1 month ago
Autodesk (ADSK) stock has 23.6% of room above it before it meets a ceiling that has turned it back three times, and 5% below it before the reason to be there stops being true. In dollars: $272.34 overhead, $220.31 Wednesday, $209.29 underneath. The stock has lost about 31% over the past twelve months, so the easy read is that the business broke. Its own numbers say it did not.
Would You Have Made Money Buying Autodesk Here Before?
Buyers have stepped in at this price zone eight times before. Three of those eight produced a completed advance, averaging a 34.3% gain to the peak that followed, with a median of 459 days from the defense to that peak. The other five have not yet risen above their own starting price, so they are not in that average at all. The ceiling overhead asks for less than that average of the three that paid.
The last two years are the problem. Autodesk entered this price band on five separate occasions over the last twenty-four months, and counting only a 20% gain before any 5% fall as a defense, one held and four broke 5% lower first. The path up is not clear either: the stock has to get through $248.16 and $261.04, both pauses rather than proven ceilings.
Is Autodesk In Better Shape Than The Last Time It Sat Here?
#last #Stock #above #times
Would You Have Made Money Buying Autodesk Here Before?
Buyers have stepped in at this price zone eight times before. Three of those eight produced a completed advance, averaging a 34.3% gain to the peak that followed, with a median of 459 days from the defense to that peak. The other five have not yet risen above their own starting price, so they are not in that average at all. The ceiling overhead asks for less than that average of the three that paid.
The last two years are the problem. Autodesk entered this price band on five separate occasions over the last twenty-four months, and counting only a 20% gain before any 5% fall as a defense, one held and four broke 5% lower first. The path up is not clear either: the stock has to get through $248.16 and $261.04, both pauses rather than proven ceilings.
Is Autodesk In Better Shape Than The Last Time It Sat Here?
#last #Stock #above #times
2 months ago
Autodesk Inc. (NASDAQ:ADSK)'s core business is growing at a healthy pace, profitability is improving, and management is confident about the long-term outlook. These are some of the factors that prompted Berenberg to reiterate a Buy rating on the stock on September 1, even as it trimmed its price target to $333 from $335.
The positive stance signals the research firm's confidence in the company's outlook following an impressive second quarter. Revenues increased 16% year over year to $2.05 billion, while billings increased 10% to $1.85 billion. Revenue exceeded the high end of guidance, powered by strong gains in key areas of Architecture, Engineering, Construction & Operations (AECO).
Photo by AlphaTradeZone on Pexels
Profitability is increasingly becoming one of Autodesk's major strengths. The company's non-GAAP operating margin increased to 41%, while non-GAAP earnings per share came in at $3.30, comfortably above Wall Street expectations of $3.12.
Autodesk is also generating substantial free cash flow. Free cash flow increased 24% year over year to $561 million, illustrating the company's ability to convert its recurring revenue base into significant cash generation.
#increased
The positive stance signals the research firm's confidence in the company's outlook following an impressive second quarter. Revenues increased 16% year over year to $2.05 billion, while billings increased 10% to $1.85 billion. Revenue exceeded the high end of guidance, powered by strong gains in key areas of Architecture, Engineering, Construction & Operations (AECO).
Photo by AlphaTradeZone on Pexels
Profitability is increasingly becoming one of Autodesk's major strengths. The company's non-GAAP operating margin increased to 41%, while non-GAAP earnings per share came in at $3.30, comfortably above Wall Street expectations of $3.12.
Autodesk is also generating substantial free cash flow. Free cash flow increased 24% year over year to $561 million, illustrating the company's ability to convert its recurring revenue base into significant cash generation.
#increased
2 months ago
Adobe (ADBE) trades at 10x forward earnings despite AI-first ARR tripling YoY to $500M, pointing to a $307 buy target.
Salesforce (CRM) trades near 23x trailing P/E while Autodesk (ADSK) earns roughly half Adobe's EPS, making Adobe's 10x multiple look deeply undervalued.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Adobe didn't make the cut. Grab the names FREE today.
