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Autodesk, Inc. (ADSK)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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280.72+0.20 (+0.07%)
As of 11:52AM EDT. Market open.
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  • r
    robert
    ADSK may have close to a 50 PE, but the idea that it is expensive is quite untrue when you compare it to its long term growth rate of 35 percent. This is actually growth at a reasonable price folks. There are massive returns ahead for those who are patient, in short.
  • S
    Shanhawk Advisors
    buy buy buy buy opportunity. 300s in coming weeks.
  • s
    stocktargetadvisor
    $ADSK
    Maintains Morgan Stanley Equal-Weight USD 266 » USD 269
    Target Raised by Barclays Overweight USD 335 » USD 340
    Reiterated by Canaccord Genuity Buy USD 330
  • *
    ******
    Berenberg raised Adsk price target to $370 from $310.
  • T
    Tri
    go go ADSK been holding at super hype for a long time
  • L
    Linus
    Any predictions on how the stock's gonna be tomorrow after the report?
  • J
    Jim
    What happened at noon today? ADSK rose big time, both price and volume.
  • S
    SAvio
    Very strange. I heard the earnings call and management was bullish and was on target to meet full year guidance. 1 st qtr is variable but full year was good so this seems as overreaction. Buying opportunity
  • B
    Biotechbonanza
    Besides being the leader in software for design, drafting, visualization for architecture/ construction/engineering, and 3D software/prototypes, they also have a fast growing software division for VR/3D Animation/Motion graphics for gaming industry.
    https://www.autodesk.com/industry/media-entertainment/game-design-and-development
    Autodesk provides a variety of video game design software. Learn more about products, industry trends and the studios that use our game development tools.
    Autodesk provides a variety of video game design software. Learn more about products, industry trends and the studios that use our game development tools.
    www.autodesk.com
  • A
    Anthony
    Still the leader with a wide moat:
    Autodesk’s flagship product, AutoCAD, has been available since 1982 and is undeniably the granddaddy of CAD. To word it better, AutoCAD is to CAD what Photoshop is to photo editing.
    The program comes packed with an array of features that make it a versatile tool for several industries, including graphic design, engineering, architecture, and project management. Therefore, it should come as no surprise that AutoCAD is the go-to product for professionals, hobbyists, and students.
  • *
    ******
    Goldman's is not aware of the new administrations $1.3T Infrastructure/Construction plan?
  • A
    Anonymous
    Strong buy from here. Easily 320 before the next earning. Accumulate.
  • G
    Geo717
    Who is long ,here
  • T
    Tom
    Every architect and engineering firm in the US uses this software. Every student of architecture and engineering learns their software in school. It'll have its ups and downs, but it will not be displaced as the go-to software for an entire industry. Long and strong here.
  • G
    GFA
    Bubble stock that hasn't made profits for ages. How can a company cannot show earnings selling a needed product?
  • A
    Anthony
    My post 2 months ago:
    “Got into this stock just four years ago at $33, therefore it owes me nothing. My reasoning was that it was a stock which had a moat around it and that still applies. In its field it’s like a monopoly. Down to $142 from its high of $170+. It may drop a bit more, who knows, but it will be a steady gainer over the longer term. It may have dips along the way but there is no company anywhere near to compete with it. IMO don’t be distracted by negative comments. DYOR”

    A nice 20% gain.
    This will continue to steadily climb for a long time ahead.

    Architectural practices working on projects of hundreds of thousands and millions of dollars want the best tools and the cost of Autocad is “a drop in the ocean”. Moreover ADSK have teams of proven software specialists and will bring new and successful products on board.
  • M
    Mike
    How is a company with $2.5B revenue and negative earnings for half a decade command a $32B market cap? There was a time when this stock was well worth it's price, but not in this decade.
  • S
    Steve
    I am not surprised by this decline.

    I work in an engineering firm and with the subscription model companies do not require as many licenses as before. In a firm that had a 1000 engineers and designers before every computer had to have the software installed. Now licenses are shared so a 1000 person firm my only need half of the licenses as before. Analysts don't understand the dynamics of this and think they will have as many licenses sold on subscription as they had in loaded software on a computer before. Engineering firms are also getting really good about managing those subscriptions to make it such that they buy only as many as they need, which is less.

    I was going to short this going to earning but did not and have no position as of now, but that may change as this is really overvalued.
  • r
    robert
    Big win today.
  • r
    robert
    When you look ADSK’s almost 40 percent earnings growth rate over the next 5 years, all of a sudden the 150 PE doesn’t seem unreasonable.