Procore Technologies, Inc.

NYSE:PCOR 주식 리포트

시가총액: US$7.0b

Procore Technologies 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Ajei Gopal

최고경영자

US$77.4m

총 보수

CEO 급여 비율0.31%
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간4.2yrs
이사회 평균 재임 기간6.2yrs

최근 경영진 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 Alpha
내러티브 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.
새로운 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).
새로운 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
User avatar
새로운 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 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

CEO 보수 분석

Ajei Gopal의 보수는 Procore Technologies의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$77m

Dec 31 2025US$77mUS$237k

-US$101m

보상 대 시장: Ajei의 총 보수(USD77.42M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.41M)보다 높습니다.

보상과 수익: Ajei의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Ajei Gopal (63 yo)

less than a year
재임 기간
US$77,416,665
보수

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...


리더십 팀

이름직위재임 기간보수지분
Craig Courtemanche
Founder & Chairman24.3yrsUS$20.78m3.36%
$ 235.0m
Ajei Gopal
Presidentless than a yearUS$77.42m데이터 없음
Steven Davis
President of Product & Technology3.8yrsUS$5.37m0.047%
$ 3.3m
Benjamin Singer
Chief Legal Officer & Corporate Secretary7.1yrsUS$3.39m0.0028%
$ 192.9k
Rachel Pyles
CFO & Treasurerless than a year데이터 없음데이터 없음
William Fleming
SVP, Corporate Controller & Principal Accounting Officer7.9yrs데이터 없음0.034%
$ 2.4m
Alexandra Geller
Head of Investor Relationsno data데이터 없음데이터 없음
Inna Landman
Chief People Officer1.6yrs데이터 없음데이터 없음
Steven Zahm
Chief Experience Officer6.5yrsUS$434.69k데이터 없음
Paul Lyandres
Chief Business Officer3yrsUS$5.58m데이터 없음
Matthew Puljiz
Senior Vice President of Financeno data데이터 없음데이터 없음
Linden Hillenbrand
Chief Customer Officer4.6yrs데이터 없음데이터 없음
4.2yrs
평균 재임 기간
52.5yo
평균 나이

경험이 풍부한 관리: PCOR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.2 년).


이사회 구성원

이름직위재임 기간보수지분
Craig Courtemanche
Founder & Chairman24.3yrsUS$20.78m3.36%
$ 235.0m
Ajei Gopal
Presidentless than a yearUS$77.42m데이터 없음
Kevin O'Connor
Independent Non-Executive Director22yrsUS$251.30k0.66%
$ 46.1m
Graham Smith
Lead Independent Director6.3yrsUS$285.58k0.031%
$ 2.2m
Ronald Hovsepian
Independent Directorless than a yearUS$561.73k데이터 없음
William Griffith
Independent Director11.2yrsUS$784.002.15%
$ 150.3m
Nanci Caldwell
Independent Non-Executive Director6.2yrsUS$260.82k0.037%
$ 2.6m
Kathryn Bueker
Independent Non-Executive Director5.1yrsUS$251.30k0.0069%
$ 483.1k
Elisa Steele
Independent Director6.3yrsUS$267.12k0.035%
$ 2.4m
Vishal Misra
Independent Directorless than a year데이터 없음데이터 없음
Erin Chapple
Independent Director4.4yrsUS$248.73k0.0078%
$ 546.7k
6.2yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 이사회: PCOR의 이사회경험이 있음으로 간주됩니다(평균 재임 6.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/17 15:57
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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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.

분석가기관
Adam ShepherdArete Research Services LLP
Joseph VruwinkBaird
Saket KaliaBarclays