Beware the business school case study: the cautionary tale of Southwest Airlines
Business school case studies often present a biased view of success, focusing on companies approved cases and overlooking their eventual decline. The author argues that like Dell and Nokia, Southwest Airlines, once an exemplar, now faces challenges and a departure from its original values, exemplified by its recent Super Bowl ad mocking its historical differentiator. The article suggests that relying solely on past case studies without understanding the transient nature of competitive advantage can be misleading.
KeyBanc reiterates Autodesk stock rating on strong checks By Investing.com
KeyBanc has reiterated an Overweight rating on Autodesk Inc. (NASDAQ:ADSK) with a price target of $365.00, citing strong quarter-end checks that surpassed expectations. Despite a recent workforce reduction and an early January price increase, Autodesk maintains impressive gross profit margins of 92.13%. Other firms like JPMorgan, Piper Sandler, and Rothschild Redburn have also expressed confidence in Autodesk's strategic direction, particularly its leadership in design and BIM software and progress in Generative AI solutions.
KeyBanc reiterates Autodesk stock rating on strong checks
KeyBanc has reiterated an Overweight rating on Autodesk Inc. (NASDAQ:ADSK) with a $365.00 price target, citing strong quarter-end checks and the stock's undervaluation. The company recently announced a global restructuring plan, reducing its workforce by 7%, which analysts believe provides scope for conservative guidance. Other firms like JPMorgan, Piper Sandler, and Rothschild Redburn have also expressed confidence in Autodesk's strategic direction and market leadership.
ANSYS Stock Is Suddenly in Play – Here’s Why Wall Street Cares
ANSYS Inc., a US-based engineering software company specializing in high-end simulation tools, has become a major focus on Wall Street due to an ongoing multi-billion-dollar acquisition bid by a larger design software giant. This has transformed the "engineer-only" stock into a mainstream investment, viewed as a high-conviction bet on AI, semiconductors, and aerospace, with added potential upside if the deal closes. The company's critical role in virtual product testing for various industries, combined with the acquisition premium and regulatory review, makes it a significant stock for US tech investors.
KeyBanc reiterates Autodesk stock rating on strong checks
KeyBanc has reiterated its "Overweight" rating on Autodesk Inc. (NASDAQ:ADSK) with a $365 price target, citing strong quarter-end checks that exceeded expectations. The firm anticipates initial fiscal 2027 normalized growth guidance of 8% to 9%, with Autodesk's next earnings report scheduled for February 26th. This positive outlook follows recent market volatility in SaaS stocks and aligns with other upgrades from JPMorgan, Piper Sandler, and Rothschild Redburn.
Street Confidence Builds as Autodesk, Inc. (ADSK) Gains Enterprise Traction
Autodesk, Inc. (ADSK) is gaining street confidence, with Berenberg Bank reiterating a Buy rating and JPMorgan upgrading the stock to Overweight due to its strong positioning in design and Building Information Modeling (BIM) software. The company is benefiting from its cloud-native platform, AI integration, and focus on high-growth verticals like data centers and infrastructure, as well as sustainability analytics. Analysts anticipate significant upside potential for ADSK as big names increasingly adopt its solutions for design and compliance.
Street Confidence Builds as Autodesk, Inc. (ADSK) Gains Enterprise Traction
Analyst confidence in Autodesk, Inc. (ADSK) is growing, with Berenberg Bank reiterating a Buy rating and JPMorgan upgrading the stock to Overweight. Both firms cited the company's strong position in design and BIM software, its cloud-native platform, and accelerated AI integration as drivers for potential upside. Autodesk is seen as an industry leader for architects, engineers, and contractors, benefiting from high-growth verticals and increasing demand for sustainability analytics and regulatory compliance.
Street Confidence Builds as Autodesk, Inc. (ADSK) Gains Enterprise Traction
Autodesk, Inc. (ADSK) is gaining "Buy" ratings from analysts, with Berenberg Bank setting a price target of $370 and JPMorgan upgrading it to "Overweight" with a $319 price target. The company is being recognized for its strong position in design and Building Information Modeling (BIM) software, its cloud-native platform, and accelerated AI integration, particularly in high-growth verticals like data centers and infrastructure. JPMorgan highlights positive customer feedback and the company's efforts in sustainability analytics and regulatory compliance as key drivers for its continued growth.
