PTC
PTC Inc.NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-05-08
As of May 8, 2026, PTC has a composite score of 32.7 and a signal label of "favorable." This score is influenced by various factors, including a medium confidence level of 79.6 and an elevated risk label. Key drivers include macroeconomic factors such as rates, growth, inflation, and labor, with the sector score at 21.4 indicating potential weaknesses. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.02
- Bonus0.00
Why this rank
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.62 → $1.58 (-2.5% / 30d). 1 raised, 0 cut, 13 covering analysts.
0 upgrades, 0 downgrades / 30d, 3 maintained. 68% of analysts rate Buy.
2 PT revisions / 30d. Avg target 40.0% above current price.
1 positive, 0 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
9 material events in the last 24 months — top 5 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Share repurchase programcapital allocationon track77% progress
5/6: “PTC Board authorized the repurchase of up to $2.0 billion of common stock.”
Why this status
Newly stated in 2026-Q2. PTC announced a $2.0 billion share repurchase program to be executed from October 2026 through September 2028. This is a new capital allocation initiative, and its impact on financials will be observed in future periods.
- 2.Divestiture of Kepware and ThingWorxcapital allocationmixed46% progress
3/16: “PTC announced it has closed the divestiture of its Kepware and ThingWorx businesses.”
Why this status
Newly stated in 2026-Q1. PTC completed the divestiture of its Kepware and ThingWorx businesses to an affiliate of TPG. This strategic move is expected to impact future financials, but specific financial outcomes from the divestiture are not yet detailed in the current period.
- 3.Revenue guidance for FY'26growthmixed65% progress
5/6: “FY'26 Guidance Revenue $2,580 to $2,820 million.”
Why this status
Stated in 3 of last 3 quarters. PTC provided revenue guidance for FY'26 ranging from $2,580 to $2,820 million. Revenue for 2026-Q2 was $774.3 million, showing growth from $685.8 million in 2026-Q1, indicating progress towards the annual target.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 33%; 252d 33%.
Drawdown — Max 1y −38%. Bad day move −3%.
Beta to sector ETF (XLK) — 0.08 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 46/100, drawdown 23/100, beta 8/100, earnings vol —.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 3 guided quarters · 91.1% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Share repurchase program
Capital allocationNew since 2026-05-06PTC announced a $2.0 billion share repurchase program to be executed from October 2026 through September 2028.
On trackNewly stated in 2026-Q2. PTC announced a $2.0 billion share repurchase program to be executed from October 2026 through September 2028. This is a new capital allocation initiative, and its impact on financials will be observed in future periods.
77%CEO/CFO:“PTC Board authorized the repurchase of up to $2.0 billion of common stock.”Multiple sourcesSource dated 2026-05-06Stated 1 of last 8 quartersFirst seen 2026-05-06Show history (1)
- 2026-Q2Multiple sources
“PTC Board authorized the repurchase of up to $2.0 billion of common stock.”
- #2
Divestiture of Kepware and ThingWorx
Capital allocationPTC completed the divestiture of its Kepware and ThingWorx businesses to an affiliate of TPG.
MixedNewly stated in 2026-Q1. PTC completed the divestiture of its Kepware and ThingWorx businesses to an affiliate of TPG. This strategic move is expected to impact future financials, but specific financial outcomes from the divestiture are not yet detailed in the current period.
46%CEO/CFO:“PTC announced it has closed the divestiture of its Kepware and ThingWorx businesses.”Multiple sourcesSource dated 2026-03-16Stated 1 of last 8 quartersFirst seen 2026-03-16Show history (1)
- 2026-Q1Multiple sources
“PTC announced it has closed the divestiture of its Kepware and ThingWorx businesses.”
- #3
Revenue guidance for FY'26
GrowthNew since 2026-05-06PTC provided revenue guidance for FY'26 ranging from $2,580 to $2,820 million.
MixedStated in 3 of last 3 quarters. PTC provided revenue guidance for FY'26 ranging from $2,580 to $2,820 million. Revenue for 2026-Q2 was $774.3 million, showing growth from $685.8 million in 2026-Q1, indicating progress towards the annual target.
65%CEO/CFO:“FY'26 Guidance Revenue $2,580 to $2,820 million.”Multiple sourcesSource dated 2026-05-06Stated 3 of last 8 quartersFirst seen 2026-05-06Show history (3)
- 2026-Q2Multiple sources
“FY'26 Guidance Revenue $2,580 to $2,820 million.”
- 2026-Q1Multiple sources
“FY'26 Guidance Revenue $2,675 to $2,940 million.”
- 2025-Q4Multiple sources
“Revenue $2,650 to $2,915 million.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
PTC PTC Inc. | +33 | inexpensive | elevated |
NVDA NVIDIA Corporation | +20 | full | moderate |
AAPL Apple Inc | +19 | full | moderate |
MSFT Microsoft | +27 | fair | elevated |
AVGO Broadcom | +11 | expensive | elevated |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If information_technology sector trend rises from +0.08 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-05-06)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-05-06)-8.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-7.3 pts
- If information_technology sector trend falls from +0.08 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-062d agoItem 2.02
Results of Operations and Financial Condition. On May 6, 2026, PTC Inc. announced results for its second quarter ended March 31, 2026. A copy of the press release is furnished herewith as Exhibit 99.1. Section 7 - Regulation FD
earnings preannouncement—score 63 - 2026-05-062d agoItem 7.01
Regulation FD Disclosure. On May 4, 2026, the PTC Board of Directors authorized the repurchase of up to $2.0 billion of PTC common stock in the period October 1, 2026 through September 30, 2028, and amended the existing share repurchase authorization announced on November 6, 2024 to now expire on September 30, 2026. Section 9 - Financial Statements and Exhibits
capital allocationpositivescore 49 - 2026-03-161mo agoItem 7.01
Regulation FD Disclosure. On March 16, 2026, PTC announced that it has closed the previously announced divestiture of its Kepware and ThingWorx businesses to an affiliate of TPG, and updated its Q2'26 and FY'26 guidance and share repurchase expectations to reflect the effect of the divestiture and use of proceeds therefrom. A copy of the press release detailing those items is furnished herewith as Exhibit 99.1. PTC will host a conference call to discuss the divestiture and updated guidance at…
capital allocationpositivescore 15 - 2026-02-043mo agoItem 2.02
Results of Operations and Financial Condition. On February 4, 2026, PTC Inc. announced results for its first quarter ended December 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. Section 9 - Financial Statements and Exhibits
earnings preannouncementpositivescore 8 - 2025-12-045mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On December 4, 2025, PTC Inc. announced the November 30, 2025 appointment of Jennifer DiRico as the Executive Vice President, Chief Financial Officer of PTC, effective as of January 1, 2026. Ms. DiRico has served as the Chief Financial Officer at Commvault Systems, Inc., a cyber resilience company, since August 2024. Before that, Ms. DiRico served…
executive changeneutralscore 2
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.