Adobe (NASDAQ:ADBE) has been one of the most punished large-cap software names of the past year, and the discount has finally gotten interesting. The stock trades at 10x forward earnings, a multiple typically reserved for mature hardware companies rather than a software business generating $27.10 billion in ARR.
Our 24/7 Wall St. price target for Adobe is $307.15, implying roughly 12% upside from the current quote of $276.63. The recommendation is buy, with our model expressing high confidence at 90%.
#adobe #roughly
Salesforce (CRM) trades near 23x trailing P/E while Autodesk (ADSK) earns roughly half Adobe's EPS, making Adobe's 10x multiple look deeply undervalued.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Adobe didn't make the cut. Grab the names FREE today.
Adobe (NASDAQ:ADBE) has been one of the most punished large-cap software names of the past year, and the discount has finally gotten interesting. The stock trades at 10x forward earnings, a multiple typically reserved for mature hardware companies rather than a software business generating $27.10 billion in ARR.
Our 24/7 Wall St. price target for Adobe is $307.15, implying roughly 12% upside from the current quote of $276.63. The recommendation is buy, with our model expressing high confidence at 90%.
#adobe #roughly
2 months ago
Adobe (ADBE) trades at 10x forward earnings despite AI-first ARR tripling YoY to $500M, pointing to a $307 buy target.
Salesforce (CRM) trades near 23x trailing P/E while Autodesk (ADSK) earns roughly half Adobe's EPS, making Adobe's 10x multiple look deeply undervalued.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Adobe didn't make the cut. Grab the names FREE today.
Adobe (NASDAQ:ADBE) has been one of the most punished large-cap software names of the past year, and the discount has finally gotten interesting. The stock trades at 10x forward earnings, a multiple typically reserved for mature hardware companies rather than a software business generating $27.10 billion in ARR.
Our 24/7 Wall St. price target for Adobe is $307.15, implying roughly 12% upside from the current quote of $276.63. The recommendation is buy, with our model expressing high confidence at 90%.
#forward #target #names
Salesforce (CRM) trades near 23x trailing P/E while Autodesk (ADSK) earns roughly half Adobe's EPS, making Adobe's 10x multiple look deeply undervalued.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Adobe didn't make the cut. Grab the names FREE today.
Adobe (NASDAQ:ADBE) has been one of the most punished large-cap software names of the past year, and the discount has finally gotten interesting. The stock trades at 10x forward earnings, a multiple typically reserved for mature hardware companies rather than a software business generating $27.10 billion in ARR.
Our 24/7 Wall St. price target for Adobe is $307.15, implying roughly 12% upside from the current quote of $276.63. The recommendation is buy, with our model expressing high confidence at 90%.
#forward #target #names
2 months ago
Consensus takes the multiple down by nearly a third in two years, and what a holder actually earns depends on what the market keeps paying.
Autodesk (ADSK) stock trades at about $251.66, down 12.3% over the past twelve months. On the last twelve months of adjusted earnings that is still about 25.7 times earnings. The forward multiples cut that hard, and most of the cutting is already visible in the company's own numbers.
Where That Multiple Goes If The Earnings Arrive
On the earnings **** ysts expect for fiscal 2027, today's price is about 19.6 times earnings; on the earnings expected for fiscal 2028, that same price is about 17.6 times. That is a 31% lower multiple than the trailing figure, as consensus earnings grow into the price. One caveat: the trailing multiple sits on normalized net income with stock-based compensation added back, meant to land near the **** yst-consensus basis rather than match it, so part of the fall is basis, not earnings, and for an acquisition-heavy company that part can be most of it.
Why Consensus Nearly Halves Revenue Growth Without Anything Going Wrong
#consensus #down #Stock
Autodesk (ADSK) stock trades at about $251.66, down 12.3% over the past twelve months. On the last twelve months of adjusted earnings that is still about 25.7 times earnings. The forward multiples cut that hard, and most of the cutting is already visible in the company's own numbers.
