- Q1 Rundown: Unity (NYSE:U) Vs Other Design Software Stocks
May 14, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Unity (NYSE:U) and the rest of the design software stocks fared in Q1.
The demand for rich, interactive 2D, 3D, VR and AR experiences is growing, and while the ubiquitous metaverse might still be more of a buzzword than a real thing, what is real is the demand for the tools to create these experiences, whether they are games, 3D tours or interactive movies.
The 6 design software stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3% while next quarter’s revenue guidance was in line.
While some design software stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.1% since the latest earnings results.
Unity (NYSE:U)
Powering over half of the world's mobile games and expanding into industries from automotive to architecture, Unity (NYSE:U) provides software tools and services that allow developers to create, run, and monetize interactive 2D and 3D content across multiple platforms.
Unity reported revenues of $508.2 million, up 16.8% year on year. This print exceeded analysts’ expectations by 0.9%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ EBITDA and billings estimates.Unity Total Revenue
Unity delivered the weakest performance against analyst estimates of the whole group. Unsurprisingly, the stock is down 1% since reporting and currently trades at $27.00.
Is now the time to buy Unity? Access our full analysis of the earnings results here, it’s free.
Best Q1: Cadence Design Systems (NASDAQ:CDNS)
Powering the chips behind everything from smartphones to AI accelerators for over 35 years, Cadence Design Systems (NASDAQ:CDNS) provides essential computational software, hardware, and intellectual property used by engineers to design and verify advanced electronic systems and semiconductors.
Cadence Design Systems reported revenues of $1.47 billion, up 18.7% year on year, outperforming analysts’ expectations by 1.9%. The business had a very strong quarter with a solid beat of analysts’ billings and EBITDA estimates.Cadence Design Systems Total Revenue
The market seems happy with the results as the stock is up 7.6% since reporting. It currently trades at $362.05.
Is now the time to buy Cadence Design Systems? Access our full analysis of the earnings results here, it’s free.
Weakest Q1: Dolby Laboratories (NYSE:DLB)
Known for its iconic "D" logo that appears before countless movies and TV shows, Dolby Laboratories (NYSE:DLB) designs and licenses audio and video technologies that enhance entertainment experiences in movies, TV shows, music, and other media.
Story Continues
Dolby Laboratories reported revenues of $395.6 million, up 7.1% year on year, exceeding analysts’ expectations by 2.8%. Still, it was a slower quarter as it posted revenue and EPS guidance for next quarter missing analysts’ expectations.
Dolby Laboratories delivered the highest full-year guidance raise but had the slowest revenue growth in the group. As expected, the stock is down 9.5% since the results and currently trades at $58.05.
Read our full analysis of Dolby Laboratories’s results here.
PTC (NASDAQ:PTC)
Originally known as Parametric Technology Corporation until its 2013 rebranding, PTC (NASDAQ:PTC) provides software that helps manufacturers design, develop, and service physical products through digital solutions for CAD, PLM, ALM, and SLM.
PTC reported revenues of $774.3 million, up 21.7% year on year. This number topped analysts’ expectations by 8.6%. Taking a step back, it was a satisfactory quarter as it also logged an impressive beat of analysts’ billings estimates but EPS guidance for next quarter missing analysts’ expectations significantly.
PTC scored the biggest analyst estimates beat and fastest revenue growth among its peers. The stock is up 6.8% since reporting and currently trades at $146.01.
Read our full, actionable report on PTC here, it’s free.
Procore Technologies (NYSE:PCOR)
With a mission to build software for the people that build the world, Procore Technologies (NYSE:PCOR) provides cloud-based software that enables owners, contractors, and other stakeholders to collaborate and manage construction projects from any device.
Procore Technologies reported revenues of $359.3 million, up 15.7% year on year. This result surpassed analysts’ expectations by 1.9%. Aside from that, it was a satisfactory quarter as it also produced a solid beat of analysts’ EBITDA estimates but revenue guidance for next quarter meeting analysts’ expectations.
