we use and rely on, to the movies and games that inspire us. Autodesk's Design and Make Platform unlocks the power of data to accelerate insights and automate processes, empowering our customers with the technology to create the world around us and deliver better outcomes for their business and the planet. For more information, visit autodesk.com or follow @autodesk. #MakeAnythingAutodesk and others are registered trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or othe ...

Core Insights - Autodesk, Inc. (NASDAQ:ADSK) is recognized as a promising investment opportunity, particularly following its significant involvement in a recent funding round for World Labs, where it invested $200 million [1][2]. Group 1: Investment Details - Autodesk was the largest investor in World Labs, contributing $200 million to the funding round, which totaled $1 billion [2]. - The investment positions Autodesk as an adviser to World Labs, focusing on integrating its 3D design expertise with the startup's AI models, targeting applications in entertainment, robotics, and 3D workflows [2]. Group 2: Company Overview - Autodesk, Inc. is a California-based company that specializes in 3D design, engineering, and entertainment technology solutions, serving various markets including engineering, construction, education, and entertainment [3]. - The company was incorporated in 1982 and has established itself as a leader in providing innovative tools for creators [3]. Group 3: Market Valuation - Although World Labs did not disclose its valuation, a report from January 2026 by Bloomberg estimates it to be around $5 billion [2].

Group 1: Company Performance and Analyst Ratings - Autodesk, Inc. is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in [1] - RBC Capital analyst Matthew Hedberg lowered the price target on Autodesk to $340 from $380 while maintaining an Outperform rating, citing negative investor sentiment and a preference for companies with clearer AI monetization paths [1] - JPMorgan upgraded Autodesk to Overweight from Neutral with an unchanged price target of $319, highlighting its leadership in design and building information modeling software and the rapid adoption of cloud and AI technologies [2] Group 2: Legal Matters - Autodesk filed a lawsuit against Alphabet's Google for alleged infringement of its "Flow" trademark, claiming it began using the name in September 2022, prior to Google's launch of its own Flow software in May 2025 [3] Group 3: Product Offerings - Autodesk provides a range of 3D design, engineering, and entertainment software solutions globally, including products like AutoCAD Civil 3D, Revit, Autodesk Build, BIM Collaborate Pro, BuildingConnected, and Tandem [4]

分组1 - Autodesk is undergoing a sales and marketing restructuring that is expected to significantly impact its stockholders [1] - The restructuring initiative was officially announced in an 8-K filing released on January 22nd [1]

Autodesk, Inc. (NASDAQ:ADSK) is among the best money-making stocks to buy right now. On February 10, Nay Soe Naing from Berenberg Bank reiterated a Buy rating on Autodesk, Inc. (NASDAQ:ADSK), while setting a price target of $370. This suggests an upside potential of approximately 60%. Earlier, on February 2, JPMorgan upgraded Autodesk, Inc. (NASDAQ:ADSK) to Overweight from Neutral. Its price target of $319 implies 37.96% upside. The firm attributed this to the company’s positioning in design and Building ...

Market Overview - Major indexes opened lower, with technology stocks leading the decline due to ongoing fears that AI tools may replace industry-specific software [1][2] - Software stocks, including Meta Platforms, Nvidia, and Palantir, each dipped around 1%, while Salesforce fell 2% and Autodesk slid 3%, contributing to a year-to-date decline of 22% for the iShares Expanded Tech-Software ETF (IGV) [2] - The S&P 500 experienced its second consecutive losing week, with the Dow and S&P logging their fourth down week in the last five, and the Nasdaq extending its losing streak to five weeks, the longest since 2022 [2][3] Market Dynamics - Despite early losses, indexes managed to close slightly positive, aided by a softer tone regarding Iran and reduced trading activity due to the Lunar New Year in China and U.S. traders returning from a long weekend [3] - Software stocks continued to face pressure, while mega-cap stocks showed some resilience despite rising bond yields [4] - The dollar ended flat, gold prices fell below $5,000, and Bitcoin initially surged but retreated to around $68,000 [4] Trend Tracking Indexes (TTIs) - The domestic Trend Tracking Index (TTI) is currently at +8.06% above its moving average, with a "Buy" signal effective from May 20, 2025 [10] - The International TTI stands at +12.00% above its moving average, with a "Buy" signal effective from May 8, 2025 [10] - The TTIs have remained stable despite market fluctuations, only giving up a small fraction while staying in positive territory [9]

Core Viewpoint - Autodesk Inc (NASDAQ:ADSK) is currently involved in a trademark infringement lawsuit against Google regarding the use of the term "Flow," which Autodesk claims to have used since September 2022 [1][3]. Group 1: Legal Issues - Autodesk has filed a lawsuit against Google, asserting that Google has adopted "Flow" for its new AI-powered software that competes with Autodesk's offerings [3]. - The lawsuit claims that Google previously assured Autodesk it would not commercialize its Flow software, and Autodesk is seeking damages as part of this legal action [3]. Group 2: Strategic Shifts - Autodesk is shifting its strategy to invest more in cloud and AI platforms, which includes a workforce reduction of 7% to allocate more resources towards these areas [4]. - This strategic shift is aimed at enhancing Autodesk's product offerings and market competitiveness [4]. Group 3: Market Position and Analyst Insights - JPMorgan has upgraded Autodesk's stock rating from Neutral to Overweight, setting a price target of $319, citing Autodesk's strong position in building information modeling software for various industries [5]. - The integration of cloud and AI technologies into Autodesk's platform is expected to enhance its value by improving workflow efficiency and meeting rising regulatory compliance demands [5]. Group 4: Company Overview - Autodesk provides software products and services for architects, engineers, contractors, and manufacturers, and also serves the media, entertainment, and education sectors [6].

