Procore Technologies 過去の業績
過去 基準チェック /06
Procore Technologiesは19.2%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで27.2%毎年増加している。売上は成長しており、年平均22.7%の割合である。
主要情報
19.18%
収益成長率
40.34%
EPS成長率
| Software 業界の成長 | 17.33% |
| 収益成長率 | 22.68% |
| 株主資本利益率 | -6.41% |
| ネット・マージン | -5.61% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
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
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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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収支内訳
収支内訳
Procore Technologies の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,371 | -77 | 826 | 350 |
| 31 Dec 25 | 1,323 | -101 | 805 | 355 |
| 30 Sep 25 | 1,275 | -125 | 805 | 347 |
| 30 Jun 25 | 1,232 | -143 | 804 | 341 |
| 31 Mar 25 | 1,193 | -128 | 786 | 327 |
| 31 Dec 24 | 1,152 | -106 | 762 | 309 |
| 30 Sep 24 | 1,110 | -73 | 712 | 293 |
| 30 Jun 24 | 1,062 | -91 | 696 | 285 |
| 31 Mar 24 | 1,006 | -137 | 691 | 285 |
| 31 Dec 23 | 950 | -190 | 683 | 291 |
| 30 Sep 23 | 892 | -231 | 670 | 289 |
| 30 Jun 23 | 831 | -259 | 638 | 286 |
| 31 Mar 23 | 774 | -279 | 610 | 276 |
| 31 Dec 22 | 720 | -287 | 584 | 263 |
| 30 Sep 22 | 664 | -267 | 549 | 248 |
| 30 Jun 22 | 610 | -246 | 504 | 232 |
| 31 Mar 22 | 560 | -323 | 517 | 256 |
| 31 Dec 21 | 515 | -265 | 454 | 233 |
| 30 Sep 21 | 478 | -264 | 405 | 206 |
| 30 Jun 21 | 448 | -230 | 366 | 186 |
| 31 Mar 21 | 422 | -94 | 266 | 125 |
| 31 Dec 20 | 400 | -96 | 259 | 119 |
| 31 Dec 19 | 289 | -83 | 230 | 87 |
| 31 Dec 18 | 186 | -57 | 148 | 55 |
| 31 Dec 17 | 112 | -56 | 101 | 40 |
質の高い収益: PCORは現在利益が出ていません。
利益率の向上: PCORは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: PCORは利益を出していないが、過去 5 年間で年間19.2%の割合で損失を削減してきた。
成長の加速: PCORの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: PCORは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 14.3% ) と比較することは困難です。
株主資本利益率
高いROE: PCORは現在利益が出ていないため、自己資本利益率 ( -6.41% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/06/08 15:54 |
| 終値 | 2026/06/08 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Shepherd | Arete Research Services LLP |
| Joseph Vruwink | Baird |
| Saket Kalia | Barclays |