kentoh/iStock via Getty Images Investment Outlook PTC Inc. (NASDAQ:PTC) provides a wide array of lifecycle management software and services to various industries worldwide. I previously wrote about PTC in May 2023 with a Hold outlook due to flat organic bookings growth. Despite a challenging sales environment for transformational deals, the company has produced revenue and earnings growth as it works to maximize value from its 2023 acquisition of ServiceMax. While PTC Inc. stock isn’t cheap, my outlook ...

BOSTON, July 11, 2024 /PRNewswire/ -- PTC (Nasdaq: PTC) will release its fiscal 2024 third quarter results on Wednesday, July 31st after the stock market closes. Senior management will host a live webcast and conference call to review the results on Wednesday, July 31st at 5pm Eastern Time. The earnings press release, accompanying earnings presentation, and financial data tables will be accessible prior to the conference call and webcast on the Investor Relations section of the Company's website at PTC Inve ...

NEW YORK, July 2, 2024 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of PTC Therapeutics, Inc. ("PTC" or the "Company") (NASDAQ: PTCT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980. The investigation concerns whether PTC and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On June 28, 2024, PTC issue ...

文章核心观点 - 机器人行业市场规模有望从2024年的$45.85亿增长到2029年的$95.93亿,增长率达15.91% [1] - 美国机器人行业市场规模有望在2024年达到$7.85亿,成为全球最大市场 [1] - 机器人行业受到机构投资者的青睐,主要得益于拜登总统2024年颁布的人工智能行政命令,旨在推进人工智能技术的发展,确保其安全性、安全性和公平性 [2] - 机器人技术正在不断进步,如NVIDIA、比亚迪和Teradyne的合作使机器人具备自主驾驶、协作等人工智能和建模能力 [2] - 人形机器人正在改善医疗和工作环境,如亚马逊和宝马使用这些机器人来执行危险或重复性的任务,提高安全性和效率 [3] - 工业外骨骼预计到2030年将增长7倍,帮助工人在搬运重物或重复活动时避免损伤和疲劳 [4] 行业发展 - 机器人行业市场规模有望从2024年的$45.85亿增长到2029年的$95.93亿,增长率达15.91% [1] - 美国机器人行业市场规模有望在2024年达到$7.85亿,成为全球最大市场 [1] - 机器人技术正在不断进步,如NVIDIA、比亚迪和Teradyne的合作使机器人具备自主驾驶、协作等人工智能和建模能力 [2] - 人形机器人正在改善医疗和工作环境,如亚马逊和宝马使用这些机器人来执行危险或重复性的任务,提高安全性和效率 [3] - 工业外骨骼预计到2030年将增长7倍,帮助工人在搬运重物或重复活动时避免损伤和疲劳 [4] 公司发展 Teradyne (TER) - Teradyne是一家测试机器人和工业自动化的领先公司,过去12个季度每个季度的收益都超过预期,并且在工业机器人市场份额持续增长 [6] - Teradyne 2024年第一季度业绩强劲,营收达$599.82亿,超过预期$566.31亿;每股收益51美分,也超过预期33美分 [7] - Teradyne已经发货8,000台J750动力测试设备,这一里程碑显示了公司在半导体测试和自主测试能力方面的专长 [8] - Teradyne正在通过与NVIDIA的合作,将人工智能技术应用于其机器人产品,如Universal Robots和MiR1200托盘搬运车,提升路径规划和自主导航能力 [9] - Teradyne新任命的首席人工智能官James Davidson,其在人工智能和机器人领域的专业知识,可能会为公司的移动机器人业务带来新的想法 [10] Symbotic (SYM) - Symbotic提供仓库自动化解决方案,其基于人工智能的供应链机器人技术,使其过去4个季度的利润超预期801%至901% [12] - Symbotic 2024财年第二季度营收达$424.3亿,超过预期$412.9亿,但每股亏损7美分,未达预期5美分盈利 [13] - 分析师预计Symbotic 2024财年每股利润将从2美分上调至40美分,并给予其买入评级,主要得益于收入和毛利率的增长 [14] - Symbotic不断改进和拓展产品,如GreenBox联合项目和BreakPack解决方案,以保持利润增长势头,并帮助公司拓展更多客户 [15] - 凭借其技术创新和快速增长,Symbotic被评为2024年全球最具创新力公司之一 [16] PTC (PTC) - PTC是计算机辅助设计领域的领导者,提供3D、VR和AR等仿真软件,连续8年实现盈利,是一家值得关注的机器人股票 [17] - PTC 2024年第二季度每股收益$1.10,超过预期$0.87;营收$603.07亿,也超过预期$575.53亿 [17] - PTC在2,279家公司中排名前32%,显示其在竞争激烈的领域具有竞争优势和稳定性,分析师给予其强烈买入评级,12个月目标价约为$191,较当前价格$178高8% [18] - PTC在工业物联网、CAD等多个领域获得行业权威机构的认可,如连续5年获得Quadrant Knowledge Solutions的IIoT SPARK Matrix第一名 [19] - PTC的Windchill和Codebeamer等工具被大众汽车集团等大型企业广泛应用于工程和产品生命周期管理 [20]

These two companies are strongly connected, but one is doing a much better job of giving guidance than the other and has a more resilient business model. Industrial software company PTC (PTC 0.32%) and Rockwell Automation (ROK 0.42%) are strategic partners and share many of the same end-market drivers. When the industrials sector wants to invest in automation and the digital technology that drives it, both companies benefit, and when it pulls back, both companies suffer. Yet right now, PTC is a stock worth ...

