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?
Autodesk, Inc. (NASDAQ:ADSK ) Baird Global Consumer, Technology & Services Conference Call June 4, 2025 12:15 PM ET Company Participants Simon Mays-Smith - Vice President of Investor Relations Steven M. Blum - Executive VP & COO Conference Call Participants Joseph D.
Mensch und Maschine Software SE offers strong growth prospects and an excellent product portfolio, yet remains undervalued with a market cap under $1 billion. Despite recent revenue declines due to Autodesk's billing changes, the company maintains robust profitability and confirms its 2024 guidance for 9–19% earnings growth. Transition to a commission model with Autodesk will boost margins and earnings, even as reported revenue temporarily decreases.
Autodesk's business remains resilient, despite fading tailwinds. Growth is currently being boosted by a shift to direct billings, though. Autodesk's cash flow margins are also rebounding from a shift in billing practices, which is supportive of both ADSK's valuation and share repurchases. Autodesk is also widely considered a likely AI beneficiary, although this will likely take time to play out.
Andrew Anagnost, Autodesk CEO, discusses the company's most recent quarter and expectations for the rest of the year.
I reiterate my Buy rating on Autodesk, Inc., setting a fair value of $336 per share, driven by strong Q1 results and robust guidance. Autodesk's focus on cloud, platform, and AI technologies, including new AI features in Fusion, strengthens its competitive position in the AEC market. Accelerated share repurchases and disciplined capital allocation reflect improved financial health and management confidence in future growth.
ADSK's fiscal first-quarter earnings surpass expectations, benefiting from strong performance in AECO and the Autodesk store.
Two software stocks making noise after earnings this morning are Autodesk Inc (NASDAQ:ADSK) and Workday Inc (NASDAQ:WDAY).
SAN FRANCISCO , May 23, 2025 /PRNewswire/ -- Autodesk, Inc. (NASDAQ: ADSK) today announced its executives will be speaking at the following investor conference: June 4, 2025 Baird 2025 Global Consumer, Technology & Services Conference A live webcast and replay of the presentations will be available through Autodesk's Investor Relations Website at investors.autodesk.com. Please go to the website 15 minutes early to register, download and install any necessary software.
Autodesk, Inc. (NASDAQ:ADSK ) Q1 2026 Earnings Conference Call May 22, 2025 5:00 PM ET Company Participants Simon Mays-Smith - VP, IR Andrew Anagnost - CEO Janesh Moorjani - CFO Conference Call Participants Saket Kalia - Barclays Jay Vleeschhouwer - Griffin Securities Adam Borg - Stifel Jason Celino - KeyBanc Capital Markets Elizabeth Porter - Morgan Stanley Bhavin Shah - Deutsche Bank Joe Vruwink - Baird Taylor McGinnis - UBS Michael Turrin - Wells Fargo Siti Panigrahi - Mizuho Ken Wong - Oppenheimer & Company Joshua Tilton - Wolfe Research Tyler Radke - Citi Operator Thank you for standing by, and welcome to Autodesk First Quarter and Full Year Fiscal 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Although the revenue and EPS for Autodesk (ADSK) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Autodesk (ADSK) came out with quarterly earnings of $2.29 per share, beating the Zacks Consensus Estimate of $2.14 per share. This compares to earnings of $1.87 per share a year ago.