Procore Technologies, Inc.

NYSE:PCOR 株式レポート

時価総額：US$5.9b

Procore Technologies バランスシートの健全性

財務の健全性 基準チェック /66

Procore Technologiesの総株主資本は$1.2B 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$2.1Bと$908.1Mです。

主要情報

0%

負債資本比率

US$0

負債

インタレスト・カバレッジ・レシオn/a
現金US$591.51m
エクイティUS$1.20b
負債合計US$908.07m
総資産US$2.11b

財務の健全性に関する最新情報

更新なし

Recent updates

ナラティブの更新 • Jun 05

PCOR: Connected Data And Agentic AI Rollout Will Support Long Term Upside

Analysts have trimmed their fair value estimate for Procore Technologies from $71.00 to about $69.32, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Procore launched a connected Common Data Environment platform in the UK and Ireland, built to unify verified project data from approved design through handover and to support the use of agentic AI across the construction lifecycle.
Seeking Alpha • May 29

Procore: Victim Of The SaaSpocalypse

Summary Procore Technologies (PCOR) is advancing AI capabilities via the $168M Datagrid acquisition, targeting construction industry-specific solutions. PCOR's new management team introduces execution risk, with recent CEO, CFO, and CRO transitions requiring monitoring over coming quarters. Q1 2026 saw 16% revenue growth to $359M, 80% gross margins, strong retention, but continued unprofitability and share dilution. Read the full article on Seeking Alpha
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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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?
ナラティブの更新 • 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?
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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

財務状況分析

短期負債: PCORの 短期資産 ( $901.4M ) が 短期負債 ( $807.2M ) を超えています。

長期負債: PCORの短期資産 ( $901.4M ) が 長期負債 ( $100.8M ) を上回っています。

デット・ツー・エクイティの歴史と分析

負債レベル: PCORは負債がありません。

負債の削減: PCOR過去 5 年間負債を抱えていません。

貸借対照表

キャッシュ・ランウェイ分析

過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。

安定したキャッシュランウェイ: 利益は出ていないものの、 PCORは現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。

キャッシュランウェイの予測: PCORは利益は出ていませんが、フリーキャッシュフローがプラスであり、年間50.9 % 増加しているため、3 年以上は十分なキャッシュランウェイがあります。

健全な企業の発掘

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2026/06/25 05:47
終値2026/06/25 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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. 20 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