Autodesk (ADSK) closed at $265.69 in the latest trading session, marking a +1.31% move from the prior day.
Autodesk remains a buy as its AI-driven Project Bernini expands the addressable market and reduces cyclicality. PB enables non-technical users to generate manufacturable 3D designs, unlocking new monetization models beyond traditional per-seat licensing. ADSK's AECO segment growth decouples from construction cycles, with increasing revenue from stable, operations-focused contracts.
The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. VRT, ADSK, POWL and JBL are some such stocks.
In the most recent trading session, Autodesk (ADSK) closed at $293.17, indicating a +1.56% shift from the previous trading day.
Autodesk is driven by strong product innovation, customer stickiness, and robust market positioning. ADSK's proprietary .dwg format, frequent product launches, and high R&D spend (28% of revenue) underpin high customer retention and competitive advantage. AutoCAD remains the most popular CAD software, with new AI features and performance upgrades in AutoCAD 2026 reinforcing its leadership.
Investors interested in Internet - Software stocks are likely familiar with DoubleVerify Holdings (DV) and Autodesk (ADSK). But which of these two stocks is more attractive to value investors?
ADSK's scale, AI monetization and steadier earnings growth make it a safer design SaaS bet than FIG amid rising AI-driven costs.
Autodesk (ADSK) has fully transitioned to a SaaS model, driving gross margins above 92% and free cash flow margins near 37%. ADSK's revenue growth has accelerated, with management targeting a $10B+ TAM in new construction and infrastructure needs, supporting sustained double-digit top-line growth. Operating margins are expanding, mirroring Adobe's SaaS transition, suggesting further margin gains as ADSK matures.
Autodesk (ADSK) dominates the CAD software market with a 65% share, creating a powerful moat and network effects across multiple industries. ADSK's AI-driven features and new transaction model are driving high adoption rates, improved customer relationships, and accelerating both organic and mechanical revenue growth. Strong financials include industry-leading profitability, high margins, robust free cash flow, and ongoing deleveraging, supporting further investment and flexibility.
Autodesk, Inc. ( ADSK ) UBS Global Technology and AI Conference 2025 December 2, 2025 11:35 AM EST Company Participants Andrew Anagnost - President, CEO & Director Janesh Moorjani - Executive VP & Chief Financial Officer Conference Call Participants Taylor McGinnis - UBS Investment Bank, Research Division Presentation Taylor McGinnis UBS Investment Bank, Research Division Okay. Hello, everyone, and welcome to Day 2 of the UBS tech conference.
Autodesk Inc (NASDAQ:ADSK) stock is on the rise today, up 4.7% at $308.35 at last glance, after the company posted better-than-expected third-quarter results, with earnings of $2.67 per share on revenue of $1.85 billion.
ADSK reports a strong fiscal Q3, with earnings and revenues beating estimates as AECO strength and solid subscription gains drive robust growth.