The stock is down 19.5% since reporting and currently trades at $50.00.
Read our full, actionable report on Procore Technologies here, it’s free.
Market Update
Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?
These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.
Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.
View Comments
- Design Software Stocks Q1 Highlights: PTC (NASDAQ:PTC)
May 14, 2026
Looking back on design software stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including PTC (NASDAQ:PTC) and its peers.
The demand for rich, interactive 2D, 3D, VR and AR experiences is growing, and while the ubiquitous metaverse might still be more of a buzzword than a real thing, what is real is the demand for the tools to create these experiences, whether they are games, 3D tours or interactive movies.
The 6 design software stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3% while next quarter’s revenue guidance was in line.
While some design software stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.1% since the latest earnings results.
PTC (NASDAQ:PTC)
Originally known as Parametric Technology Corporation until its 2013 rebranding, PTC (NASDAQ:PTC) provides software that helps manufacturers design, develop, and service physical products through digital solutions for CAD, PLM, ALM, and SLM.
PTC reported revenues of $774.3 million, up 21.7% year on year. This print exceeded analysts’ expectations by 8.6%. Overall, it was a satisfactory quarter for the company with a solid beat of analysts’ billings estimates but EPS guidance for next quarter missing analysts’ expectations significantly.
"PTC delivered solid financial results in Q2'26. Our go-to-market transformation continues to gain traction and our Intelligent Product Lifecycle vision is resonating with customers. The execution and momentum we've established over the past several quarters give us confidence that we are building a more durable, multi-year growth engine," said Neil Barua, President and CEO, PTC.PTC Total Revenue
PTC pulled off the biggest analyst estimates beat and fastest revenue growth of the whole group. The stock is up 6.8% since reporting and currently trades at $146.01.
Is now the time to buy PTC? Access our full analysis of the earnings results here, it’s free.
Best Q1: Cadence Design Systems (NASDAQ:CDNS)
Powering the chips behind everything from smartphones to AI accelerators for over 35 years, Cadence Design Systems (NASDAQ:CDNS) provides essential computational software, hardware, and intellectual property used by engineers to design and verify advanced electronic systems and semiconductors.
Cadence Design Systems reported revenues of $1.47 billion, up 18.7% year on year, outperforming analysts’ expectations by 1.9%. The business had a very strong quarter with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ EBITDA estimates.
Story Continues
Cadence Design Systems Total Revenue
The market seems happy with the results as the stock is up 7.6% since reporting. It currently trades at $362.05.
Is now the time to buy Cadence Design Systems? Access our full analysis of the earnings results here, it’s free.
Weakest Q1: Dolby Laboratories (NYSE:DLB)
Known for its iconic "D" logo that appears before countless movies and TV shows, Dolby Laboratories (NYSE:DLB) designs and licenses audio and video technologies that enhance entertainment experiences in movies, TV shows, music, and other media.
Dolby Laboratories reported revenues of $395.6 million, up 7.1% year on year, exceeding analysts’ expectations by 2.8%. Still, it was a slower quarter as it posted revenue and EPS guidance for next quarter missing analysts’ expectations significantly.
Dolby Laboratories delivered the highest full-year guidance raise but had the slowest revenue growth in the group. As expected, the stock is down 9.5% since the results and currently trades at $58.05.
Read our full analysis of Dolby Laboratories’s results here.
Adobe (NASDAQ:ADBE)
Originally named after Adobe Creek that ran behind co-founder John Warnock's house, Adobe (NASDAQ:ADBE) develops software products used for digital content creation, document management, and marketing solutions across desktop, mobile, and cloud platforms.
Adobe reported revenues of $6.40 billion, up 12% year on year. This print surpassed analysts’ expectations by 1.9%. It was a strong quarter as it also put up an impressive beat of analysts’ billings estimates and EPS guidance for next quarter beating analysts’ expectations.
The stock is down 8.8% since reporting and currently trades at $246.01.
