PTC Inc. (PTC) Strengthens Partnerships, Sells Non-Core Divisions, and Maintains Analyst Optimism for AR Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Source: Yahoo Finance
Updated: 2 hour ago0mins
PTC Inc. Overview: PTC Inc. is recognized as a leading augmented reality stock, holding a Moderate Buy rating from analysts, with a 12-month price target suggesting a 26.31% upside from its current price.
Partnership Expansion: The company has expanded its partnership with Garrett Motion, enhancing their product development through PTC's cloud-native CAD and lifecycle management solutions.
Strategic Changes: PTC plans to divest its slower-growing business units, which has led to a reduction in its price target by Mizuho, reflecting market adjustments.
AR Capabilities: PTC is a significant player in industrial augmented reality through its Vuforia platform, providing software and tools for AR applications without producing hardware, positioning itself as an enabler in the AR space.
PTC.O
$0.0000%Past 6 months
Line
|
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
No Data
Powered By
Intellectia
Analyst Views on PTC
Wall Street analysts forecast PTC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PTC is 223.50 USD with a low forecast of 180.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 177.370
Low
180.00
Averages
223.50
High
255.00
Current: 177.370
Low
180.00
Averages
223.50
High
255.00
Mizuho
Neutral
downgrade
$220 -> $180
2025-11-10
Reason
Mizuho
Price Target
$220 -> $180
2025-11-10
downgrade
Neutral
Reason
Mizuho lowered the firm's price target on PTC to $180 from $220 and keeps a Neutral rating on the shares post the earnings report. The firm cites a lower share multiple and moderating annual recurring revenue growth for the target cut.
BMO Capital
Daniel Jester
Outperform
downgrade
$231 -> $219
2025-11-07
Reason
BMO Capital
Daniel Jester
Price Target
$231 -> $219
2025-11-07
downgrade
Outperform
Reason
BMO Capital analyst Daniel Jester lowered the firm's price target on PTC to $219 from $231 and keeps an Outperform rating on the shares. The company finished the year with in-line ARR growth of 8.5% and good performance on cash generation, though the firm is cutting its price target on slightly lower ARR outlook, the analyst tells investors in a research note.
BofA
Andrew Obin
Buy
to
Neutral
downgrade
$235 -> $208
2025-11-06
Reason
BofA
Andrew Obin
Price Target
$235 -> $208
2025-11-06
downgrade
Buy
to
Neutral
Reason
BofA analyst Andrew Obin downgraded PTC to Neutral from Buy with a price target of $208, down from $235. Initial FY26 constant currency annual recurring revenue growth guidance of 7%-9% year-over-year was below the 9.2% consensus and the firm's prior 10.4% forecast, the analyst noted. Given the consistent deceleration over the last four quarters across products and geographies, the firm has less conviction in a near-term acceleration in ARR growth, the analyst tells investors.
Baird
Joe Vruwink
Outperform
maintain
$242 -> $255
2025-10-22
Reason
Baird
Joe Vruwink
Price Target
$242 -> $255
2025-10-22
maintain
Outperform
Reason
Baird analyst Joe Vruwink raised the firm's price target on PTC to $255 from $242 and keeps an Outperform rating on the shares. The firm updated its model following channel checks.
See All Ratings
About PTC
PTC Inc. is a global software company that enables industrial and manufacturing companies to digitally transform how they engineer, manufacture, and service the physical products. Its computer-aided design (CAD) portfolio solutions enable companies to author product data. Its product lifecycle management (PLM) portfolio solutions enable companies to manage product data and orchestrate processes. Its software can be delivered on premises, in the cloud or in a hybrid model. Its PLM products and services include Windchill PLM, ThingWorx, ServiceMax, Arena, Codebeamer, Servigistics, FlexPLM and Kepware. Its CAD products and services include Creo 3D, Onshape, Vuforia and Arbortext. Its Windchill PLM application suite manages all aspects of the product development lifecycle-from concept through service and retirement-by enabling a digital thread of product parts, materials and configuration information. Its ThingWorx platform is flexible and purpose-built for industrial Internet of things.
About the author
Preview
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sigh Up to Get Intellectia Insights
What is the primary risk associated with selling put options for PTC Inc?
How does PTC Inc's $165 strike price relate to its trading history?
Will PTC Inc’s stock price likely fall below the $165 strike price?
Can PTC Inc maintain a 7.5% annualized return through 2026 options?