[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-autodesk-stock-fell-7-to-a-52-week-low-on-june-11-heres-what-the-market-is-missing-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":342},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},110786,"Autodesk Stock Fell 7% to a 52-Week Low on June 11. Here’s What the Market Is Missing","2026-06-12T14:10:00","2026-06-12T13:42:16","\u003Cp>Autodesk dropped 7.1% on June 11 to a new 52-week low, despite five straight quarters of earnings beats and a raised full-year guidance. The market’s fear centers on the $3.6 billion MaintainX acquisition but the strategic logic runs deeper than investors seem willing to credit.\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-k-ey-stats-for-autodesk-stock\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>Autodesk Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $205.57\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target:\u003C\u002Fstrong> ~$319\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR Target Price (Mid):\u003C\u002Fstrong> ~$349\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return (Mid):\u003C\u002Fstrong> ~70% over 4.6 years\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR (Mid):\u003C\u002Fstrong> ~12% per year\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Earnings Reaction (Q1 FY27, 5\u002F28\u002F26):\u003C\u002Fstrong> -4.00%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Max Drawdown:\u003C\u002Fstrong> -37.09% (6\u002F11\u002F26)\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cspan style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">\u003Cstrong>Autodesk (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=119902&tid=2591749&?ref=tikrblog\" target=\"_blank\">\u003Cstrong>ADSK\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> dropped 7.1% on June 11 to close at $205.57, a new 52-week low, exten\u003C\u002Fspan>ding a decline that has erased 37% from its peak. The timing is odd. The business just delivered its fifth straight earnings beat, raised full-year guidance, and signed an AWS partnership nine days earlier. The selloff traces almost entirely to one decision: the $3.6 billion all-cash acquisition of MaintainX, announced May 28 alongside a strong Q1 print.\u003C\u002Fp>\n\n\n\n\u003Cp>Investors expecting a clean beat-and-raise quarter instead had to process the largest acquisition in Autodesk’s history, funded partly with debt, targeting a market most of them had never modeled. The stock fell 4% on earnings day and has kept sliding since.\u003C\u002Fp>\n\n\n\n\u003Cp>The question is whether that reaction makes sense or whether the selloff has created an entry point the fundamentals don’t support.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>The Business the Market Is Ignoring\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The underlying business is not the problem. Per TIKR’s Beats & Misses data, Q1 FY27 (ended April 30, 2026) beat across the board:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Revenue of $1.934 billion, 2.2% above the $1.892 billion consensus estimate\u003C\u002Fli>\n\n\n\n\u003Cli>Adjusted EPS of $2.99, around 5% above the $2.84 street estimate\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter\">Free cash flow\u003C\u002Fa> of $876 million, approximately 27% above the $687 million average estimate\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>Management raised guidance alongside the acquisition announcement, but did not cut it. Full-year FY27 revenue guidance is now $8.155–$8.215 billion, with free cash flow guidance at $2.725–$2.8 billion. The trailing twelve-month gross margin is 92.4%, and the LTM levered free cash flow is $3,061 million, per TIKR.\u003C\u002Fp>\n\n\n\n\u003Cp>The Architecture, Engineering, Construction, and Operations (AECO) segment, Autodesk’s largest, generated $3,583 million in FY26 revenue, up 22% from $2,937 million in the prior year.\u003C\u002Fp>\n\n\n\n\u003Cp>On valuation, the stock trades at 12.36x\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\"> NTM EV\u002FEBITDA\u003C\u002Fa> and 15.95x NTM P\u002FE. The peer group mean NTM EV\u002FEBITDA across 23 software peers tracked by TIKR is 22.26x. PTC trades at 10.43x and Dassault Systèmes at 9.34x, both slower-growing, lower-margin businesses. The LTM EV\u002FEBITDA multiple has compressed from 40.18x in April 2025 to 20.02x today, per TIKR Multiples data.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_Autodesk-Inc.-ADSK-LTM-Total-Enterprise-Value-_-EBITDA_11080798ce5\u002FTIKR.com_Autodesk-Inc.-ADSK-LTM-Total-Enterprise-Value-_-EBITDA_11080798ce5.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781271550\u002Fimages\u002FTIKR.com_Autodesk-Inc.-ADSK-LTM-Total-Enterprise-Value-_-EBITDA_11080798ce5\u002FTIKR.com_Autodesk-Inc.-ADSK-LTM-Total-Enterprise-Value-_-EBITDA_11080798ce5.webp?_i=AA\" alt=\"\" class=\"wp-post-110786 wp-image-110807\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781271550\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Autodesk LTM EV \u002F EBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for Autodesk stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-maintainx-actually-buys\">\u003Cstrong>\u003Cstrong>What MaintainX Actually Buys\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The market treated the $3.6 billion price as impulsive. The logic behind it is more deliberate.