Autodesk, Inc. (ADSK) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Autodesk, Inc. (ADSK) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Seeking Alpha • Dec 10, 2025

Autodesk: Incredible Moat And Great Opportunities, But Too Expensive

Autodesk (ADSK) dominates the CAD software market with a 65% share, creating a powerful moat and network effects across multiple industries. ADSK's AI-driven features and new transaction model are driving high adoption rates, improved customer relationships, and accelerating both organic and mechanical revenue growth. Strong financials include industry-leading profitability, high margins, robust free cash flow, and ongoing deleveraging, supporting further investment and flexibility.

Seeking Alpha • Dec 5, 2025

Autodesk, Inc. (ADSK) Presents at UBS Global Technology and AI Conference 2025 Transcript

Autodesk, Inc. ( ADSK ) UBS Global Technology and AI Conference 2025 December 2, 2025 11:35 AM EST Company Participants Andrew Anagnost - President, CEO & Director Janesh Moorjani - Executive VP & Chief Financial Officer Conference Call Participants Taylor McGinnis - UBS Investment Bank, Research Division Presentation Taylor McGinnis UBS Investment Bank, Research Division Okay. Hello, everyone, and welcome to Day 2 of the UBS tech conference.

Seeking Alpha • Dec 2, 2025

FIVN vs. ADSK: Which Stock Is the Better Value Option?

Investors with an interest in Internet - Software stocks have likely encountered both Five9 (FIVN) and Autodesk (ADSK). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • Dec 2, 2025

16 software stocks for investors sifting through the bargain bin

The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale.

Market Watch • Nov 29, 2025

Autodesk Gave Up Most After-Hours Gains To Close At Fair Valuation

Autodesk now trades at its 3-year average adjusted P/E of 30x, closing its previous undervaluation gap that had been prevailing for years. ADSK's recurring revenue base, robust RPO, and international diversification support stable growth, with management guiding for 11% adjusted revenue growth for the fiscal year. Stock-based compensation creates ambiguity between GAAP and non-GAAP results, prompting a neutral Hold rating despite a projected $390 FY 2028 price target based on non-GAAP EPS.

Seeking Alpha • Nov 27, 2025

Autodesk Analysts Increase Their Forecasts After Upbeat Q3 Earnings

Autodesk Inc (NASDAQ: ADSK) reported better-than-expected third-quarter financial results for fiscal 2026 Tuesday after the bell.

Benzinga • Nov 26, 2025

Autodesk's Strong Quarter Validates Analyst Optimism As Infrastructure, AI Drive Gains

Autodesk, Inc (NASDAQ: ADSK) posted a strong third quarter with double-digit revenue and billings growth, expanded profitability, and a higher full-year outlook as demand for its Architecture, Engineering, and Construction (AEC) and cloud-based design tools continues to surge.

Benzinga • Nov 26, 2025

Autodesk beats Q3 estimates, raises full-year guidance

Autodesk Inc (NASDAQ:ADSK) shares surged almost 8% before Tuesday's opening bell as the design software firm reported third quarter earnings that exceeded Wall Street expectations. Adjusted earnings per share were $2.67, surpassing analyst expectations of $2.50.

Proactive Investors • Nov 26, 2025

Autodesk Stock Jumps on Strong Results, Upbeat Forecast

Autodesk Inc (NASDAQ:ADSK) stock is on the rise today, up 4.7% at $308.35 at last glance, after the company posted better-than-expected third-quarter results, with earnings of $2.67 per share on revenue of $1.85 billion.

Schaeffers Research • Nov 26, 2025