Autodesk: There Is Still Upside To The Stock
Summary
- I reiterate my buy rating on Autodesk, as execution has been excellent, with the transaction model shift now a proven, margin-accretive growth driver.
- AI adoption is delivering real customer value, with features like AutoConstrain seeing strong user acceptance and accelerating the AI flywheel for future growth.
- Underlying demand remains robust, as evidenced by accelerating revenue growth, higher user activity, and resilient product adoption, even in a tough macro environment.
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