Will Strength in Application Software Drive Roper's Growth?
Roper Technologies (ROP) is experiencing strong growth in its Application Software segment, which contributed over half of its revenues in Q4 2025. This growth is fueled by increasing demand for SaaS solutions and GenAI innovations across its Aderant, Deltek, Vertafore, and PowerPlan businesses. The company anticipates mid-single-digit organic revenue growth for this segment in 2026, driven by steady recurring revenues.
Allspring Global Investments Holdings LLC Lowers Stock Holdings in Autodesk, Inc. $ADSK
Allspring Global Investments Holdings LLC significantly reduced its stake in Autodesk, Inc. by 65.6% during Q4, selling over 40,000 shares. Despite this, Autodesk reported strong Q4 earnings, beating analyst estimates, and provided positive FY2027 guidance. The stock currently holds a consensus "Moderate Buy" rating with a target price of $342.81, and a substantial portion is held by institutional investors.
Will Robust Application Software Propel Roper's Expansion?
Roper Technologies is experiencing strong growth in its Application Software division, driven by units like Aderant, Deltek, Vertafore, and PowerPlan, which accounted for 56.3% of total revenue in Q4 2025. The company anticipates mid-single-digit organic revenue growth for this segment in 2026. Despite a recent stock decline, Roper's valuation is below the industry average, and analyst estimates for its 2026 earnings have improved.
Will Strength in Application Software Drive Roper's Growth?
Roper Technologies (ROP) is experiencing strong growth in its Application Software segment, which contributed over half of its revenues in Q4 2025 and is expected to be its primary business catalyst in 2026. The company is benefiting from the adoption of SaaS solutions, GenAI innovation, and strong customer retention across its Aderant, Deltek, Vertafore, and PowerPlan businesses. Despite a recent stock decline, Roper's valuation appears favorable compared to its industry peers.
Is Procore Technologies, Inc. (PCOR) A Good Stock To Buy Now?
This article summarizes a bullish thesis on Procore Technologies, Inc. (PCOR), highlighting its recent acquisition of Datagrid to enhance its AI-driven construction management platform. The acquisition is expected to strengthen Procore's position as a leader in construction technology, automate workflows, and deepen customer reliance by evolving it into an intelligent system of action. Despite this, the article notes that PCOR is not among the 40 most popular stocks among hedge funds.
A Look At Procore Technologies (PCOR) Valuation After Its New CFO And CRO Appointments
Procore Technologies (PCOR) has appointed a new CFO and CRO, affirming its 2026 guidance and AI platform expansion. Despite a 22.14% decline in share price over 90 days, the stock is considered 20% undervalued with a fair value estimate of $72.56, largely due to expanding product suite, cross-selling, and global market penetration. However, its current P/S ratio of 6.6x is above the estimated fair ratio of 5.6x, raising questions about potential overvaluation.
Will Robust Application Software Propel Roper's Expansion?
Roper Technologies (ROP) is experiencing strong growth in its Application Software division, driven by units like Aderant, Deltek, Vertafore, and PowerPlan, with this segment accounting for 56.3% of total revenue in Q4 2025. The company anticipates continued mid-single-digit organic revenue growth from this segment in 2026, making it a key driver. Despite a recent slight stock decline, Roper is trading below the industry average P/E and analysts have improved their 2026 earnings consensus, rating it a Zacks Rank #3 (Hold).
Trust Principles for AI
Autodesk's AI expert, Ousama Lakhdar-Ghazal, likens trust in AI to filling a jar with marbles, emphasizing that positive interactions build trust while negative ones significantly deplete it. He outlines Autodesk’s commitment to responsible AI development through principles of responsibility, transparency, accountability, and reliability. The company utilizes AI transparency cards and a rigorous Trusted AI Team to foster user confidence.
