Added to YB: 2026-05-13
Pitch date: 2026-05-11
ADSK [neutral]
Autodesk, Inc.
+7.58%
current return
Author Info
No bio for this author
Company Info
Autodesk, Inc. engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.
Market Cap
$44.6B
Pitch Price
$238.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.96
P/E
30.84
EV/Sales
5.86
Sector
Software
Category
growth
Day 45: Autodesk $ADSK
ADSK (overview): Dominant design/eng software for architects & construction. $7.8B ARR (+19%), $51.4B EV, 6.6x EV/ARR, 30x EV/EBIT, ~110% NRR, 22% GAAP op margin. Bear: multi-front war, UI lock-in vulnerable to AI disruption. Bull: high-precision workflows need human touch, sticky moat, time to adapt. No major AI-native startup threat yet. Mgmt focused on transaction model shift vs product innovation.
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