AI Bust or a Once-in-a-Decade Buying Opportunity for This Software Stock?

AI is an opportunity, not a threat, for PTC's business model, and growth in its key metric is set to rebound in the near future. The stock's valuation hasn't been this cheap in a decade.

The Motley Fool • Feb 20, 2026

PTC FlexPLM to Strengthen SPG Company's Licensed Product Operations

Addresses performance, data consistency, and workflow challenges that slow product development and impact downstream teams Enables faster, more collaborative product execution with a cloud-based PLM solution built to support future growth BOSTON, Feb. 12, 2026 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced that SPG Company, a global leader in licensed product design, development, manufacturing, and distribution, has selected PTC's FlexPLM® retail product lifecycle management (PLM) solution to modernize and support its end-to-end product lifecycle operations. With FlexPLM, SPG will replace its legacy PLM system with a scalable, cloud-based platform designed to support faster development cycles and more consistent product data.

PRNewsWire • Feb 12, 2026

20 stocks of companies that delivered a double dose of growth this earnings season

Companies in the S&P 500 achieving double-digit sales growth while improving profit margins include Palantir, Micron, Boeing and Alphabet.

Market Watch • Feb 11, 2026

PTC Q1 Earnings & Revenues Top, Rise Y/Y on Large Deal Momentum

PTC's Q1 FY26 EPS surges 75% Y/Y to $1.92 and revenues jump 21%, beating guidance and consensus while IPL strategy and large deals gain traction.

Zacks Investment Research • Feb 5, 2026

PTC Inc. (PTC) Q1 2026 Earnings Call Transcript

PTC Inc. (PTC) Q1 2026 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

PTC ANNOUNCES FIRST FISCAL QUARTER 2026 RESULTS

Strategic focus on Intelligent Product Lifecycle vision Solid execution in Q1'26 Constant currency ARR growth of 8.4%; 9.0% excluding Kepware and ThingWorx Operating and free cash flow growth of 13% Embedding AI across portfolio and building common AI infrastructure to drive customer adoption and value Executing on our $2 billion share repurchase authorization: $200 million of repurchases in Q1'26; expect to use net after-tax proceeds from the Kepware and ThingWorx divestiture for incremental repurchases; targeting repurchases of ~$1.115 billion to ~$1.315 billion in FY'26 BOSTON, Feb. 4, 2026 /PRNewswire/ -- PTC (NASDAQ: PTC) today reported financial results for its first fiscal quarter ended December 31, 2025. "PTC delivered solid financial results in Q1'26, driven by large deal volume and competitive displacements.

PRNewsWire • Feb 4, 2026

Here's What Key Metrics Tell Us About PTC Inc. (PTC) Q1 Earnings

Although the revenue and EPS for PTC Inc. (PTC) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Feb 5, 2026

PTC Inc. (PTC) Q1 Earnings and Revenues Top Estimates

PTC Inc. (PTC) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $1.1 per share a year ago.

Zacks Investment Research • Feb 4, 2026

PTC to Report Q1 Earnings: Here's What Investors Should Expect

PTC heads into Q1 earnings with revenues guided at $600-$660M, EPS of $1.26-$1.82, and ARR growth seen at 8-8.5% amid a challenging macro.

Zacks Investment Research • Feb 2, 2026

PTC Launches New Windchill AI Parts Rationalization Capabilities

Addresses duplicate parts, slow or inaccurate searches, and inconsistent part data by improving part findability and identifying duplicates across enterprise data Improves part data consistency to help teams cut rework and lower inventory and carrying costs Supports PTC's Intelligent Product Lifecycle vision by embedding AI in Windchill to help companies bring higher-quality products to market faster BOSTON, Jan. 27, 2026 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced the release of Windchill AI Parts Rationalization, a new artificial intelligence (AI) capability built in its Windchill® product lifecycle management (PLM) solution. This new capability brings AI directly into parts management workflows, helping manufacturers address long‑standing challenges such as duplicate parts, slow or inaccurate part searches, and inconsistent part data—issues that contribute to higher costs and slower development cycles.

PRNewsWire • Jan 27, 2026