SG Americas Securities LLC Sells 35,215 Shares of PTC Inc. $PTC
SG Americas Securities LLC reduced its stake in PTC Inc. by 69.1%, selling 35,215 shares and retaining 15,782 shares valued at $2.749 million. The technology company reported strong Q4 earnings, beating expectations with $1.92 EPS and $685.8 million in revenue, and issued positive Q2 2026 guidance. Despite institutional ownership of about 95% and a "Moderate Buy" consensus rating from analysts, several other institutional investors have recently adjusted their positions in PTC.
Integrating Autodesk's Ecosystem into BIM Data Management: A Case Study on Enhanced Data Accessibility
This article explores the integration of Autodesk data models with the AEC Data Model API and Data Exchange API into a new BIM data management system. It highlights how this integration centralizes data, improves accessibility for all stakeholders, and enhances collaboration, accuracy, and efficiency in building projects. The discussion includes practical applications and case studies, demonstrating the benefits of adopting Autodesk's comprehensive data ecosystem.
Alcon Publishes Agenda for 2026 Annual General Meeting
Alcon has published the agenda for its 2026 Annual General Meeting (AGM), scheduled for April 30, 2026. Key proposals include the election of R. Scott Herren, former CFO of Cisco Systems, as a new independent Board member, and a proposed cash dividend of CHF 0.28 per share. Shareholders will also vote on the appropriation of earnings, discharge of board members, and compensation for the Board of Directors and Executive Committee.
Autodesk acquires Rhumbix in construction data push
Autodesk has acquired Rhumbix, a startup specializing in collecting accurate jobsite data for timekeeping, labor, and payroll, to improve data visibility and streamline processes in the construction industry. This acquisition supports Autodesk's strategy to connect all phases of a construction project and helps address the industry's challenge of messy and inefficient data, preventing the full leverage of advanced technologies. Rhumbix's platform will enhance real-time cost tracking, forecasting, risk detection, and documentation for Autodesk's construction clients.
Autodesk, Inc. (AUD.F) Stock Price, News, Quote & History
This Yahoo Finance page provides comprehensive financial data for Autodesk, Inc. (AUD.F), including its stock price, news, and historical performance. As of the latest update, Autodesk's stock is trading at 205.05 EUR with a slight increase of 0.07%. The article also presents performance comparisons against the S&P 500, showing year-to-date and 1-year returns for Autodesk.
PTC Tops Autodesk Stock on Price & Potential
This article analyzes why PTC might be a better investment than Autodesk (ADSK) based on valuation and growth metrics. PTC has a lower price-to-operating-income ratio but higher revenue and operating income growth compared to Autodesk. The analysis suggests that PTC's performance makes it a more attractive option, especially when comparing current metrics and historical trends over the past year.
Is It Time To Reconsider ACI Worldwide (ACIW) After Recent Share Price Weakness
ACI Worldwide (ACIW) has experienced recent share price weakness, making investors question its value. A discounted cash flow (DCF) analysis suggests the stock is undervalued by 33.8%, implying a fair value of $62.43 per share compared to its current price of $41.33. Additionally, its P/E ratio of 18.5x is lower than the industry average, further indicating undervaluation according to Simply Wall St's "Fair Ratio" of 23.7x.
Autodesk: Acquisition Of Rhumbix To Bring Real-Time Jobsite Data Into Project Costs
Autodesk has acquired Rhumbix, a construction technology company, to integrate real-time jobsite data into project cost management. This acquisition aims to improve cost visibility and decision-making by addressing the lack of timely field activity insights that often lead to cost overruns in construction projects. By connecting field execution with financial systems, Autodesk seeks to enable proactive management and more predictable project outcomes.
Wonder 3D generative AI model launches
Autodesk has launched Wonder 3D, a new generative AI model within Autodesk Flow Studio, designed to simplify and accelerate the creation of 3D characters and objects. This tool offers Text to 3D, Image to 3D, and Text to Image capabilities, enabling creators to generate and refine 3D assets faster, reducing technical complexity. Wonder 3D aims to expand access to 3D creation for professionals and new creators alike across various industries.