World Labs closes $1B investment backed by Nvidia, AMD and Autodesk
World Labs Inc., an AI model developer specializing in generating interactive 3D virtual environments, has secured $1 billion in funding. This significant investment round was backed by industry giants including Nvidia Corp., Advanced Micro Devices Inc., and Autodesk Inc., with Autodesk contributing $200 million and planning an AI research collaboration. The funding will further World Labs' development of "world models" like Marble, which creates 3D environments from various inputs, and is expected to increase the company's focus on robotics applications.
Wells Fargo Lowers Price Target for Autodesk (ADSK) to $365
Wells Fargo has reiterated its "Overweight" rating on Autodesk (ADSK) but reduced its price target from $380 to $365. This adjustment, made by analyst Michael Turrin, represents a 3.95% decrease. Despite the lowered target, the average analyst forecast for Autodesk still suggests a significant upside of 64.57% from its current price, with an "Outperform" consensus rating from brokerage firms.
ANSYS Stock Is Suddenly in Play – Here’s Why Wall Street Cares
ANSYS Inc. has become a significant focus on Wall Street due to a multi-billion-dollar acquisition bid, transforming it from a niche engineering software company into a mainstream investment. The company's high-end simulation tools are crucial for industries like aerospace, automotive, semiconductors, and consumer electronics, playing an increasingly strategic role in AI-driven engineering and US tech development. Its stock, ANSS, is now influenced by the pending acquisition and regulatory review, making it a high-conviction bet on AI, semiconductors, and aerospace with both upside potential and regulatory risk.
Breaking Down Autodesk: 13 Analysts Share Their Views
Thirteen analysts have evaluated Autodesk (NASDAQ: ADSK) over the last three months, resulting in an average price target of $363.38, a slight decline from the prior average. The article details individual analyst actions, ratings, and price target adjustments, highlighting a generally positive sentiment with several "Buy" and "Overweight" ratings. Furthermore, it provides an overview of Autodesk's financial health, noting strong net margin, ROE, and ROA, alongside a positive revenue trend, although it points out challenges in market capitalization compared to peers and debt management.
AI Pioneer Fei-Fei Li's World Labs Raises $1 Billion Funding Round
World Labs, an AI startup founded by Fei-Fei Li, has successfully raised $1 billion in a funding round, with Autodesk contributing $200 million. Other major investors include NVIDIA, AMD, and Andreessen Horowitz, among others. The company specializes in spatial intelligence through world models like its flagship product Marble, which generates 3D environments, and plans to use the funds to expand applications in robotics, scientific discovery, and creativity.
Autodesk invests $200M in spatial AI model creator World Labs: report
Autodesk has reportedly invested $200 million in World Labs, an artificial intelligence startup specializing in spatial reasoning models. World Labs' first product, Marble, enables users to generate 3D world models from various inputs like images, videos, or text prompts. This investment highlights Autodesk's interest in advancing AI capabilities for 3D content creation.
World Labs lands $200M from Autodesk to bring world models into 3D workflows
World Labs, founded by Fei-Fei Li, secured a $200 million investment from Autodesk to integrate its AI-powered 3D environment generation models into Autodesk's design tools. This partnership aims to enhance 3D workflows, particularly in the entertainment sector, by combining World Labs' spatial AI capabilities with Autodesk's CAD software. The deal comes as World Labs is reportedly negotiating a new funding round at a $5 billion valuation.
Starboard Value raises stakes in Kenvue, Riot Platforms By Reuters
Activist investor Starboard Value LP increased its holdings in cryptocurrency firm Riot Platforms and consumer health company Kenvue during the December quarter. Concurrently, the firm reduced its stakes in Rogers Corp, News Corp, Salesforce, and Autodesk. Starboard also plans to push for a major overhaul of Tripadvisor's board, preparing to nominate a majority slate.
