Autodesk Inc.

Autodesk is a design software and services company. The company is engaged in 3D design, engineering and entertainment software and services. The company's product offerings include: AutoCAD, which is a customizable and extensible CAD application for design, drafting, detailing, and visualization; AutoCAD Civil 3D, which provides surveying, design, analysis, and documentation solution for civil engineering; CAM Solutions, which is a computer-aided manufacturing software that provides solutions for computer numeric control machining, inspection, and modeling for manufacturing; and Inventor, which provides tools for 3D mechanical design, simulation, analysis, tooling, visualization, and documentation.
  • TickerADSK
  • ISINUS0527691069
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States
Valens Research

Valens Equity Insights and Inflections - 2021 05 11

GOOGL is at the center of multiple macro tailwinds for the economy currently, between the At-Home Revolution, the Internet of Things, and the ubiquity of digital advertising. These are likely to offer sustained tailwinds for the company's profitability and growth, and yet the market is pricing UAFRS-based ROA (Uniform ROA or ROA') to decline going forward with growth at the low end of historical levels. Even Wall Street analysts realize this is highly unlikely going forward. Not only does the company have impressive tailwinds, the company's management team under CEO Pichai and CFO Porat ...

Increased risk weighs on AUTODESK, penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of AUTODESK (US), active in the Software industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date March 19, 2021, the closing price was USD 261.50 and its target price was estimated at USD 228.66.

Valens Research

Valens Equity Insights and Inflections - 2021 02 23

CTSH has built an industry-leading asset-based consulting business over the past 15 years, seeing remarkably stable returns and steady investment in growth, through various economic cycles and potentially impactful regulatory changes. However, the market is expecting both their ability to drive growth and improve profitability to severely erode going forward, with UAFRS-based (Uniform) ROA falling by half and growth slowing too. While markets are overly pessimistic, management is aligned to focus on maintaining margins to preserve their uniform ROA going forward, and their growth-based compen...

Valens Research

Valens Equity Insights and Inflections - 2021 02 23

CTSH has built an industry-leading asset-based consulting business over the past 15 years, seeing remarkably stable returns and steady investment in growth, through various economic cycles and potentially impactful regulatory changes. However, the market is expecting both their ability to drive growth and improve profitability to severely erode going forward, with UAFRS-based (Uniform) ROA falling by half and growth slowing too. While markets are overly pessimistic, management is aligned to focus on maintaining margins to preserve their uniform ROA going forward, and their growth-based compen...

Valens Research

ADSK - Embedded Expectations Analysis - 2021 02 18

Autodesk, Inc. (ADSK:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 56.6x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about free cash flow guidance, their new subscription model, and Construction Cloud's capabilities Specifically, management may lack confidence in their ability to sustain multiyear customer payment growth and meet their 2023 free cash flow and Q4 operating margin guidance. Moreover, they may be exaggerating their Construction Cloud platform's capabilities a...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of names in the Communications Sector are showing signs of leadership. (ex. GLUU, TWTR, GOOGL, NYT, and NWSA) • Consumer Discretionary continues to have a number of attractive names technically. (ex. TPR, LGIH, DHI, VSTO, RGR, PENN, SGMS, BYD, BJRI, BKE, EBAY, SIG, HAIN, and ENR ) • A number of Financial Sector names appear to be perking up. (ex. JHG, INTL, EVR, GHL, ARR, and CINF)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Growth Surging Relative to Value Note: This report is presented in an abbreviated format, as we are in production of our January US Macro Vision book. As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted below: • Price Trends Remain Bullish. Price trends for major indexes in the US (large-, mid-, and small-caps) and abroad (MSCI EM and EAFE) remain on bullish trajectories. • Internals are Healthy. Advance/decline lines for large-, mid-, and small-caps (S&P 500, 400, and 600, respectively) remain in uptrends...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of significant Communications names are developing bullishly. (ex. GOOG, FB, and NWS) • Consumer Discretionary names continue to develop positively. (ex. THRM, LEA, WYNN, PENN, CMG, KMX, and AMZN) • Energy Sector names continue to attempt to carve out bottoms. (ex. OXY, VAL) • Financial Sector names continue to develop bullishly (ex. C, UMPQ, EWBC, TROW, MSCI, SPGI, GS, and MS)

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Valens Research

Valens Equity Insights and Inflections - 2021 05 11

GOOGL is at the center of multiple macro tailwinds for the economy currently, between the At-Home Revolution, the Internet of Things, and the ubiquity of digital advertising. These are likely to offer sustained tailwinds for the company's profitability and growth, and yet the market is pricing UAFRS-based ROA (Uniform ROA or ROA') to decline going forward with growth at the low end of historical levels. Even Wall Street analysts realize this is highly unlikely going forward. Not only does the company have impressive tailwinds, the company's management team under CEO Pichai and CFO Porat ...

