BUZZ-Morgan Stanley raises Paccar's PT amid tariff benefits

Reuters01-14

** 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

(Reporting by Megavarshini G. Somasundaram in Bengaluru)

((Megavarshini.SomasundaramGnanasundari@thomsonreuters.com))

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