$PCAR

PACCAR Inc (PCAR) saw unusual options activity with 7,100 contracts in a diagonal put spread, indicating an institutional bearish roll. The trade involves closing $120 puts and opening $110 puts for October, suggesting a cautious bearish stance. PCAR's stock is at $121.86, with technical indicators showing sell signals. The company recently beat Q2 2026 estimates but has seen a 7% decline in a month.

PACCAR Inc (PCAR), a $65.6B truck manufacturer, has outperformed the S&P 500 with a 5.6% 3-month gain and 27% 52-week rise. Q2 2026 earnings beat estimates with $1.43 EPS and $7.55B revenue, driven by strong truck orders and parts growth. Analysts rate it 'Moderate Buy' with a $142.60 target, 14.4% above current price.

Morgan Stanley raised its price target on PACCAR to $125 from $119, maintaining an Equalweight rating. The adjustment comes after a recent price target increase by Evercore ISI to $162 from $139, with an Outperform rating. PACCAR's stock has seen a 5-day change of +1.95% and a year-to-date change of +13.70%.

Paccar (PCAR) shares fell 3.5% since its last earnings report, despite beating Q2 2026 estimates with $1.43 EPS and $7.55B revenue. Truck deliveries declined, but parts revenues hit a record. The company maintained its 2026 sales forecasts and adjusted capital expenditure and R&D expense projections. Analysts have revised estimates upward, with a consensus 'Hold' rating.

The Zacks Domestic Auto industry shows resilience, with new-vehicle sales remaining healthy. Affluent consumers support demand, while tax benefits may boost purchases. EV market recovery is uneven. Companies like General Motors (GM), PACCAR (PCAR), Ford (F), and Harley-Davidson (HOG) are highlighted. The industry's Zacks Rank is #67, indicating strong near-term prospects. GM raised its full-year adjusted free cash flow guidance to $9.5-$11.5 billion. PCAR expects Parts sales growth of 3-5% in 20

Caterpillar (CAT) leads heavy machinery stocks in 2026 with 40% YTD gains, driven by strong performance in construction, mining, and power. Deere (DE) reports earnings beat despite a shrinking agricultural market, while PACCAR (PCAR) lags with 18% YTD gains due to a slower freight cycle. CAT reported Q2 2026 revenue of $20.54B and EPS of $8.17, with DE and PCAR also showing growth.

According to the article, PACCAR (PCAR) is scheduled to pay $184 million in dividends to shareholders on Sept. 2. It also reports PACCAR’s Q2 2026 results: EPS $1.43 vs $1.36 estimate (+5.4%), and revenue $7.55B vs $7.03B (+7.4%). It cites stronger truck profitability, orders, freight rates, and record PACCAR Parts revenue of $1.75B.

PACCAR says it is recalling 5,919 model-year 2027 Kenworth and Peterbilt trucks (NHTSA 26V485, PACCAR 26PACD) due to possible oil contamination in power distribution center boxes that could interrupt engine power and safety systems including ABS, lighting, wipers, and defrosting. Dealers will inspect PDC serial numbers and replace suspect units free of charge, with owner notices set for Sept. 25. PACCAR reported no related claims or injuries as of July 27.

Simply Wall St reports PACCAR’s Q2 2026 results, citing US$6,997 million in sales and US$752 million in net income for the period ended June 30. It notes PCAR shares at $132.06, with 30-day, 90-day, and 1-year returns of 6.11%, 15.53%, and 39.92%. The article discusses a fair value of $126.12 and valuation comparisons to industry P/E.

On July 30, Wells Fargo analyst Jerry Revich reiterated an “Equal Weight” rating on PACCAR (PCAR) and raised his price target to $157 from $125, citing improved expectations. The article notes a mean target of $139.47 (about 2.6% upside) and a Street-high target of $164 (about 20.6% upside).