PTC Inc. (PTC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$195.18+0.58%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · PTC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 6.7% |
| Our one-year growth estimate | diamond | 2.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 3.9 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 36 industry peers · Company calendar date is not available
PTC — dividend update
Dated 2026-10-05
Entry into a Material Definitive Agreement. Agreement and Plan of Merger On October 4, 2026, PTC Inc., a Massachusetts corporation (the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) by and among the Company, Schneider Electric SE, a société européenne organized under the laws of France (“ Schneider Electric ”), and Grand Slam Merger Sub, Inc., a Massachusetts corporation and a wholly owned subsidiary of Schneider Electric (“ Merger Sub ”). Pursuant to t…
Why it matters: A legal challenge could add delay or risk to the announced merger. The supplied event record names a lawsuit but gives few details.
Worry ifA court order blocks or delays the merger, or a lawsuit leads to changed deal terms.
Less concerning ifPTC reports that the lawsuit was dismissed or settled without changing the merger terms or timeline.
Why it matters: PTC shareholders are set to receive $205 per share in cash if the deal closes. Regulatory clearance and other closing terms are key.
Watch forSchneider Electric and PTC report that required approvals are in hand and the deal has closed at $205 per share.
Also watch forThe deal ends, required approvals are denied, or the stated closing terms change.
Why it matters: The merger needs PTC shareholder approval. A failed vote could block the cash deal.
Watch forPTC says shareholders approved the merger deal.
Also watch forPTC says shareholders rejected the merger deal or delayed the vote beyond the deal timeline.
Why it matters: PTC raised its full-year ARR growth view to 9% to 9.5% in July. Its next results can show if growth stays on track before the deal closes.
Watch forPTC keeps FY26 constant-currency ARR growth at 9% to 9.5%, or reports growth above that range.
Also watch forPTC cuts FY26 constant-currency ARR growth below 9%, or Q4 ARR growth falls below its 9% to 9.5% guide.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$107 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $354 loss on $10,000 · 3.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,150 loss on $10,000 · 41.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: PTC guided to about $15 million of Q4 free cash flow. It also flagged deal-sale costs and taxes that affect cash flow.
Watch forPTC reports Q4 free cash flow of at least $15 million and keeps FY26 guidance near $850 million.
Also watch forQ4 free cash flow is below $15 million, or full-year free cash flow lands below the $850 million guide.