Group 1 - Triba Research aims to identify high-quality businesses that can deliver sustainable, double-digit returns over the long term [1] - The firm's strategy emphasizes finding companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and having skilled management teams [1] - Triba Research prioritizes long-term value creation while staying informed about the latest developments in the market [1]

Autodesk beat profit and sales estimates on artificial intelligence data center demand for its design software. https://t.co/cNXvzZEafr ...

Group 1 - Since the start of 2025, large-cap tech stocks, particularly those related to AI, have significantly outperformed the broader stock market [1] - Investors have shown strong interest in stocks like Microsoft (MSFT) and Meta (META), betting on their growth potential [1] - The article highlights the author's extensive experience in covering technology companies and involvement with startups, indicating a deep understanding of current industry trends [1]

Core Viewpoint - Autodesk (ADSK.US) shares rose over 7%, reaching a new high for the year at $309.50 following the release of its Q2 FY2026 financial results, which exceeded analyst expectations [1] Financial Performance - The company reported a 17% year-over-year revenue increase to $1.763 billion [1] - Adjusted earnings per share (EPS) were $2.62, surpassing analyst forecasts [1] Future Guidance - Autodesk raised its revenue forecast for FY2026 to between $7.025 billion and $7.075 billion [1] - The adjusted EPS expectation was also increased to a range of $9.80 to $9.98 [1]

Core Viewpoint - Autodesk (ADSK.US) shares rose over 7%, reaching a new high for the year at $309.50 following the release of its Q2 fiscal 2026 earnings report, which exceeded analyst expectations [1] Financial Performance - The company reported a 17% year-over-year revenue increase to $1.763 billion [1] - Adjusted earnings per share (EPS) were $2.62, surpassing analyst forecasts [1] Future Guidance - Autodesk raised its fiscal 2026 revenue forecast to between $7.025 billion and $7.075 billion [1] - The adjusted EPS guidance was also increased to a range of $9.80 to $9.98 [1]

Core Insights - Autodesk reported strong second-quarter fiscal 2026 results with non-GAAP earnings of $2.62 per share, exceeding estimates by 7.38% and reflecting a 21.9% year-over-year increase [1][8] - Total revenues reached $1.76 billion, surpassing consensus by 2.17% and growing 17.1% year over year, driven by strength in AECO, enterprise agreements, and the Autodesk Store [1][2][8] Revenue Breakdown - Subscription revenues, which constitute 94% of total revenues, increased by 17.8% year over year to $1.66 billion [3] - Maintenance revenues declined by 18.2% to $9 million, while other revenues rose by 11.6% to $96 million [3] Regional Performance - Revenues from the Americas increased by 18.7% to $786 million, accounting for 44.6% of total revenues [4] - EMEA revenues climbed 18.4% to $675 million, representing 38.3% of total revenues [4] - Asia-Pacific revenues grew by 10.6% to $302 million, making up 17.1% of total revenues [4] Product Line Performance - AECO revenues, which account for 49.8% of total revenues, increased by 23.1% to $878 million [5] - AutoCAD and AutoCAD LT revenues rose by 13.1% to $440 million, representing 25% of total revenues [5] - Manufacturing revenues increased by 12.8% to $334 million, while Media and Entertainment revenues grew by 3.9% to $80 million [5] Operating Results - Non-GAAP operating expenses rose by 14.4% year over year to $959 million [6] - The non-GAAP operating margin contracted by 140 basis points to 38.6% [6] Balance Sheet and Cash Flow - As of July 31, 2025, Autodesk had cash and cash equivalents of $2.24 billion, up from $2.04 billion as of April 30, 2025 [7] - Deferred revenues increased by 4% to $3.84 billion, with unbilled deferred revenues rising by 59% year over year to $3.45 billion [7] Future Guidance - For Q3 fiscal 2026, Autodesk projects revenues between $1.80 billion and $1.81 billion, with non-GAAP earnings per share expected between $2.48 and $2.51 [10] - The company raised its fiscal 2026 revenue guidance to between $7.03 billion and $7.08 billion, up from the previous estimate of $5.99 billion to $6.09 billion [10] - Non-GAAP earnings per share guidance was also increased to a range of $9.80 to $9.98, compared to the prior range of $7.99 to $8.21 [11]

Group 1 - Caterpillar's stock fell by 2.3% as the company raised its annual tariff cost expectations [1] - Dell's stock dropped by 7.3% due to Q3 profit forecasts falling short of expectations [1] - Autodesk's stock increased by 11.4% after reporting Q2 earnings that exceeded expectations [1] - SentinelOne's stock rose by 8.8% after the company raised its full-year revenue guidance for fiscal year 2026 [1] - Alibaba's stock gained 7.8% as its cloud business accelerated growth and it developed a more advanced AI chip [1]

Group 1 - Autodesk executives will be speaking at the Citi's 2025 Global TMT Conference on September 4, 2025, and the Goldman Sachs Communacopia + Technology Conference 2025 on September 8, 2025 [1] - A live webcast and replay of the presentations will be available on Autodesk's Investor Relations Website [1] - Autodesk will host its digital Investor Day on October 7, 2025, at 8:30 a.m. PT [2] Group 2 - Autodesk is recognized for its Design and Make Platform, which empowers designers, engineers, builders, and creators to utilize data for better insights and automated processes [3] - The company emphasizes its commitment to transparency by using its investor relations website for disclosing material non-public information and announcing investor conferences [3]

Autodesk Jumps on Strong Report and Raised Guidance. Get the numbers on the Bloomberg Stock Movers report. https://t.co/nywNQE5F8t ...

Core Viewpoint - Autodesk reported strong second-quarter earnings, exceeding market expectations, which led to a significant increase in its stock price [1] Financial Performance - Revenue for the second quarter reached $1.763 billion, representing a year-over-year growth of 17%, surpassing market expectations of $1.72 billion [1] - Net income was $313 million, an increase of 11% compared to the previous year [1] - Adjusted earnings per share (EPS) were $2.62, exceeding the forecast of $2.47 [1] Future Guidance - For the third quarter, Autodesk expects revenue to be between $1.8 billion and $1.81 billion, with adjusted EPS projected between $2.48 and $2.51 [1] - The full-year revenue guidance has been raised to between $7.025 billion and $7.075 billion, with adjusted EPS expectations also increased to between $9.80 and $9.98 [1]