Professional
Added to YB: 2026-04-24
Pitch date: 2026-04-20
ADSK [bullish]
Autodesk, Inc.
-5.4%
current return
Author Info
Nightview Capital is an investment management firm focused solely on publicly traded equities. Our approach is based on in-depth, fundamental research and a forward-looking, long-term perspective. Sign up for the newsletter.
Company Info
Autodesk, Inc. engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.
Market Cap
$51.8B
Pitch Price
$245.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.12
P/E
46.94
EV/Sales
7.15
Sector
Software
Category
growth
Nightview Capital Portfolio Holding: Autodesk, Inc.
ADSK (new position): Software for architects, engineers & construction w/ 40+ yr moat. Subscription transition complete, FCF growing. AI capabilities in generative design & compliance checking to drive ARPU expansion. Initiated late Feb at discount to intrinsic value amid sector weakness. Durable recurring revenue model w/ long compounding runway.
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