文章核心观点 - 过去一个季度,Autodesk公司的股价上涨超过25%,这可能是投资者考虑Autodesk作为看涨动量股的最佳时机 [1] - Autodesk公司的估值水平较同行高出120%,但其预计未来15.5%的每股收益增长率可以支撑这一估值 [14][15] - Autodesk公司管理层预计2025年营业额将达到59亿美元,增长15%,这比分析师预测更为乐观 [16] - 房地产行业的复苏是Autodesk意外成功的关键因素,该行业对Autodesk的建筑设计软件需求增加 [19][20][21][22][23][24] - 两大机构投资者在过去一个季度增持了Autodesk的股票,表明对公司前景看好 [25] 根据目录分类总结 公司情况 - Autodesk公司股价在过去一个季度上涨超过25% [1] - Autodesk公司的估值水平较同行高出120% [14] - Autodesk公司预计未来15.5%的每股收益增长率 [15] - Autodesk公司管理层预计2025年营业额将达到59亿美元,增长15% [16] - 两大机构投资者在过去一个季度增持了Autodesk的股票 [25] 行业情况 - 房地产行业的复苏是Autodesk意外成功的关键因素 [19][20][21][22][23][24] - 房地产行业对Autodesk的建筑设计软件需求增加 [20] - 房地产行业正处于复苏初期,为Autodesk带来上行空间 [24]

文章核心观点 - 公司最近一个季度的财务业绩有所改善,收入增长11.7%,净利润增长57% [4] - 公司各个业务板块表现良好,除了媒体娱乐业务受到好莱坞罢工的影响 [4][5] - 公司在云计算、数据和人工智能技术方面的投入和布局,有望带来未来的增长机会 [12][13][14][15][16] 财务表现总结 - 收入增长11.7%,超过销售营销费用增长8.6%,显示收入增长不是靠营销费用推动 [8] - 经常性订阅收入占总收入97%,业务模式较为稳定 [9] - 毛利率有所提升,管理层预计未来几年内还将继续提升 [10] - 研发投入增加6%,持续加大技术创新投入 [11] 估值分析 - 根据更新后的DCF模型,公司合理估值区间为200-211美元 [17][18] - 如果未来利率下降,公司估值还有进一步上升空间 [19] - 目前估值处于中位水平,投资价值较高 [19] 风险因素 - 公司未来可能需要增加基础设施投入,以支持云计算和数据技术的发展 [20] - 新的订阅和结算模式对现金流的影响还有待观察 [21] - 管理费用有所上升,需要关注 [22] - 股价近期波动较大,可能影响投资者信心 [23]

NEW YORK, June 19, 2024 /PRNewswire/ -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Autodesk, Inc. ("Autodesk" or the "Company") (NASDAQ: ADSK) and reminds investors of the June 24, 2024 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Autodesk T ...

RADNOR, Pa., June 19, 2024 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed in the United States District Court for the Northern District of California against Autodesk, Inc. (“Autodesk”) (NASDAQ: ADSK). The action charges Autodesk with violations of the federal securities laws, including omissions and fraudulent misrepresentations relating to the company’s business, operations, and prospects. As a r ...

LOS ANGELES, June 18, 2024 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP (“GPM”) reminds investors of the upcoming June 24, 2024 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Autodesk, Inc. (“Autodesk” or the “Company”) (NASDAQ: ADSK) securities between June 1, 2023 and April 16, 2024, inclusive (the “Class Period”). If you suffered a loss on your Autodesk investments or would like to inquire about potentially pursuing claims ...

NEW YORK, June 18, 2024 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Autodesk, Inc. (NASDAQ: ADSK). Shareholders who purchased shares of ADSK during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/autodesk-loss-submission-form/?id=85775&from=3 CLASS PERIOD: June 1, 2023 to April ...

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LOS ANGELES, June 18, 2024 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Autodesk, Inc. (“Autodesk” or “the Company”) (NASDAQ: ADSK) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company’s securities between June 1, 2023 and April 16, 2024, inclusive (the “Class Period”), ar ...

hapabapa Investment action I recommended a buy rating for Autodesk (NASDAQ:ADSK) when I wrote about it in mid-March this year, as I believed the growth outlook remains positive, especially with the business closing a record number of deals and the transition phase being mostly over. Based on my current outlook and analysis, I recommend a buy rating. My key update to my thesis is that I see potential for ADSK to see growth inflection up to the mid-teens level as the transition to a direct sales model is trac ...

文章核心观点 - 软件公司Autodesk被激进投资者Starboard Value起诉,要求推迟公司年度股东大会并重新开放提名董事的时间窗口,以便Starboard发起代理权争夺战 [1][2][3][4] - Autodesk在年度股东大会提名时间窗口关闭后,才披露公司内部发现会计不规范和财务报告存在问题,被指是为了阻止Starboard发起代理权争夺战 [5][6][7][8] - Starboard认为Autodesk的做法是有意操纵公司治理和信息披露义务,剥夺了股东选择董事的权利 [4][8] - Autodesk拒绝Starboard要求重新开放提名时间窗口和推迟股东大会的请求,称内部调查结果没有导致财务报表重述 [10][11] 公司相关 - Autodesk在3月初发现公司存在会计不规范和财务报告问题,并于3月8日通知了SEC [5] - Autodesk直到4月1日才向股东披露内部调查的情况,这已经超过提名时间窗口关闭一周 [6] - 内部调查发现Autodesk高管在客户计费和支出决策上存在操纵,以提升自由现金流和营业利润率 [7] - 在调查结果公布时,Autodesk宣布了首席财务官Deborah Clifford的离任 [7] 行业相关 - 激进投资者Starboard Value持有Autodesk价值超过5亿美元的股份 [2] - Starboard与Autodesk董事会就公司表现不佳和上述问题进行了沟通 [9] - Autodesk拒绝了Starboard要求重新开放提名时间窗口和推迟股东大会的请求 [10][11]