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奧本海默公司稱，PTC在經歷了幾個季度強勁的需求成長後，營收有望加速成長。

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-- 根據奧本海默週四透過電子郵件發送的一份報告顯示，PTC (PTC) 對 2027 財年前景持樂觀態度，表明在連續幾個季度實現穩健的需求獲取、銷售代表效率和續約率之後，其年度經常性收入增長有望加速。該報告回顧了 PTC 的第二財季業績。 報告強調，PTC 第二財季的年度經常性收入成長（不計匯率影響和資產剝離）達到了預期上限，自由現金流也超出預期。 此外，報告還指出，PTC 管理層重申了 2026 財年的成長預期（不計匯率影響和資產剝離），預計成長率為 7.5% 至 9.5%，自由現金流約為 8.5 億美元，這降低了其下半年業績指引下限的風險。 同時，投資公司表示，該公司在第二季回購了價值 6.25 億美元的股票，並將 2026 財年的股票回購目標從先前的 11 億至 13 億美元上調至 12.25 億至 13.25 億美元，並新批准了 2027 和 2028 財年的計畫。 奧本海默重申了對 PTC 的「跑贏大盤」評級和 200 美元的目標價，理由是該公司「業績穩健，前景改善」。 週四上午交易時段，PTC 股價上漲超過 8%。

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

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