PresentationTyler RadkeVP & Senior Analyst Good afternoon everyone. Tyler Radke here. I co-head Citi's software research practice here at Citi. Welcome to day 2, the afternoon stretch of a bunch of great software companies leading off. We have our friends at PTC from up north in Boston. Happy to have the CEO, Neil Barua; and CFO, Kristian Talvitie. Gentlemen, thanks for making the trip. I know it's Q4. There's a lot of business you guys are closing this month. But Neil, I thought it would be great to start ...

PTC (PTC) 2025 Conference September 04, 2025 12:50 PM ET Company ParticipantsNeil Barua - President, CEO & DirectorKristian Talvitie - EVP & CFOConference Call ParticipantsTyler Radke - MD & Senior Equity Research Analyst - SoftwareTyler RadkeHey everyone, Tyler Radke here, Co-Head of Citi’s Software Research Practice here at Citi. Welcome to day two, the afternoon stretch of a bunch of great software companies leading off. We have our friends at PTC from up north in Boston, happy to have the CEO, Neil Baru ...

2025年是中国"十四五"收官、即将迎来"十五五"的承上启下之年，2025年中国的医疗器械产业也迎来了历史性拐点。根据《中国医疗器械供应链发展报告 （2025）》，2024年我国医疗器械工业市场规模达1.2万亿元，其中医疗设备占比55%，为医疗器械的主力军；而在2025年上半年，国家药监局已批准45个 创新医疗器械，同比增长87%！ 在即将到来的"十五五"，医疗器械设备将迎来发展的黄金机遇期：高端创新医疗设备引领市场"低切高"， 我国医疗器械设备产业从中低端向高端转型；大 规模医疗设备更新托起大势，基层医疗器械设备市场爆发。如何在高监管环境中加速创新，成为医疗器械设备企业的头等大事。以PTC Codebeamer为代表 的ALM软件，越来越受到中国医疗器械企业的重视。 今天，医疗器械设备企业正在面临前所未有的加速创新挑战，这主要来自于医疗器械设备市场的快速变化以及AI等数字技术加速向医疗器械设备渗透，带 动了从敏捷医疗器械设备开发到软件定义医疗器械设备的产品开发趋势。 首先，从医疗器械设备市场的快速变化来看，创新医疗器械设备的需求，始终来自于临床需求。而导致显著和大规模临床需求变化的因素，包括：人口老龄 化， ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones can be challenging due to associated risks and volatility [1] Group 1: Company Overview - PTC Inc. is currently highlighted as a recommended growth stock by the Zacks Growth Style Score system, which evaluates a company's genuine growth potential beyond traditional metrics [2] - PTC Inc. has a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2][11] Group 2: Earnings Growth - The historical EPS growth rate for PTC Inc. stands at 13.8%, but projected EPS growth for this year is significantly higher at 31.6%, surpassing the industry average of 12.6% [5] Group 3: Cash Flow Growth - PTC Inc. exhibits a year-over-year cash flow growth of 18.6%, which is above the industry average of 8.9%, highlighting its strong financial health [6] - The company's annualized cash flow growth rate over the past 3-5 years is 25.7%, compared to the industry average of 10.5%, indicating robust historical performance [7] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for PTC Inc. have been revised upward, with the Zacks Consensus Estimate increasing by 14.6% over the past month, suggesting positive market sentiment [9][11]

This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33. ...

Industry Overview - 3D Printing, or additive manufacturing, is a transformative technology that creates physical objects from digital designs by layering materials with high precision, significantly changing product design and manufacturing since the 1980s [1] - The technology is gaining traction across various sectors, including healthcare, aerospace, automotive, and consumer goods, due to its ability to produce complex shapes and reduce supply chain costs [3][4] Market Growth - The global 3D Printing market is projected to grow from $24.61 billion in 2024 to $29.29 billion in 2025, and is expected to reach $134.6 billion by 2034, with a CAGR of 18.52% [6] - The healthcare 3D Printing market is anticipated to increase from $1.66 billion in 2024 to $1.96 billion by the end of the year, with projections to exceed $8.71 billion by 2034, reflecting a CAGR of 18% [5] Regional Insights - North America currently leads the 3D Printing market with over 35% share, followed closely by Asia Pacific at 30%, with strong growth expected in the U.S. market at a CAGR of 19.18% from 2025 to 2034 [7] Key Players - Xometry, Proto Labs Inc., and Stratasys, Ltd. are recognized as leaders in the 3D Printing space, capitalizing on the technology's advantages in cost, customization, precision, and sustainability [2] - GE Aerospace has made significant investments in additive manufacturing, enhancing fuel efficiency in its engines by 10% to 15% through 3D-printed components [11][12][13] - PTC's Creo software is designed to optimize product development in 3D printing, offering advanced capabilities for manufacturers [15][16] - Carpenter Technology has developed its additive manufacturing capabilities through strategic acquisitions and is recognized for its versatile metal powder production [17][18][19] - Proto Labs is noted for its rapid prototyping and on-demand production capabilities, generating approximately $84 million in revenue from its 3D Printing services in 2024 [22] - 3D Systems provides a wide range of 3D printing solutions and has made strides in digital dentistry and bioprinting, collaborating on projects with NASA [23][24][25][26]

