InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$192.98

2026-10-16

Market Cap

$21.0B

Volume

3.1M

52-Wk High

$206.82

52-Wk Low

$108.50

Trailing PE

18.6

P/S

7.10

Gross Margin

84.1%

Net Margin

41.4%

ROE

33%

ROIC

17%

Piotroski

6/9

Altman Z

6.0

1-Yr Return

-4.5%

5-Yr Return

+189.7%

PTC Inc. operates as a global provider of software and services, with its market presence extending across the Americas, Europe, and the Asia Pacific regions. The company's business is organized into two primary divisions: Software Products and Professional Services. Among its key offerings is the ThingWorx platform, which furnishes enterprises with a suite of functionalities to drive digital innovation across their operations. These solutions are characterized by ease of creation and deployment, scalability for future demands, and their ability to accelerate value realization for customers. Another significant product, Vuforia, enables the visualization of digital information within real-world contexts and facilitates the development of augmented reality applications. PTC also delivers Onshape, a cloud-based product development platform that seamlessly integrates computer-aided design with robust data management, collaborative tools, and real-time analytical capabilities. For product lifecycle management (PLM), the company provides Arena, a solution designed to empower product teams to collaborate virtually from any location, and Windchill, another comprehensive PLM software. Furthermore, Creo stands as a leading 3D CAD technology, supporting the digital design, validation, and refinement of product models. Additional specialized software includes Integrity, an application lifecycle management solution, and Servigistics, focused on optimizing service parts management. Beyond its software portfolio, PTC offers an extensive array of professional services, encompassing consulting, implementation support, training programs, cloud solutions, and ongoing licensing and technical assistance. Established in 1985 and headquartered in Boston, Massachusetts, the company was originally named Parametric Technology Corporation before officially rebranding as PTC Inc. in January 2013.

SectorTechnologyIndustrySoftware - ApplicationExchangeNASDAQMarket Cap$21.0BEmployees7,642 (SEC-filed)CEONeil BaruaIPO1989-12-08CountryUS

121 Seaport Boulevard, Boston, MA 02210 · Tel 781 370 5000 · ptc.com

INSIDERSTREET SCORE76 / 100Street mean $195.86 (14 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$1M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · PTC -4.5% · S&P 500 +15.9% · spread -20.3pp

7 Years vs S&P 500 · PTC +189.7% · S&P 500 +189.9% · spread -0.2pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE76of 100

Score Breakdown

Profitability	92/100
Growth	75/100
Momentum	82/100
Quality	78/100
Earnings Quality	53/100
Balance Sheet	66/100
Value	64/100
Risk (safety)	100/100
Overall	76.5/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
SSNC	53
U	32
DT	61
FICO	80
ZM	74
TYL	66
PTC	76

IS Score Trend — quarterly

15 quarters, 23 Q1 to 26 Q3. Peak 80 in 26 Q1, latest 76 — -4 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY76 / 100IS Score 76.5 / 100 · -3.7 from peak of 80

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 84 / 100 · Power +67 · 19 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 76 and price structure at 84 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 76.5	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 80 → 80 → 80 → 76	the direction matters more than the level
Technical vote share back above 50%	now 100%	price structure no longer broken
Institutional holder count rises two quarters running	peak 732 → now 683	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score1 of 4top 66% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)2 buys2026-07-07