Autodesk (ADSK) Stock Sinks As Market Gains: What You Should Know
Autodesk (ADSK) stock declined by 2.55% in the last trading session, while the broader market saw gains. The company is set to release its earnings report on February 26, 2026, with analysts expecting year-over-year growth in both earnings and revenue. Despite the recent stock dip and a "Hold" rating from Zacks, the company's valuation metrics suggest a premium compared to its industry.
Newton Golf Adds Board Member
Newton Golf Company has appointed John Bode, the EVP, CFO, and chief transformation officer of Postmedia Network Canada Corp., to its board of directors. This appointment expands the board to five members, with three independent directors. Bode brings extensive experience in finance, governance, and operations from his roles at various public and private companies, and is expected to guide Newton Golf's continued expansion and record revenue performance.
Autodesk, Datadog, Atlassian, C3.ai, and BlackLine Shares Plummet, What You Need To Know
Shares of Autodesk, Datadog, Atlassian, C3.ai, and BlackLine plummeted following investor fears that "agentic AI" tools could disrupt traditional Software-as-a-Service business models. This "AI Panic" led to a broad sell-off across the software sector, reflecting growing concerns about the impact of advanced AI on established companies. C3.ai, in particular, has seen high volatility, with its stock down significantly year-to-date due to these concerns.
Autodesk Stock Just Flipped the Script – Here’s What You’re Missing
Autodesk has become a new AI darling on Wall Street, driving up its stock price with its subscription model and integration of AI into design workflows. However, this optimism from investors contrasts sharply with user frustrations over increasing subscription costs and perceived lack of innovation. The article highlights Autodesk's strong industry lock-in and US-centric revenue base as key factors, while cautioning investors and users to weigh the hype against real-world user sentiment and alternative options.
Formlabs sets sights on scaling with former Cognex CEO; Carl Bass steps down
Formlabs has appointed Rob Willett, former CEO of Cognex Corporation, to its Board of Directors to aid its global scaling ambitions, leveraging his experience in industrial automation and machine vision. Carl Bass, former Autodesk CEO, has stepped down from the board. Natan Linder, Chairman of the Board at Formlabs, highlighted Willett's expertise in scaling complex hardware and automation companies as invaluable for Formlabs' evolution into an enduring manufacturing platform.
Soluna expands partnership with Blockware, adding 6MW at Texas site By Investing.com
Soluna Holdings, Inc. (NASDAQ:SLNH) has expanded its partnership with Blockware, adding six megawatts of capacity to its Dorothy 1 site in west Texas. This is the third expansion between the companies, with deployment expected to be completed by the end of February 2026. Soluna focuses on converting surplus renewable energy into computing power for high-performance computing workloads like Bitcoin mining and AI.
From Workforce Cuts to Lawsuits: Autodesk Inc (ADSK)’s Bold Moves
Autodesk Inc (ADSK) is making headlines due to its lawsuit against Google for alleged trademark infringement concerning the word "Flow." This legal action coincides with Autodesk's strategic shift to invest more in cloud and AI platforms, which includes a 7% reduction in its global workforce. JPMorgan recently upgraded Autodesk to Overweight, citing the company's strong position in building information modeling software and its potential to benefit from cloud and AI integration.
Do Wall Street analysts have a favorable view of Autodesk shares?
Autodesk (ADSK) has underperformed the broader market and the technology sector over the past year and year-to-date, with its stock declining significantly. Despite this, analyst sentiment remains highly positive, with a "Strong Buy" consensus rating from 27 analysts and an average price target suggesting a substantial upside. This optimism is driven by projected earnings per share growth and recent analyst upgrades, despite recent market events impacting tech stocks.
From Workforce Cuts to Lawsuits: Autodesk Inc (ADSK)'s Bold Moves
Autodesk Inc (ADSK) is making significant strategic moves, including suing Google for trademark infringement over its "Flow" software, which Autodesk claims competes with its products. Simultaneously, Autodesk is undergoing a workforce reduction of 7% to reallocate resources towards cloud and AI platforms, a strategy that led JPMorgan to upgrade its stock to Overweight with a $319 price target. The company, which provides software for architects, engineers, and manufacturers, anticipates increased value from the integration of AI and cloud technologies and benefits from rising regulatory compliance demands.
