| PTC |
Report |
Exit ARR |
IN-LINE |
pred ~$2.468B vs. cons $2.462B |
MEDIUM |
| PTC |
Report |
Net new ARR |
BEAT |
pred ~$50.0M vs. cons $47.9M |
MEDIUM |
| PTC |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$1.60 vs. cons $1.536 |
MEDIUM |
| PTC |
Guide |
Q4 FY26 revenue |
LOWER |
guide ~$620M-$670M vs. cons $651.7M |
LOW |
| PTC |
Guide |
Q4 FY26 non-GAAP EPS |
LOWER |
guide ~$1.55-$1.95 vs. cons $1.786 |
LOW |
| PTC |
Guide |
FY26 FCF |
UNCHANGED |
guide ~$850M vs. cons $851.8M |
MEDIUM |
| PTC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| PTC |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit Q4 estimate risk |
LOW |