Autodesk, Inc. (ADSK) stock price, news, quote and history
This article provides a comprehensive overview of Autodesk, Inc. (ADSK), including its current stock price, recent news, financial statistics, and company profile. It details the company's offerings in 3D design software and engineering technology solutions, lists key financial metrics like market cap and P/E ratio, and includes analyst ratings and performance comparisons against the S&P 500. The information presented offers investors a snapshot of ADSK's market position and financial health.
Digital Construction Management Market Is Going to Boom| Autodesk • Procore Technologies • PlanGrid • Bluebeam
Coherent Market Insights has released a new report on the Digital Construction Management Market, providing a comprehensive analysis of its trends, share, size, growth, opportunities, and forecast for 2026-2033. The report highlights key drivers like increased demand and technological advancements, offering insights into the competitive landscape, segmentation, and future growth prospects. It also profiles major players such as Autodesk, Procore Technologies, and PlanGrid, and examines critical opportunities within the market.
HF Advisory Group LLC Buys 87,413 Shares of Autodesk, Inc. $ADSK
HF Advisory Group LLC significantly increased its stake in Autodesk, Inc. (ADSK) by 2,368.9% in the fourth quarter, purchasing 87,413 additional shares. This brought their total holdings to 91,103 shares valued at over $26.97 million, making Autodesk their 16th largest position. Despite some recent analyst price target reductions, Autodesk maintains a "Moderate Buy" consensus rating with an average target price of $342.81, following a strong Q4 earnings beat.
Morgan Stanley Maintains Overweight on Autodesk (ADSK) March 2026
Morgan Stanley reaffirmed its Overweight rating on Autodesk (ADSK) on March 18, 2026, citing the February billings index as a supporting factor. No new price target was issued, indicating continued confidence in prior assumptions. The stock has experienced a -5.18% decline since the rating, yet Meyka AI rates ADSK with an 'A' grade based on various financial metrics and analyst consensus.
How new Autodesk AI tools are boosting productivity while keeping artists in control
Autodesk has introduced new AI-powered tools and workflow enhancements for Maya, 3ds Max, and Flow Studio, designed to increase productivity for artists in animation and VFX. These innovations, such as Maya's MotionMaker for equine animation, Flow Studio's Wonder 3D for generating 3D assets from text or images, and the Autodesk Assistant, aim to accelerate production from concept to final frame while ensuring artists retain creative control. The article highlights how these tools simplify complex tasks like character animation, asset creation, and shot management, alongside advancements in look development and destruction effects.
LION Stock News Today | Earnings, Events & Price Alerts
This article provides an overview of recent news and events related to LION stock (Lionsgate Studios Corp). It highlights several news items covering collaborations, content management, and strong financial results from Q3 earnings. The company reported exceeding revenue expectations for Q3 2026 and expects significant growth in fiscal year 2027.
Saudi club picks Parsons for Jeddah sports village built to FIFA standards
Parsons (NYSE: PSN) has been selected as the project management consultant for the Al Ittihad Sports Village in Jeddah, Saudi Arabia, a development designed to align with FIFA standards. The scope includes club headquarters, academy training pitches, performance centers, administrative buildings, and commercial assets. This project further expands Parsons' nearly 70-year presence in Saudi Arabia and aligns with Saudi Vision 2030's Quality of Life Program.
Autodesk acquires Rhumbix to help bring real-time jobsite data into project costs
Autodesk has acquired Rhumbix, a construction technology company, to integrate real-time jobsite data directly into project costs. This acquisition aims to bridge the gap between field activity and financial reporting in construction, addressing the industry's challenge with timely and accurate cost visibility. By connecting field data to financial systems, Autodesk seeks to improve cost tracking, forecasting, and overall project outcomes, moving from reactive management to proactive decision-making.