Citi Raises Autodesk (ADSK) Price Target, Maintains Buy Rating
Citi has increased its price target for Autodesk (ADSK), a leading software company, while reiterating a Buy rating on the stock. This update reflects the analyst's continued positive outlook on Autodesk's financial performance and market position, suggesting potential upside for investors. The action indicates confidence in the company's future growth prospects.
Three Ways to Build Better Setup Sheets in Autodesk Fusion (and How to Customize Them for Your Shop)
This article by Seth Madore details three methods for creating setup sheets in Autodesk Fusion: NC Program, HTML, and Excel, explaining their benefits and use cases. It emphasizes the importance of setup sheets for shop floor communication and efficiency, and outlines how to customize them to fit specific shop standards. The goal is to reduce errors and improve setup times by providing clear tool, feed, speed, and runtime details to machinists.
Why Five9 Shares Are Trading Higher By Around 13%; Here Are 20 Stocks Moving Premarket
Five9, Inc. shares rose 13% in pre-market trading after the company reported stronger-than-expected fourth-quarter earnings and revenue. The report details the financial performance of Five9 and also mentions other stocks experiencing significant pre-market movements, both gains and losses, following various corporate announcements and financial results. This article highlights specific companies like MicroAlgo, Inspirato, Pitney Bowes, MongoDB, and Autodesk, noting their share price changes and underlying reasons such as earnings beats, acquisitions, or disappointing guidance.
Autodesk Stock Analysis 2026: Strong Buy Rating Amid Market Underperformance - News and Statistics
Despite underperforming the S&P 500 and the State Street Technology Select Sector SPDR ETF over the past year and year-to-date, Autodesk (ADSK) maintains a consensus "Strong Buy" rating from analysts. The stock has seen a significant decline, partly due to broader tech sector pullbacks and geopolitical tensions impacting investor sentiment. However, analysts predict a 23.4% year-over-year increase in earnings per share for the fiscal year ending January 2026, with a mean price target suggesting a substantial premium to its current price.
Do Wall Street Analysts Like Autodesk Stock?
Autodesk Inc. (ADSK) has underperformed the broader market and the tech sector over the past year, with its stock declining significantly. Despite this, analysts have a "Strong Buy" consensus rating for ADSK, with a substantial upside potential based on current price targets. The company is expected to see a 23.4% rise in EPS for the fiscal year ending January 2026, and a recent analyst upgrade from JP Morgan indicates growing confidence.
Autodesk Announces Q4 Beat, 9% Job Cuts: Stock Volatile After-Hours But Retail Sentiment Flips To ‘Bullish’
Autodesk announced a strong Q4 earnings beat, surpassing analyst expectations for both revenue and EPS, driven by solid demand for its software. Despite the positive financial performance, the company also revealed plans to cut 9% of its workforce, leading to initial stock volatility after hours. However, retail investor sentiment quickly turned bullish following the earnings call.
Do Wall Street Analysts Like Autodesk Stock?
Autodesk, Inc. (ADSK) has underperformed the broader market, with its stock declining significantly over the past year despite a "Strong Buy" consensus rating from analysts. The company's future EPS is expected to rise, and analysts have set ambitious price targets, with one recent upgrade to "Overweight" by JP Morgan.
ANSYS Inc.: The Quiet Engine Powering the Next Wave of Engineering Innovation
ANSYS Inc. has transitioned from a specialized simulation vendor to a crucial provider of engineering simulation software, essential for developing complex hardware across various industries such as AI, EVs, and aerospace. The company's focus on physics depth, multiphysics capabilities, ecosystem neutrality, and integration of cloud and AI technologies positions it as an indispensable partner for companies seeking accuracy and efficiency in product development. This strategic importance underpins its premium valuation among investors, who view it as a key player in the global shift towards digital product development.
Pursue Wealth Partners LLC Boosts Stake in Autodesk, Inc. $ADSK
Pursue Wealth Partners LLC significantly increased its stake in Autodesk, Inc. (NASDAQ:ADSK) by 379.7% in Q3, now holding 8,083 shares valued at $2.568 million. This makes Autodesk the firm's 20th largest holding. Other institutional investors like Mirae Asset Global Investments and BI Asset Management also raised their positions, with institutional investors collectively owning approximately 90.24% of the stock. Autodesk exceeded Q3 earnings expectations, and analysts maintain a "Moderate Buy" rating with a consensus price target of $367.61.
