ 2.7m
Alexandra Geller
Head of Investor Relationsno datasin datossin datos
Inna Landman
Chief People Officer1.6yrssin datossin datos
Steven Zahm
Chief Experience Officer6.5yrsUS$434.69ksin datos
Paul Lyandres
Chief Business Officer3yrsUS$5.58msin datos
Matthew Puljiz
Senior Vice President of Financeno datasin datossin datos
Linden Hillenbrand
Chief Customer Officer4.6yrssin datossin datos
4.2yrs
Permanencia media
52.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de PCOR se considera experimentado (4.2 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Craig Courtemanche
Founder & Chairman24.3yrsUS$20.78m3.36%
$ 270.3m
Ajei Gopal
Presidentless than a yearUS$77.42msin datos
Kevin O'Connor
Independent Non-Executive Director22yrsUS$251.30k0.66%
$ 53.1m
Graham Smith
Lead Independent Director6.3yrsUS$285.58k0.031%
$ 2.5m
Ronald Hovsepian
Independent Directorless than a yearUS$561.73ksin datos
William Griffith
Independent Director11.2yrsUS$784.002.15%
$ 172.9m
Nanci Caldwell
Independent Non-Executive Director6.2yrsUS$260.82k0.037%
$ 3.0m
Kathryn Bueker
Independent Non-Executive Director5.1yrsUS$251.30k0.0069%
$ 555.5k
Elisa Steele
Independent Director6.3yrsUS$267.12k0.035%
$ 2.8m
Vishal Misra
Independent Directorless than a yearsin datossin datos
Erin Chapple
Independent Director4.4yrsUS$248.73k0.0078%
$ 628.7k
6.2yrs
Permanencia media
60.5yo
Promedio de edad

Junta con experiencia: La junta directiva de PCOR se considera experimentada (6.2 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 22:29
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Procore Technologies, Inc. está cubierta por 27 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Adam ShepherdArete Research Services LLP
Joseph VruwinkBaird
Saket KaliaBarclays