Read our full, actionable report on Adobe here, it’s free.
Unity (NYSE:U)
Powering over half of the world's mobile games and expanding into industries from automotive to architecture, Unity (NYSE:U) provides software tools and services that allow developers to create, run, and monetize interactive 2D and 3D content across multiple platforms.
Unity reported revenues of $508.2 million, up 16.8% year on year. This number topped analysts’ expectations by 0.9%. Overall, it was a strong quarter as it also recorded a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ billings estimates.
Unity had the weakest performance against analyst estimates among its peers. The stock is down 1% since reporting and currently trades at $27.00.
Read our full, actionable report on Unity here, it’s free.
Market Update
Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?
These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.
Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.
View Comments
- Samsara Declines 22.4% Year to Date: Buy, Hold or Sell the Stock?
May 14, 2026
Samsara Inc. IOT shares have declined 22.4% year to date, underperforming the Zacks Internet - Software industry’s 14.4% decline and the Zacks Computer and Technology sector’s return of 15.3%.
Samsara YTD Performance ChartZacks Investment Research
Image Source: Zacks Investment Research
Despite this decline in the share price, Samsara stock is trading at a premium valuation. IOT is trading at a forward price-to-sales ratio of 7.73, much higher than the industry’s valuation of 3.68. This is further supported by Zacks Value Score of F.
Samsara Forward 12-Month (P/S) Valuation ChartZacks Investment Research
Image Source: Zacks Investment Research
Given these dynamics, the investors ask: Should they buy, hold or sell Samsara stock? Let’s dive into the fundamentals of the company to answer this question.
Samsara Gains From Strong Adoption of Connected Platform
Samsara is experiencing strong momentum as enterprises are implementing its Connected Operations platform that brings together IoT hardware, cloud, AI, video telematics and workflow automation in one integrated system. That combination is becoming increasingly attractive for organizations that want to improve safety, efficiency and sustainability while also reducing the complexity of managing disconnected tools.
The company’s latest fiscal 2026 results show that this strategy is resonating with customers. Samsara ended the year with annual recurring revenues (ARR) of $1.89 billion, up 30% year over year. Net new ARR reached $432 million for the full year, rising 21%, while fourth-quarter net new ARR climbed 33% to $144.8 million. Revenues also remained strong, rising 28% in the fourth quarter to $444.3 million and 30% for the full year to $1.62 billion.
Samsara’s strong performance is driven by growing adoption among large enterprises. These customers often operate complex fleet, industrial assets and frontline workforces, making them a natural fit for a platform that can unify safety, maintenance, routing and asset visibility. At the end of fiscal 2026, Samsara had 3,194 customers with more than $100,000 in ARR, including 204 additions in the fourth quarter alone. ARR from these customers rose 37% year over year to $1.2 billion.
Even more encouraging is the company’s traction with its largest accounts. ARR from customers contributing more than $1 million annually grew 56% year over year in the fourth quarter. During the quarter, Samsara signed a record 13 deals worth more than $1 million in net new annual contract value. This signals that the company is not only adding customers, but also deepening relationships with major enterprises that are expanding their use of the platform.
Story Continues
Samsara is also seeing strong multiproduct adoption. About 96% of customers with more than $100,000 in ARR now use at least two products, while 69% use three or more. Nine of the top 10 net new ACV deals in the fourth quarter included two or more products. That trend matters because it shows the platform is becoming more embedded in day-to-day operations rather than being used for a single point solution.
Samsara Growing on the Back of AI as Its Core Differentiator
Samsara processes more than 25 trillion data points annually, up sharply from 14 trillion in fiscal 2025, 9 trillion in fiscal 2024 and 6 trillion in fiscal 2023. This expanding data scale gives Samsara a large and growing operational dataset spanning dashcam imagery, GPS information, maintenance workflows, sensor readings and route-level data gathered from millions of connected devices.
