Autodesk: Sales Model Transition And GenAI Product Launch Tracking Positively
ADSKAutodesk(ADSK) Seeking Alpha·2024-06-18 15:00

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 ...