Insider Buys (180d)0none disclosed

ETF Funds (30d)925 up / 928 downnet -3 funds

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 732 · latest 683 (-49 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	683	112.6M	$11.1B	98.2%
2026 Q1	697	113.6M	$13.0B	99.0%
2025 Q4	721	116.3M	$16.4B	101.5%	ex-outlier 85.4%
2025 Q3	732	116.7M	$19.0B	101.8%	ex-outlier 86.3%
2025 Q2	666	119.1M	$16.4B	103.9%
2025 Q1	670	116.9M	$14.6B	101.9%
2024 Q4	674	116.7M	$17.5B	101.8%
2024 Q3	618	116.6M	$17.5B	101.7%
2024 Q2	618	116.7M	$18.3B	101.8%
2024 Q1	622	114.5M	$19.2B	99.8%
2023 Q4	612	112.5M	$17.6B	98.1%
2023 Q3	561	111.6M	$14.2B	97.3%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2025-12 reads 101.45%. Institutions cannot hold more of a company than exists. The reported 116.3M shares exceed the 114.7M outstanding, and a single filer accounts for the excess: T. Rowe Price Investment Management, Inc. reports 18,384,246 shares against 17,781,388 the prior quarter, a 1x jump, which alone would be 16.0% of the company. Excluding that filing, ownership is 85.4%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

Why 2025-09 reads 101.80%. Institutions cannot hold more of a company than exists. The reported 116.7M shares exceed the 114.7M outstanding, and a single filer accounts for the excess: T. Rowe Price Investment Management, Inc. reports 17,781,388 shares against 20,371,808 the prior quarter, a 1x jump, which alone would be 15.5% of the company. Excluding that filing, ownership is 86.3%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Lico James A	director	2026-10-15	EXERCISE	926	—	1,336
Lico James A	director	2026-10-15	EXERCISE	926	—	926
Lathan Corinna	director	2026-10-05	SELL	1,750	$0.34M	6,679
Bernshteyn Robert	director	2026-09-15	EXERCISE	1,117	—	4,382
Bernshteyn Robert	director	2026-09-15	EXERCISE	1,117	—	0
Stevenson Jon	Chief Product Officer	2026-08-15	EXERCISE	4,099	—	4,535
Stevenson Jon	Chief Product Officer	2026-08-15	TAX W/H	1,204	$0.18M	3,331
Stevenson Jon	Chief Product Officer	2026-08-15	EXERCISE	4,099	—	8,198

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	4	5,880	$1.0M	Counted
M — Exercises (paired A/D)	5	18,794	—	None — mechanics
F — Tax withholding	3	7,121	$1.1M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$1.0M4 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-10-05	Corinna Lathan	1,750	$0.3M
2026-05-12	Alice Christenson	816	$0.1M
2026-03-16	Corinna Lathan	675	$0.1M
2026-02-11	Von Staats Aaron C	4,798	$0.8M
Trailing 12 mo	9 filings	98,835	$17M

Filed	Form	Reporting person	% of class	Shares
2026-08-14	SCHEDULE 13G/A	T. Rowe Price Investment Management, Inc.	11.30%	13.1M sh
2026-08-07	SCHEDULE 13G	STATE STREET CORPORATION	5.60%	6.5M sh
2026-01-30	SCHEDULE 13G/A	The Vanguard Group	12.37%	14.7M sh
2025-11-14	SCHEDULE 13G/A	T. Rowe Price Investment Management, Inc.	14.80%	17.8M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Gilbert Cisneros	House	SELL	$1,001 - $15,000	2026-09-17	2026-10-13
Gilbert Cisneros	House	SELL	$1,001 - $15,000	2026-09-17	2026-10-12
Kevin Hern	House	SELL	$50,001 - $100,000	2026-09-09	2026-09-28
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-27	2026-07-21

House 12-Mo28 trades6 purchases

Senate 12-Mo1 trades1 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)697

13F Shares114M99.0% of shares out

New / Closed102 / 111positions, QoQ

Increased / Reduced275 / 235positions, QoQ

Put/Call (13F)1.50option positions

Free Float99.7%108M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Vontobel Holding Ltd.	214,767	$30M
Assenagon Asset Management S.A.	154,887	$22M
Fjarde Ap-Fonden /Fourth Swedish N	112,492	$16M
Silverberg Bernstein Capital Manag	69,666	$10M
Baldwin Wealth Partners Llc/Ma	51,228	$7M
Cx Institutional	49,702	$7M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$482M
VSMPX	0.0%	$482M
VTI	0.0%	$482M
VTSAX	0.0%	$482M
VFINX	0.0%	$400M
VFIAX	0.0%	$400M