Where That Multiple Goes If The Earnings Arrive
On the earnings **** ysts expect for fiscal 2027, today's price is about 19.6 times earnings; on the earnings expected for fiscal 2028, that same price is about 17.6 times. That is a 31% lower multiple than the trailing figure, as consensus earnings grow into the price. One caveat: the trailing multiple sits on normalized net income with stock-based compensation added back, meant to land near the **** yst-consensus basis rather than match it, so part of the fall is basis, not earnings, and for an acquisition-heavy company that part can be most of it.
Why Consensus Nearly Halves Revenue Growth Without Anything Going Wrong
#consensus #down #Stock
2 months ago
Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, which returned 14.9%. The relative weakness was driven mainly by underexposure to semiconductors and technology hardware, while software, cloud services, and financial holdings also weighed on performance. The strategy benefited from holdings in areas tied to AI infrastructure, with semiconductor exposure and AI-related investments gaining from strong demand. Looking ahead, Brown Advisory sees an attractive environment for active stock-picking, with its ready-to-buy list at its highest level since the COVID-19 period and an estimated 12%-13% average five-year base-case IRR, while maintaining a focus on quality, valuation discipline, and long-term cash-flow generation. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Brown Advisory Global Leaders Strategy Fund highlighted stocks like Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) develops design and engineering software used by professionals across architecture, construction, manufacturing, and media industries. The one-month return of Autodesk, Inc. (NASDAQ:ADSK) was 17.37% while its shares traded between $185.50 and $329.09 over the last 52 weeks. On August 7, 2026, Autodesk, Inc. (NASDAQ:ADSK) stock closed at approximately $242.47 per share, with a market capitalization of about $52.59 billion.
Brown Advisory Global Leaders Strategy Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor letter:
We exited Autodesk, Inc. (NASDAQ:ADSK) in June. Since our first-quarter drawdown review, we have continued our research and discussions around substitution risk for Autodesk, with a particular focus on the potential impact of world models replacing large parts of the 3D creation stack. At the same time, we have seen physical-AI startups, such as Jeff Bezos' Prometheus, investing heavily in developing engineering-grade physical models. (Prometheus closed a successful funding round in June, valuing the company at a level broadly comparable to Autodesk's market capitalization.) The competitive environment for Autodesk is intensifying. As we see substitution risk increasing and the range of outcomes for software companies widening, we have decided to allocate capital elsewhere, funding our initiations in Nvidia and Progressive Corporation.
#NASDAQ #adsk
In its second-quarter 2026 investor letter, Brown Advisory Global Leaders Strategy Fund highlighted stocks like Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) develops design and engineering software used by professionals across architecture, construction, manufacturing, and media industries. The one-month return of Autodesk, Inc. (NASDAQ:ADSK) was 17.37% while its shares traded between $185.50 and $329.09 over the last 52 weeks. On August 7, 2026, Autodesk, Inc. (NASDAQ:ADSK) stock closed at approximately $242.47 per share, with a market capitalization of about $52.59 billion.
Brown Advisory Global Leaders Strategy Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor letter:
We exited Autodesk, Inc. (NASDAQ:ADSK) in June. Since our first-quarter drawdown review, we have continued our research and discussions around substitution risk for Autodesk, with a particular focus on the potential impact of world models replacing large parts of the 3D creation stack. At the same time, we have seen physical-AI startups, such as Jeff Bezos' Prometheus, investing heavily in developing engineering-grade physical models. (Prometheus closed a successful funding round in June, valuing the company at a level broadly comparable to Autodesk's market capitalization.) The competitive environment for Autodesk is intensifying. As we see substitution risk increasing and the range of outcomes for software companies widening, we have decided to allocate capital elsewhere, funding our initiations in Nvidia and Progressive Corporation.
#NASDAQ #adsk
3 months ago
The market is offering a hefty cash payout to own this software leader, but it comes with a story of major change and major risk.
Shares of Autodesk (ADSK), the software firm behind the tools used by architects and engineers, trade around $234.97, having fallen 23% over the last year while the S&P 500 climbed. Yet for every dollar an investor parks in the company today, Autodesk generates 5.4% in annual free cash. That compares to a 4.2% median for the S&P 500. The company doesn't currently pay this out as a dividend; it retains the cash, but the yield still measures the underlying business's cash-generating power relative to its price.
