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 |
| Vol | 698.90K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 13.41x |
| Forward P/E | 15.47x |
| EV / EBITDA | 12.73x |
| P / S (ttm) | 5.07x |
| Profit margin | 41.4% |
| Return on equity | 35.1% |
| Revenue growth | -6.8% |
| Earnings growth | -12.0% |
| Debt / equity | 46.34 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 0.84 |
|---|---|
| Corr SPX | 0.39 |
| Annual vol | 34.5% |
| 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 |
| Analysts | 19 |
| Strong Buy | 3 | |
|---|---|---|
| Buy | 10 | |
| Hold | 5 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-05-08 | Citigroup | → Neutral |
| 2026-05-07 | Barclays | → Overweight |
| 2026-05-05 | Rosenblatt | → Buy |
| 2026-04-29 | Citigroup | → Neutral |
| 2026-03-23 | Mizuho | → Neutral |
| 2026-03-18 | Rosenblatt | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Exhibits | read |
| 2026-05-06 | Earnings Release, Reg FD Disclosure… | read |
| 2026-03-16 | Reg FD Disclosure, Exhibits | read |
| 2026-02-11 | Shareholder Vote | read |
| 2026-02-04 | Earnings Release, Exhibits | read |
| 2025-12-04 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-11-05 | Material Agreement, Exhibits | read |
| 2025-11-05 | Earnings Release, Exhibits | read |
| 2025-10-14 | Officer / Director Change | read |
| 2025-07-30 | Earnings Release, Exhibits | read |
| 2025-04-30 | Exhibits | read |
| 2025-03-13 | Officer / Director Change | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-16 | Lathan Corinna | Director | Sell | 675 | $106.14K |
| 2026-03-15 | Pham Trac | Director | Option exercise | 1.18K | — |
| 2026-03-03 | VON STAATS AARON C | Officer, EVP, Chief Legal | Sell | 2.64K | $422.24K |
| 2026-02-11 | VON STAATS AARON C | Officer, EVP, Chief Legal | Sell | 232 | $37.37K |
| 2026-02-11 | VON STAATS AARON C | Officer, EVP, Chief Legal | Sell | 8 | $1.30K |
| 2026-02-11 | Pham Trac | Director | Option exercise | 1.43K | — |
| 2026-02-11 | LICO JAMES A | Director | Option exercise | 410 | — |
| 2026-02-11 | Lathan Corinna | Director | Option exercise | 1.50K | — |
| 2026-02-11 | LACY PAUL A | Director | Option exercise | 1.50K | — |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 97.8% |
| HHI | 4,545 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $733.05M | 6.45M |
| Citadel Advisors | $265.75M | 2.34M |
| Capital Research / Capital World | $81.19M | 714.63K |
| Renaissance Technologies | $30.86M | 271.60K |
| Fidelity / FMR LLC | $28.87M | 254.07K |
| Millennium Management | $18.39M | 161.91K |
| AQR Capital Management | $4.17M | 36.71K |
| Ark Invest | $2.39M | 21.05K |
| T. Rowe Price Group | $132.75K | 1.17M |
As of 2026-06-30
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $137.17 | $138.75 | $136.55 | $138.12 | 698.90K |
| Sep 24 | $140.79 | $141.05 | $136.40 | $137.41 | 1.43M |
| Sep 23 | $140.81 | $142.81 | $138.50 | $140.40 | 2.14M |
| Sep 22 | $137.46 | $140.31 | $133.97 | $140.00 | 1.65M |
| Sep 21 | $137.02 | $137.21 | $133.97 | $135.28 | 1.01M |
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