PTC · PTC Inc. · Top AI ETF

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PTC Inc. operates as software company in the Americas, Europe, and the Asia Pacific. The company provides Windchill, a suite that manages all aspects of the product development lifecycle(PLM) that provides real-time information sharing, dynamic data visualization, collaborate across geographically distributed teams, and enabling manufacturers to elevate product development, manufacturing, field service, and end-of-life processes; ThingWorx, an Industrial Internet of Things software; ServiceMax, a service lifecycle management solutions enable companies to asset uptime with optimized in-person and remote service and technician productivity with mobile tools, and deliver metrics; and Arena, a SaaS PLM solution enables product teams to collaborate virtually to share product and quality information with internal teams and supply chain partners and deliver products to customers.

Close · 3M

-19.72%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals1

Win rate100% (1/1)

Avg buy return+7.87%

PQUSno longer held3 signals

PQUS · Exit · 1d

PTC’s recent performance, marked by a -24.8% one-year return and trading at $127.36 – just 59% of its 52-week high of $216.53 – set the stage for its removal from PQUS. The stock’s consistent declines, including -8.9% over 30 days and -18.1% over 90 days, preceded its complete exit from the portfolio on July 17, 2026, after maintaining a 0.1300% weight for several days. This timed exit reflects how Pictet Asset Management's AI ranking system for PQUS operates within its US large-cap universe, utilizing periodic rebalancing rather than daily adjustments, and likely weighed these sustained negative price trends against PTC's fundamentals. Despite PTC reporting a 27.75% revenue growth and a 33.14% return on equity, these figures, when combined with a PER of 11.49 and PBR of 6.36, were evidently insufficient for the AI to maintain the stock's ranking within its measured turnover strategy. The system, which layers sector-balance and concentration rules onto its rankings, probably determined that PTC no longer met its criteria for inclusion among the ~165 US large-caps, prompting the removal.

weight 0.130% → 0 (exited)·stock down 10.4% in the 30 days before

Jul 17·entry $124.37·now $124.83

+0.37%

since Jul 17

PQUS · New entry · 1d

weight 0 → 0.170% (new)·stock down 21.6% in the 30 days before

Jun 26·entry $115.72·now $124.83Drifting

+7.87%

since Jun 26

PQUS · Exit · 1d

The initial reduction of PTC's weight from 0.07% to 0.03% on May 10th, followed by a consistent 0.03% for several days before its complete removal on May 16th, points to a carefully managed, multi-day divestment. This measured cadence of selling aligns with Pictet Asset Management's PQUS strategy, employing an AI ranking system with sector-balance and concentration rules that favors periodic rebalances and measured turnover over rapid, daily adjustments. PTC’s recent price performance, marked by a -18.7% 90-day return and trading near its 52-week low at 66% of its 52-week high, likely caused its ranking within the AI system to deteriorate below the threshold for inclusion in the ~165 US large-cap portfolio. Even with its 27.75% revenue growth and 33.14% ROE, the sustained stock depreciation around its $141.91 current price suggests the AI's criteria for future potential or risk, possibly influenced by its PBR of 6.36, no longer supported its position in the fund.

weight 0.030% → 0 (exited)·stock up 2.6% in the 30 days before

May 16·entry $144.06·now $124.83

-13.35%

since May 16

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Jun 28

The PQUS AI ETF recently initiated a new position in PTC Inc., suggesting a positive outlook from the AI system. This contrasts with the 'Fail' verdict from the value-investing framework, which was unable to confirm critical aspects of financial health and margin of safety due to data limitations.

Circle of CompetenceThe enterprise software business model, particularly for industrial applications, typically offers predictable recurring revenue streams and high customer switching costs allowing for reasonable long-term cash flow projections.
Economic MoatPTC benefits from strong customer switching costs inherent in its deeply integrated industrial software solutions, making it costly and disruptive for clients to change providers.
ManagementThe provided data does not offer sufficient information to assess management's candor, capital allocation discipline, or 'skin in the game'.
Financial HealthWhile the most recent ROE is excellent at 33.14%, comprehensive financial health cannot be fully assessed without a 10-year ROE trend, stable operating margins, a clear debt profile, and owner earnings data.
Margin of SafetyA definitive margin of safety cannot be determined without a conservative estimate of intrinsic value, which requires detailed financial projections beyond the provided market multiples.

PTC Inc. appears to operate within a understandable business with a strong competitive moat based on switching costs. However, a 'Fail' verdict was determined because the available financial information was insufficient to thoroughly evaluate long-term financial health and establish a clear margin of safety. Consequently, a full assessment of its investability through this framework could not be completed.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.