PTC Earnings Predictions — 2026-07-29

Ticker Report or Guide KPI Prediction Answer Confidence
PTC Report CC ARR ex-divested (Q3 FY26) IN-LINE pred ~$2,445M vs. cons $2,436M MEDIUM
PTC Report Net New ARR (Q3 FY26) BEAT pred ~$52M vs. cons $47.9M MEDIUM
PTC Report Non-GAAP EPS (Q3 FY26) BEAT pred ~$1.75 vs. cons $1.54 HIGH
PTC Guide CC ARR growth (FY26) UNCHANGED guide 7.5-9.5% maintained vs. cons $2,519M HIGH
PTC Guide Non-GAAP EPS (FY26) BETTER guide ~$6.90-$9.10 vs. cons $7.95 MEDIUM
PTC Guide FCF (FY26) UNCHANGED guide ~$850M maintained vs. cons $852M HIGH
PTC Return Day-1 residual (stock − beta × S&P 500) -1.5% MEDIUM
PTC Return 5-day cumulative residual -3.5% (FADE) FADE — FY26 ARR guide unchanged suppresses estimate revisions; pre-print +13.5% run unwinds; EPS beat likely duration-driven (non-recurring), same dynamic as May 6 quarter which faded -7.2% over 5 days MEDIUM