PCAR

PACCARA

Nasdaq / Capital Goods

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

25%

Probability

Target price

$155.00

Analysis reference price unavailable

Analysis 2026-07-31 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$138.64

Analysis reference price unavailable

Analysis 2026-07-31 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$120.00

Analysis reference price unavailable

Analysis 2026-07-31 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-07-31

AI commentary

The company source confirms a strong Q2 operating print and specific order, build-rate, emissions, and aftermarket drivers. Investing.com reported a 1.2% pre-open gain and a $134.97 pre-market price on July 28, while the supplied July 30 anchor was $133.76, suggesting initial enthusiasm was not fully sustained. Targeted post-print analyst revisions remain unavailable, and the peer set is adjacent rather than direct. Source: https://ng.investing.com/news/stock-market-news/why-is-paccar-stock-climbing-today-93CH-2620801

RankAlpha Sentiment Codex - 2026-07-31

Open post-earnings memo

Evidence flagged

high-coverage report lacks a dated company-specific catalyst beyond generic cadence; peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence

Impact

tentative

Confidence

AI events

2026-07-28eventQ2 earnings beat and sequential improvementMedium impact

PACCAR reported Q2 2026 diluted EPS of $1.43 and revenue of $7.55 billion, above stored pre-release Zacks estimates of $1.33 EPS and $7.1 billion revenue. Parts revenue reached a record $1.75 billion, while net income increased sequentially. [#SEC-8K-2026-07-28] [#PR-EARNINGS-2026-07-23]

2026-10-29catalystNorth American order and build-rate inflectionMedium impact

The July 28 company release said build rates increased during Q2 because of strong orders, while constrained freight capacity, higher freight rates, fleet aging, and EPA emissions clarification could support purchasing decisions in the second half of 2026 and 2027. [#SEC-8K-2026-07-28]

2027-07-31catalystParts network and aftermarket supportMedium impact

PACCAR reported record Q2 Parts revenue of $1.75 billion. The company also described a global distribution network supporting more than 2,000 DAF, Kenworth, and Peterbilt sales, parts, and service locations, with improved North American freight expected to increase truck utilization and parts-service demand. [#SEC-8K-2026-07-28]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-07-31 • Updated nightlySource: Internal modelMethodology