With a market cap of $20.9 billion, PTC Inc. (PTC) is a global software company that helps industrial and manufacturing businesses digitally transform the way they engineer, manufacture, and service physical products. It employs more than 7,000 people and serves over 30,000 customers worldwide.
The Boston, Massachusetts-based company is slated to announce its fiscal Q4 2026 results after the market closes on Wednesday, Nov. 4. Ahead of this event, analysts expect PTC to report a profit of $1.54 per share, a 48.7% decrease from $3.10 per share in the year-ago quarter. It has exceeded Wall Street's earnings expectations in three of the past four quarters while missing on another occasion.
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For fiscal 2026, analysts project the product development software maker to post EPS of $6.51, a decline of 2.7% from $6.69 in fiscal 2025. However, EPS is anticipated to grow 9.4% year-over-year to $7.12 in fiscal 2027.
www.barchart.com Shares of PTC have fallen 6.1% over the past 52 weeks, lagging behind the broader S&P 500 Index's ($SPX) 14.5% rise and the State Street Technology Select Sector SPDR ETF's (XLK) 28.7% increase over the same period.
www.barchart.com PTC shares rose 2.9% following its Q3 2026 results on Jul. 29. The company raised its fiscal 2026 constant-currency ARR growth outlook to 9% - 9.5%, supported by $60 million of net new ARR in Q3 and constant-currency ARR of $2.45 billion, up 9.1%. Investor confidence was also boosted by strong cash generation, with Q3 operating cash flow of $261 million and free cash flow of $249 million, alongside a major $525 million Q3 share repurchase that lifted full-year buyback guidance to approximately $1.63 billion.
PTC also raised fiscal 2026 guidance to $2.69 billion - $2.75 billion in revenue and $7.87 - $8.42 in adjusted EPS, while highlighting its largest-ever AI deal, a near seven-figure ServiceMax AI contract that demonstrated 50% lower technician preparation time and a 4% net productivity improvement.
Analysts' consensus view on PTC stock remains cautious, with a "Hold" rating overall. Out of 18 analysts covering the stock, one recommends a "Strong Buy" and 17 "Holds." This configuration is less bullish than three months ago, with 11 analysts suggesting a "Strong Buy."
The average analyst price target is $198.25, suggesting a potential upside of 2.5% from the current levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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