Autodesk, Inc. (NASDAQ:ADSK) Receives Average Recommendation of "Moderate Buy" from Analysts
Autodesk, Inc. (NASDAQ:ADSK) has received an average "Moderate Buy" recommendation from analysts, with 22 buy, 5 hold, and 2 strong buy ratings, and an average 12-month price target of $342.81. The company recently surpassed earnings and revenue estimates and provided positive FY2027 and Q1 2027 guidance. Institutional investors hold a significant portion of ADSK shares, reflecting confidence in the software company specializing in design and creation tools.
Discover New Revit Design Tips in Less Than 90 Seconds with Autodesk Learning Reels
Autodesk is piloting "Learning Reels," which are ultra-short videos (under 90 seconds) offering practical tips and expert workflows for Autodesk design software like Revit. The company is seeking user feedback on this format and topics for future reels, aiming to provide high-impact, low-effort learning that complements more structured courses.
Autodesk Inc. stock rises Tuesday, still underperforms market
Autodesk Inc. (ADSK) shares rose 1.58% to $239.40 on Tuesday, despite the broader market, including the S&P 500 and Dow Jones Industrial Average, also experiencing significant gains. This marks the second consecutive day of increases for Autodesk's stock. However, its performance still lagged behind the overall market's strong rally.
TJX price leans on SMA support - Forecast today - 31-03-2026
The TJX Companies, Inc. (TJX) stock recently declined due to negative signals from the Relative Strength Index after becoming heavily overbought. The current pullback has brought the stock to its 50-day simple moving average support, and analysts expect a price rise in upcoming trading sessions as long as support at $152.75 holds, targeting $161.90. This forecast is bullish, anticipating renewed positive momentum for TJX.
Trimble Inc. $TRMB Shares Sold by J. Safra Sarasin Holding AG
J. Safra Sarasin Holding AG reduced its stake in Trimble Inc. by 15.3% in Q4, selling over 24,000 shares but still holding 133,950 shares valued at approximately $10.495 million. Despite this, other hedge funds increased their positions in TRMB. Trimble recently exceeded quarterly earnings expectations, posted strong revenue, and authorized a $1 billion share buyback program.
J. Safra Sarasin Holding AG Lowers Stock Holdings in Autodesk, Inc. $ADSK
J. Safra Sarasin Holding AG significantly reduced its stake in Autodesk, Inc. by 64.2% in the fourth quarter, selling 75,763 shares and holding 42,287 shares valued at $12.52 million. This reduction comes amidst varied adjustments in holdings by other institutional investors like Vanguard Group Inc. and State Street Corp., who increased their positions. Analysts generally maintain a "Moderate Buy" rating for Autodesk with an average target price of $342.81, despite recent adjustments to price objectives by several brokerages.
Cadence Design Systems (CDNS) Sees Gains but Trails the Market: Key Points to Note
Cadence Design Systems (CDNS) recently saw a 2.58% increase in its stock price, closing at $277.87, but still trailed the broader market indices like the S&P 500, Dow Jones, and Nasdaq. Despite anticipating robust earnings and revenue growth, with analysts forecasting a 20.38% EPS increase and 15.02% revenue rise year-over-year, the stock has declined 10.71% over the past month. The company currently holds a Zacks Rank of #3 (Hold) and trades at a higher Forward P/E and PEG ratio compared to its industry average.
Autodesk Inc. Stock: Design Software Leader Faces Growth Challenges Amid AI Shift and Market Pressur
Autodesk Inc. (NASDAQ: ADSK) is a leading design software company, vital for architects, engineers, and manufacturers, with a strong subscription-based revenue model. Despite its market dominance and steady growth supported by AI and cloud investments, the company faces challenges from cyclical market pressures and its high valuation. Investors should monitor subscription metrics, AI adoption, and macroeconomic indicators to assess future performance.
