Schneider Electric Deal Puts Industrial Software Stocks In Focus

Schneider Electric’s pursuit of PTC in a roughly US$20b deal has lit up the industrial software conversation, because it hints at what scale and software focus might be worth in today’s market. Investors watching this move risk missing the ripple effects on peers that could quietly reprice. This article walks through 3 US and French industrial software stocks exposed to this news and how this development might help or hurt their appeal. The three stocks below are a small sample of the...