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21:00
May 06 ◎
Neil Barua CEO, PTC Inc. PTC Q2 FY26 call
PTC's go-to-market is increasingly focused on displacing competitors, particularly in PLM and ALM, driven by customer urgency to modernize data foundations for AI. — Strong displacement anecdotes in PLM/ALM signal potential share loss for legacy and competing PLM vendors like Dassault Systèmes and Siemens.
DASSY.PA
MED

About DASSY.PA Analyst Coverage

Buzzberg tracks DASSY.PA (Dassault Systèmes SE (Euronext Paris)) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Neil Barua.