Builders FirstSource, Inc. (NYSE:BLDR) is one of the stocks Jim Cramer recently discussed. Cramer mentioned the stock in light of housing market conditions. He commented: “Right underneath it was another driver of today’s rally, Builders FirstSource. You can rally when you have a housing market. That thing can’t go up if you don’t have a good housing market. Maybe we’re going to have one. And you know what? They have projects in hand. If Builders FirstSource is doing well, maybe mortgage rates really are ...

Adobe raised its fiscal 2025 revenue and profit forecasts on Thursday, signaling strong demand for its design software and increased monetization of its artificial intelligence tools. ...

Financial Performance - Autodesk exceeded profit and sales estimates [1] Industry Trends - Demand for Autodesk's design software is driven by artificial intelligence data centers [1]

Market Dynamics - Adobe attempted to acquire Figma, a design software company specializing in AI design software, for $20 billion, but the deal was unsuccessful [1] - Analysts are largely neutral on Figma, possibly influenced by its popularity among Gen Z investors [1] Investment Analysis - The speaker expresses surprise at the stock's performance, suggesting it may not be sustainable [2] - Enterprise software, once dominant, is likened to dinosaurs, implying a decline in relevance [2][3]

Company Performance - Autodesk's stock closed down 1.9% at $288.96, underperforming the S&P 500 which lost 0.4% [1] - Prior to the recent trading session, Autodesk shares had declined 1.59%, lagging behind the Computer and Technology sector's gain of 6.34% and the S&P 500's gain of 4.97% [1] Upcoming Earnings - Autodesk's upcoming EPS is projected at $2.44, indicating a 13.49% increase year-over-year [2] - Revenue is anticipated to be $1.73 billion, reflecting a 14.65% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $9.64 per share and revenue at $6.97 billion, showing increases of 13.81% and 13.67% respectively from the previous year [3] - Recent changes to analyst estimates suggest a positive outlook for Autodesk's business trends [3] Zacks Rank and Valuation - Autodesk currently holds a Zacks Rank of 3 (Hold), with a recent upward shift of 0.12% in the EPS estimate [5] - The Forward P/E ratio for Autodesk is 30.56, which is higher than the industry average of 28.28 [6] - Autodesk's PEG ratio stands at 1.94, compared to the industry average PEG ratio of 2.18 [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 64, placing it in the top 26% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Autodesk reported quarterly earnings of $2.29 per share, exceeding the Zacks Consensus Estimate of $2.14 per share, and showing an increase from $1.87 per share a year ago, resulting in an earnings surprise of 7.01% [1] - The company achieved revenues of $1.63 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 1.64% and up from $1.42 billion year-over-year [2] Earnings Performance - Autodesk has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong earnings performance [2] - The stock has experienced a slight decline of about 0.9% since the beginning of the year, compared to a decline of -0.6% for the S&P 500 [3] Future Outlook - The future performance of Autodesk's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - Current consensus EPS estimate for the upcoming quarter is $2.34 on revenues of $1.7 billion, and for the current fiscal year, it is $9.48 on revenues of $6.92 billion [7] Industry Context - The Internet - Software industry, to which Autodesk belongs, is currently ranked in the top 26% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]