| PTC |
Report |
Constant-currency ARR growth excluding divested businesses |
BEAT |
pred ~8.8% vs. cons 8.5% |
MEDIUM |
| PTC |
Report |
Revenue |
IN-LINE |
pred ~$620M vs. cons $614M |
MEDIUM |
| PTC |
Report |
Non-GAAP EPS |
BEAT |
pred ~$1.55 vs. cons $1.49 |
MEDIUM |
| PTC |
Guide |
Net-new ARR |
BETTER |
guide ~$82M vs. cons $80M (fiscal Q4 2026) |
MEDIUM |
| PTC |
Guide |
Constant-currency ARR growth excluding divested businesses |
BETTER |
guide ~8.75% midpoint vs. cons 8.7% (fiscal 2026) |
MEDIUM |
| PTC |
Guide |
Free cash flow |
UNCHANGED |
guide ~$850M vs. cons $850M (fiscal 2026) |
HIGH |
| PTC |
Guide |
Normalized free-cash-flow baseline |
UNCHANGED |
guide ~$950M vs. cons $950M (fiscal 2027) |
MEDIUM |
| PTC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.0% |
— |
MEDIUM |
| PTC |
Return |
5-day cumulative residual |
+3.0% (FADE) |
An ARR beat and preserved Q4 step-up should drive an initial relief rally, but an approximately unchanged FY2026/FY2027 cash-flow framework and limited formal out-period upside should constrain estimate revisions and cause part of the day-1 move to fade. |
MEDIUM |