Inside the research

PTC Inc.

PTC Research profile · latest available data

Price overview

$138.12

▲ +0.71 (+0.5%)

52w hi$205.87
52w lo$112.33
Vol698.90K
As of25 Sep 2026

The Verdict

Hold

Our score +0.05

Short-0.36
Medium+0.30
Long+0.34

computed 2026-09-27

Key fundamentals

PTC Inc.

Technology · Software - Application

Market cap$14.99B
Enterprise value$16.24B
Trailing P/E13.41x
Forward P/E15.47x
EV / EBITDA12.73x
P / S (ttm)5.07x
Profit margin41.4%
Return on equity35.1%
Revenue growth-6.8%
Earnings growth-12.0%
Debt / equity46.34

Layer Breakdown

LayerRawContribution
Fundamental+0.17
Sector+0.19
Technical-0.18
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

PTC Inc. operates as software company in the Americas, Europe, and the Asia Pacific. The company provides Windchill, a suite that manages all aspects of the product development lifecycle(PLM) that provides real-time information sharing, dynamic data visualization, collaborate across geographically distributed teams, and enabling manufacturers to elevate product development, manufacturing, field service, and end-of-life processes; ThingWorx, an Industrial Internet of Things software; ServiceMax, a service lifecycle management solutions enable companies to asset uptime with optimized in-person and remote service and technician productivity with mobile tools, and deliver metrics; and Arena, a SaaS PLM solution enables product teams to collaborate virtually to share product and quality information with internal teams and supply chain partners and deliver products to customers. It offers Codebeamer, an application lifecycle management for products and software development; Servigistics, a service parts management solution; and FlexPLM, a platform for merchandising and line planning, materials management, sampling, and others. In addition, it offers Kepware, an enterprise industrial connectivity solution; Kepware Edge, a Linux-based industrial communications platform; KEPServerEX, an industrial connectivity solution for small projects; Creo, a 3D CAD technology enables the digital design, testing, and modification of product models; and Onshape, a SaaS product development platform that delivers computer-aided design with data management, collaboration tools, and real-time analytics. Further, it offers Vuforia, an augmented reality (AR) software; and Arbortext, a dynamic publishing solution streamlines how organizations create, manage, and publish technical documentation. Additionally, the company provides PTC Products; PTC Mathcad; and augmented reality product. PTC Inc. was incorporated in 1985 and is headquartered in Boston, Massachusetts.

United States · www.ptc.com

Risk Metrics

Beta vs SPX0.84
Corr SPX0.39
Annual vol34.5%
Annual ret-6.2%
Sharpe-0.18
Max DD-48.1%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$183.89
High / Low$230.00 / $155.00
Median$185.00
Analysts19
Strong Buy3
Buy10
Hold5
Sell0
Strong Sell1

Recent rating actions

2026-05-08Citigroup→ Neutral
2026-05-07Barclays→ Overweight
2026-05-05Rosenblatt→ Buy
2026-04-29Citigroup→ Neutral
2026-03-23Mizuho→ Neutral
2026-03-18Rosenblatt→ Buy

Material Events

DateEvent8-K
2026-07-29Earnings Release, Exhibitsread
2026-05-06Earnings Release, Reg FD Disclosure…read
2026-03-16Reg FD Disclosure, Exhibitsread
2026-02-11Shareholder Voteread
2026-02-04Earnings Release, Exhibitsread
2025-12-04Officer / Director Change, Reg FD Disclosure…read
2025-11-05Material Agreement, Exhibitsread
2025-11-05Earnings Release, Exhibitsread
2025-10-14Officer / Director Changeread
2025-07-30Earnings Release, Exhibitsread
2025-04-30Exhibitsread
2025-03-13Officer / Director Changeread

Insider Trades

DateInsiderRoleActionSharesValue
2026-03-16Lathan CorinnaDirectorSell675$106.14K
2026-03-15Pham TracDirectorOption exercise1.18K—
2026-03-03VON STAATS AARON COfficer, EVP, Chief LegalSell2.64K$422.24K
2026-02-11VON STAATS AARON COfficer, EVP, Chief LegalSell232$37.37K
2026-02-11VON STAATS AARON COfficer, EVP, Chief LegalSell8$1.30K
2026-02-11Pham TracDirectorOption exercise1.43K—
2026-02-11LICO JAMES ADirectorOption exercise410—
2026-02-11Lathan CorinnaDirectorOption exercise1.50K—
2026-02-11LACY PAUL ADirectorOption exercise1.50K—

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders9
Top-5 share97.8%
HHI4,545 (concentrated)

Top Holders

HolderValueShares
State Street Corp$733.05M6.45M
Citadel Advisors$265.75M2.34M
Capital Research / Capital World$81.19M714.63K
Renaissance Technologies$30.86M271.60K
Fidelity / FMR LLC$28.87M254.07K
Millennium Management$18.39M161.91K
AQR Capital Management$4.17M36.71K
Ark Invest$2.39M21.05K
T. Rowe Price Group$132.75K1.17M

As of 2026-06-30

SEC Filings

DateFormDoc
2026-07-3110-Qview
2026-07-298-Kview
2026-05-124view
2026-05-084view
2026-05-0710-Qview
2026-05-068-Kview
2026-03-184view
2026-03-164view
2026-03-168-Kview
2026-03-044view
2026-02-124view
2026-02-124view
2026-02-124view
2026-02-124view
2026-02-124view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$2.10B+5.5%
Gross profit$2.29B+8.3%
Operating income$982.38M+30.0%
Net income$734.00M+30.0%
Cash from ops$867.70M+12.1%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$137.17$138.75$136.55$138.12698.90K
Sep 24$140.79$141.05$136.40$137.411.43M
Sep 23$140.81$142.81$138.50$140.402.14M
Sep 22$137.46$140.31$133.97$140.001.65M
Sep 21$137.02$137.21$133.97$135.281.01M

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