Back in 2022, I wrote an article summarizing my predictions for Autodesk ( ADSK ) in the following 3 years. Now it is time to look back at how that panned out. By looking at theI am an electromechanical engineer who has worked in the automotive, IT infrastructure, and medical device industries. My goal is to produce technical breakdowns on company products and share my industry experiences to provide insight on current engineering trends. Providing real world product knowledge on new trends or relatively un ...

Core Insights - The article reflects on the predictions made for Autodesk (ADSK) in 2022 and evaluates their outcomes over the past three years [1]. Group 1: Company Overview - Autodesk is positioned as a long-term investment opportunity, focusing on strong cash flows and growth in passive income streams [1]. - The company emphasizes significant investment in research and development (R&D) to drive innovation and product advancement [1]. Group 2: Analyst Background - The author has a background in electromechanical engineering with experience in automotive, IT infrastructure, and medical device industries, providing a technical perspective on Autodesk's products [1]. - The insights shared aim to offer readers a unique advantage in understanding current engineering trends and potential investment opportunities [1].

​Autodesk, Inc. (NASDAQ:ADSK) is one of the Best SaaS Stocks to Buy Right Now. On December 11, Saket Kalia from Barclays reiterated a Buy rating on the stock with a $390 price target. Earlier on November 28, Taylor McGinnis from UBS also reiterated a Buy rating on Autodesk, Inc. (NASDAQ:ADSK) and also raised the price target from $385 to $400. ​The positive outlook on the stock follows the company’s fiscal Q3 2025 earnings release on November 25. During the quarter, the company grew its revenue by 18.03% ...

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Core Insights - Autodesk, Inc. is a leader in 3D design, engineering, and entertainment software, serving industries such as architecture, engineering, construction, manufacturing, and media, with competitors including Adobe and Dassault Systèmes [1] Stock Performance - Over the past 30 days, ADSK has experienced a slight decline of 0.53%, with a further decrease of 0.38% in the 10-day trend, suggesting a potential strategic entry point for investors [2][6] - The stock has a projected price increase of 24.36%, indicating strong growth potential supported by Autodesk's market position and strategic initiatives [3][6] Financial Health - Autodesk has a robust financial standing, evidenced by a Piotroski Score of 8, reflecting solid fundamentals and efficient operations, which is reassuring for investors [4][6] - The target price for ADSK is set at $373.4, indicating significant potential for increase from current levels, reflecting analysts' confidence in the company's growth strategies [5]

PresentationSaket KaliaBarclays Bank PLC, Research Division Okay. Excellent. Well, hey, good morning, everyone. Welcome to day 1 of the Barclays Tech Conference. My name is Saket Kalia. I cover software here. Really honored to have the team with us here from Autodesk. We've got Mike Haley, SVP of Research; as well as Simon Mays-Smith, Head of Investor Relations. We've got about 30 minutes together. Let's take the first 20, 25 minutes to go through -- let's go through some fireside chat for the first 20 or 2 ...

Summary of Autodesk FY Conference Call Company Overview - **Company**: Autodesk (NasdaqGS:ADSK) - **Event**: FY Conference on December 10, 2025 Key Points Industry Performance - Autodesk's business is performing well in absolute terms and compared to competitors [8][9][10] - The company is years ahead of competitors in AI development [12] Financial Guidance and Models - Guidance for fiscal 2029 goals will be influenced by macroeconomic factors and sales/marketing optimization [8] - Transition to a new transaction model will create incremental headwinds for margins, making the path to fiscal 2029 non-linear [9] - The switch to annual billing has provided a tailwind for billings and free cash flow growth in fiscal 2025 and 2026, but growth will normalize in fiscal 2027 [10] AI and Technology Development - Autodesk Research, a 300-person organization, focuses on staying 5 to 10 years ahead in technology, including AI and robotics [17][20] - The AI lab was established in 2018, focusing on geometry and structures relevant to Autodesk's customers [20] - The cycle time between research and product development has significantly decreased, now taking 3 to 6 months [21][24] Generative AI Impact on Architecture - Generative AI will radically change architecture through: 1. **Outcome-based design**: AI helps in conceptual design by simulating project goals early [35] 2. **Improved communication**: AI facilitates better interaction between architects and engineers [39] 3. **Automation of repetitive tasks**: AI can automate 70%-80% of design work, freeing up time for creative tasks [40][45] Economic Considerations - The seat-based model will remain relevant due to a mismatch between available work and workforce [49] - Expansion into adjacent verticals will increase the addressable ecosystem [51] - AI will enhance productivity, potentially leading to fewer seats but greater value for Autodesk [46][52] Construction Cloud Growth - Autodesk Construction Cloud (ACC) is gaining market share due to strategic acquisitions and re-platforming efforts [88][90] - The integration of design and construction workflows is a key strategy for growth [92] AI in Construction - AI tools like Construction IQ help manage vast amounts of data on construction sites, predicting issues and improving efficiency [101][103] - AI can provide early simulations to avoid costly problems later in the construction process [106] Revenue and Margin Outlook - The transition to the new transaction model will have a cumulative impact on margins, with the most significant effects expected in fiscal 2027 [161][162] - Billings and revenue growth are expected to align more closely post-transition [178] Future Innovations - Autodesk aims to create a vibrant ecosystem of AI tools for architects and engineers, enhancing efficiency and product quality [200] Investment Focus - Continued investment in platform development, data systems, and AI capabilities is crucial for future growth [141][145][155] Additional Insights - The company emphasizes the importance of centralization in AI investments to avoid inefficiencies [26] - Autodesk is preparing for a shift towards consumption-based pricing models as AI capabilities expand [52][62] This summary captures the essential insights from the Autodesk FY Conference, highlighting the company's strategic direction, technological advancements, and market positioning.

Core Insights - Autodesk Inc. has shown strong operating consistency and is expected to sustain low-teens growth, supported by solid demand visibility and improved margins [1][2] - The company reported third-quarter fiscal 2026 results with an 18% constant-currency revenue growth, reaching $1.85 billion, and an adjusted EPS of $2.67 [2][3] - For the fourth quarter, Autodesk is guiding for approximately 11% adjusted revenue growth and 18% adjusted billings growth [2][3] Financial Performance - The company increased its fiscal 2026 operating margin guidance by 50 basis points to 37.5%, indicating strengthened margin performance due to efficiency improvements [4] - The demand momentum remains intact, with expectations that billings growth will initially remain elevated before normalizing [3][4] Analyst Perspective - UBS analyst Taylor McGinnis raised the price target for Autodesk from $385 to $400 while maintaining a Buy rating, reflecting confidence in the company's growth potential [1] - The analyst's review of the third-quarter results suggests that Autodesk's operational performance is robust and well-positioned for future growth [3][4]

Autodesk Inc. (NASDAQ:ADSK) is one of the most profitable tech stocks to buy. On November 26, Baird raised the firm’s price target on Autodesk to $377 from $367 and maintained an Outperform rating on the shares. This sentiment was announced by the firm as Baird updated its estimates following the company’s beat and raise results. Autodesk’s revenue for FQ3 2026 grew by 18% year-over-year to make $1.85 billion, with non-GAAP EPS of $2.67. Billings surged by 21% to $1.85 billion, and free cash flow saw an i ...

I am a full-time equity analyst and the co-founder of Mina Vista Capital Management, a hedge fund that my business partner, William Hazen, and I started. I look for long-term investment opportunities with a focus on fundamentals. I’ve done extensive research on industries such as energy, technology, and homebuilding, and I’m continuing to expand my knowledge. I find discussions with other analysts, especially when we hold opposing views, very constructive to both of our theses. If you have a different view ...