The market is offering a premium cash yield on a business it is simultaneously marking down. The question for an investor is simple: is this a bargain, or is the market right to be cautious?
How durable is the machine printing this cash?
Autodesk's financial engine is built on a foundation of high profitability. The company's GAAP operating margin over the last twelve months was 27%, far above the 18.4% median for an S&P 500 company. This isn't a recent development; its three-year average GAAP operating margin is 24%, showing sustained pricing power and efficiency.
#cash #company #offering #major
Shares of Autodesk (ADSK), the software firm behind the tools used by architects and engineers, trade around $234.97, having fallen 23% over the last year while the S&P 500 climbed. Yet for every dollar an investor parks in the company today, Autodesk generates 5.4% in annual free cash. That compares to a 4.2% median for the S&P 500. The company doesn't currently pay this out as a dividend; it retains the cash, but the yield still measures the underlying business's cash-generating power relative to its price.
The market is offering a premium cash yield on a business it is simultaneously marking down. The question for an investor is simple: is this a bargain, or is the market right to be cautious?
How durable is the machine printing this cash?
Autodesk's financial engine is built on a foundation of high profitability. The company's GAAP operating margin over the last twelve months was 27%, far above the 18.4% median for an S&P 500 company. This isn't a recent development; its three-year average GAAP operating margin is 24%, showing sustained pricing power and efficiency.
#cash #company #offering #major
3 months ago
Ultimate Fighting Championship (UFC) is live THIS MORNING (Sat., Aug. 1, 2026) with UFC Belgrade, streaming live online via Paramount+. The event happens inside Beogradska Arena in Belgrade, Serbia. This is the promotion's first-ever trip to the Balkans. Uros Medic vs. Daniel Rodriguez serves as our main event today.
Medic — from nearby Novi Sad, Serbia — gets his first UFC main event slot here. He's earned it with blistering finishes over Geoff Neal (see that here), Muslim Salikhov (that one here) and Gilbert Urbina (re-live that here). The combined time of those fights is less than four minutes. Rodriguez, meanwhile, is coming off a grueling win over Kevin Holland; however, he's been held out for sometime because of legal issues (which saw him stuck in a Mexican jail for eight months).
The co-main event is Jan Blachowicz vs. Navajo Stirling. Blachowicz was scheduled to face Bogdan Guskov, before Guskov was needed in Abi Dhabi last weekend. Stirling comes in on short notice, just a month removed from his win over Ion Cutelaba.
The rest of the main card is a "Balkans vs. The World" theme with Aleksandar Rakic vs. Marcin Tybura, Dusko Todorovic vs. Robert Valentin, Vlasto Cepo vs. Gilbert Urbina and Milos Janicic vs. Noah Gugnon.
The "Prelims" are headlined by Ludovit Klein vs. Tofiq Musayev. Mateusz Rebecki (a walking "Fight of the Night") also makes an appearance. He's facing Kyle Prepolec. Other notable fights on the undercard include Oban Elliott vs. Michael Oliveira and Bogdan Grad vs. Dennis Buzukja.
#gilbert
Medic — from nearby Novi Sad, Serbia — gets his first UFC main event slot here. He's earned it with blistering finishes over Geoff Neal (see that here), Muslim Salikhov (that one here) and Gilbert Urbina (re-live that here). The combined time of those fights is less than four minutes. Rodriguez, meanwhile, is coming off a grueling win over Kevin Holland; however, he's been held out for sometime because of legal issues (which saw him stuck in a Mexican jail for eight months).
The co-main event is Jan Blachowicz vs. Navajo Stirling. Blachowicz was scheduled to face Bogdan Guskov, before Guskov was needed in Abi Dhabi last weekend. Stirling comes in on short notice, just a month removed from his win over Ion Cutelaba.
