Autodesk Inc. (ADSK)
3 Software Stocks to Keep an Eye on Amid Industry Headwinds
Amid volatile macroeconomic conditions, Computer Software industry participants like ADSK, BB and SLP are well-poised to capitalize on digital transformation and strong adoption of cloud computing solutions.
Autodesk Is A Great Company But I Do Not Like Its Current Valuation
Autodesk is a strong company with a diversified revenue stream and a robust software suite. Its current valuation appears stretched, leading me to rate it as a HOLD. Autodesk's transition to a subscription model has improved revenue predictability and margins, yet high stock-based compensation and a moderate balance sheet pose concerns. My investment philosophy focuses on great fundamentals, a strong moat, and reasonable valuation. Autodesk excels in fundamentals and moat but lacks a margin of safety.
Buy These 5 3D Printing Stocks to Strengthen Your Portfolio for 2025
Five 3D printing stocks have strong revenues and earnings growth potential for 2025 and solid short-term upside. These are: ADSK, NVDA, GE, LHX, CSR.
Autodesk, Inc. (ADSK) Barclays 22nd Annual Global Technology Conference (Transcript)
Autodesk, Inc. (NASDAQ:ADSK ) Barclays 22nd Annual Global Technology Conference Call December 11, 2024 12:50 PM ET Company Participants Simon Mays-Smith - Head, IR Amy Bunszel - EVP, AEC Solutions Unidentified Analyst Welcome to day one of the Barclays Tech Conference. Honored to have with us the team here from Autodesk.
Autodesk, Inc. (ADSK) UBS Global Technology and AI Conference (Transcript)
Autodesk, Inc. (NASDAQ:ADSK ) UBS Global Technology and AI Conference Call December 3, 2024 10:15 AM ET Company Participants Andrew Anagnost - President & Chief Executive Officer Steve Blum - Executive Vice President & Chief Operating Officer Conference Call Participants Taylor McGinnis - UBS Taylor McGinnis Okay. Hello, everyone and good morning.
Autodesk Q3: Strong Billing Growth Supporting Future Growth
I reiterate a 'Buy' rating on Autodesk with a fair value of $310 per share due to strong billing growth and strategic subscription transition. ADSK reported 11% revenue growth and 28% billings growth, driven by a shift to annual subscriptions, early renewals, and a new transaction business model. The company's major platforms, including AEC, AutoCAD, MFG, and M&E, experienced robust revenue growth, supported by effective go-to-market efforts and cloud infrastructure leverage.
Autodesk price target raised to $361 from $358 at Citi
Citi raised the firm's price target on Autodesk to $361 from $358 and keeps a Buy rating on the shares following Q3 results that featured "a healthy billings beat" and modest raise, offset by mixed investor feedback around the reiteration of FY26 FCF targets and hiring of CFO Janesh Moorjani. The Q3 print "showed a lot of positives" and Autodesk delivered another quarter of positive estimate revisions, which is "increasingly distinguished vs. other vertical/cyclical peers," the analyst tells investors. The firm views the pullback in shares as a buying opportunity, the analyst added.
Stock Of The Day: Autodesk Beats Earnings As Shares Find Support At This Level
Shares of Autodesk, Inc. ADSK are trading lower on Wednesday but they may have found support. The company posted earnings that were slightly better than estimates but investors are concerned about decreasing margins.
Autodesk CEO: We're capitalizing on strong industry trends to digitize effectively
Andrew Anagnost, Autodesk president and CEO, joins 'Squawk on the Street' to discuss the company's latest announcements, the play for investors, and much more.
Autodesk Stock Sinks as Solid Results Offset by CFO Change
Autodesk (ADSK) shares fell 6% Wednesday, a day after the design software maker's solid results were overshadowed by questions about the effect of a Chief Financial Officer (CFO) change.
Autodesk Q3 Earnings and Sales Surpass Estimates, Improve Y/Y
ADSK's third-quarter fiscal 2025 results reflect gains from growth across products and regions in AEC and manufacturing product families.
Autodesk, Inc. (ADSK) Q3 2025 Earnings Call Transcript
Autodesk, Inc. (NASDAQ:ADSK ) Q3 2025 Results Conference Call November 26, 2024 5:00 PM ET Company Participants Simon Mays-Smith - VP, IR Andrew Anagnost - CEO Betsy Rafael - Interim CFO Conference Call Participants Jason Celino - KeyBanc Capital Markets Jay Vleeschhouwer - Griffin Securities Adam Borg - Stifel Joe Vruwink - Baird Elizabeth Porter - Morgan Stanley Bhavin Shah - Deutsche Bank Tyler Radke - Citi Michael Turrin - Wells Fargo Mike Richards - RBC Capital Markets Steve Tusa - JPMorgan Joshua Tilton - Wolfe Research Siti Panigrahi - Mizuho Michael Funk - Bank of America Operator Thank you for standing by, and welcome to Autodesk Third Quarter and Fiscal Year 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
