Update shared on 07 Nov 2025
Fair value Decreased 1.91%Analysts have revised their price target for PTC downward from $224.68 to $220.39. They cite moderated revenue growth expectations and a slightly increased discount rate, despite improving profit margins and a lower projected future price-earnings ratio.
What's in the News
- PTC provided new earnings guidance for fiscal 2026, with expected revenue of $2.65 billion to $2.915 billion and earnings per share of $4.37 to $6.87 for the full year (Corporate Guidance).
- The company launched advanced AI capabilities for its cloud-native Onshape CAD and PDM platform, introducing an embedded AI Advisor and outlining plans for future AI-powered automation in product development workflows (Product-Related Announcements).
- PTC announced new service lifecycle management AI enhancements for its ServiceMax and Servigistics solutions. These enhancements provide agentic AI features to support faster field service execution and autonomous supply chain orchestration (Product-Related Announcements).
- PTC released the Arena AI Assistant, an AI-powered tool embedded in its PLM and QMS platform to streamline engineering change orders, compliance, and global collaboration (Product-Related Announcements).
- Enlil Inc. integrated PTC Onshape into its medical device development platform. This integration delivers automated and regulatory-compliant CAD data synchronization that supports faster FDA submissions and improved traceability (Client Announcements).
Valuation Changes
- Consensus Analyst Price Target has decreased moderately from $224.68 to $220.39.
- Discount Rate has risen slightly from 8.56% to 8.63%.
- Revenue Growth Forecast has fallen significantly from 9.61% to 6.68%.
- Net Profit Margin has improved slightly from 25.03% to 25.53%.
- Future P/E Ratio has declined from 41.64x to 39.27x.
Disclaimer
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