The rest of the main card is a "Balkans vs. The World" theme with Aleksandar Rakic vs. Marcin Tybura, Dusko Todorovic vs. Robert Valentin, Vlasto Cepo vs. Gilbert Urbina and Milos Janicic vs. Noah Gugnon.
The "Prelims" are headlined by Ludovit Klein vs. Tofiq Musayev. Mateusz Rebecki (a walking "Fight of the Night") also makes an appearance. He's facing Kyle Prepolec. Other notable fights on the undercard include Oban Elliott vs. Michael Oliveira and Bogdan Grad vs. Dennis Buzukja.
#gilbert
3 months ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 27, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $225.91 per share, reflecting a market capitalization of $47.67 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 25.10%, while its shares lost 20.68% over the past 52 weeks.
Night View Capital stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Autodesk, Inc. (NASDAQ:ADSK) makes the tools that architects and engineers use to design the physical world. The buildings, the bridges, the machines. This is a business protected by decades of professional habit, file formats, and training, and by the simple fact that when you are designing something that people will stand inside, you want the trusted tool. We held our position roughly steady."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the risk and potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Autodesk, Inc. (NASDAQ:ADSK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#adsk #letter #software
In its Q2 2026 investor letter, Night View Capital highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 27, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $225.91 per share, reflecting a market capitalization of $47.67 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 25.10%, while its shares lost 20.68% over the past 52 weeks.
Night View Capital stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Autodesk, Inc. (NASDAQ:ADSK) makes the tools that architects and engineers use to design the physical world. The buildings, the bridges, the machines. This is a business protected by decades of professional habit, file formats, and training, and by the simple fact that when you are designing something that people will stand inside, you want the trusted tool. We held our position roughly steady."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the risk and potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Autodesk, Inc. (NASDAQ:ADSK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#adsk #letter #software
3 months ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, se
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, se
4 months ago
Autodesk Inc. (NASDAQ:ADSK) is one of the 10 oversold stocks offering high upside.
On June 15, Autodesk Inc. (NASDAQ:ADSK) announced adjustments to its existing Revolving Credit Facility. The company increased its borrowing capacity to $2 billion from $1.5 billion, executed with a banking syndicate involving major names such as Citibank, Morgan Stanley, BNP Paribas, and BofA Securities.
SFIO CRACHO/Shutterstock.com
Autodesk will utilize the arrangement to finance its potential acquisitions, share buybacks, working capital needs, and major capital expenditures. The arrangement involves a zero percent rate floor linked to SOFR, along with margins that will depend on the company's credit ratings. Autodesk also has provisions to expand the arrangement in the future, as per its requirements.
Back on May 29, RBC Capital reduced the target price on Autodesk Inc. (NASDAQ:ADSK) from $335 to $305. The firm maintained an Outperform rating on the stock. The firm noted that investor concerns about growth and profitability have surfaced, following the company's acquisition of MaintainX. The acquisition, valued at $3.6 billion, was Autodesk's largest to date.
On June 15, Autodesk Inc. (NASDAQ:ADSK) announced adjustments to its existing Revolving Credit Facility. The company increased its borrowing capacity to $2 billion from $1.5 billion, executed with a banking syndicate involving major names such as Citibank, Morgan Stanley, BNP Paribas, and BofA Securities.
SFIO CRACHO/Shutterstock.com
Autodesk will utilize the arrangement to finance its potential acquisitions, share buybacks, working capital needs, and major capital expenditures. The arrangement involves a zero percent rate floor linked to SOFR, along with margins that will depend on the company's credit ratings. Autodesk also has provisions to expand the arrangement in the future, as per its requirements.
Back on May 29, RBC Capital reduced the target price on Autodesk Inc. (NASDAQ:ADSK) from $335 to $305. The firm maintained an Outperform rating on the stock. The firm noted that investor concerns about growth and profitability have surfaced, following the company's acquisition of MaintainX. The acquisition, valued at $3.6 billion, was Autodesk's largest to date.
4 months ago
Autodesk, Inc. (NASDAQ:ADSK) is one of the best falling stocks to invest in, according to ***** ysts. On June 15, Autodesk, Inc. (NASDAQ:ADSK) amended its credit agreements to obtain access to significant capital to complete the acquisition of MaintainX Inc.