Another important growth driver is the rise of Samsara’s newer products. Offerings launched over the last two years accounted for 23% of net new ACV in the fourth quarter, showing that customers are responding to the company’s broader product expansion. These products include AI Multicam, Connected Asset Maintenance, Asset Tags, Commercial Navigation, Qualifications, Routing, Training and Connected Workflows.
Samsara is also showing better operating leverage. Non-GAAP operating margin expanded 500 basis points year over year in the fourth quarter to 21%, while full-year fiscal 2026 non-GAAP operating margin improved to 17% from 9% in fiscal 2025. Adjusted free cash flow reached $62.9 million in the fourth quarter, with a margin of 14%, and full-year adjusted free cash flow rose to $208.7 million from $111.5 million a year earlier.
This combination of growth and profitability is important because it suggests the company’s platform model is becoming more scalable. Management pointed to durable growth and improving leverage as evidence that its go-to-market approach and product strategy are working together effectively. The Zacks Consensus Estimate for Samsara’s fiscal 2027 earnings shows growth of 21.4%. The estimates have remained unchanged in the past 60 days.Zacks Investment Research
Image Source: Zacks Investment Research
Samsara Grapples With Stiff Competition in Vehicle Telematics
Samsara operates in a highly competitive market. Players include Motive, Lytx, Verizon VZ, Trimble TRMB and Geotab in the vehicle telematics space and PTC PTC in the industrial Internet of Things space. To compete with these companies, Samsara is investing heavily in its operations, such as sales and marketing and research and development.
Verizon offers products like Connect Reveal, Connect Fleet and Connect Asset Tracking to address GPS fleet tracking, driver behavior monitoring, compliance and reporting for enterprise fleet management, equipment and trailer tracking. Trimble offers Fleet Management, Asset Tracking and Transportation Management System, coming head-on with Samsara’s offerings.
Samsara still bets on the video telematics market, which is underpenetrated. However, Trimble Video Intelligence and Verizon’s dashcams & AI video telematics pose a threat to it. Moreover, in the industrial Internet of Things space, PTC has products like ThingWorx, Kepware, Vuforia and ServiceMax, making it a formidable competitor to Samsara. Despite intense competition, Samsara is targeting a vast, underpenetrated market, one where multiple players are positioned to capture meaningful share.
Conclusion: Hold Samsara for Now. Although the vehicle telematics and industrial Internet of Things space is highly competitive, the market remains highly underpenetrated, especially in the video telematics space, giving Samsara an opportunity to grab a meaningful share. The company has recently turned profitable, enabling it to prove its business strategy. Considering these factors, we suggest investors retain this Zacks Rank #3 (Hold) stock.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Verizon Communications Inc. (VZ) : Free Stock Analysis Report
Trimble Inc. (TRMB) : Free Stock Analysis Report
PTC Inc. (PTC) : Free Stock Analysis Report
Samsara Inc. (IOT) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
View Comments
- PTC for Startups Program Helps Companies Design, Produce, and Launch Next-Generation Products
May 13, 2026
Free access to Onshape, Creo+, Codebeamer+, and a startup package for Arena to manage every stage of the product lifecycle from design and development through compliance and launch Annual renewals available to support startups through key funding and revenue milestones Exposure to PTC's global ecosystem to support industry visibility
BOSTON , May 13, 2026 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced the expansion of its startup program to companies across all industries, extending a model that began with its Aerospace and Defense Startup Program, launched in 2025. Building on that program's success, PTC for Startups now makes PTC's professional-grade product development tools available to qualifying early and growth-stage startups worldwide — at no cost.Image courtesy of PTC.
Qualifying startups receive free access for five users each to PTC's Onshape® cloud-native CAD and product data management (PDM) platform, Creo+® SaaS computer-aided design (CAD) solution, and Codebeamer+™ SaaS application lifecycle management (ALM) solution. A startup package for PTC's Arena® product lifecycle management (PLM) and quality management system (QMS) solution is also available at a discounted rate. Creo+, Onshape, and Codebeamer+ licenses are renewable annually with no time limit, as long as startups continue to meet program eligibility requirements, ensuring support through key funding and revenue milestones.
