PTC

PTC

Market cap $21B

PTC, Trimble, and ON Semiconductor have attractive valuations and growth prospects. AI integration is expected to enhance each company's offerings and future earnings.

Garrett Motion adopting Codebeamer+ ALM and Windchill+ PLM in addition to its existing Onshape CAD platform to extend access to product data, enhance traceability, and drive greater collaboration PTC poised to deliver on Intelligent Product Lifecycle vision with unified CAD, PLM, and ALM engineering suite BOSTON , Nov. 19, 2025 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced an expansion of its relationship with Garrett Motion , a leading differentiated technology provider for emission reduction and energy efficiency in automotive and beyond. Building on its successful use of the PTC Onshape ® cloud-native computer-aided design (CAD) and product data management (PDM) platform, Garrett is adopting the PTC Codebeamer+™ application lifecycle management (ALM) and Windchill+® product lifecycle management (PLM) solutions as it continues a SaaS-driven transformation of its product development tools and practices and replaces legacy solutions.

PTC isn't receiving much help from macroeconomic conditions, but its key metric is still growing strongly as it adds tangible value. Infusing AI into its software will enhance the efficacy of the company's solutions.

PTC Inc. ( PTC ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 18, 2025 2:40 PM EST Company Participants Kristian Talvitie - Executive VP & CFO Conference Call Participants Matthew Hedberg - RBC Capital Markets, Research Division Presentation Matthew Hedberg RBC Capital Markets, Research Division All right. Making our way through the home stretch here on day 1.

Investors need to pay close attention to PTC stock based on the movements in the options market lately.

I've upgraded PTC Inc. to a Buy at ~$179 per share after strong FQ4 2025 results, robust customer contract growth, and improved shareholder returns. PTC's focus on product lifecycle management, strategic acquisitions, and divestiture of non-core assets positions it for sustained growth and operational efficiency. PTC demonstrates solid financials: rising revenue, expanding margins, strong free cash flow, and aggressive share buybacks, with valuation metrics favorable versus Autodesk.

PTC posts a stellar Q4 with EPS up 126% and revenue surging 43%, fueled by strong PLM and CAD growth and a sharper strategic focus.

PTC Inc. ( PTC ) Q4 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Matthew Shimao - Senior Vice President of Investor Relations Neil Barua - President, CEO & Director Kristian Talvitie - Executive VP & CFO Robert Dahdah - Executive VP & Chief Revenue Officer Conference Call Participants Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division Jason Celino - KeyBanc Capital Markets Inc., Research Division Clarke Jeffries - Piper Sandler & Co., Research Division Blair Abernethy - Rosenblatt Securities Inc., Research Division Matthew Hedberg - RBC Capital Markets, Research Division Jay Vleeschhouwer - Griffin Securities, Inc., Research Division Tyler Radke - Citigroup Inc., Research Division Presentation Operator Good afternoon, ladies and gentlemen. Thank you for standing by, and welcome to PTC's 2025 Fourth Quarter Conference Call.

While the top- and bottom-line numbers for PTC Inc. (PTC) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

PTC Inc. (PTC) came out with quarterly earnings of $3.47 per share, beating the Zacks Consensus Estimate of $2.26 per share. This compares to earnings of $1.54 per share a year ago.