Illinois Municipal Retirement Fund Increases Stake in PTC Inc. $PTC
The Illinois Municipal Retirement Fund significantly raised its stake in PTC Inc. (NASDAQ:PTC) by 83.6%, acquiring an additional 11,224 shares to a total of 24,646 shares valued at $5.00 million. This increase follows PTC's strong Q4 earnings, which surpassed expectations, and its optimistic FY-2026 guidance. Despite some analyst target adjustments, the stock maintains a "Moderate Buy" consensus, with institutional investors holding over 95% of the shares.
Is ACI Worldwide’s (ACIW) Alpha Modus Deal a Subtle Shift Toward Cash-Centric Growth?
ACI Worldwide (ACIW) recently struck a multi-year deal with Alpha Modus Financial Services to power its Alpha Cash ecosystem, enabling electronic and paper-based bill payments in retail locations. This collaboration strengthens ACI's position in regulated, retail-embedded payments, particularly targeting cash-reliant customers. The article suggests this deal, alongside other wins, highlights ACI's cloud-native platform adoption and recurring revenue potential, though investors should also consider risks like investment needs and payment software revenue volatility.
Procore Technologies (PCOR) Q4 Loss Per Share Narrows And Tests Profitability Narratives
Procore Technologies (PCOR) reported Q4 FY 2025 revenue of US$349.1 million and a narrowed basic EPS loss of US$0.25, demonstrating reduced losses over the past five years. While the company's revenue growth exceeds the US market benchmark and its share price is below a DCF fair value estimate, it remains unprofitable on a trailing 12-month basis with a US$100.8 million loss. Investors are closely watching how effectively Procore can convert its revenue growth into profitability amidst varying expert opinions on its future earnings.
Autodesk, Inc. $ADSK Shares Sold by Cibc World Market Inc.
Cibc World Market Inc. significantly reduced its stake in Autodesk (ADSK) by 27.7% in Q3, selling 9,845 shares and retaining 25,664 shares valued at $8.153 million. Despite this, Autodesk beat Q3 earnings estimates with $2.67 EPS and $1.85 billion in revenue, showing 18% year-over-year growth, and institutional ownership remains high at 90.24%. Analysts maintain a "Moderate Buy" rating with a consensus target price of $367.61 for the software company.
Autodesk (ADSK) Sues Google Over Trademark Infringement
Autodesk (ADSK) has filed a lawsuit against Google, alleging trademark infringement over Google's use of "Flow" for its AI tools in film, TV, and gaming production. Autodesk claims it began using "Flow" in 2022 for visual effects and was surprised by Google's 2025 launch of software with the same name for similar customers, despite prior assurances from Google. The lawsuit highlights Google's secretive trademark application in Tonga and subsequent marketing of their "Flow" software.
Autodesk (ADSK) Sues Google Over Trademark Infringement
Autodesk has filed a lawsuit against Google, alleging trademark infringement over Google's use of the "Flow" trademark for its AI tools in film, TV, and gaming production. Autodesk claims it has been using "Flow" since 2022 for visual effects and that Google launched a competing software under the same name in 2025 after making assurances to Autodesk. Despite the lawsuit, Wall Street analysts from Goldman Sachs and J.P. Morgan have recently upgraded Autodesk's stock to Buy, citing factors like AI and infrastructure exposure.
Freemont Management S.A. Makes New Investment in Autodesk, Inc. $ADSK
Freemont Management S.A. has acquired a new stake in Autodesk, Inc. (NASDAQ:ADSK) during the third quarter, purchasing 15,000 shares valued at approximately $4.765 million. This investment makes Autodesk the 10th largest holding for Freemont Management S.A., accounting for 2.4% of their portfolio. Other institutional investors also adjusted their positions in Autodesk, and the company recently exceeded analyst earnings expectations for its quarterly report.
