PTC Inc. combines a perfect 4-for-4 earnings beat streak, a PEG ratio of 0.94, 34% return on equity, and Rule of 40 score of 55 with deeply depressed momentum signals including RSI of 18 and a confirmed death cross, creating a high-quality business available at a potentially attractive price if the technical setup resolves.
Thesis pillars
- Quality Compounder Fundamentals→Stable
- Earnings Beat Streak↓Deteriorating
- Oversold Technical Setup↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Nov 21, 2025· older than 90 days
PTC Inc. (PTC) Stock Analysis
Technology · Software - Application
Sell if holding. Analyst target reached at $195.18 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.4% away).
PTC develops industrial software for PLM and CAD, serving over 30,000 customers globally across industrials, defense, electronics, automotive, and medical technology. The company earns revenue through software subscriptions — 95% of 2025 revenue was recurring — with... Read more
Sell if holding. Analyst target reached at $195.18 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.4% away). Chart setup: No clear chart pattern; technical signals are mixed. Score 4.5/10, high confidence.
Passes 5/7 gates (clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
About PTC Inc.
About PTC Inc.
PTC's subscription software platform served more than 30,000 customers globally in fiscal 2025, with 95% of annual revenue classified as recurring. The company's 7,642 full-time employees develop PLM products — Windchill, Codebeamer, ServiceMax, Arena, and Servigistics — and CAD tools including Creo and Onshape, across five customer verticals: industrials, federal/aerospace and defense, electronics, automotive, and medical technology. Approximately 75% of sales are direct, with resellers covering smaller accounts.
PTC earns revenue through software subscriptions providing access to PLM and CAD suites, with Windchill addressing product data management across the product development lifecycle, Creo serving 3D parametric design, and ServiceMax handling field service management. Approximately 75% of sales are made directly by the company's sales force targeting large enterprise accounts, with the remaining 25% through third-party resellers covering smaller businesses. Growth comes primarily from existing customers expanding their PTC software footprint and multi-product adoption, alongside commercial pricing optimization and new customer wins. Competition is intense: Autodesk, Dassault Systèmes SA, and Siemens AG compete in PLM and CAD; IBM and Siemens AG compete in ALM; and Oracle, SAP, IFS AB, Microsoft, and Salesforce compete in field service and SLM. A large amount of PTC's sales are to customers in the discrete manufacturing sector, making results sensitive to manufacturing activity cycles and macroeconomic factors that affect capital spending by manufacturers.
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PTC's PLM and CAD products compete against Autodesk, Dassault Systèmes SA, and Siemens AG — all of which hold greater brand recognition and longer-standing relationships at large enterprise accounts. The 10-K notes these competitors have more financial, technical, and marketing resources, which may limit PTC's ability to gain customer confidence or displace incumbents. The company's SaaS transition adds a further dimension: Arena and Onshape are cloud-native solutions, while Windchill+ and Creo+ are newer SaaS offerings. If competing SaaS PLM and CAD solutions from Autodesk or Dassault Systèmes attract new buyers before Windchill+ and Creo+ mature, PTC could lose market share among enterprise accounts evaluating cloud migrations.
See also: Technology · Software - Application
From PTC Inc.'s most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated Nov 4, 2026Recent Developments — PTC Inc.
Latest news
- NEWS Investor Rights Law Firms Investigate Proposed Sale of PTC Inc. to Schneider Electric — fiscal.ai Nov 4, 2026 negative
- NEWS PTC Therapeutics (PTCT) Stock Slides As Q3 Results Return To Loss - Yahoo Finance — Yahoo Finance Oct 31, 2026 negative
- NEWS PTC Financial Results & Fundamentals - Pakistan Telecommunication Company Ltd - Investify — Investify Oct 28, 2026 neutral
- NEWS Analysts Estimate PTC Inc. (PTC) to Report a Decline in Earnings: What to Look Out for - Yahoo Finance — Yahoo Finance Oct 28, 2026 negative
- NEWS PTC Inc. stock outperforms competitors on strong trading day - MarketWatch — MarketWatch Jul 29, 2026 positive
Latest item Nov 4, 2026 · Generated 2026-11-05T12:04:09Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers
Revenue shrinking — -6.8% YoY. Growth thesis broken unless recovery story develops.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $195.18 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (0.4% away). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $193.24. Score 4.5/10, high confidence.
Analyst target $180.90 reached (−7.3% from $195.18); no take-profit level is published. Prior stop was $193.24. Stop-loss: $193.24.
Analyst target reached - limited upside remaining; Near 52-week high (0.4% away); Sector modifier (Technology): -0.8.
PTC Inc. trades at a P/E of 21.9 (forward 19.8). TrendMatrix value score: 4.7/10. Verdict: Sell.
23 analysts rate PTC, with a consensus score of 3.4/5. 15 analysts publish price targets averaging $201.
What does PTC Inc. do?PTC develops industrial software for PLM and CAD, serving over 30,000 customers globally across industrials, defense,...
PTC develops industrial software for PLM and CAD, serving over 30,000 customers globally across industrials, defense, electronics, automotive, and medical technology. The company earns revenue through software subscriptions — 95% of 2025 revenue was recurring — with approximately 75% of sales direct and 25% through resellers, competing against Autodesk, Dassault Systèmes, and Siemens.