PTC (PTC)
Builds CAD and lifecycle software for designing, managing, and servicing manufactured products.
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Sells CAD and product lifecycle, application lifecycle, and service lifecycle software to industrial manufacturers. Creo and Onshape support design; Windchill, Arena, and Codebeamer manage product data and requirements; ServiceMax and Servigistics extend workflows into field service, with most revenue recurring through subscriptions, SaaS, hosting, and support.
Builds software that manufacturers use to design, manage, and service physical products. Creo and Onshape cover CAD; Windchill and Arena manage product and quality data; Codebeamer handles software requirements and traceability; ServiceMax and Servigistics support field service and service-parts planning.
Links design, software, quality, and service workflows around shared product data. Cloud offerings complement established on-premises deployments, while Orbit and Jetstream add asset records and cross-team collaboration. Customers span the Americas, Europe, and Asia Pacific.
The completed sale of Kepware industrial connectivity and ThingWorx IoT narrowed the portfolio around CAD, PLM, ALM, and service lifecycle management. Most revenue comes from subscriptions, support, SaaS, and hosting; demand depends on manufacturers' software budgets, while contract mix can make reported revenue timing uneven.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 30, 2026 | Stifel Nicolaus | Target | Target: $180 | Target: $165 |
| Jul 30, 2026 | Piper Sandler | Reiterate | Rating: —Target: $180 | Target: $157 |
| Jul 30, 2026 | Barclays | Reiterate | Rating: —Target: $150 | Target: $155 |
| Jul 30, 2026 | BMO Capital | Reiterate | Rating: —Target: $155 | Target: $164 |
| Jul 24, 2026 | BMO Capital | Target | Target: $189 | Target: $155 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $351.5M · Total debt $1.61B · Total assets $6.51B · Shareholders' equity $3.47B
- Revenue
- $600.0M
- Operating income
- $166.5M
- Net income
- $118.8M
No dividends on record.
| Institutions | ≈ 103.16% | 111.93M shares | |
|---|---|---|---|
| 697 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.29% | 317.6K shares | |
| 16 holders · as of Sep 17, 2026 | |||
| Strategic holders | 9.75% | 10.58M shares | |
| 1 holder · as of May 13, 2021 | |||
| Adds to | 113.20% | ||
108.51M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 113.20%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
T. Rowe Price Investment Management, Inc.Institution | 12.02% | 13.05M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 10.60% | 11.50M | as of Jun 30, 2026 |
Rockwell Automation, Inc.Strategic | 9.75% | 10.58M | filed May 13, 2021 |
Vanguard Capital Management LLCInstitution | 6.96% | 7.55M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.95% | 6.45M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 12, 2026 | Alice Christenson | officer: Chief Accounting Officer | −816 | $145.83 |
| Mar 16, 2026 | Corinna Lathan | director | −675 | $157.24 |
| Mar 3, 2026 | Aaron C. von Staats | officer: EVP, Chief Legal Officer | −2,639 | $160.00 |
| Feb 11, 2026 | Aaron C. von Staats | officer: EVP, Chief Legal Officer | −240 | $161.10 |
| Dec 9, 2025 | Kristian Talvitie | officer: EVP, Chief Financial Officer | −50,291 | $173.14 |
- Autodesk
Mid-market CAD champion; Fusion 360 contests Onshape, Inventor contests Creo.
- Salesforce
Top FSM rival via Field Service; CRM integration gives customer-data advantage.
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| PTC | $140.00 | −0.01% | $15.63B | 13.1 | 16.5 | 5.3 | −6.8% |
| Autodesk | $219.62 | −0.00% | $46.21B | 28.3 | 16.9 | 5.9 | +16.1% |
| Salesforce | $233.15 | −0.04% | $193.63B | 21.6 | 15.9 | 4.4 | +10.8% |
| Median | 25.0 | 16.4 | 5.2 | +13.4% |