Activist Starboard prepares to launch proxy fight at Autodesk, WSJ reports
Activist investor Starboard Value is preparing to wage a proxy fight at the design-software maker Autodesk , the Wall Street Journal reported on Tuesday.
Activist Starboard Prepares to Launch Proxy Fight at Autodesk
Starboard has a more than $500 million stake and plans to nominate a minority board slate.
Autodesk Q4: Still A Buy On Strong Results And Efficiency Improvements
Autodesk's Q4 results exceeded expectations with $2.29 EPS and $1.64 billion revenue, and the company provided an optimistic guidance for fiscal 2026. Efficiency improvements and a 9% workforce reduction are expected to boost margins, with significant free cash flow and share buybacks as catalysts. After a 20% stock drop, Autodesk's valuation is attractive, with a one-year price target of $327 and potential for 36% growth under the best-case scenario.
Autodesk, Inc. (ADSK) KBCM Emerging Technology Summit Conference - (Transcript)
Autodesk, Inc. (NASDAQ:ADSK ) KBCM Emerging Technology Summit Conference Call March 4, 2025 12:00 PM ET Company Participants Amy Bunszel - Executive Vice President, Architecture, Engineering and Construction Solutions Simon Mays-Smith - Vice President, Investor Relations Conference Call Participants Jason Celino - KeyBanc Capital Markets Jason Celino Okay. Sounds like we're good to go.
Autodesk: Chinese Solutions Pose Risks
Autodesk excels in engineering efficiency and AI-driven generative design, enhancing collaboration and reducing project time, but struggles in the competitive Chinese market. Despite strong financials and cloud-based advantages, Autodesk's valuation appears overvalued, with moderate growth expectations and significant risks from global trade wars. Given the current market conditions and competitive landscape, I rate Autodesk a hold, with potential for reevaluation if growth accelerates in China.
Autodesk, Inc. (ADSK) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Autodesk, Inc. (NASDAQ:ADSK ) Morgan Stanley Technology, Media & Telecom Conference March 3, 2025 4:50 PM ET Company Participants Andrew Anagnost - CEO Janesh Moorjani - CFO Conference Call Participants Elizabeth Porter - Morgan Stanley Elizabeth Porter Good afternoon, everyone. Thank you for joining us at the Morgan Stanley TMT Conference.
Autodesk Designs Value for Investors: Uptrend Set to Continue
Autodesk's NASDAQ: ADSK Q4 results and guidance for 2025 prove that management is on the right track with its AI aspirations. The results reveal strength in both segments driven by AI's influence on its customers' capabilities and its own.
Autodesk CEO: Layoffs not a short-term reaction and part of a long range plan
Andrew Anagnost, Autodesk CEO, joins 'Money Movers' to discuss the motivation to trim workforce headcount, Autodesk's quarterly earnings results, and how billings trends are looking.
Autodesk Q4 Earnings and Sales Surpass Estimates, Improve Y/Y
ADSK's fiscal fourth-quarter earnings surpass expectations, benefiting from strong renewal rates despite facing new foreign exchange headwinds.
Autodesk Stock Rises on Job Cuts and Better-Than-Expected Earnings
The design-software company announces a restructuring plan that includes slashing about 9% of its workforce.
Autodesk, Inc. (ADSK) Q4 2025 Earnings Call Transcript
Autodesk, Inc. (NASDAQ:ADSK ) Q4 2025 Earnings Conference Call February 27, 2025 5:00 PM ET Company Participants Simon Mays-Smith - VP, IR Andrew Anagnost - CEO Janesh Moorjani - CFO Conference Call Participants Saket Kalia - Barclays Adam Borg - Stifel Jay Vleeschhouwer - Griffin Securities Jason Celino - KeyBanc Capital Markets Taylor McGinnis - UBS Bhavin Shah - Deutsche Bank Joe Vruwink - Baird Elizabeth Porter - Morgan Stanley Matt Hedberg - RBC Capital Markets Joshua Tilton - Wolfe Research Michael Turrin - Wells Fargo Ken Wong - Oppenheimer & Company Operator Thank you for standing by and welcome to Autodesk Fourth Quarter and Full Year Fiscal 2025 Earnings Conference Call. At this time all participants are in a listen-only mode.
Markets Fall Again; Q4 Results After the Bell: ADSK, SOUN & More
The major indexes cannot catch a break. Q4 earnings have remained decent and economic prints have good news.
