Evidence suggests CEO Barua is inspirational but needs a strong C-Suite to craft strategy and execute it.
Historically he has followed Silver Lake’s “buy to sell playbook” of turning over management teams, streamlining organizations, and making acquisitions to fuel growth, which in this case Paragon Intel would view as negative.
Despite a positive outlook on PTC’s fundamentals based on ongoing secular tailwinds around digital transformation and an ingrained culture of execution, Paragon Intel is negative on Barua’s appointment as CEO.
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