13F Filers Holding PTC — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session6.1%2026-10-15

20-Day Avg32.5%50-day 42.3%

TrendFalling20d vs 50d

By Market CenterQ: 6% · N: 25% · B: 55%latest session

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Weekly Notional ($B)

Where PTC Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.6M	35 sh
Ubsa Ubs Ats	1.2M	45 sh
Sgmt Sigma X2	1.0M	33 sh
Ebxl Level Ats	1.0M	28 sh
Cgxs Onechronos	0.7M	72 sh
Mlix Instinct X	0.6M	48 sh

Where a dollar of PTC Inc. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
Americas	$1.3B	48%
Europe	$995M	36%
Asia Pacific	$417M	15%

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PTC (live moat model)Peer median: SSNC · U · DT · FICO · ZM

Component scores from the live moat model. Peer median illustrative.

Moat score 63/100 — Narrow; primary source Intangible Assets.

3.8 · Employees (SEC filings)

Officer	Title
Neil Barua	President, Chief Executive Officer & Director
Jennifer DiRico	Executive Vice President & Chief Financial Officer
Robert Dahdah	Executive VP & Chief Revenue Officer
Aaron C. Von Staats	Executive VP, Chief Legal Officer, General Counsel & Corporate Secretary

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+27.8%

Next Report2026-11-04

Income Quality0.78OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

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Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+23.9%	+7.0%	+8.5%	+9.6%	+19.2%
Gross profit	+27.7%	+7.8%	+7.0%	+11.9%	+23.8%
Operating income	+80.6%	+17.5%	+2.5%	+28.3%	+67.1%
Net income	+264.9%	-34.4%	-21.6%	+53.3%	+95.0%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	1.8	1.9	2.1	2.3	2.7
Cost of revenue	0.4	0.4	0.4	0.4	0.4
Gross profit	1.4	1.5	1.7	1.9	2.3
R&D expense	0.3	0.3	0.4	0.4	0.5
SG&A expense	0.7	0.7	0.8	0.8	0.8
Operating income	0.4	0.4	0.5	0.6	1.0
EBITDA	0.6	0.6	0.6	0.7	1.1
D&A	0.1	0.1	0.1	0.1	0.1
Pretax income	0.4	0.4	0.3	0.5	0.9
Income tax	-0.1	0.1	0.1	0.1	0.2
Net income	0.5	0.3	0.2	0.4	0.7
Diluted EPS ($)	4.03	2.65	2.06	3.12	6.08
Diluted shares (M)	118	118	119	121	121

Operating CF$1B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$0B

Net cash change$-0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	0.3	0.3	0.3	0.2
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	0.6	0.8	0.9	1.0
Total current assets	1.1	1.3	1.3	1.4
PP&E (net)	0.2	0.2	0.2	0.2
Goodwill + intangibles	2.7	4.3	4.4	4.3
Total assets	4.7	6.3	6.4	6.6
Accounts payable	0.0	0.0	0.0	0.0
Short-term debt	0.0	0.0	0.5	0.0
Deferred revenue	0.5	0.7	0.8	0.8
Total current liabilities	0.8	1.7	1.7	1.2
Long-term debt	1.4	1.7	1.2	1.2
Total liabilities	2.4	3.6	3.2	2.8
Shareholders' equity	2.3	2.7	3.2	3.8

