Today in Bloomberg Deals: Big consumer shake-ups, China clears Synopsys-Ansys and Autodesk drops PTC pursuit https://t.co/G8vlGzkAnj ...

Autodesk is no longer pursuing an acquisition of software firm PTC https://t.co/iRXNqpKSSr ...

Autodesk was among the worst-performing stocks in the S&P 500 Thursday, a day after a report that the engineering-software firm was mulling an acquisition of rival PTC. https://t.co/c453bOLGRy ...

Market Performance - S&P 500可能创下新纪录，略高于 607935 点 [2][6][7] - 道琼斯工业平均指数上涨超过 190 点，涨幅约为 04% [6] - 纳斯达克综合指数上涨 20 点，涨幅为 01% [6] - Russell 2000 指数表现相对较好，上涨 05% [7] - S&P 500 指数中有 352 只股票上涨，149 只下跌，2 只未变 [8] Sector Dynamics - 航空股表现突出，航空公司作为一个整体上涨 11%，其中联合航空上涨 14%，达美航空上涨 12% [3][11] - 消费者非必需品是最大的增长点 [9] - 能源材料上涨 50%，原因是与美国国防部达成了数十亿美元的公私合作协议，将建造一座新的磁铁工厂，并通过 4 亿美元的股权和 10 亿美元的贷款承诺扩大稀土产能 [13] - Ramaco Resources 公司的股票上涨了约 30%，该公司完成了对怀俄明州布鲁克矿的初步经济评估，该矿也拥有稀土元素 [16] Risk Factors - 关税仍然是市场关注的问题，Kontagora 公司的盈利低于预期，这与关税直接相关，巴西受关税影响的股票也面临压力 [5] - Vertical Holdings 的股价下跌 6%，此前亚马逊的 AWB 构建了旨在冷却英伟达 Blackwell GPU 的新型设备，分析师担心该公司的增长可能会受到影响 [19][20] - 由于特朗普总统表示将对来自巴西的商品征收 50% 的关税，巴西航空工业公司 (Embraer) 的 ADR 下跌 47%，Jefferies 估计，美国关税将使巴西航空工业公司的一架喷气式飞机的成本增加约 35 亿美元 [21]

Told you Josh Brown has a new name to add to his best stocks in the market. It is ticker symbol ANSS. Yes, it hit a 52- week high today.Talk to me. Yeah, so this is a name that I don't think I've ever heard mentioned on the show. Uh, ANIs.A lot of people know Autodesk. We're talking about computer assisted design, but ANIs specifically is like the world leader in um simulation. So in order to develop any product, you have to take a lot of risk out before you put, you know, millions, hundreds of millions, bi ...

Core Insights - Zacks Premium provides tools for investors to enhance their stock market knowledge and confidence, including daily updates, research reports, and stock screens [1][2]. Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, serving as complementary indicators to the Zacks Rank, helping investors identify securities likely to outperform the market in the short term [2][3]. Value Score - The Value Style Score focuses on identifying undervalued stocks by analyzing financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3]. Growth Score - The Growth Style Score evaluates stocks based on projected and historical earnings, sales, and cash flow, targeting companies with sustainable growth potential [4]. Momentum Score - The Momentum Style Score identifies optimal entry points for stocks by analyzing price trends and earnings estimate changes [5]. VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive rating that highlights stocks with attractive value, strong growth forecasts, and positive momentum [6]. Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988, significantly outperforming the S&P 500 [7][8]. Stock Selection Strategy - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B to maximize potential success, while stocks with lower ranks should also have strong Style Scores to mitigate risks [9][10]. Company Spotlight: Autodesk (ADSK) - Autodesk, based in San Francisco, specializes in model-based design and engineering software, serving various industries including architecture and digital media [11]. - Autodesk holds a Zacks Rank of 3 (Hold) and a VGM Score of B, with a Growth Style Score of A, indicating a projected year-over-year earnings growth of 13.8% for the current fiscal year [12].

Autodesk is weighing an acquisition of rival engineering-software provider PTC https://t.co/pWjtLzyFlU ...

Core Viewpoint - Autodesk is positioned for potential new highs in Q3 due to its cloud transition, AI adoption, and strong financial performance, consistently outperforming consensus figures and providing favorable guidance [1][3] Financial Performance - Autodesk's revenue grew by 15% in Q1, an increase from 11% in the previous quarter and year, driven by client wins and market penetration [4] - The consensus for Q2 revenue growth is 14%, slightly lower than Q1, but revisions may lead to a higher range before results are released [9] - The company is forecasted to maintain a modest double-digit CAGR through the middle of the next decade, with earnings growth expected to outpace revenue growth [3] Market Sentiment - Analyst coverage remains steady with 23 analysts covering the stock, leading to a Moderate Buy sentiment that could shift to Strong Buy with recent revisions [2] - The price target for Autodesk has been raised to $343.64, indicating a potential upside of approximately 10% from current levels [1][2] Stock Dynamics - Autodesk's stock is at a critical resistance point, retesting highs from 2021, with a potential move above these levels signaling a market shift [5] - The company has reduced its share count by approximately 0.5% year over year through share repurchases, providing leverage for shareholders [10] Institutional Activity - Institutions own about 90% of Autodesk's stock, with a trend of buying in the first half of the year followed by selling in Q2, although initial reports for Q3 indicate significant buying activity [11][12]

Group 1 - The analyst previously gave a buy rating for Autodesk (NASDAQ: ADSK) due to its solid business model characterized by high product stickiness, strong network effects, and low valuation [1] - Autodesk's share price has risen sharply since the buy rating was issued, indicating positive market reception [1] - The investment approach focuses on understanding core business economics, including competitive moat, unit economics, reinvestment runway, and management quality, which are essential for long-term free cash flow generation and shareholder value creation [1] Group 2 - The analyst emphasizes a focus on sectors with strong secular tailwinds, suggesting a strategic approach to identifying growth opportunities [1] - The motivation for sharing insights on Seeking Alpha is to provide valuable investment analysis and to engage with fellow investors for feedback [1] - The analyst aims to help readers concentrate on factors that drive long-term equity value, advocating for analysis that is both analytical and accessible [1]

Financial Data and Key Metrics Changes - The meeting confirmed the election of 10 directors to serve until the next annual meeting, indicating stable governance [11] - The appointment of Ernst and Young LLP as the independent registered public accounting firm for the fiscal year ending January 31, 2026, was ratified, reflecting confidence in financial oversight [11] - The nonbinding vote regarding the compensation of named executive officers was approved, suggesting alignment with shareholder interests [11] Business Line Data and Key Metrics Changes - No specific data on business line performance or key metrics was provided during the meeting [13] Market Data and Key Metrics Changes - No specific market data or key metrics were discussed during the meeting [13] Company Strategy and Development Direction and Industry Competition - The meeting included the introduction of new board members, indicating a potential shift in strategic direction with the addition of Jeff Epstein and Christy Simons [4][11] - The approval of the amendment and restatement of the 2022 Equity Incentive Plan suggests a focus on aligning executive compensation with company performance [11] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [13] Other Important Information - The meeting was conducted virtually, and procedural rules were emphasized to ensure orderly conduct [5][12] - The meeting concluded without any questions from shareholders, indicating a lack of immediate concerns or inquiries [13] Q&A Session Summary - No questions were raised during the Q&A session, and the meeting concluded without further discussion [13]