Added to YB: 2026-06-02
Pitch date: 2026-06-02
ADSK [bullish]
Autodesk, Inc.
-11.74%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
Autodesk, Inc. engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.
Market Cap
$42.2B
Pitch Price
$235.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.87
P/E
29.18
EV/Sales
5.54
Sector
Software
Category
value
Top insider trades (Tue, Jun 2) - Autodesk, Inc. (ADSK)
ADSK (added to position): Director bought $794K (+14.9% holdings) at $231, stock -25% from highs on AI-loser fears. 97% recurring rev, industry-standard CAD w/ file lock-in. Rev growth 18% (Q1'26, ~14% underlying), EBITDA margin >26%, gross 92%, net cash. 15x EV/EBITDA NTM vs 22x 5y median. Bet on multiple re-rating as AI fears fade. Stop $215.
Read full article (3 min)