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	0.3	0.2	0.4	0.7
D&A	0.1	0.1	0.1	0.1
Stock-based compensation	0.2	0.2	0.2	0.2
Working capital change	(0.2)	0.0	0.0	(0.2)
Operating cash flow	0.4	0.6	0.7	0.9
Capital expenditures	(0.0)	(0.0)	(0.0)	(0.0)
Investing cash flow	(0.2)	(0.9)	(0.1)	(0.0)
Buybacks	(0.1)	0.0	0.0	(0.3)
Dividends paid	0.0	0.0	0.0	0.0
Debt issuance / (repay)	(0.1)	0.3	0.0	(0.6)
Financing cash flow	(0.3)	0.3	(0.7)	(0.9)
Free cash flow	0.4	0.6	0.7	0.9

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	27.4%	14.4%	9.9%	12.8%	20.9%	33%
ROA	12.1%	6.8%	4.5%	5.9%	11.3%	18.8%
ROIC	13.8%	9.9%	7.9%	9.7%	15.6%	17.1%
Gross margin	79.5%	80.0%	79.0%	80.6%	83.8%	84.1%
Operating margin	21.1%	23.1%	21.9%	25.6%	35.9%	37.8%
Net margin	26.4%	16.2%	11.7%	16.4%	26.8%	41.4%
EBITDA margin	31.3%	29.7%	28.6%	31.8%	41.3%	56.9%
FCF margin	19.0%	21.2%	28.0%	31.8%	31.3%	—
VALUATION
P/E	29.87	39.64	69.31	57.96	33.38	18.6
P/B	6.99	5.40	6.36	6.79	6.40	6.4
P/S	7.88	6.42	8.11	9.49	8.94	7.10
P/FCF	41.47	30.24	29.03	29.82	28.60	22.4
EV/EBITDA	27.56	23.85	31.07	32.16	22.68	13.2
EV/Revenue	8.61	7.07	8.88	10.21	9.38	7.5
Earnings yield	3.3%	2.5%	1.4%	1.7%	3.0%	5.53%
FCF yield	2.4%	3.3%	3.4%	3.4%	3.5%	4.46%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.38	1.35	0.76	0.78	1.12	1.03
Quick ratio	1.38	1.35	0.76	0.78	1.12	1.03
Debt / equity	0.81	0.67	0.71	0.60	0.36	0.46
Debt / assets	36.6%	32.9%	30.0%	30.2%	20.7%	24.7%
Net debt / EBITDA	2.34	2.21	2.67	2.28	1.05	0.75
Interest coverage	8.76	8.32	3.57	4.92	12.95	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.46	0.42	0.38	0.36	0.42	0.45
Receivables turnover	3.78	3.28	2.90	2.75	2.94	3.6
DSO (days)	97	111	126	133	124	102
DPO (days)	29	35	35	28	15	27
Cash conversion cycle	68	76	91	105	109	75
GROWTH (YoY)
Revenue growth	23.9%	7.0%	8.5%	9.6%	19.2%	—
Net income growth	264.9%	-34.4%	-21.6%	53.3%	95.0%	—
EPS growth	258.8%	-34.2%	-22.5%	52.5%	95.1%	—
FCF growth	69.6%	19.5%	42.9%	24.8%	17.1%	—
PER SHARE ($)
EPS (diluted, TTM)	4.01	2.64	2.04	3.12	6.08	10.67
Book value / share	17.14	19.35	22.29	26.62	31.71	30.26
Revenue / share	15.20	16.30	17.46	19.04	22.70	25.76
FCF / share	2.89	3.46	4.88	6.06	7.10	8.16
Cash / share	2.75	2.29	2.40	2.20	1.53	3.06
SHAREHOLDER RETURN & SCORES
Buyback yield	0.2%	1.1%	0.4%	0.3%	1.2%	10.73%
Altman Z-Score	4.39	4.13	3.54	5.02	6.65	6.0
Piotroski F-Score	6	7	4	7	9	6/9
Beneish M-Score	-2.00	-2.43	-2.40	-2.68	-2.34	-2.13

