Procore Technologies, Inc.

NYSE:PCOR 株式レポート

時価総額：US$8.0b

Procore Technologies 将来の成長

Future 基準チェック /46

Procore Technologies利益と収益がそれぞれ年間115.1%と11.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.8% 114.4%なると予測されています。

主要情報

115.1%

収益成長率

114.39%

EPS成長率

Software 収益成長19.6%
収益成長率11.2%
将来の株主資本利益率21.83%
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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
ナラティブ更新 • 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.
新しいナラティブ • 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?
ナラティブ更新 • 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).
新しいナラティブ • 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?
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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

業績と収益の成長予測

NYSE:PCOR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,939874425488
12/31/20271,7016235545121
12/31/20261,503528137021
3/31/20261,371-77181311N/A
12/31/20251,323-101171300N/A
9/30/20251,275-125122214N/A
6/30/20251,232-14377165N/A
3/31/20251,193-12887193N/A
12/31/20241,152-10698196N/A
9/30/20241,110-73148208N/A
6/30/20241,062-91148202N/A
3/31/20241,006-13778132N/A
12/31/2023950-1903992N/A
9/30/2023892-2313074N/A
6/30/2023831-259147N/A
3/31/2023774-279-1332N/A
12/31/2022720-287-3713N/A
9/30/2022664-267-61-14N/A
6/30/2022610-246-49-5N/A
3/31/2022560-323-1919N/A
12/31/2021515-265937N/A
9/30/2021478-2643152N/A
6/30/2021448-2303148N/A
3/31/2021422-942946N/A
12/31/2020400-96322N/A
12/31/2019289-83N/A-7N/A
12/31/2018186-57N/A-21N/A
12/31/2017112-56N/A-25N/A

アナリストによる今後の成長予測

収入対貯蓄率: PCORは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: PCOR今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: PCOR今後 3 年以内に収益を上げることが予想されます。

収益対市場: PCORの収益 ( 11.2% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: PCORの収益 ( 11.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: PCORの 自己資本利益率 は、3年後には高くなると予測されています ( 21.8 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 11:11
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Procore Technologies, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Adam ShepherdArete Research Services LLP
Joseph VruwinkBaird
Saket KaliaBarclays