The regulatory filing indicates the company increased its unsecured revolving credit facility to $2 billion from $1.5 billion in its credit agreement with Citibank N.A as the administrative agent. The new agreement provides streamlined borrowing conditions of up to $1 billion to fund the proposed purchase of MaintainX.
Autodesk has also entered into a Term Loan Credit Agreement to access an additional $1 billion in an unsecured 364-day delayed draw term loan facility. The facility will also fund the acquisition and will mature 364 days after the acquisition closes.
The company has entered into an agreement to acquire MaintainX in an all-cash transaction valued at $3.6 billion. The acquisition offers strong expansion potential across customer segments, geographies, and adjacent use cases. It will also give Autodesk access to rich data on ***** et history, inspections, maintenance patterns, and real-world performance.
Autodesk, Inc. (NASDAQ:ADSK) is a multinational software corporation that creates computer-aided design (CAD) and engineering software. Its applications are primarily used by architects, engineers, manufacturers, and media professionals to design, simulate, build, and animate.
The regulatory filing indicates the company increased its unsecured revolving credit facility to $2 billion from $1.5 billion in its credit agreement with Citibank N.A as the administrative agent. The new agreement provides streamlined borrowing conditions of up to $1 billion to fund the proposed purchase of MaintainX.
Autodesk has also entered into a Term Loan Credit Agreement to access an additional $1 billion in an unsecured 364-day delayed draw term loan facility. The facility will also fund the acquisition and will mature 364 days after the acquisition closes.
The company has entered into an agreement to acquire MaintainX in an all-cash transaction valued at $3.6 billion. The acquisition offers strong expansion potential across customer segments, geographies, and adjacent use cases. It will also give Autodesk access to rich data on ***** et history, inspections, maintenance patterns, and real-world performance.
Autodesk, Inc. (NASDAQ:ADSK) is a multinational software corporation that creates computer-aided design (CAD) and engineering software. Its applications are primarily used by architects, engineers, manufacturers, and media professionals to design, simulate, build, and animate.
4 months ago
Autodesk, Inc. (NASDAQ:ADSK) is one of the best falling stocks to invest in, according to **** ysts. On June 15, Autodesk, Inc. (NASDAQ:ADSK) amended its credit agreements to obtain access to significant capital to complete the acquisition of MaintainX Inc.
The regulatory filing indicates the company increased its unsecured revolving credit facility to $2 billion from $1.5 billion in its credit agreement with Citibank N.A as the administrative agent. The new agreement provides streamlined borrowing conditions of up to $1 billion to fund the proposed purchase of MaintainX.
Autodesk has also entered into a Term Loan Credit Agreement to access an additional $1 billion in an unsecured 364-day delayed draw term loan facility. The facility will also fund the acquisition and will mature 364 days after the acquisition closes.
The company has entered into an agreement to acquire MaintainX in an all-cash transaction valued at $3.6 billion. The acquisition offers strong expansion potential across customer segments, geographies, and adjacent use cases. It will also give Autodesk access to rich data on **** et history, inspections, maintenance patterns, and real-world performance.
Autodesk, Inc. (NASDAQ:ADSK) is a multinational software corporation that creates computer-aided design (CAD) and engineering software. Its applications are primarily used by architects, engineers, manufacturers, and media professionals to design, simulate, build, and animate.
The regulatory filing indicates the company increased its unsecured revolving credit facility to $2 billion from $1.5 billion in its credit agreement with Citibank N.A as the administrative agent. The new agreement provides streamlined borrowing conditions of up to $1 billion to fund the proposed purchase of MaintainX.
Autodesk has also entered into a Term Loan Credit Agreement to access an additional $1 billion in an unsecured 364-day delayed draw term loan facility. The facility will also fund the acquisition and will mature 364 days after the acquisition closes.
