ADSK News and Press, Autodesk Inc. From 07/13/23

2023-07-13 07:35:15 ET Summary I recommend a buy rating for Xometry stock due to the growth potential in the digital manufacturing market. XMTR's integration with Alibaba 1688, a marketplace with around 30 million users per year, should boost revenue, with no margin dilution antic...

2023-07-12 20:20:00 ET Summary As Q2 earnings announcements approach, it’s crucial for investors to revisit growth expectations and re-evaluate concentration risk when considering exposure to the AI theme. With the market breadth remaining quite narrow year-to-date, ensurin...

2023-07-06 13:19:58 ET Summary ADSK faces short-term headwinds due to macro cycles. The shift to an annual payment model may cause increased volatility and lower free cash flow in the short term, but offers potential future price-hike opportunities. Despite risks such as susta...

2023-07-06 09:31:03 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2023-06-30 05:17:00 ET Wall Street has been enamored with one thing this year: artificial intelligence ( AI ). AI-themed stocks like Nvidia and Microsoft have awoken the bull market after a long slumber in 2022, with the Nasdaq 100 index now nearing all-time highs. Who would...

2023-06-28 06:49:41 ET With positioning having an increasing influence on stock prices, Citi is adding a new Short Stock Crowding Model to help investors identify opportunities. "Over the past 20 years there has been a change in the characteristics of the ‘marginal investorȁ...

2023-06-28 06:45:00 ET Finding companies that can thrive during all market conditions is critical in investing. These companies can make up the backbone of your portfolio, as they exhibit more stability compared to some high-risk, high-return investments. In my portfolio, Alphabet ...

2023-06-27 07:39:49 ET Summary Adobe's Q2 revenues reached a record $4.82 billion, driven by strong demand across its Creative Cloud, Document Cloud, and Experience Cloud. The company's AI engine, Firefly, is expected to help Adobe capitalize on the AI revolution in the creative i...

2023-06-21 15:08:55 ET Summary Bentley Systems reported its Q1 2023 financial results on May 9, 2023. The firm provides an array of engineering workflow and related software worldwide. Bentley Systems' revenue growth looks solid with the onset of the U.S. IIJA infrastructure s...

2023-06-20 00:49:02 ET Summary In Q1 2024, revenues and profits were up, but guidance was soft with FCF expected to drop by double digits. FCF decline however is temporary and should resolve in the long term. Autodesk's top two segments are well-positioned to benefit from growth o...