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オッペンハイマー氏によると、PTCは数四半期にわたる堅調な需要獲得を経て、収益加速の局面を迎えている。

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-- オッペンハイマー証券は木曜日に電子メールで送付した同社の第2四半期決算レビューの中で、PTC（PTC）が堅調な需要獲得、営業担当者の生産性向上、および契約更新率を数四半期にわたって達成したことを受け、2027年度の年間経常収益成長の加速の可能性を示唆する強気な見解を示したと指摘した。 同レポートは、PTCが為替変動と事業売却の影響を除いた第2四半期の年間経常収益成長率が見通しの上限に達したこと、およびフリーキャッシュフローが予想を上回ったことを強調している。 また、PTCの経営陣は、為替変動と事業売却の影響を除いた2026年度の成長率見通しを7.5～9.5%、フリーキャッシュフロー見通しを約8億5000万ドルと再確認した。これにより、下半期ガイダンスの下限値に対するリスクが軽減された、と同レポートは述べている。 一方、同社は第2四半期に6億2500万ドル相当の自社株買いを実施し、2026年度の自社株買い目標額を従来の11億ドル～13億ドルから12億2500万ドル～13億2500万ドルに引き上げ、さらに2027年度と2028年度向けに新たに20億ドルの自社株買い枠を承認したと、投資会社は発表した。 オッペンハイマーは、PTCの「堅調な業績と改善する見通し」を理由に、同社の投資判断を「アウトパフォーム」、目標株価を200ドルに据え置いた。 PTCの株価は木曜午前遅くの取引で8%以上上昇した。

Price: $147.53, Change: $+10.77, Percent Change: +7.87%

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