"When you're pioneering reusable spaceflight, and your launch window won't wait, you need to move fast," said Will Sherman, CTO and Co-Founder, Reditus Space. "From our first day in the Startup Program, we had full access to professional-grade CAD and PDM tools without the friction of license management or IT overhead, so our teams could scale confidently with the compliance and control we needed."
The expanded program reflects PTC's belief that early-stage companies shouldn't face financial barriers to enterprise-grade tooling. For startups, speed matters most: bringing products to market quickly while navigating rapid iteration, lean teams, distributed collaboration, and the constant pressure of fundraising and growth. PTC for Startups is designed to help founders move faster from day one with cloud tools that support agility, teamwork, and scale at every stage of the journey.
"We went from idea to CAD, prototype, and procurement in about seven days. That wouldn't have been possible without PTC," says Ivan Tregear, Chief Technology Officer, KAIKAKU. "Non-blocking releases and collaborative workflows let us iterate hardware at the speed required by an early-stage startup."
Story Continues
Beyond software, participants gain access to PTC's global ecosystem of incubators, technology partners, and fellow innovators, along with opportunities for mentorship, co-marketing, and industry exposure.
"PTC helps the world's leading companies bring better products to life, and with PTC for Startups, we're extending that same commitment to the next generation of innovators, giving them the tools to move fast, scale with confidence, and compete on a level playing field from day one," said Catherine Kniker, Chief Marketing and Sustainability Officer, PTC. "The startups building today are the industry leaders of tomorrow, and we want PTC to be part of that journey from the very beginning."
Onshape, Creo+, Codebeamer+, Arena, along with the rest of PTC's portfolio, support the company's vision of an Intelligent Product Lifecycle, which enables manufacturers and product companies to build a product data foundation in engineering and extend the value of that data across their entire enterprise. Broader use of product data enables companies to bring higher quality products to market faster, better manage product complexity, meet regulatory and compliance standards, and much more.
To learn more about the PTC for Startups Program and how it can support your journey, be sure to attend the Boston Tech Week event on May 27, from 12:00 to 3:00 pm ET, at PTC's Seaport Headquarters. You'll connect with founders, VCs, and ecosystem partners, and hear firsthand insights from leaders who've built successful startups.
To apply for the PTC for Startups program, visit PTC.com/startups.
About PTC PTC (NASDAQ: PTC) is a global software company that enables manufacturers and product companies to digitally transform how they design, manufacture, and service the physical products that the world relies on. Headquartered in Boston, Massachusetts, PTC employs over 7,000 people and supports more than 30,000 customers globally. For more information, please visit www.ptc.com.
Media Contact
Julia Reed
PRteam@ptc.com
Investor Contact Mike Maguire
investors@ptc.com
PTC, Creo+, Codebeamer+, Onshape, Arena, and the PTC logo are trademarks or registered trademarks of PTC Inc. and its subsidiaries in the United States and other countries.PTC Inc. (PRNewsfoto/PTC Inc.)Cision
View original content to download multimedia:https://www.prnewswire.com/news-releases/ptc-for-startups-program-helps-companies-design-produce-and-launch-next-generation-products-302770888.html
View Comments
- Evaluating IREN Against Peers In Software Industry
May 13, 2026
In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating IREN (NASDAQ:IREN) against its key competitors in the Software industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.
IREN Background
IREN owns data centers powered by renewable energy in Canada and the US for bitcoin mining and AI cloud infrastructure. The company is in the process of converting its existing bitcoin capacity for AI purposes and securing new power and land supply to expand its data center operation. IREN works closely with industry leaders in AI, such as Microsoft, to support their cloud infrastructure ambitions.
