1. 艾瑞特投行将 Shopify（SHOP）的评级从中性上调至买入，目标价从 166 美元上调至 175 美元。 该机构认为，该股近期走弱后，估值已具备吸引力。 2. 威廉・布莱尔投行在帕兰提尔（PLTR）发布财报前，将其评级从市场表现上调至跑赢大盘，暂未 给出目标价。该股此前暴跌 30%，该机构称估值优势是此次上调评级的核心原因。 3. BTIG 投行将麦当劳（MCD）的评级从中性上调至买入，目标价定为 360 美元。该机构表示，对 麦当劳加盟商的调研显示，其性价比及促销策略的调整正持续推动到店客流量增长。 4. 摩根大通将欧特克（ADSK）的评级从中性上调至增持，目标价维持 319 美元不变。该机构对工 业软件板块标的评级进行调整，称垂直领域软件即服务行业的基本面分化，使其投资判断发生转 变。 5. 摩根大通将丘奇 & 德怀特（CHD）的评级从减持上调至中性，目标价从 92 美元上调至 100 美 元。该行认为，丘奇 & 德怀特的业务组合调整后，将实现更亮眼的销售增长。 1. 摩根大通将百思买（BBY）的评级从增持下调至中性，目标价从 99 美元大幅下调至 76 美元。该 机构预计，百思买第四季度的业绩 ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying MCD stock? Here’s what analysts think: Photo via Shutterstock ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: JPMorgan upgraded Church & Dwight (CHD) to Neutral from Underweight with a price target of $100, up from $92. JPMorgan believes Church & Dwight's reshaped portfolio will yield better sales growth.JPMorgan upgraded Autodesk (ADSK) to Overweight from Neutral with an unchanged price target of $319. The firm adjusted ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Company Performance - Autodesk (ADSK) stock was down 1.56% at $268.09, underperforming the S&P 500's daily gain of 0.41% [1] - Prior to the latest trading session, Autodesk shares had lost 9.59%, lagging behind the Computer and Technology sector's gain of 0.49% and the S&P 500's gain of 0.38% [1] Upcoming Earnings - Autodesk is forecasted to report an EPS of $2.63, reflecting a 14.85% increase from the same quarter last year [2] - The consensus estimate for revenue is $1.91 billion, indicating a 16.52% increase compared to the same quarter of the previous year [2] Full Year Estimates - Analysts expect Autodesk to achieve earnings of $10.21 per share and revenue of $7.16 billion for the full year, marking changes of +20.54% and +16.76% respectively from last year [3] Analyst Estimates - Recent modifications to analyst estimates for Autodesk reflect shifting short-term business dynamics, with positive changes indicating a favorable outlook on business health and profitability [4] Zacks Rank - Autodesk currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] - The Zacks Rank system has a strong track record, with 1 stocks delivering an average annual return of +25% since 1988 [6] Valuation Metrics - Autodesk has a Forward P/E ratio of 26.67, which is higher than the industry average of 24.04, suggesting it is trading at a premium [7] - The company has a PEG ratio of 1.57, compared to the Internet - Software industry's average PEG ratio of 1.42 [8] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, which has a Zacks Industry Rank of 78, placing it in the top 32% of over 250 industries [9]

Design software maker Autodesk (ADSK) is back again in the spotlight as it has rolled out a restructuring plan that will eliminate approximately 1,000 roles, or about 7% of its workforce, as management reallocates spending toward cloud platforms and artificial intelligence (AI). The reductions will largely affect customer-facing sales teams, aligning with Autodesk’s evolving operating model. Investors responded favorably to this news, pushing shares up 4.8% on Thursday, Jan. 22. The reaction came after a ...

Group 1 - Autodesk plans to lay off approximately 1,000 employees, which represents about 7% of its workforce, primarily affecting sales roles [2][4] - The layoffs are part of a strategy to reallocate resources to accelerate strategic priorities, as reported by The Wall Street Journal [2] - CEO Andrew Anagnost reassured employees that these layoffs do not indicate a yearly pattern or a shift towards replacing workers with AI [3] Group 2 - This announcement follows a similar move by Meta, which plans to eliminate up to 1,500 positions [1] - Last February, Autodesk had already announced a plan to reduce its workforce by 9% [3]

Core Insights - The company is in the final phase of efforts to streamline customer engagement and enhance its sales channels [1] Group 1 - The company is known for its products like AutoCAD and other digital design software [1]

Core Insights - Autodesk announced a layoff of approximately 7% of its workforce, equating to around 1,000 employees, primarily affecting customer-facing sales positions [1] Company Actions - The company is implementing these layoffs as part of a broader strategy to streamline operations and improve efficiency [1] - The decision reflects ongoing challenges in the market and aims to better align resources with business needs [1] Industry Context - The move is indicative of broader trends in the software industry, where companies are adjusting their workforce in response to changing market conditions [1] - Such layoffs may signal a shift in demand for design software and could impact competitive dynamics within the industry [1]

Autodesk, Inc. (ADSK) is a California-based multinational software company and a global leader in 3D design, engineering, construction, manufacturing, and media and entertainment technology solutions. Founded in 1982 and valued at $53.8 billion by market cap, Autodesk is best known for pioneering AutoCAD, one of the most widely used computer-aided design (CAD) applications worldwide. The global leader in software is expected to announce its fiscal fourth-quarter earnings for 2026 in the near term. Ahead ...