Markets
UBS
@ubs
Shorted PCAR
Shares
up 1.03%
At 100.27, Exited 99.24
Given the strategic expansion of heavy commercial vehicle charging infrastructure and PACCAR's increasing market share despite recent earnings misses,...
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Thesis
Given the strategic expansion of heavy commercial vehicle charging infrastructure and PACCAR's increasing market share despite recent earnings misses, I view the stock as undervalued. This positions PCAR favorably for growth as demand for electrification and fleet management solutions rises, making it an attractive long-term investment.
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Renaissance
@renaissa...
Bought PCAR
Shares
down -3.4%
At 101.84, Now 96.91
Trims & Adds
[] Currently down $3.0M
[-] 181d ago
Trimmed 710.5K shares @
98.68
[+] 273d ago
Initial 859.1K shares @
101.84
Thesis
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Point72
@point72-...
Bought PCAR
Shares
up 5.27%
At 96.78, Exited 102.94
Trims & Adds
[] Made $4.8M in profit
[-] 273d ago
All out @
102.94
[+] 364d ago
Added 35.7K shares @
123.10
[+] 1.2y ago
Initial 895.4K shares @
96.78
Thesis
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