Valens Research

Valens Equity Insights and Inflections - 2021 02 23

CTSH has built an industry-leading asset-based consulting business over the past 15 years, seeing remarkably stable returns and steady investment in growth, through various economic cycles and potentially impactful regulatory changes. However, the market is expecting both their ability to drive growth and improve profitability to severely erode going forward, with UAFRS-based (Uniform) ROA falling by half and growth slowing too. While markets are overly pessimistic, management is aligned to focus on maintaining margins to preserve their uniform ROA going forward, and their growth-based compen...

Valens Research

Valens Equity Insights and Inflections - 2021 02 23

CTSH has built an industry-leading asset-based consulting business over the past 15 years, seeing remarkably stable returns and steady investment in growth, through various economic cycles and potentially impactful regulatory changes. However, the market is expecting both their ability to drive growth and improve profitability to severely erode going forward, with UAFRS-based (Uniform) ROA falling by half and growth slowing too. While markets are overly pessimistic, management is aligned to focus on maintaining margins to preserve their uniform ROA going forward, and their growth-based compen...

Valens Research

ADSK - Embedded Expectations Analysis - 2021 02 18

Autodesk, Inc. (ADSK:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 56.6x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about free cash flow guidance, their new subscription model, and Construction Cloud's capabilities Specifically, management may lack confidence in their ability to sustain multiyear customer payment growth and meet their 2023 free cash flow and Q4 operating margin guidance. Moreover, they may be exaggerating their Construction Cloud platform's capabilities a...

MarketLine Department

Adobe Systems Incorporated - Strategy, SWOT and Corporate Finance Report

Summary Adobe Systems Incorporated - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Adobe Systems Incorporated (Adobe or "the company") is a technology company that offers a range of digital marketing solutions, digital media and software products and services. The company's solutions are used by creative professionals, knowledge workers, marketers, application d...

Moody's announces completion of a periodic review of ratings of Autodesk, Inc. (ADSK)

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Autodesk, Inc.. Global Credit Research- 03 Feb 2021. New York, February 03, 2021-- Moody's Investors Service has completed a periodic review of the ratings of Autodesk, Inc. and other ratings that are associated with the same analytical unit.

Autodesk, Inc. (ADSK): Update to discussion and key factors

Our credit view of Autodesk reflects strong competitive profile, revenue growth, recurring revenue, subscription model transition completion, low leverage and robust liquidity

Moody's announces completion of a periodic review of ratings of Autodesk, Inc. (ADSK)

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Autodesk, Inc.. Global Credit Research- 29 Sep 2020. New York, September 29, 2020-- Moody's Investors Service has completed a periodic review of the ratings of Autodesk, Inc. and other ratings that are associated with the same analytical unit.

Autodesk, Inc. (ADSK): Autodesk Inc.’s growth moderates but outlook solid and credit profile remains strong

CORPORATES ISSUER COMMENT 26 August 2020 Contacts Richard J. Lane +1.212.553.7863 Senior Vice President Lenny J. Ajzenman +1.212.553.7735 Associate Managing Director CLIENT SERVICES Americas 1-212-553-1653 Asia Pacific 852-3551-3077 Japan 81-3-5408-4100 EMEA 44-20-7772-5454 Autodesk, Inc. (ADSK) Autodesk Inc.’s growth moderates but outlook solid an

Autodesk, Inc. (ADSK): Update to credit analysis

Subscription transition well past inflection. Strong performance anticipated.

Increased risk weighs on AUTODESK, penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of AUTODESK (US), active in the Software industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date March 19, 2021, the closing price was USD 261.50 and its target price was estimated at USD 228.66.

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