Procore Technologies 향후 성장
Future 기준 점검 4/6
Procore Technologies (는) 각각 연간 115.1% 및 11.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 114.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.8% 로 예상됩니다.
핵심 정보
115.1%
이익 성장률
114.39%
EPS 성장률
| Software 이익 성장 | 19.6% |
| 매출 성장률 | 11.2% |
| 향후 자기자본이익률 | 21.83% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
새 내러티브 • 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?내러티브 업데이트 • 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).
새 내러티브 • 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?내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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
새 내러티브 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,939 | 87 | 442 | 548 | 8 |
| 12/31/2027 | 1,701 | 62 | 355 | 451 | 21 |
| 12/31/2026 | 1,503 | 5 | 281 | 370 | 21 |
| 3/31/2026 | 1,371 | -77 | 181 | 311 | N/A |
| 12/31/2025 | 1,323 | -101 | 171 | 300 | N/A |
| 9/30/2025 | 1,275 | -125 | 122 | 214 | N/A |
| 6/30/2025 | 1,232 | -143 | 77 | 165 | N/A |
| 3/31/2025 | 1,193 | -128 | 87 | 193 | N/A |
| 12/31/2024 | 1,152 | -106 | 98 | 196 | N/A |
| 9/30/2024 | 1,110 | -73 | 148 | 208 | N/A |
| 6/30/2024 | 1,062 | -91 | 148 | 202 | N/A |
| 3/31/2024 | 1,006 | -137 | 78 | 132 | N/A |
| 12/31/2023 | 950 | -190 | 39 | 92 | N/A |
| 9/30/2023 | 892 | -231 | 30 | 74 | N/A |
| 6/30/2023 | 831 | -259 | 1 | 47 | N/A |
| 3/31/2023 | 774 | -279 | -13 | 32 | N/A |
| 12/31/2022 | 720 | -287 | -37 | 13 | N/A |
| 9/30/2022 | 664 | -267 | -61 | -14 | N/A |
| 6/30/2022 | 610 | -246 | -49 | -5 | N/A |
| 3/31/2022 | 560 | -323 | -19 | 19 | N/A |
| 12/31/2021 | 515 | -265 | 9 | 37 | N/A |
| 9/30/2021 | 478 | -264 | 31 | 52 | N/A |
| 6/30/2021 | 448 | -230 | 31 | 48 | N/A |
| 3/31/2021 | 422 | -94 | 29 | 46 | N/A |
| 12/31/2020 | 400 | -96 | 3 | 22 | N/A |
| 12/31/2019 | 289 | -83 | N/A | -7 | N/A |
| 12/31/2018 | 186 | -57 | N/A | -21 | N/A |
| 12/31/2017 | 112 | -56 | N/A | -25 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: PCOR 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: PCOR (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: PCOR 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: PCOR 의 수익(연간 11.2%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: PCOR 의 수익(연간 11.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: PCOR의 자본 수익률은 3년 후 21.8%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 00:52 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Procore Technologies, Inc.는 27명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Vruwink | Baird |
| Saket Kalia | Barclays |