PTC PTC Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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18:34
Aug 18
Aug 18
PTC software feeds NVIDIA Isaac AI training
Notes PTC software feeds simulation models into NVIDIA Isaac for physics-based AI training, saving money and enabling fast simulations.
MED
16:20
Aug 18
Aug 18
Takeover candidates GitLab, UiPath, PTC, Procore.
KeyBanc highlighted GitLab, UiPath, PTC, and Procore as potential software takeover candidates because a Workday deal could set a floor for other software names and spark buyout interest.
MED
21:00
Jul 29
Jul 29
Management raised the midpoint of full-year ARR growth guidance to 9.25% citing strong execution and pipeline visibility; they are also raising the low end of the range, signaling high confidence in demand.
HIGH
16:42
Jul 01
Jul 01
Author names PTC as a robot training/enablement company within a thematic basket he states he.
Author names PTC as a robot training/enablement company within a thematic basket he states he is buying, preferring software/simulation enablers over humanoid OEMs.
MED
05:45
Jun 29
Jun 29
Named as part of a thematic enabler basket for robotics/ML training infrastructure.
Named as part of a thematic enabler basket for robotics/ML training infrastructure; no explicit personal position disclosed by author.
MED
10:53
Jun 01
Jun 01
Monitor these tickers as participants in NVIDIA's DSX AI Factory ecosystem.
Monitor these tickers as participants in NVIDIA's DSX AI Factory ecosystem; the author provides a research map without personal position.
MED
21:00
May 06
May 06
Management conveyed strong confidence, citing momentum, a step-up in Q4 net new ARR, and a favorable setup for FY27, driven by AI-led modernization demand.
HIGH
22:00
Feb 04
Feb 04
Management's tone is optimistic and confident, pointing to a significant inflection in Q4 FY26 and beyond as large contracted deals convert to ARR. They are shifting focus from immediate growth to a durable, multi-year growth engine.
HIGH
About PTC Analyst Coverage
Buzzberg tracks PTC (PTC Inc.) across 4 sources. 0 bullish vs 0 bearish calls from 5 analysts. Sentiment: evenly split. 8 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: __con_, Deirdre Bosa, Jen DiRico.