William Blair analyst Dylan Becker maintains $Autodesk (ADSK.US)$ with a buy rating.
According to TipRanks data, the analyst has a success rate of 66.2% and a total average return of 12.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Autodesk (ADSK.US)$'s main analysts recently are as follows:
Following attendance at Autodesk University, insights were gained from discussions with partners, customers, and management. Autodesk is focused on a long-range strategy for AI monetization, aiming to widen the value proposition gap through an expanded product portfolio and significant productivity improvements. Partners generally echoed Autodesk's sentiments regarding its transaction model. The market demand is perceived as steady yet subdued, with a cautiously optimistic outlook toward 2025. There was affirmative feedback about Autodesk Construction Cloud (ACC) and its enhanced competitive stance relative to Procore.
The transition in Autodesk's business model is anticipated to facilitate a smoother trajectory for renewed revenue expansion and the potential to achieve a 30% margin in free cash flow. The company's longstanding position as a dominant force in the design sector has been marked by sustained double-digit revenue increases at a large scale. Further, Autodesk's strategy has been to grow its fundamental areas of strength into adjacent markets while shifting its model towards recurring revenue, thereby forging a sturdier foundation for the enterprise.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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威廉博萊分析師Dylan Becker維持$歐特克 (ADSK.US)$買入評級。
根據TipRanks數據顯示,該分析師近一年總勝率為66.2%,總平均回報率為12.0%。
此外,綜合報道,$歐特克 (ADSK.US)$近期主要分析師觀點如下:
在歐特克大學參加會議後,通過與合作伙伴、客戶和管理層的討論獲得了見解。歐特克專注於人工智能賺錢的長期策略,旨在通過擴大產品組合和顯著的生產率提高來擴大價值主張差距。合作伙伴普遍對歐特克的交易模式表示認同。市場需求被認爲是穩定而適度的,對2025年持謹慎樂觀的態度。關於歐特克施工雲(ACC)及其相對於Procore的增強競爭地位,獲得了肯定的反饋。
預計歐特克業務模式的轉變將促進營收擴張的更平穩軌跡,有可能實現自由現金流30%的利潤率。作爲設計板塊中的主導力量,公司長期以來一直在大規模實現兩位數的營收增長。此外,歐特克的策略是將其基本優勢領域擴展到相鄰市場,同時將其模式轉向循環營收,從而爲企業構建更堅實的基礎。
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