Core Viewpoint - Autodesk Inc. is identified as a strong growth stock for 2026, with BMO Capital raising its price target to $343 from $333 while maintaining a Market Perform rating, driven by robust Q3 results and positive Q4 guidance [1][2]. Financial Performance - Autodesk reported non-GAAP EPS of $2.67 for Q3 2025, surpassing analyst expectations of $2.50 [2]. - Total revenue increased by 18% year-over-year to $1.85 billion, with a $124 million contribution from a new transaction model; underlying revenue growth, excluding this impact and currency fluctuations, was 12% [2]. Strategic Momentum - The company's growth is attributed to the integration of design and make workflows within the Autodesk Construction Cloud and the implementation of AI-powered automations [3]. - In the AECO segment, revenue remained strong due to investments in data centers and infrastructure, which offset weaknesses in commercial sectors [3]. - AI adoption is producing significant productivity gains, with over 60% acceptance of AI-powered auto-constraints in Fusion, and 90% of those sketches becoming fully constrained [3].