Analysts Maintain Moderate Buy on PWR and PTC

April 9, 2026 at 07:10 UTC

4 min read
PWR and PTC stock analysis graphic highlighting Moderate Buy ratings and EPS beats in peers

Key Points

  • Quanta Services holds a Moderate Buy rating from 24 brokerages
  • PTC Inc. shares carry a Moderate Buy consensus from 17 analysts
  • Quanta Services and PTC both recently beat quarterly EPS estimates
  • Institutional activity highlights shifting positions in both stocks, while notable insider transactions were reported for PTC.

Analyst views on Quanta Services and PTC

Quanta Services Inc. and PTC Inc. are both currently rated "Moderate Buy" by Wall Street analysts, according to recent MarketBeat data. The ratings reflect a mix of buy and hold recommendations following strong quarterly results and active institutional trading in both stocks.

Quanta Services: ratings, targets and performance

Quanta Services, Inc. has received a consensus recommendation of "Moderate Buy" from 24 research firms. Six analysts rate the construction company’s shares as a hold and 18 as a buy. The average 12‑month price target is $595.50.

Several banks recently lifted their price objectives on Quanta. Jefferies Financial Group raised its target to $654 with a buy rating on April 2, while Evercore increased its target to $635 and labeled the stock "outperform" on April 1. Citigroup, The Goldman Sachs Group and Bank of America also issued buy ratings with targets of $640, $685 and $610, respectively.

Quanta shares opened at $576.23 on Thursday, giving the company a market capitalization of $86.22 billion. The stock has traded between $241.62 and $583.73 over the past 12 months and carries a P/E ratio of 84.74, a PEG ratio of 2.55 and a beta of 1.10. Its 50‑day and 200‑day moving averages stand at $543.65 and $475.73.

The company maintains a quick ratio of 1.09, a current ratio of 1.14 and a debt‑to‑equity ratio of 0.58. Quanta’s board has declared a quarterly dividend of $0.11 per share, payable April 10 to shareholders of record on April 2, equivalent to an annualized payout of $0.44 and a yield of 0.1%. The payout ratio is 6.47%.

Quanta’s earnings and institutional positioning

Quanta reported quarterly earnings, posting earnings per share of $3.16, ahead of the $3.02 consensus estimate. Revenue reached $7.84 billion, above expectations of $7.38 billion, and was up 19.7% year over year. Return on equity was 18.10%, with a net margin of 3.61%.

The company has issued fiscal 2026 earnings guidance of $12.650 to $13.350 per share. Analysts currently expect Quanta to post EPS of 9.34 for the current year, based on MarketBeat data.

Institutional investors hold 90.49% of Quanta’s outstanding shares. Recent third‑quarter filings show increased positions from Lansforsakringar Fondforvaltning AB publ, Calamos Advisors LLC, Chilton Capital Management LLC, Exchange Traded Concepts LLC and Atria Investments Inc., which all added to their stakes during the period.

PTC Inc.: consensus rating and earnings

PTC Inc. carries a "Moderate Buy" average rating from 17 brokerages. One analyst has a sell recommendation, five rate the stock a hold and 11 recommend buying. The average 12‑month price objective across these firms is $182.0769.

Recent research actions include Rosenblatt Securities trimming its target to $190 with a buy rating, and JPMorgan Chase & Co. (JPM) cutting its target to $162 while downgrading the stock to "underweight". Wall Street Zen downgraded PTC to hold, while Mizuho set a neutral rating with a $160 target and KeyCorp set an overweight rating with a $195 target.

PTC shares opened at $144.32 on Thursday, compared with a 1‑year range of $133.38 to $219.69. The technology company has a market cap of $17.17 billion, a P/E ratio of 21.07, a P/E/G ratio of 2.45 and a beta of 1.06. Its 50‑day and 200‑day moving averages are $152.74 and $172.50, respectively.

PTC reported quarterly results, posting EPS of $3.47, beating the $1.59 consensus estimate. Revenue came in at $685.83 million versus expectations of $635.44 million, up 21.4% from the prior‑year period. Net margin was 28.86% and return on equity was 24.63%.

The company has issued second‑quarter 2026 EPS guidance in the range of $1.930 to $2.540. Sell‑side analysts forecast full‑year EPS of 4.46. PTC describes itself as a global technology company focused on software and services that help manufacturers design, operate and service physical products.

PTC ownership, insider moves and PTC Therapeutics

Institutional investors own 95.14% of PTC’s shares. T. Rowe Price Investment Management Inc. increased its stake by 3.4% in the fourth quarter to 18,384,246 shares. Corient Private Wealth LLC, Rockefeller Capital Management L.P., World Investment Advisors and Kera Capital Partners Inc. also reported new or larger positions.

Insider activity includes Director Corinna Lathan’s sale of 675 shares on March 16 at an average price of $157.24 and EVP Staats Aaron C. Von’s sale of 240 shares on February 11 at $161.10 per share. Following these transactions, corporate insiders own 0.29% of PTC’s stock.

Separately, at PTC Therapeutics, Executive Vice President and CLO Mark Elliott Boulding sold 2,265 shares of common stock for $157,293 on April 6, 2026, while exercising options to acquire the same number of shares. The company has also recently withdrawn a New Drug Application for Translarna and added a new board member, according to Investing.com.

Key Takeaways

  • Both Quanta Services and PTC Inc. are viewed favorably by analysts, with consensus Moderate Buy ratings despite some recent target cuts and downgrades.
  • Recent quarterly results for both companies exceeded earnings and revenue expectations, supporting the current analyst outlooks and forward earnings guidance.
  • High levels of institutional ownership and recent position increases suggest sustained professional investor interest in both Quanta Services and PTC.
  • Insider transactions at PTC Inc. and PTC Therapeutics highlight ongoing share activity, offering additional data points for assessing governance and sentiment.
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Assets in this article

PTC
PWR
PTCT