WARREN, N.J., June 21, 2024 /PRNewswire/ -- PTC Therapeutics, Inc. (NASDAQ: PTCT) today announced that on June 17, 2024, the company approved non-statutory stock options to purchase an aggregate of 1,380 shares of its common stock and 6,260 restricted stock units ("RSUs"), each representing the right to receive one share of its common stock upon vesting, to nine new employees. The awards were made pursuant to the Nasdaq inducement grant exception as a component of the new hires' employment compensation. The ...

文章核心观点 - PTC公司的股价在过去一年内上涨41%,超过了标普500指数和行业平均水平[1] - PTC公司是一家软件提供商,提供包括CAD和PLM在内的全面软件产品组合,可以通过本地部署、云端或混合模式交付[2] - PTC公司的财务表现良好,推动了股价的良好走势,最近一个季度的业绩超预期[3][4] 公司业务表现 - PTC公司的PLM和CAD业务保持强劲增长,其中Windchill PLM和Creo产品表现尤为出色[5] - PTC公司正在重点发展服务生命周期管理(SLM)业务,主要由收购的ServiceMax推动[6] - PTC公司的应用生命周期管理(ALM)业务也有显著贡献,得益于Codebeamer和pure:variants解决方案[7] - PTC公司正在积极推进软件即服务(SaaS)转型,订阅许可业务模式和运营纪律支撑了现金流[8] 财务和展望 - 由于汇率负面影响,PTC公司下调了2024财年收入指引[9] - 2024财年,PTC公司预计年度经常性收入(ARR)将增长11-13%,现金流从经营活动和自由现金流将分别增长22%和23%[10][11] - 分析师预计PTC公司2024和2025财年的收入和每股收益将分别增长9.8%、12.8%和13.6%、23.6%[12][13] - PTC公司的长期盈利增长率预计为15.3%[13]

- European Commission decides against adoption of negative opinion - - Translarna authorization remains active in Europe - - 2024 revenue guidance paused - WARREN, N.J., May 20, 2024 /PRNewswire/ -- PTC Therapeutics, Inc. (NASDAQ: PTCT) announced today that the European Commission (EC) has decided not to adopt the CHMP's negative opinion of January 24, 2024 on the annual renewal of the conditional marketing authorization of Translarna™ (ataluren) and has returned the opinion to the CHMP for re-evaluation. A ...

The industrial software company's recent results gave investors confidence in it hitting its full-year guidance. Industrial software company PTC's (PTC) stock has dipped recently, and investors, initially at least, reacted negatively to the company's fiscal second-quarter earnings, which it released at the start of May. Is the trend likely to continue, or is now an excellent time to pick up stock in an exciting growth company? PTC's recent big news Investors usually pencil in assumptions for medium-term gro ...

公司业绩 - PTC是一家全球软件公司，提供创新的数字解决方案，用于改变产品的工程、制造和服务方式[41] - 在Q2'24，ARR增长了11%（12%常货币），达到20.88亿美元，现金流增长19%，达到2.51亿美元[42] - 在Q2'24，总收入增长了11%，达到6.03亿美元，操作利润增长了47%[44] - 许可证收入增长19%，支持和云服务收入增长11%[47] - PLM软件收入增长13%，CAD软件收入增长16%[49] - 服务Max的贡献：不包括Q1'24服务Max收入在内的前六个月的同比增长为12%（恒定货币为11%）[51] - PLM ARR从Q2'23到Q2'24增长了12%（恒定货币为13%），主要受益于Windchill、Codebeamer和ServiceMax[51] - Q2'24和FY'24前六个月的CAD软件收入增长主要受益于欧洲和亚太地区的Creo收入增长[51] - 许可证毛利润在Q2'24和FY'24前六个月的增长速度高于相应的FY'23期间的许可证收入，主要是由于无形资产摊销费用降低[51] - Q2'24的营运费用增加主要是由于补偿费用增加和股权补偿费用增加[52] - Q2'24的现金提供活动较FY'23同期增加4620万美元，主要是由于更高的收款[58] - FY'24前六个月的投资活动现金使用受到了收购pure-systems的9350万美元的影响[59] - FY'24前六个月的融资活动现金使用包括支付6200万美元以清偿ServiceMax的递延收购款项[60] - 截至2024年3月31日，我们的总债务为2010.9亿美元，净债务为2005.7亿美元[61] - 公司预计到至少未来12个月，现有的现金和等价物、运营产生的现金以及信贷额度将足以满足工作资本和资本支出需求，预计在FY'24下半年约为1200万美元[62] 财务指标 - 年化运行率(ARR)代表报告期末我们的活跃订阅软件、SaaS、托管和支持合同组合的年化价值，ARR不包括未来承诺的合同价值增加[63] - ARR仅包括报告期末活跃合同，不反映未来客户续约或不续约的假设或估计[65] - ARR应独立于认可和未赚收入进行审视，不打算与这些项目合并或替代，投资者应仅在考虑公司的ARR运营指标时结合我们的GAAP财务结果[67] - 公司使用非GAAP财务指标，包括自由现金流、非GAAP毛利率、非GAAP营业收入、非GAAP营业利润、非GAAP净收入、非GAAP摊薄每股收益[69] - 非GAAP财务指标排除的项目通常对我们的财务结果有重大影响，其中一些项目是重复性的，因此应将包括在Form 10-Q中的非GAAP财务指标视为对按照GAAP准则编制的可比指标的补充，而不是替代或更优[68]