Core Viewpoint - Autodesk, Inc. (NASDAQ:ADSK) is recognized as one of the top new stocks to buy, with a Buy rating and a price target of $375 from Rothschild analysts, who believe the company will grow faster than its end markets [1] Group 1: Company Overview - Autodesk, Inc. is a world leader in design, engineering, and construction software, with a projected market value of $51 billion by fiscal 2029 [1] - The company's architecture, engineering, construction, and operations portfolio generates over half of its revenue and has been its strongest division over the past decade [2] - Autodesk provides technology across various sectors, including architectural, engineering, construction, product design, and manufacturing [4] Group 2: Market Position and Growth Drivers - Autodesk has established a strong presence in design software with products like AutoCAD and Revit, and is expected to further solidify its market dominance [3] - Key growth contributors include increased adoption of building information modeling regulations, monetization of AI features, and consistent global construction activity [3]

Group 1 - Autodesk, Inc. (NASDAQ:ADSK) is recognized for its 3D design, engineering, and entertainment software, which is utilized in building information modeling, mechanical simulation, and digital production management [2] - Rothschild & Co Redburn initiated coverage on Autodesk with a Buy rating and a price target of $375, anticipating a growth rate of 5.0% to 5.5% from 2024 to 2027, surpassing the consensus estimates of 3.5% to 4% [2] - Despite the potential of Autodesk as an investment, there are AI stocks perceived to offer greater upside potential and lower downside risk [3] Group 2 - Jim Cramer expressed a negative sentiment towards enterprise software companies, labeling them as "toxic" and suggesting investors should avoid them [1]

Core Viewpoint - Autodesk, Inc. is recognized as a significant player in the AI sector, with analysts highlighting its potential for growth and innovation through generative AI technologies [1][2]. Group 1: Company Progress and Innovations - Autodesk has made substantial advancements in implementing generative AI solutions across various industries, including architecture, engineering, construction, and manufacturing [2]. - The company has operationalized AI technologies effectively over the past few years, indicating a shift from traditional desktop tools to more innovative solutions [2]. Group 2: Financial Performance and Growth Outlook - Autodesk has demonstrated "durable double-digit underlying growth" and is expected to see modest acceleration in growth by 2025, despite facing challenging macroeconomic conditions [3]. - The growth trajectory of Autodesk reflects a significant improvement compared to its performance a few years ago, showcasing its robust stock position [3]. Group 3: Analyst Ratings and Market Position - Piper Sandler analyst Clarke Jeffries has reiterated an Overweight rating on Autodesk with a price target of $373.00, categorizing it as one of the "Top Picks for 2026" [1].

Group 1 - Banco Santander, S.A. is recommended as a "terrific" buy by Jim Cramer, following the sale of a 49% stake in its Polish subsidiary to Erste Group [1] - Cramer advises against investing in enterprise software companies, specifically mentioning Datadog, Inc. [1] - Origin Bancorp, Inc. is viewed positively by Cramer, who suggests holding the stock and buying more if it pulls back, with earnings results expected on January 28 [2] Group 2 - Cava is recommended as a buy, with Doug Thompson appointed as COO effective March 2 [3] - Royal Gold, Inc. increased its annual dividend from $1.80 to $1.90 per share, and Cramer suggests taking some profits [3] - Autodesk, Inc. is categorized as enterprise software, which Cramer indicates is currently undesirable [3][4] Group 3 - Recent stock price movements include Banco Santander down 0.9% to $12.11, Datadog down 1.3% to $120.86, Origin Bancorp up 1.2% to $40.48, Royal Gold up 2% to $259.15, Cava up 2% to $72.00, and Autodesk up 0.4% to $262.26 [6]

Core Insights - Autodesk (ADSK) has a clearer path to meet its long-term guidance as its transaction model is proving effective [1] Group 1: Investment Philosophy - The investment approach focuses on identifying businesses with potential for scaling and unlocking significant terminal value [1] - Emphasis is placed on understanding core business economics, including competitive moat, unit economics, reinvestment runway, and management quality [1] - The goal is to translate these factors into long-term free cash flow generation and shareholder value creation [1] Group 2: Market Focus - The analysis is centered on sectors that exhibit strong secular tailwinds, indicating a favorable market environment for growth [1] - The investment strategy is driven by fundamental research, aiming to highlight what truly drives long-term equity value [1] Group 3: Author's Background - The author has 10 years of experience in investment banking and is currently managing personal funds sourced from friends and family [1] - The motivation for sharing insights on Seeking Alpha is to provide valuable investment analysis and receive feedback from the investment community [1]

Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) [1] - It offers comprehensive services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The firm's core expertise lies in disruptive technologies that are reshaping modern industries [1] - Key focus areas include Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) [1] - It offers comprehensive services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The firm's core expertise lies in disruptive technologies that are reshaping modern industries [1] - Key focus areas include Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Viewpoint - Investors are evaluating DoubleVerify Holdings (DV) and Autodesk (ADSK) to determine which stock presents a better value opportunity for investment [1] Group 1: Zacks Rank and Earnings Estimates - DoubleVerify Holdings currently has a Zacks Rank of 1 (Strong Buy), indicating a more favorable earnings estimate revision trend compared to Autodesk, which has a Zacks Rank of 3 (Hold) [3] - The stronger earnings estimate revision activity for DV suggests an improving analyst outlook, making it a more attractive option for investors [3] Group 2: Valuation Metrics - DV has a forward P/E ratio of 12.23, significantly lower than Autodesk's forward P/E of 29.34, indicating that DV may be undervalued relative to ADSK [5] - The PEG ratio for DV is 0.58, while ADSK's PEG ratio is 1.72, suggesting that DV offers better value when considering expected earnings growth [5] - DV's P/B ratio stands at 1.75, compared to ADSK's P/B of 21.95, further highlighting DV's relative undervaluation [6] Group 3: Value Grades - Based on various valuation metrics, DV holds a Value grade of B, while ADSK has a Value grade of D, indicating that DV is currently the superior value option [6]

Core Insights - Figma and Autodesk are both design software providers but operate in different markets, with Figma focusing on collaborative digital product design and Autodesk on engineering and industrial design software [1] - Both companies are integrating AI into their platforms to enhance value creation, with Figma aiming to boost creative productivity and user adoption, while Autodesk focuses on engineering optimization and risk reduction [1] Figma Overview - Figma is heavily investing in AI features to enhance its product suite, including the integration of Gemini 3 Pro and Nano Banana Pro for AI image generation and editing [3] - The collaboration with OpenAI allows users to generate FigJam diagrams from ChatGPT conversations, enhancing user experience [4] - Figma's acquisition of Weavy enables users to access leading AI models and editing tools on a single platform, making it competitive in the image editing market [5] - As of September 30, 2025, Figma had 12,910 paid customers with over $10,000 in annual recurring revenues (ARR) and 1,262 customers with over $100,000 in ARR, achieving a net dollar retention rate of 131% for high-spending customers [6] - Despite growth, Figma's non-GAAP operating profit decreased by 28.9% year-over-year to $34.02 million, with the operating profit margin dropping from 24% to 12% due to cost pressures from new AI features [7] Autodesk Overview - Autodesk leverages decades of proprietary data to train its AI models, integrating generative design and predictive analytics to enhance productivity [9] - The company reports significant adoption of AI tools across its platforms, with over 2.6 million constraints delivered by its AI-based Sketch AutoConstrain feature [10] - Autodesk is positioned to benefit from AI monetization and subscription revenues, although it faces high costs related to cloud infrastructure and talent acquisition [11] - Research and development costs remain high as Autodesk seeks to maintain its competitive edge, alongside increasing sales and marketing expenditures [12] - Autodesk's fiscal 2026 earnings are projected to grow by 20.5% year-over-year, with recent estimates revised upward [13] Comparative Analysis - In the last three months, Figma shares have declined by 25.7%, while Autodesk shares have decreased by 5.4% [14] - Autodesk's larger scale and market capitalization provide it with a better position to absorb cost pressures and monetize investments, making it a comparatively safer investment during the current AI growth phase [15] - Figma trades at a forward 12-month price-to-sales (P/S) multiple of 12.51X, which is higher than Autodesk's 8.12X [16]

Core Viewpoint - Autodesk, Inc. (NASDAQ:ADSK) is recognized as a significant player in the AI stock market, with BTIG initiating coverage and assigning a "Buy" rating along with a price target of $365.00, driven by expectations of durable growth from product expansion [1] Group 1: Company Position and Offerings - Autodesk maintains a strong position in CAD and BIM software, with ongoing expansion into industry-specific cloud collections such as Forma, Fusion, and Flow [1] - The new offerings are designed to attract more users and enhance workflows across Design, Make, and Operate, which will significantly increase Autodesk's total addressable market and create new monetization opportunities [2] Group 2: Growth and Financial Outlook - The expansion of Autodesk's offerings is expected to facilitate continued and disciplined growth for the company [2] - Autodesk is making progress on its margin profile, with a feasible FY29 operating margin target of 41% [2] Group 3: Industry Context - Autodesk leverages generative AI technology to foster innovation across various sectors, including design, construction, manufacturing, and entertainment [2]