Model	Score	Zone	Note
Piotroski F-Score	6 / 9	Middling
Altman Z-Score	6.0	Safe (>2.99)	Safe
Income quality	0.78	Accrual-heavy	OCF ÷ net income
Beneish M-Score	-2.13	Elevated	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.80
Interest burden	0.99
Operating margin	52.4%
Asset turnover	0.46×
Financial leverage	1.82×
= ROE	35%

Growth Quality (live)	Value
Revenue stability	0.94
Earnings stability	0.52
Earnings persistence	0.50
Revenue CAGR 3y	12.8%
EPS CAGR 3y	60.6%
FCF CAGR 3y	17.9%

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield10.73%

Dividend Yield0.00%none paid

Total Shareholder Return10.53%cash yield

SBC / Revenue8.1%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
SSNC	$19.7B	23.5	13%	13.8%	+8.6%	7/9	+6.0%
U	$17.8B	-29.7	-19%	-4.3%	+14.0%	5/9	+16.3%
DT	$17.7B	120.2	6%	6.6%	+17.9%	5/9	+29.0%
FICO	$16.7B	22.2	-30%	35.2%	+24.1%	8/9	-52.4%
ZM	$27.5B	8.6	32%	—	+5.0%	5/9	—
TYL	$14.8B	47.3	10%	14.5%	+8.2%	8/9	—
DOCU	$14.0B	44.7	18%	8.9%	+8.6%	7/9	—
GWRE	$13.8B	102.3	11%	7.6%	+22.7%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

33 Analysts

Str Sell (0)Sell (2)Hold (18)Buy (13)Str Buy (0)

Mean Target (qtr)$195.8614 targets

Target vs. Price+1.5%last-quarter mean

Next Report2026-11-04street $1.97

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$2.72B	$2.75B / $2.71B	$8.19	$8.37 / $7.98	11
FY2027	$2.90B	$2.93B / $2.84B	$8.92	$9.28 / $8.52	11
FY2028	$3.12B	$3.17B / $3.08B	$9.88	$10.21 / $9.43	5

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$216.22	+12.0%	9
Last Quarter	$195.86	+1.5%	14
Last Year	$192.16	-0.4%	25
All Time	$184.57	-4.4%	47

Rolling mean of published targets vs. last close $192.98. Aggregated from StreetInsider, Benzinga, Investing.

Third-Party Composite Rating

A

DCF

3/5

ROE

5/5

ROA

5/5

Debt/Eq

2/5

P/E

4/5

P/B

3/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

PTC -4.5% vs S&P 500 +15.9% — spread -20.3pp

Sector — XLK +29.0%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$166.72	+26.26	+15.75%	Above
SMA 50	$154.06	+38.92	+25.26%	Above
SMA 200	$145.97	+47.01	+32.21%	Above
EMA 9	$187.84	+5.14	+2.74%	Above
EMA 21	$172.95	+20.03	+11.58%	Above
EMA 50	$157.32	+35.66	+22.67%	Above
EMA 200	$151.18	+41.80	+27.65%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +6719 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%100

Momentum 25%80

Volume 20%81

Volatility 10%100

Patterns 15%50

This Week100% bullishof 11 price-based votes

4 Weeks Ago0%+100 pts since

12 Weeks Ago9%+91 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$166.72

Price vs SMA 50$154.06

Price vs SMA 200$145.97

EMA 9/21 Cross187.8/172.9

SMA 50/200Golden

ADX DirectionADX 44

Supertrend$180

Parabolic SAR$166

SMA Slope2.850

RSI78.8

Stochastic K/D96/96

StochRSI K/D95/96

Williams %R-5

CCI66

TSI vs Signal52.6

CMO57.6

ROC33.99%

OBV SignalAccum

Chaikin MF-0.350

MFI70

Force Index51M

Elder Ray Bull21.13

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 96

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$193.32 / $193.63 / $194.12	S1 / S2	$192.83 / $192.52
Bollinger (20,2)	$112.94 – $220.50	Squeeze	Off
52-wk range	$108.50 – $206.82	Off 52-wk high	-6.7%
ATR (14)	$4.82 (2.5%)	Historical vol	120.2%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+2.7%Jan55%

