Morgan Stanley raises Paccar's PT amid tariff benefits
Morgan Stanley raises price target on truck maker Paccar PCAR.O to $102 from $93, maintains "equal-weight" rating
New PT represents 14% downside to stock's last close
Brokerage expects tariffs to become tailwind year-over-year given PCAR's relatively advantaged position due to truck tariffs and rebates laid out by latest Section 232 guidance, which protects domestic industries in U.S.
PCAR's advantage stems from its strategy of localizing its manufacturing footprint to where its key end markets are, Morgan Stanley says
Adds that tariffs are expected to impact PCAR's truck and parts segment in first-quarter costing about $30 million
Seven of 21 brokerages rate stock "buy" or higher, 13 "hold" and one "sell"; their median PT is $110.2 - data-compiled LSEG
PCAR had gained 12.6% in 2025
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