Senator Ditches Stocks In 2026 After 7 Months: Here's What He's Selling
Senator Angus King Jr. (I-Maine) has disclosed selling his entire positions in several stocks, including some "Magnificent Seven" companies, on February 13, 2026. These sales occurred seven months after most of the stocks were purchased in July 2025, with Eli Lilly being bought in December 2025. King still holds positions in other companies like Exxon Mobil and NVIDIA, and Benzinga will continue to monitor his trading activity.
nCino Q4 2026 Earnings Report: Revenue Forecast & Stock Analysis | 2026-03-31 - News and Statistics
nCino's Q4 2026 earnings report is scheduled for release, with analysts expecting a revenue growth rate of 4.5%, a deceleration from the previous year. The banking software provider exceeded revenue forecasts in the prior quarter and has a history of meeting or surpassing projections. Despite a challenging environment for vertical software stocks, nCino's average analyst price target remains notably higher than its recent trading price.
Reducing the Environmental Impact of Concrete for Sustainable Construction
This article discusses Doka's innovative approaches to reducing the carbon footprint of concrete in the construction sector, led by Manfred Grünberger. Doka's solutions, including Intelligent Heated Formwork and Concremote technology, enable the use of low-carbon concrete and have shown significant CO2 reductions. The company emphasizes the necessity of industry-wide data transparency and collaboration to scale these sustainable practices globally.
GitLab, Samsara, Intuit, Workday, and Autodesk Shares Skyrocket, What You Need To Know
Shares of several technology companies including GitLab, Samsara, Intuit, Workday, and Autodesk saw significant jumps in the afternoon session after sentiment improved due to President Trump's indication of serious talks with Iran, easing geopolitical tensions. Additionally, investors began buying the dip in high-quality SaaS stocks following a recent correction. The article also provides a specific look at Workday, noting its recent volatility and year-to-date decline, despite the day's positive movement.
GitLab, Samsara, Intuit, Workday, and Autodesk Shares Skyrocket, What You Need To Know
Shares of GitLab, Samsara, Intuit, Workday, and Autodesk saw significant jumps after President Trump indicated productive talks with Iran, easing Middle Eastern tensions. This positive geopolitical news, combined with investors buying the dip in high-quality SaaS stocks after a recent correction, led to an afternoon rally for these companies. Workday, specifically, experienced a 4.1% jump but remains down 37.8% year-to-date and 53.4% below its 52-week high, following concerns about AI's impact on enterprise software.
The Global Applications of Digital Scanning for Preserving World Heritage
Professor Wladek Fuchs discusses how digital scanning of archaeological sites, particularly the ancient Roman theatre in Volterra, has led to new insights into Roman design methodologies. His research, presented at Autodesk University, reveals that Roman architects used diverse geometric techniques, challenging traditional interpretations based solely on Vitruvius's texts. This work highlights the critical role of modern technology in understanding historical architecture and preserving world heritage.
Digital Twins for Historic Preservation
This article discusses the application of digital twin technology for historic preservation, focusing on the restoration of the Michigan State Capitol. Charles Thompson of Quinn Evans details how Autodesk Tandem was used to create a comprehensive digital twin, preserving the Capitol's physical and operational history. This approach enhances accessibility for future preservation efforts and honors the legacy of past builders.
Rivian’s Playbook: 4 Ways Owners Can De-Risk Preconstruction - Digital Builder
This article details how Rivian, the electric vehicle manufacturer, is streamlining its construction processes to manage rapid expansion by actively engaging in preconstruction. By leveraging Autodesk Construction Cloud (ACC), Rivian centralizes data, improves collaboration, and standardizes workflows. These strategies help Rivian reduce risk, increase efficiency, and maintain control over costs, schedules, and quality in its widespread construction projects.
PTC Inc Stock: Leader in PLM and IoT Software Driving Industrial Digital Transformation for Long-Ter
PTC Inc, a global software provider in PLM, CAD, IoT, and AR, is highlighted as a strong investment for North American investors due to its consistent revenue growth and profitability. The company's subscription-based model and diverse product portfolio underpin its robust financial health and market leadership in industrial digital transformation. Its strategic focus on hybrid cloud, AI, and partnerships, alongside its role in Industry 4.0 and advanced manufacturing, positions PTC for continued growth and value creation.