Company P/E P/B P/S ROE EBITDA (in billions) Gross Profit (in billions) Revenue Growth IREN Ltd 73.45 7.59 21.96 -9.58% $-0.12 $0.09 -0.02% Palantir Technologies Inc 152.81 38.59 66.90 10.99% $0.76 $1.42 84.71% AppLovin Corp 42.67 69.75 27.10 53.6% $1.52 $1.64 58.97% Salesforce Inc 21.96 2.37 3.94 3.26% $3.27 $8.69 12.09% Intuit Inc 25.23 5.63 5.43 3.61% $1.14 $3.61 17.36% Cadence Design Systems Inc 83.46 15.05 17.70 5.58% $0.54 $1.26 18.66% Synopsys Inc 78.78 3.22 11.17 0.22% $0.69 $1.77 65.52% Adobe Inc 14.03 8.51 4.14 16.39% $2.66 $5.73 11.97% Datadog Inc 512.67 17.85 19.81 1.36% $0.08 $0.8 32.15% Autodesk Inc 44.91 16.29 7.01 10.64% $0.58 $1.79 19.4% Roper Technologies Inc 20.23 1.74 4.28 2.63% $0.96 $1.45 11.29% Workday Inc 45.80 3.79 3.33 1.74% $0.39 $1.92 14.52% Zoom Communications Inc 16.66 3.09 6.50 7.06% $0.28 $0.95 5.31% PTC Inc 13.85 4.32 5.77 15.34% $0.8 $0.66 21.68% Trimble Inc 29.59 2.34 3.67 1.72% $0.2 $0.65 11.81% Tyler Technologies Inc 42.77 3.67 5.67 2.24% $0.15 $0.3 8.55% Average 76.36 13.08 12.83 9.09% $0.93 $2.18 26.27%
After a detailed analysis of IREN, the following trends become apparent:
The Price to Earnings ratio of 73.45 is 0.96x lower than the industry average, indicating potential undervaluation for the stock. The current Price to Book ratio of 7.59, which is 0.58x the industry average, is substantially lower than the industry average, indicating potential undervaluation. With a relatively high Price to Sales ratio of 21.96, which is 1.71x the industry average, the stock might be considered overvalued based on sales performance. With a Return on Equity (ROE) of -9.58% that is 18.67% below the industry average, it appears that the company exhibits potential inefficiency in utilizing equity to generate profits. With lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $-120 Million, which is -0.13x below the industry average, the company may face lower profitability or financial challenges. The company has lower gross profit of $90 Million, which indicates 0.04x below the industry average. This potentially indicates lower revenue after accounting for production costs. The company's revenue growth of -0.02% is significantly lower compared to the industry average of 26.27%. This indicates a potential fall in the company's sales performance.
Story Continues
Debt To Equity Ratiodebt to equity
The debt-to-equity (D/E) ratio gauges the extent to which a company has financed its operations through debt relative to equity.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By considering the Debt-to-Equity ratio, IREN can be compared to its top 4 peers, leading to the following observations:
IREN has a relatively higher debt-to-equity ratio of 1.49 compared to its top 4 peers. This could indicate a higher financial risk as the company is more reliant on borrowed funds, and investors may perceive it as a potential concern.
Key Takeaways
For IREN in the Software industry, the PE ratio is low compared to peers, indicating potential undervaluation. The PB ratio is also low, suggesting a possible bargain opportunity. However, the PS ratio is high, signaling rich valuation relative to revenue. In terms of ROE, EBITDA, gross profit, and revenue growth, IREN lags behind its industry peers, reflecting weaker financial performance and growth prospects.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market.
Get the latest stock analysis from Benzinga:
IREN (IREN): Free Stock Analysis Report
This article Evaluating IREN Against Peers In Software Industry originally appeared on Benzinga.com
© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
View Comments
- PTC for Startups Program Helps Companies Design, Produce, and Launch Next-Generation Products
May 13, 2026 · prnewswire.com
Free access to Onshape, Creo+, Codebeamer+, and a startup package for Arena to manage every stage of the product lifecycle from design and development through compliance and launch Annual renewals available to support startups through key funding and revenue milestones Exposure to PTC's global ecosystem to support industry visibility BOSTON , May 13, 2026 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced the expansion of its startup program to companies across all industries, extending a model that began with its Aerospace and Defense Startup Program, launched in 2025. Building on that program's success, PTC for Startups now makes PTC's professional-grade product development tools available to qualifying early and growth-stage startups worldwide — at no cost.
