Autodesk Stock Ready to Rip? Q3 May Be the Turning Point
Autodesk NASDAQ: ADSK can hit new highs in Q3 due to its cloud shift, AI adoption, and strong financial performance. The company persistently outperforms its consensus figures and provides favorable guidance, a recipe for positive sentiment trends that drive market action.
GTM vs. ADSK: Which Stock Is the Better Value Option?
Investors interested in Internet - Software stocks are likely familiar with ZoomInfo (GTM) and Autodesk (ADSK). But which of these two stocks is more attractive to value investors?
Autodesk: There Is Still Upside To The Stock
I reiterate my buy rating on Autodesk, as execution has been excellent, with the transaction model shift now a proven, margin-accretive growth driver. AI adoption is delivering real customer value, with features like AutoConstrain seeing strong user acceptance and accelerating the AI flywheel for future growth. Underlying demand remains robust, as evidenced by accelerating revenue growth, higher user activity, and resilient product adoption, even in a tough macro environment.
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?
Autodesk, Inc. (ADSK) Presents at Baird Global Consumer, Technology & Services Conference Transcript
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 Is Cheaply Valued And Provides Investors With A Record Dividend Yield
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: Near-Term Fortunes Dependent On Construction Spending
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.
Autodesk CEO: Clients are buying now to plan for the future
Andrew Anagnost, Autodesk CEO, discusses the company's most recent quarter and expectations for the rest of the year.
Autodesk Q1: Focusing On AI And Cloud
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.
Autodesk Q1 Earnings and Sales Surpass Estimates, Improve Y/Y
ADSK's fiscal first-quarter earnings surpass expectations, benefiting from strong performance in AECO and the Autodesk store.
2 Software Stocks Suffering Steep Slides After Earnings
Two software stocks making noise after earnings this morning are Autodesk Inc (NASDAQ:ADSK) and Workday Inc (NASDAQ:WDAY).
Autodesk, Inc. (ADSK) Q1 2026 Earnings Call Transcript
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.
