Added to YB: 2026-07-23
Pitch date: 2026-07-21
ADSK [bullish]
Autodesk, Inc.
-3.99%
current return
Author Info
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Company Info
Autodesk, Inc. engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.
Market Cap
$44.6B
Pitch Price
$211.95
Price Target
338.00 (+66%)
Dividend
N/A
EV/EBITDA
19.96
P/E
30.84
EV/Sales
5.86
Sector
Software
Category
value
The Software AI Moat: Autodesk (ADSK) | How Wars Impact Markets & U.S. Retail Spending
ADSK: AI fear overblown—mission-critical CAD software (AutoCAD/Revit) has deep moat via switching costs, file formats, data. 90%+ gross margins, 97% recurring rev, >100% NRR, 25%+ ROIC. Go-direct model + MaintainX ($3.6B) expand reach. DCF fair value $338, ~56% upside. Starboard settled.
Read full article (18 min)