Autodesk: The Equity Story Has Gotten More Compelling
Autodesk is rated a buy, driven by strong execution, rapid AI adoption, and a successful transaction model shift. ADSK's AI flywheel is scaling from feature-level to platform-wide, boosting productivity and deepening customer integration across the AEC lifecycle. The transaction model transition is de-risked, supporting management's long-term margin target of 45% by FY29 and providing earnings visibility.
GTM or ADSK: Which Is the Better Value Stock Right Now?
Investors with an interest in Internet - Software stocks have likely encountered both ZoomInfo (GTM) and Autodesk (ADSK). But which of these two stocks presents investors with the better value opportunity right now?
Autodesk, Inc. (ADSK) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
Autodesk, Inc. (NASDAQ:ADSK ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 8:10 AM EDT Company Participants Simon Mays-Smith - Vice President of Investor Relations Sidharth Haksar - Senior Director & Head of Construction Strategy Mike Haley - Senior Vice President of Research Conference Call Participants Tyler Radke - Citigroup Inc., Research Division Presentation Tyler Radke VP & Senior Analyst We've crew from Autodesk here. I get a stand for this session, which is great because I'll be sitting in those chairs for about 6 hours today.
Autodesk Q2: Unstoppable In The Medium-Term
Autodesk continues to deliver accelerating revenue growth, benefiting directly from AI adoption and maintaining a dominant market position. Recent results beat expectations, with FQ2 2026 revenue up 17% year-over-year and EPS exceeding analyst forecasts by $0.17. Despite a post-earnings stock surge and somewhat premium valuation, I see ADSK as a Buy due to sustained double-digit growth and operational improvements.
Autodesk: New Growth Is Unstoppable
Autodesk boasts a nearly impenetrable moat, a strong balance sheet, high margins, and consistent growth, making it a top-tier vertical software company. The transition to an annual subscription model and direct sales enhances recurring revenue and operating leverage, supporting long-term growth. AI is currently more of an integration opportunity than a threat, further strengthening Autodesk's competitive position and product relevance.
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Autodesk Q2 Earnings & Revenues Surpass Estimates, Both Rise Y/Y
ADSK posts a strong Q2 with earnings and sales beating estimates, fueled by AECO growth, enterprise deals and Autodesk Store momentum.
Autodesk, Inc. (ADSK) Q2 2026 Earnings Call Transcript
Autodesk, Inc. (NASDAQ:ADSK ) Q2 2026 Earnings Conference Call August 28, 2025 5:00 PM ET Company Participants Andrew Anagnost - President, CEO & Director Janesh Moorjani - Executive VP & Chief Financial Officer Simon Mays-Smith - Vice President of Investor Relations Conference Call Participants Adam Charles Borg - Stifel, Nicolaus & Company, Incorporated, Research Division Elizabeth Mary Elliott Porter - Morgan Stanley, Research Division Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division Jason Vincent Celino - KeyBanc Capital Markets Inc., Research Division Jay Vleeschhouwer - Griffin Securities, Inc., Research Division Joseph D. Vruwink - Robert W.
Autodesk raises annual forecasts on growing software demand, shares rise
Autodesk raised its annual revenue and profit forecasts on Thursday, betting on growing demand for its design and engineering software, sending its shares surging around 12% in extended trading.
GTM or ADSK: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Internet - Software sector might want to consider either ZoomInfo (GTM) or Autodesk (ADSK). But which of these two stocks offers value investors a better bang for their buck right now?
ADSK Set to Report Q2 Earnings: What's in Store for the Stock?
ADSK heads into Q2 earnings with momentum from strong Q1 growth and steady demand despite macro headwinds.
Autodesk: How Will ADSK Stock React To Its Upcoming Earnings?
Autodesk (NASDAQ:ADSK), a software company focused on design and digital creation tools, is set to release its earnings on Thursday, August 28, 2025. A review of the past five years shows a slightly positive bias: the stock delivered a positive one-day return after earnings in 53% of instances (with a median of 1.4% and a maximum of 10.3%).
