AI Bust or a Once-in-a-Decade Buying Opportunity for This Software Stock?

2026-02-20 00:35:00 ET

It's no secret that the stock prices of many software companies have come under pressure over the last year. It's not just that investor focus has shifted toward stocks like Nvidia and other artificial intelligence (AI)-related companies; there's also fear that AI poses a threat to industrial software companies like PTC (NASDAQ: PTC) .

When compounded with the slowing growth in PTC's key metric -- the annual run rate (ARR) -- the stock's 10% decline over the last year is understandable. However, I think the market is wrong, and this is a great buying opportunity.

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