- PTC FOR STARTUPS PROGRAM HELPS COMPANIES DESIGN, PRODUCE, AND LAUNCH NEXT-GENERATION PRODUCTS
May 13, 2026
FREE ACCESS TO ONSHAPE, CREO+, CODEBEAMER+, AND A STARTUP PACKAGE FOR ARENA TO MANAGE EVERY STAGE OF THE PRODUCT LIFECYCLE FROM DESIGN AND DEVELOPMENT THROUGH COMPLIANCE AND LAUNCH ANNUAL RENEWALS AVAILABLE TO SUPPORT STARTUPS THROUGH KEY FUNDING AND REVENUE MILESTONES EXPOSURE TO PTC'S GLOBAL ECOSYSTEM TO SUPPORT INDUSTRY VISIBILITY BOSTON , MAY 13, 2026 /PRNEWSWIRE/ -- PTC (NASDAQ: PTC) TODAY ANNOUNCED THE EXPANSION OF ITS STARTUP PROGRAM TO COMPANIES ACROSS ALL INDUSTRIES, EXTENDING A MODEL THAT BEGAN WITH ITS AEROSPACE AND DEFENSE STARTUP PROGRAM, LAUNCHED IN 2025. BUILDING ON THAT PROGRAM'S SUCCESS, PTC FOR STARTUPS NOW MAKES PTC'S PROFESSIONAL-GRADE PRODUCT DEVELOPMENT TOOLS AVAILABLE TO QUALIFYING EARLY AND GROWTH-STAGE STARTUPS WORLDWIDE — AT NO COST.
- PTC Onshape Introduces Direct Altium Integration to Streamline ECAD-MCAD Collaboration
May 12, 2026
Connects Printed Circuit Board (PCB) design from Altium directly into Onshape in a unified cloud-native workflow Eliminates file-based PCB data exchange between electrical and mechanical design Streamlines inclusion of detailed components in your personal or company library
BOSTON, May 12, 2026 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced a new integration between its cloud-native Onshape® computer‑aided design (CAD) and product data management (PDM) platform and Altium. The connector enables electrical and mechanical engineering teams to collaborate more effectively by bringing Printed Circuit Board (PCB) designs directly into Onshape and keeping changes synchronized across both platforms.Image courtesy of PTC.
Building products with electronics requires close coordination between electrical and mechanical teams, but that coordination breaks down when it relies on emailed files and manual updates. Teams lose time exporting data, reconciling versions, and catching problems too late, such as boards that don't fit or misaligned connectors. The Onshape Altium Connector removes that friction by creating a direct connection between platforms, bringing PCB designs from Altium into Onshape so teams can assess fit early, track changes in real time, and stay aligned as designs evolve.
"This collaboration marks an important milestone for cloud-native engineering. By expanding our direct ECAD-MCAD CoDesign technology, we are enabling a truly cohesive connection between leading cloud-based design platforms," said Nikolay Ponomarenko, Vice President of Altium R&D. "In a complex, fast-paced industry, cloud data enables engineers to collaborate in real-time within a unified workflow across design domains. This eliminates all risks imposed by manually sharing files. This level of synchronization keeps teams aligned from the very beginning of the design process and lays the foundation for even deeper collaboration in the future."