-0.7%Feb50%

+1.0%Mar57%

+1.2%Apr50%

+1.9%May70%

+1.2%Jun55%

+2.6%Jul60%

-0.4%Aug60%

-0.9%Sep45%

+4.3%Oct65%

+2.0%Nov55%

+1.6%Dec45%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	PTC	S&P 500
Weekly volatility (σ, 1y)	7.19%	1.83%
Best / worst week (1y)	+32.3% / -15.6%	—
Max drawdown (5y, monthly)	-46.4%	—
1-week VaR (95%)	-12.6%	—
Beta (5y)	1.00	1.00

PTC EQUITY WEATHER (LIVE)PARTLY CLOUDY · +30

Trend+61

Momentum+80

Volume+11

Volatility-60

Breadth-17

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 101 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall+29.9+45.3 vs industry

Trend+61.3+79.3 vs industry

Momentum+80.3+97.7 vs industry

Volume+10.9+10.9 vs industry

Reading	PTC	Software - Application n=1,755	Technology n=6,969	All US symbols n=70,435
Overall	+29.9	-15.4	-20.7	-20.5
Trend	+61.3	-18.0	-20.8	-21.3
Momentum	+80.3	-17.4	-28.5	-15.8
Volume	+10.9	+0.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Neil Barua President and Chief Executive Off	$24.3M	96% equity+incentive
Robert Dahdah EVP, Chief Revenue Officer	$14.2M	97% equity+incentive
Kristian Talvitie EVP, Chief Financial Offic	$7.9M	93% equity+incentive
Aaron von Staats EVP, Chief Legal Officer	$5.8M	92% equity+incentive
Catherine Kniker EVP, Chief Marketing and Su	$5.4M	92% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	53
Social	59
Governance	76
Composite ESG	62

Composite ESG Trend

Filed	8-K contents	Items
2026-10-05	Material Agreement; Regulation FD; Exhibits	1.01,7.01,9.01
2026-07-29	Earnings Release; Exhibits	2.02,9.01
2026-03-16	Regulation FD Disclosure; Financial Statements and Exhibits	7.01,9.01
2026-02-11	Submission of Matters to a Vote of Security Holders	5.07
2026-02-04	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-12-04	Departure/Election of Directors; Appointment of Officers; Regulation F	5.02,7.01,9.01
2025-11-05	Entry into Material Definitive Agreement; Financial Statements and Exh	1.01,9.01
2025-11-05	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-28 to 2026-07-29
Analyst estimates	dim/forward_estimates	3 rows · 2026-09-30 to 2028-09-30
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	60 rows · 2010 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-05-12 to 2026-10-15
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2025-11-14 to 2026-08-14
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

PTC Inc. (PTC)

PTC Inc. (PTC)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

PTC Inc. (PTC)

Institutions holding — 12 quarters

PTC Inc. (PTC)

Monthly Net Insider Flow (000 shares)

Signal Summary

PTC Inc. (PTC)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding PTC — quarterly

Institutional Put/Call — quarterly

PTC Inc. (PTC)

Where PTC Trades in the Dark

PTC Inc. (PTC)

3.8 · Employees (SEC filings)

PTC Inc. (PTC)

PTC Inc. (PTC)

PTC Inc. (PTC)

Balance Sheet — Full

Cash Flow Statement — Full

PTC Inc. (PTC)

PTC Inc. (PTC)

PTC Inc. (PTC)

PTC Inc. (PTC)

Street Price Target — Trajectory

Third-Party Composite Rating

PTC Inc. (PTC)

PTC Inc. (PTC)

Family Scores (site weights)

PTC Inc. (PTC)

PTC Inc. (PTC)

PTC Inc. (PTC)