PTC: How The Company Is Divesting Excess Burdens To Accelerate SaaS Growth [Seeking Alpha]
PTC Inc. (PTC)
Last ptc inc. earnings: 4/29 04:01 pm
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US:NYSE Investor Relations:
investor.ptc.com
Company Research
Source: Seeking Alpha
PTC's ARR growth accelerated to 9% (ex-IoT), with Q1 revenues of $686M (+21% YoY) and non-GAAP operating margin reaching 45%. Management committed to $1.1–1.3B in share buybacks for 2026, signaling undervaluation and targeting a potential re-rating to a 25x FCF multiple. I monitor short-term risks from restructuring, TSA expiration, and macro headwinds, but see strategic buybacks and ARR growth as key catalysts. AndreyPopov/iStock via Getty Images PTC, Inc ( PTC ) has decided to divest its IoT segment, which includes Kepware and ThingsWorkx platforms, and sell it to TPG for around $523 million. However, the net after taxes for the transaction is about $375 million after deducting the costs. What matters is the accounting
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PTC
News
- PTC's Codebeamer Gains Traction on BMW Group Digital Push [Yahoo! Finance]Yahoo! Finance
- PTC's Codebeamer Adopted by BMW Group to Standardize Requirements Management and Advance Digital Engineering [Yahoo! Finance]Yahoo! Finance
- PTC's Codebeamer Adopted by BMW Group to Standardize Requirements Management and Advance Digital EngineeringPR Newswire
- How The PTC (PTC) Investment Narrative Is Shifting After Recent Divestitures And Target Resets [Yahoo! Finance]Yahoo! Finance
- Rosenblatt Lowers its Price Target on PTC Inc. (PTC) to $190 from $220 [Yahoo! Finance]Yahoo! Finance
PTC
Earnings
- 2/4/26 - Beat
PTC
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/18/26 - Form 4
- 3/16/26 - Form 144
- PTC's page on the SEC website