PTC (NASDAQ:PTC) EVP Sells $38,664.00 in Stock
PTC's EVP Staats Aaron Von sold 240 shares of PTC stock for $38,664.00 on February 11th, reducing his ownership by 1.07% to 22,221 shares. The company recently exceeded quarterly earnings estimates with an EPS of $1.92 and revenue of $685.8 million, also providing optimistic Q2 2026 guidance. Despite a recent stock performance dip, analysts maintain a "Moderate Buy" rating with an average price target of $188.08 for PTC.
How CIOs can tackle subscription sprawl and costs
Subscription sprawl, driven by SaaS growth and AI-based pricing, is causing unpredictable costs and increased risks for organizations. CIOs need to implement strategic subscription management by centralizing visibility, tracking usage and renewals, and aligning contracts with business value to regain control. This proactive approach helps mitigate financial drain, security vulnerabilities, and architectural rigidity associated with unmanaged subscriptions.
Autodesk (ADSK) Sues Google Over Trademark Infringement
Autodesk has filed a lawsuit against Google, alleging trademark infringement over Google's use of "Flow" for its AI tools in film, TV, and gaming production. Autodesk claims it has been using the "Flow" trademark since 2022 for visual effects and that Google launched a similar product in 2025 despite assurances. The filing also notes that Wall Street analysts, including Goldman Sachs and J.P. Morgan, recently upgraded Autodesk's stock to Buy.
ING Groep NV Sells 59,682 Shares of Autodesk, Inc. $ADSK
ING Groep NV reduced its stake in Autodesk, Inc. by 54.5% during the third quarter, selling 59,682 shares and now owning 49,868 shares valued at $15.84 million. Other institutional investors also adjusted their positions, with institutional ownership of Autodesk now standing at 90.24%. The company recently reported strong quarterly earnings, surpassing analyst estimates, and has received largely positive ratings from Wall Street analysts.
BridgeBio's oral drug boosts growth in children with dwarfism in late-stage trial
BridgeBio Pharma announced that its experimental oral therapy, infigratinib, significantly boosted growth rates in children with achondroplasia during a late-stage trial. The company plans to seek regulatory approval in the U.S. and Europe in the latter half of 2026, positioning this drug as a potential "game changer" due to its oral administration and superior efficacy compared to existing treatments. Analysts project the drug could achieve nearly $2 billion in peak annual sales.
Rhumbline Advisers Boosts Stock Holdings in Autodesk, Inc. $ADSK
Rhumbline Advisers increased its stake in Autodesk, Inc. by 1.1% in the third quarter, bringing its total holdings to 426,928 shares valued at $135.62 million. Several other institutional investors also increased their positions in the software company, with overall institutional ownership now at 90.24%. Analysts maintain a "Moderate Buy" rating for Autodesk with a consensus target price of $367.61, following strong Q3 earnings that beat analyst estimates.
Krilogy Financial LLC Buys New Stake in Autodesk, Inc. $ADSK
Krilogy Financial LLC has acquired a new position in Autodesk, Inc. (NASDAQ:ADSK), purchasing 7,540 shares valued at approximately $2.27 million in the third quarter. This move is part of broader institutional investor activity, with other major funds like Vanguard Group Inc. and State Street Corp also adjusting their holdings in the software company. Analysts maintain a "Moderate Buy" consensus rating for Autodesk, with an average target price of $367.61, following recent positive earnings reports.
Illinois Municipal Retirement Fund Has $26.15 Million Holdings in Autodesk, Inc. $ADSK
The Illinois Municipal Retirement Fund reduced its stake in Autodesk, Inc. by 6.3% in the third quarter, now holding shares worth approximately $26.15 million. Despite this, several other large institutions increased or initiated positions, indicating strong institutional interest with about 90.24% ownership. Autodesk also reported a strong Q3, beating earnings and revenue estimates, and analysts have subsequently raised price targets for the software company.
10 Profitable SaaS Companies for 2026
This article identifies profitable SaaS companies for 2026, focusing specifically on Autodesk, Inc. (NASDAQ: ADSK) as one example. It details a trademark infringement lawsuit filed by Autodesk against Google concerning AI tools and highlights recent upgrades of Autodesk's stock by Goldman Sachs and J.P. Morgan, maintaining a $319 price target. The article generally discusses the bullish sentiment of Wall Street towards Autodesk and its role in various industries.
