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Autodesk Reveals Bold Plans To Boost Profits
Benzinga· 2025-10-08 19:45
Autodesk’s (NASDAQ:ADSK) recent analyst day showcased a strategic pivot towards maximizing profitability and leveraging AI-driven monetization, signaling a forward-looking evolution of its business model.The company’s focus on long-term efficiency and its expanding role in infrastructure and operations software suggests a determined effort to balance sustainable growth with aggressive financial targets.Piper Sandler analyst Clarke Jeffries said Autodesk’s strategy to expand AI-driven monetization and streng ...
GitLab: Strong Buy On AI-Driven Monetization And Premium Upsell Dynamics
Seeking Alpha· 2025-06-01 15:10
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]