The U.S. Food and Drug Administration (FDA) issued a Complete Response Letter (CRL) on Tuesday related to PTC Therapeutics, Inc.'s PTCT New Drug Application (NDA) for vatiquinone for Friedreich's ataxia. Analysis of the MOVE-FA long-term extension study demonstrated that 144 weeks of vatiquinone treatment resulted in a 3.7-point benefit (p<0.0001, N=70) on the modified Friedreich Ataxia Rating Scale (mFARS) relative to a matched natural history cohort from the FACOMS (Friedreich Ataxia Clinical Outcome Meas ...

WARREN, N.J., Aug. 19, 2025 /PRNewswire/ -- PTC Therapeutics, Inc. (NASDAQ: PTCT) announced today that the U.S. Food and Drug Administration (FDA) has issued a Complete Response Letter (CRL) related to the New Drug Application (NDA) for vatiquinone for the treatment of children and adults living with Friedreich's ataxia. "We are of course disappointed by the FDA's decision to not approve vatiquinone," said Matthew B. Klein, M.D., Chief Executive Officer of PTC Therapeutics. "We believe the data collected to ...

Shinhan Financial Group has a PEG ratio of 0.54 compared with 1.02 for the industry. The company possesses a Growth Score of B. PTC (PTC) : This software company in the Americas, Europe, and the Asia Pacific, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 9.9% over the last 60 days. PTC has a PEG ratio of 1.77 compared with 2.50 for the industry. The company possesses a Growth Score of B. See the full list of top ranked stocks here. Learn mor ...

Summary of PTC FY Conference Call - August 13, 2025 Company Overview - **Company**: PTC (PTC) - **Event**: Oppenheimer Virtual Tech Conference - **Date**: August 13, 2025 Key Points Industry and Market Environment - The macro environment remains challenging but has not materially worsened, leading to a stable outlook for PTC [10][12][13] - There was initial caution among customers at the start of the quarter due to uncertainty surrounding "Liberation Day" [5][6] - PTC's revised guidance reflects a more stable outlook, with net new Annual Recurring Revenue (ARR) coming in at the high end of expectations [8][9] Financial Performance - PTC achieved near the high end of its guidance range for net new ARR, indicating alleviation of worst-case fears [8] - The company is on track to meet its $1 billion free cash flow target for the next fiscal year, despite currency and tax fluctuations [52][58] Go-to-Market Strategy - PTC has made significant changes to its go-to-market strategy, focusing on core verticals and aligning sales, marketing, and customer success teams [17][21] - The restructuring involved account reshuffling and hiring to optimize territory coverage [20][21] - Ongoing efforts include refining messaging for verticals and enhancing pipeline management [23][24] Product Development and AI Integration - PTC views Product Lifecycle Management (PLM) as a strategic imperative for customers, emphasizing the need for faster and more sophisticated product development [34] - The company is in the early stages of integrating AI into its products, with plans for broader AI capabilities to be rolled out in the near future [47][48] - Monetization strategies for AI are still being developed, with current offerings priced on a per-seat basis [50] Customer Engagement and SaaS Transition - There is growing customer interest in SaaS as a delivery model, although migration involves significant organizational change management [40][41] - PTC aims to balance the needs of existing on-premise customers while facilitating the transition to SaaS [42] Future Outlook - PTC is evaluating its growth profile in light of the current macro environment, with a focus on driving net new ARR growth through strategic initiatives [32][33] - The company plans to provide guidance for fiscal 2026 during the Q4 results announcement [59] Capital Allocation - PTC aims to operate in a net debt position and prioritize returning excess cash to shareholders through share repurchases [61] Additional Insights - The company is addressing elevated churn related to specific product lines and customer situations, with some contracts expected to return by the end of the year [35][36] - PTC is actively managing foreign exchange impacts and tax changes to mitigate financial headwinds [54][56] This summary encapsulates the key discussions and insights from the PTC conference call, highlighting the company's strategic direction, financial performance, and market positioning.