Core Viewpoint - Autodesk, Inc. has experienced significant underperformance in its stock price compared to the broader market and specific technology sector indices, raising concerns about investor confidence amid geopolitical tensions and market dynamics [2][3]. Company Overview - Founded in 1982, Autodesk, Inc. is based in San Francisco, California, and specializes in 3D design, engineering, and entertainment technology solutions globally. The company has a market capitalization of $49 billion and offers products such as AutoCAD Civil 3D and Autodesk Build [1]. Stock Performance - Over the past 52 weeks, Autodesk's stock has declined by 23.8%, while the S&P 500 Index has increased by 11.8%. Year-to-date, the stock is down 21.9%, contrasting with a slight decline in the S&P 500 [2]. - Autodesk's stock has also underperformed compared to the State Street Technology Select Sector SPDR ETF, which has risen by 16.7% in the same period [3]. Analyst Expectations - For the fiscal year ending January 2026, analysts project Autodesk's earnings per share (EPS) to increase by 23.4% year-over-year to $7.23. The company's earnings surprise history shows mixed results, with three beats and one miss in the last four quarters [4]. - The consensus rating for Autodesk is "Strong Buy," with 23 out of 27 analysts recommending "Strong Buy," one "Moderate Buy," and three "Holds" [4]. Price Target and Analyst Upgrades - JP Morgan analyst Stephen Tusa upgraded Autodesk to "Overweight" from "Neutral" and set a new price target at $319. The mean price target of $372.92 indicates a potential upside of 61.3% from current levels, while the highest target of $460 suggests a potential increase of 98.9% [5].

Core Viewpoint - Barclays believes that the current market panic regarding generative AI (GenAI) is based on a "worst-case scenario" assumption, predicting the extinction of traditional software companies, which mirrors the panic seen a decade ago with the rise of Amazon AWS [1][2] Historical Context - The current investor sentiment in the software sector is extremely negative, with a simplistic investment logic of buying AI newcomers and shorting traditional software [2] - This situation is reminiscent of the panic surrounding AWS's growth, where established software companies faced similar doomsday predictions, yet none went bankrupt due to AWS competition [4][5] Market Dynamics - Historical data shows that while AWS gained significant market share, it did not lead to the extinction of mature software companies; instead, these companies evolved and thrived [4][5] - The market's current indiscriminate sell-off of software stocks, with the IGV (software ETF) down approximately 24% year-to-date, is viewed as irrational [6] Mispricing Opportunities - Barclays identifies significant mispricing opportunities in the current market, particularly for companies with strong core record systems and specific domain moats that are being undervalued [1][6] - The panic selling creates an opportunity for investors to identify industry leaders that have been unfairly punished [7] Defensive Sectors - Two defensive sectors highlighted are: 1. Owners of record systems, such as Salesforce and SAP, which hold core enterprise data and are difficult to replace [9] 2. Vertical SaaS companies, like Veeva Systems and Tyler Technologies, which possess deep domain-specific data moats [9] Company Performance - Notable company performances include: - CyberArk's market cap surged from $885 million to $22.516 billion, a 2443% increase [8] - Microsoft and Google also saw significant market cap growth, with increases of 1048% and 871%, respectively [8] - Traditional companies like Teradata experienced a 73% decline, while others like Tableau and Splunk were acquired at high premiums [8]

Core Viewpoint - Autodesk, Inc. is involved in a legal dispute with Google over trademark infringement related to the "Flow" software, which both companies are marketing for the same customer base in the film, TV, and gaming production sectors [1][2]. Group 1: Legal Dispute - Autodesk filed a complaint in the San Francisco federal court, claiming it began using the "Flow" trademark in 2022 for visual effects, and was surprised by Google's launch of similar software in 2025 targeting the same customers [2]. - The complaint alleges that Google made false representations regarding its use of the "Flow" trademark, suggesting it would always use a combination of its own brand and "Flow" to gain time to dominate the market [2]. Group 2: Market Sentiment - Wall Street analysts are optimistic about Autodesk's stock, with Goldman Sachs upgrading it from Hold to Buy on February 2, and J.P. Morgan also upgrading it to Buy while maintaining a price target of $319 [4]. - Autodesk specializes in 3D design, engineering, and entertainment software, serving industries such as architecture, construction, manufacturing, and media, with key products including AutoCAD, Revit, Inventor, Maya, and 3ds Max [4].