Wedge Capital Management L L P NC Sells 13,624 Shares of Autodesk, Inc. $ADSK
Wedge Capital Management L L P NC recently reduced its stake in Autodesk, Inc. by selling 13,624 shares, decreasing its total holding to 193,453 shares valued at approximately $57.3 million. Despite this sale, Autodesk remains a significant holding for Wedge Capital and has received a "Moderate Buy" consensus rating from analysts with an average target price of $342.81. The company recently reported strong earnings, beating analyst estimates for EPS and revenue, and provided optimistic guidance for FY27.
Behind the Build: Interview with Mark Dinius, VP of Innovation & Technology at Satterfield & Pontikes
This article features an interview with Mark Dinius, VP of Innovation & Technology at Satterfield & Pontikes (S&P), discussing his career journey and the company's approach to technology in construction. Dinius highlights S&P's integration of tech, challenges in change management, and the crucial role of AI and data in improving efficiency and decision-making within the construction industry. He also emphasizes the value of their partnership with Autodesk and their future plans for advancing innovation and productivity.
SG Americas Securities LLC Grows Stock Holdings in Trimble Inc. $TRMB
SG Americas Securities LLC significantly increased its stake in Trimble Inc. by 164.8% in Q4 2025, now holding 254,339 shares valued at approximately $19.93 million. Trimble reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, and announced a $1 billion share buyback program. Wall Street analysts maintain a "Buy" consensus rating with an average price target of $93.75 for TRMB.
Exchange Traded Concepts LLC Raises Stock Holdings in Autodesk, Inc. $ADSK
Exchange Traded Concepts LLC increased its stake in Autodesk, Inc. (NASDAQ:ADSK) by 13.5% in the fourth quarter of 2025, reaching 92,115 shares. This move, along with increased positions by other institutional investors, pushed the total institutional ownership of Autodesk to approximately 90.24%. Autodesk recently reported strong quarterly earnings, beating expectations with $2.85 EPS on $1.96 billion in revenue, and analysts maintain a "Moderate Buy" rating with a consensus price target of $342.81, despite a recent dip in stock price.
Autodesk Inc. stock underperforms Friday when compared to competitors
Autodesk Inc. (ADSK) shares fell 4.17% on Friday, closing at $229.84, while the broader market also experienced declines. The stock underperformed its competitors amidst a rough trading session for the S&P 500 Index and Dow Jones Industrial Average. Autodesk Inc. is currently 30.16% below its 52-week high of $329.09, which was reached on September 8th.
Autodesk: Why Analysts Set a $332 Mean Target After Its $200 Million World Labs Bet
Autodesk (ADSK) recently reported strong Q4 results with billings up 33% and revenue exceeding analyst expectations, despite its stock being 21% below its 52-week high. The company's strategic $200 million investment in World Labs for AI development and the unification of its construction cloud platform into Forma are key drivers for future growth. Analysts have set a mean price target of $331.62, implying a significant upside, as they see Autodesk's commitment to AI-native design and a unified cloud ecosystem as undervalued by the current market.
How Investors Are Reacting To Procore Technologies (PCOR) Powering NVIDIA’s AI Factory Digital Twin Platform
Procore Technologies recently announced an integration with NVIDIA Omniverse DSX Blueprint to create real-time digital twins for construction, especially for AI factories. This collaboration positions Procore as a potential core software layer for high-value infrastructure projects and may reshape its long-term investment narrative despite near-term risks like a fluctuating construction market and premium valuation. Analysts foresee significant revenue and earnings growth for Procore by 2029, with a projected fair value offering a 26% upside.
What’s New in Autodesk Vault 2027: More insight. More efficiency. More impact.
Autodesk Vault 2027 focuses on enhancing workflow efficiency, collaboration, and connectivity for engineering teams. A major new feature is Autodesk Assistant, an AI-powered tool for natural language search, task automation, and in-context guidance within Vault. The release also includes core workflow improvements like smarter copy design and automatic PDF attachments, alongside stronger integration with Autodesk Fusion Manage PLM and security enhancements.