The company has entered into an agreement to acquire MaintainX in an all-cash transaction valued at $3.6 billion. The acquisition offers strong expansion potential across customer segments, geographies, and adjacent use cases. It will also give Autodesk access to rich data on **** et history, inspections, maintenance patterns, and real-world performance.
Autodesk, Inc. (NASDAQ:ADSK) is a multinational software corporation that creates computer-aided design (CAD) and engineering software. Its applications are primarily used by architects, engineers, manufacturers, and media professionals to design, simulate, build, and animate.
4 months ago
Today, there is a high volume of out-of-the-money (OTM) put options activity in Lam Research Corp. (LRCX) for a longer-dated expiry. That highlights the underlying value of LRCX stock, which could be worth 27% more.
LRCX is at $376.19 in morning trading on June 16, down 2.6%. The stock is off its recent peak of $388.92 set yesterday. Today's unusual put option activity in this semiconductor processing equipment company stock could indicate that some investors think LRCX is due for a fall.
Dear ****** eX Stock Fans, Mark Your Calendars for June 16
Autodesk Stock At Recent Lows Spurs Unusual Put Options Activity - Is ADSK Too Cheap?
ConocoPhillips Has Attractive Short-Put Yields over 1% for the Next Month
LRCX is at $376.19 in morning trading on June 16, down 2.6%. The stock is off its recent peak of $388.92 set yesterday. Today's unusual put option activity in this semiconductor processing equipment company stock could indicate that some investors think LRCX is due for a fall.
Dear ****** eX Stock Fans, Mark Your Calendars for June 16
Autodesk Stock At Recent Lows Spurs Unusual Put Options Activity - Is ADSK Too Cheap?
ConocoPhillips Has Attractive Short-Put Yields over 1% for the Next Month
4 months ago
Analysts have raised 2027 revenue estimates for Dell Technologies Inc. (DELL). This implies higher FCF and price targets. As a result, selling short out-of-the-money (OTM) puts is an attractive play now. For example, a 10% OTM put expiring in one month yields 4.9%.
DELL closed at $409.07 on Monday, June 15, up 3.4%. The stock has come down from a peak of $465.96 on June 1, after its May 28 earnings release for its fiscal Q1 ending May 1.
Autodesk Stock At Recent Lows Spurs Unusual Put Options Activity - Is ADSK Too Cheap?
Options Action: Naked Put Trade Ideas for June 15th
ConocoPhillips Has Attractive Short-Put Yields over 1% for the Next Month
DELL closed at $409.07 on Monday, June 15, up 3.4%. The stock has come down from a peak of $465.96 on June 1, after its May 28 earnings release for its fiscal Q1 ending May 1.
Autodesk Stock At Recent Lows Spurs Unusual Put Options Activity - Is ADSK Too Cheap?
Options Action: Naked Put Trade Ideas for June 15th
ConocoPhillips Has Attractive Short-Put Yields over 1% for the Next Month
4 months ago
Short-sellers of out-of-the-money (OTM) ConocoPhillips (COP) put options expiring in one month can make 1% or more. COP stock has fluctuated with oil prices as the war in Iran has waned. Investors can play this by shorting OTM COP puts.
COP closed at $116.98 on Friday, June 12, up about 1.4%. But, it's still down from a peak about a month ago on May 19, when it closed at $125.11. However, its low has been only $113.98 on May 29 in the last 3 months since the Iran war started.
Micron Stock is Now Close to Fair Value, But Shorting 2-Week Puts Yield 7.0%
Options Action: Naked Put Trade Ideas for June 15th
Autodesk Stock At Recent Lows Spurs Unusual Put Options Activity - Is ADSK Too Cheap?
COP closed at $116.98 on Friday, June 12, up about 1.4%. But, it's still down from a peak about a month ago on May 19, when it closed at $125.11. However, its low has been only $113.98 on May 29 in the last 3 months since the Iran war started.
Micron Stock is Now Close to Fair Value, But Shorting 2-Week Puts Yield 7.0%
Options Action: Naked Put Trade Ideas for June 15th
Autodesk Stock At Recent Lows Spurs Unusual Put Options Activity - Is ADSK Too Cheap?
