Here is a way to collect an attractive income stream right now that you keep no matter what, while lining up a chance to buy a top-tier software franchise at a significant discount if it ever gets cheap.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Despite PTC's weak performance relative to the broader market over the past 52 weeks, Wall Street analysts remain moderately optimistic about the stock's prospects.

The bank is looking well beyond mega-cap technology.

Consensus takes the multiple down by nearly a third in two years, and what a holder actually earns depends on what the market keeps paying.

A familiar floor has appeared beneath Autodesk stock, a level where buyers have repeatedly stepped in before. But this time, the company arrives with a large new acquisition and a sales force in transition, asking a new question of an old pattern.

Silver Lake’s takeover of Workday would send a clear signal to investors that private-equity firms are circling software.

Over the last six months, PTC’s shares have sunk to $146.31, producing a disappointing 8.4% loss - a stark contrast to the S&P 500’s 10.9% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move.

PTC stock has fallen 28.1% over the past year, yet the broader valuation checks currently lean toward the shares looking cheap rather than stretched. That gap between weak recent returns and a more supportive valuation read is what investors are now weighing. PTC is down 28.1% over the last 12 months, which suggests sentiment has cooled even as the underlying valuation may have become more attractive. Recent product updates in areas like AI assisted application lifecycle management and...

PTC (NasdaqGS: PTC) announced new AI-driven capabilities and workflow connectivity features across its ALM portfolio and Arena PLM platform. The updates target engineering efficiency, tighter product data management, and automation across product development workflows. PTC highlighted use cases such as streamlined variant management, regulatory compliance support, and improved supply chain resiliency. For readers looking to explore more companies building the tools that support AI driven...

Go-to-market transformation drives $60M net new ARR and $249M free cash flow.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Product design software company PTC (NASDAQ:PTC) fell short of the market’s revenue expectations in Q2 CY2026, with sales falling 6.8% year on year to $600 million. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $660 million at the midpoint, or 1.3% above analysts’ estimates. Its non-GAAP profit of $1.58 per share was 1% above analysts’ consensus estimates.

The market is offering a hefty cash payout to own this software leader, but it comes with a story of major change and major risk.

PTC's tighter focus on product data, lifecycle software and AI sharpens its growth story, but fourth-quarter ARR conversion remains the key execution test.

PTC is turning governed product data, cloud collaboration and focused AI pilots into broader industrial software and service opportunities.

PTC's valuation reset and buybacks improve its risk-reward profile, but weak revenue, margin pressure and a demanding fourth quarter keep execution in focus.

PTC lifted its fiscal 2026 revenue, EPS and ARR outlook, despite quarterly revenue and earnings missing expectations.

Moby summary of PTC Inc.'s Q3 2026 earnings call

Carrier Global (NYSE:CARR) has appointed technology executive Neil Barua as an independent director. Barua will serve on the Compensation Committee and the Technology & Innovation Committee. The appointment adds experience from his leadership roles at PTC Inc. and ServiceMax to Carrier Global's board. Carrier Global comes into this board change with its shares at $59.92 and a mixed recent track record. The stock is up 12.0% year to date, while it has declined 18.4% over the past 30 days and...

PTC Inc (PTC) delivered a standout Q3 with $60 million in net new ARR, exceeding guidance, as its go-to-market transformation and AI innovation drive customer wins and a raised annual outlook.

PTC (NASDAQ:PTC) reported third-quarter fiscal 2026 results that exceeded the high end of its guidance for constant-currency annual recurring revenue, as the engineering software company cited stronger demand capture, improved retention and progress in its go-to-market transformation. Chief Executi

Although the revenue and EPS for PTC Inc. (PTC) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

PTC Inc. (PTC) delivered earnings and revenue surprises of -1.25% and -2.90%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Product design software company PTC (NASDAQ:PTC) fell short of the market’s revenue expectations in Q2 CY2026, with sales falling 6.8% year on year to $600 million. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $660 million at the midpoint, or 1.3% above analysts’ estimates. Its non-GAAP profit of $1.58 per share was 1% above analysts’ consensus estimates.

Collect a healthy income stream from Autodesk now, that you keep no matter what, while lining up a chance to own this software giant at a serious discount if its big new bet creates a little turbulence.

A number of stocks jumped in the afternoon session after a drop in Treasury yields and growing concerns over the artificial intelligence investment cycle improved the market's appetite for enterprise software.

Product design software company PTC (NASDAQ:PTC) will be announcing earnings results this Wednesday afternoon. Here’s what to look for.

PTC heads into fiscal Q3 2026 earnings with recurring revenue strength, AI product launches and a stronger pipeline, but forex headwinds could weigh on reported growth.

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

PTC (NasdaqGS:PTC) has launched Onshape Labs within its cloud-native CAD and PDM platform. The initiative introduces an early-access program for customers to test AI-driven tools inside live product development workflows. Initial capabilities include AI Quick Render, automation agents, and AI-powered drawing validation. PTC plans a broader rollout of Onshape Labs features to its customer base soon. For investors tracking how software providers are using AI in real-world engineering, PTC is...

PTC stock has dropped about 42% over the past year, yet the valuation checks currently lean cheap rather than expensive. This sets up a clear tension between weak recent returns and what the broader numbers suggest about value. Over the past 12 months, PTC shares are down 42%, which signals that sentiment around the stock has been under pressure even as the business continues to feature in key product development and software discussions. Growing attention on PTC’s product lifecycle and...

PTC (PTC) stock is in focus after the company joined Rambam Health Care Campus and EOS GmbH to build a Digital Implant Engineering Center in Haifa, Israel, using 3D printing and PTC’s Creo CAD software. See our latest analysis for PTC. The recent collaboration news comes after a mixed stretch for PTC’s stock, with a 1-day share price return of 4.84% but a year-to-date share price decline of 30.32%. The 1-year total shareholder return is down 42.05%, suggesting sentiment has softened even as...

Five years ago, Autodesk spent about $1.8 billion on a string of construction acquisitions. That bet has now compounded into a business generating almost $600 million in annual revenue. This segment is still growing north of 20%, a rate faster than the company average.

At $205, Autodesk (ADSK) looks set up for roughly 49% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Profitability is a key measure of business strength. Companies with high margins have proven they can generate consistent earnings while maintaining financial discipline.

The software giant looks expensive on the surface, but a two-year view reveals a valuation story that is far more grounded.

From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling the industry have also led to decent returns for SaaS stocks lately as they’ve gained 9.2% over the past six months. This performance was almost identical to the S&P 500.

PTC (NASDAQ:PTC) used a partner webinar to outline what executives described as a significant growth opportunity in application lifecycle management, or ALM, driven by increasingly software-defined products, regulatory demands and the need for large enterprises to modernize engineering processes. O

Shareholders of PTC would probably like to forget the past six months even happened. The stock dropped 26.7% and now trades at $122.35. This might have investors contemplating their next move.