Key benefits of the Onshape Altium Connector include:
Works entirely in the cloud — no file conversions, downloads, or manual data transfers required Keeps electrical and mechanical designs in sync — changes made in either platform are automatically reflected in the other, eliminating version mismatches Enables identification of design problems earlier — teams can verify that circuit boards fit correctly within their enclosures before issues become costly to fix Built-in version control — detailed electrical history lives in Altium, and mechanical history lives in Onshape, connected in real time so teams always trace and manage what changed and when Accessible from any browser — stakeholders can review, comment on, and markup designs from anywhere, with no software installation required
Story Continues
"Connecting electrical and mechanical design in real-time is a critical step toward fully digital product development," said David Katzman, General Manager of Onshape and Arena, PTC. "By bringing these workflows together in a single cloud-native environment, we give teams continuous access to a shared, real-time product definition so they can move faster, stay aligned, and focus on building better products."
With Onshape and the rest of its portfolio, PTC is delivering on its vision for the Intelligent Product Lifecycle: enabling manufacturers and product companies to build a product data foundation, extend the value of that data across their enterprise, and accelerate AI-driven transformation. Broader use of product data enables companies to bring higher quality products to market faster, better manage product complexity, meet regulatory and compliance standards, and much more.
For more information, visit: Introducing the Onshape Altium Connector: True Cloud-to-Cloud ECAD-MCAD Collaboration.
About PTC
PTC (NASDAQ: PTC) is a global software company enabling manufacturers and product companies to digitally transform how they design, manufacture, and service products. Headquartered in Boston, Massachusetts, PTC employs over 7,000 people and supports more than 30,000 customers globally. For more information, visit www.ptc.com.
Media Contact
Julia Reed
jreed@ptc.com
Investor Contact
Mike Maguire
mmaguire@ptc.com
PTC, Onshape, and the PTC logo are trademarks or registered trademarks of PTC Inc. and its subsidiaries in the United States and other countries.PTC Inc. (PRNewsfoto/PTC Inc.)Cision
View original content to download multimedia:https://www.prnewswire.com/news-releases/ptc-onshape-introduces-direct-altium-integration-to-streamline-ecad-mcad-collaboration-302769517.html
View Comments
- PTC Onshape Introduces Direct Altium Integration to Streamline ECAD-MCAD Collaboration
May 12, 2026 · prnewswire.com
Connects Printed Circuit Board (PCB) design from Altium directly into Onshape in a unified cloud-native workflow Eliminates file-based PCB data exchange between electrical and mechanical design Streamlines inclusion of detailed components in your personal or company library BOSTON, May 12, 2026 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced a new integration between its cloud-native Onshape® computer‑aided design (CAD) and product data management (PDM) platform and Altium. The connector enables electrical and mechanical engineering teams to collaborate more effectively by bringing Printed Circuit Board (PCB) designs directly into Onshape and keeping changes synchronized across both platforms.
- PTC ONSHAPE INTRODUCES DIRECT ALTIUM INTEGRATION TO STREAMLINE ECAD-MCAD COLLABORATION
May 12, 2026
CONNECTS PRINTED CIRCUIT BOARD (PCB) DESIGN FROM ALTIUM DIRECTLY INTO ONSHAPE IN A UNIFIED CLOUD-NATIVE WORKFLOW ELIMINATES FILE-BASED PCB DATA EXCHANGE BETWEEN ELECTRICAL AND MECHANICAL DESIGN STREAMLINES INCLUSION OF DETAILED COMPONENTS IN YOUR PERSONAL OR COMPANY LIBRARY BOSTON, MAY 12, 2026 /PRNEWSWIRE/ -- PTC (NASDAQ: PTC) TODAY ANNOUNCED A NEW INTEGRATION BETWEEN ITS CLOUD-NATIVE ONSHAPE® COMPUTER‑AIDED DESIGN (CAD) AND PRODUCT DATA MANAGEMENT (PDM) PLATFORM AND ALTIUM. THE CONNECTOR ENABLES ELECTRICAL AND MECHANICAL ENGINEERING TEAMS TO COLLABORATE MORE EFFECTIVELY BY BRINGING PRINTED CIRCUIT BOARD (PCB) DESIGNS DIRECTLY INTO ONSHAPE AND KEEPING CHANGES SYNCHRONIZED ACROSS BOTH PLATFORMS.