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KeyBanc Capital Markets outlines the best potential beneficiaries from the White House's $2T infrastructure spending plan.Vertical Software. Analyst Jason Celino thinks the plan would "accelerate digitization opportunities across the architecture and construction industry."Bentley System...
This is not EF Hutton, but it could be more powerful. A picture speaks a thousand words, they say, and the price action of Autodesk (NASDAQ: ADSK) tells an important story. The movement tells us where investors perceive value, or the lack of it, and if we pay attention we ca...
With Procore Technologies' recent S-1 filing, competition for construction management software seems to be heating up. With large general contractors looking for efficient ways to collaborate, construction software today bears a passing resemblance to the file-sharing industry over the rece...
Autodesk Completes Acquisition of Innovyze, Provider of Smart Water Infrastructure Modeling, Simulation, and Predictive Technologies Accelerates Autodesk's digital twin development, advances the shared mission to help protect water resources PR Newswire SAN FRANCIS...
Some people say that timing does not matter, but it does. If you were to buy Autodesk (NASDAQ: ADSK) at a high, see it fall, and not be able to buy more on the dip like the big boys can, that would be troubling. Over time, Stock Traders Daily has found a way to lessen the od...
Autodesk is at the tail end of their switch to a full subscription model. With the change behind them, Mostly Borrowed Ideas sees big upside given the company's enormous moat. He thinks Autodesk can generate half their market cap in Free Cash Flow by 2030. For further detail...
Autodesk (NASDAQ: ADSK) is the leading provider of software tools for the architecture, engineering, and construction (AEC) industry. Its biggest current initiative is trying to win the construction management software market through its suite of products called the Autodesk Con...
Over the last few months, I’ve written a series of articles on software as a service (SaaS) firms and their stocks, and especially those that pass the Rule of 40. The Rule of 40 (R40) balances sales growth and profitability in hyper-growth SaaS companies, and we have found as a...
Stephen Mandel’s 13F portfolio value increased ~19% from $23.20B to $27.51B. The number of positions increased from 32 to 41. Lone Pine Capital increased MercadoLibre and DexCom while dropping PayPal and Capital One Financial. The top three positions are Shopify, Coupa Soft...
Autodesk U.S. Construction Outlook 2021 Report Finds Commercial Bidding Activity Has Surpassed Pre-Pandemic Levels Despite forecasted drop in non-residential spending for 2021, real-time bidding data from BuildingConnected suggests short-term relief is en route as delayed or res...
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