| PTC |
Report |
Constant-currency ARR growth ex-divestitures |
BEAT |
pred ~8.8% vs. cons 8.6% |
MEDIUM |
| PTC |
Report |
Net-new ARR |
BEAT |
pred ~$53M vs. cons $49M |
MEDIUM |
| PTC |
Report |
Free cash flow |
BEAT |
pred ~$246M vs. cons $243M |
MEDIUM |
| PTC |
Guide |
FY26 constant-currency ARR growth ex-divestitures |
UNCHANGED |
guide ~8.5% vs. cons 8.5% (FY26) |
MEDIUM |
| PTC |
Guide |
FY26 free cash flow |
UNCHANGED |
guide ~$850M vs. cons $850M (FY26) |
HIGH |
| PTC |
Guide |
FY26 non-GAAP EPS |
BETTER |
guide ~$7.85 vs. cons $7.75 (FY26) |
LOW |
| PTC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| PTC |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
A ~8.8% ARR result versus 8.6% consensus and ~$53M net-new ARR versus $49M should support an initial positive reaction, but an FY26 ARR guide of ~8.5% versus 8.5% consensus leaves FY27 out-period ARR math largely unchanged; estimate revisions should be modest after the initial ~3.0% residual move, stabilizing near ~2.0% by day five. |
MEDIUM |