How Investors May Respond To Garrett Motion (GTX) Expanding Cloud Collaboration with PTC for Product Development

• On November 19, 2025, PTC announced an expanded collaboration with Garrett Motion, with Garrett adopting PTC's Codebeamer+ and Windchill+ cloud-based lifecycle management solutions to further its SaaS-driven product development transformation.
• This move enables Garrett to unify engineering processes, improve data access across hardware and software teams, and accelerates its foundation for adopting artificial intelligence in future product development.
• We’ll assess how Garrett Motion’s broadened use of cloud-based engineering tools could influence its outlook in the evolving auto components sector.

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Garrett Motion Investment Narrative Recap

To be a shareholder in Garrett Motion, you need to believe the company can successfully transition its core business toward electrified and software-driven auto technologies, offsetting long-term declines in gasoline and diesel turbo demand. The recently expanded partnership with PTC to adopt unified, cloud-based engineering tools further strengthens the company's foundation for product innovation, but is not expected to materially impact the most immediate risk: margin pressure from an unfavorable sales mix is still the key short-term challenge facing the business.

Of Garrett’s recent developments, the board’s decision to raise the quarterly dividend to US$0.08 per share this October is especially relevant. This signals ongoing confidence in underlying cash generation, even as the company pursues technology and product transformation initiatives similar to its expanded PTC collaboration, which are catalysts for long-term growth but may take time to show material impact.

By contrast, investors should also be aware of the risk that Garrett’s exposure to ICE markets, especially if global EV adoption accelerates faster than expected...

Read the full narrative on Garrett Motion (it's free!)

Garrett Motion's narrative projects $3.8 billion revenue and $339.1 million earnings by 2028. This requires 3.1% yearly revenue growth and a $38.1 million earnings increase from $301.0 million today.

Uncover how Garrett Motion's forecasts yield a $19.00 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have published two fair value estimates for Garrett, ranging from US$19.00 to US$35.45 per share. These broad views highlight how ongoing margin pressure remains a key issue shaping expectations for future performance, so consider exploring several perspectives before drawing your own conclusions.

Explore 2 other fair value estimates on Garrett Motion - why the stock might be worth over 2x more than the current price!

Build Your Own Garrett Motion Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Garrett Motion research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Garrett Motion research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Garrett Motion's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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