Added to YB: 2026-04-13
Pitch date: 2026-04-09
ADSK [bullish]
Autodesk, Inc.
-1.39%
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
$50.8B
Pitch Price
$221.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.60
P/E
46.01
EV/Sales
7.01
Sector
Software
Category
growth
Why I'm bullish on $ADSK
ADSK: Design/engineering software (AutoCAD, Revit) w/ 7.8M subs, $6.1B rev (97% recurring), 110%+ NRR. FY26 largest renewal cohort ever tests pricing power. Non-GAAP op margin 37% (Q1 FY26), +300bps YoY, guiding 41% by FY29. AI monetization via domain-specific tools across suite. High switching costs, .dwg standard, 45% AEC share. Bull: AI premium tiers drive ARPU, Construction Cloud wins in $130B TAM. Risk: AI commoditization, macro hits construction/mfg. 6.2x EV/FY27E rev, 18.3x EV/FCF, 34% FCF margin.
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