\u003C\u002Fp>\n\n\n\n\u003Cp>Autodesk has historically operated in the design and construction phase of a building, a period that accounts for roughly 20% of its total lifetime cost. The other 80% is the operations phase: the decades of maintenance and facility management that follow. Simon Mays-Smith, Autodesk’s VP of Investor Relations, was direct about the gap at the June 4 Baird Global Consumer, Technology and Services Conference: “We can only address, in terms of efficiency, 20% of the cost of a building. It’s the other 80% that we’re now seeking to address with the acquisition of MaintainX.”\u003C\u002Fp>\n\n\n\n\u003Cp>MaintainX is a computerized maintenance management system (CMMS) software that helps operations teams manage work orders, equipment maintenance, and asset records. It generates more than $135 million in \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-annual-recurring-revenue-arr-a-guide-for-saas-stock-investors\">annual recurring revenue\u003C\u002Fa>, growing above 50%, and is cloud-native in a market where most incumbents run on-premise software.\u003C\u002Fp>\n\n\n\n\u003Cp>The operations’ total addressable market is approximately $40 billion, compared to the $11 billion construction TAM Autodesk has been competing in. Mays-Smith pointed to Autodesk’s construction playbook as the template: the company spent approximately $1.8 billion building that business, which now generates around $600 million in annual revenue, growing more than 20%. Sidharth Haksar, who leads Autodesk’s construction strategy, added at Baird that the operations move had been in development for over four years, including a prior investment in CMMS competitor Eptura. This is not an impulsive deal.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_ADSK-Autodesk-Inc.-Architecture-Engineering-Construction-and-Operations-Operating-Revenue_1108089ea86\u002FTIKR.com_ADSK-Autodesk-Inc.-Architecture-Engineering-Construction-and-Operations-Operating-Revenue_1108089ea86.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781271566\u002Fimages\u002FTIKR.com_ADSK-Autodesk-Inc.-Architecture-Engineering-Construction-and-Operations-Operating-Revenue_1108089ea86\u002FTIKR.com_ADSK-Autodesk-Inc.-Architecture-Engineering-Construction-and-Operations-Operating-Revenue_1108089ea86.webp?_i=AA\" alt=\"\" class=\"wp-post-110786 wp-image-110808\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781271566\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Autodesk AECO Operating Revenue \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-the-ai-differentiation-nobody-is-writing-about\">\u003Cstrong>The AI Differentiation Nobody Is Writing About\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The Baird conference surfaced details on Autodesk’s AI infrastructure that have gotten almost no attention in financial coverage.\u003C\u002Fp>\n\n\n\n\u003Cp>Large language models are two-dimensional; they process language and code, but cannot reason in three dimensions. Autodesk has been building 3D foundation models for nearly a decade. Mays-Smith said at Baird: “LLMs are 2D. They’re words and coding. They don’t reason in 3D as our models do. And 3D inference is really hard to do. We know that because we’ve been trying to do it for almost a decade, years ahead of our competitors.”\u003C\u002Fp>\n\n\n\n\u003Cp>The result is a proprietary inference stack built on AWS that processes 3D design data more cost-efficiently than standard 2D architectures. The \u003Ca href=\"https:\u002F\u002Finvestors.autodesk.com\u002Fnews-releases\u002Fnews-release-details\u002Fautodesk-signs-strategic-collaboration-agreement-amazon-web\">AWS strategic collaboration agreement\u003C\u002Fa> announced June 3 deepens this, making Autodesk Fusion products available through AWS Marketplace starting in Q2 FY27.\u003C\u002Fp>\n\n\n\n\u003Cp>CEO Andrew Anagnost framed the position in Q1 earnings: “Our customers need AI that produces outputs that are accurate in the real world. That requires data, context, and expertise. Each one is scarce and what differentiates Autodesk is that we have all three at scale.”\u003C\u002Fp>\n\n\n\n\u003Cp>The MaintainX acquisition adds an operational data layer, eight years of equipment faults, maintenance histories, and asset performance data that Autodesk says can be used to improve AI models not just for facility management but upstream, informing design decisions before construction begins. No direct competitor currently holds both the cloud footprint and the asset lifecycle data to replicate that combination.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>The Real Risk: Sales Reorganization\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The one legitimate headwind is the ongoing direct sales transition. Autodesk moved from a two-tier reseller model to a direct structure, and the shift is creating near-term disruption in new subscription bookings. FY27 guidance explicitly embeds H2 billings back-loading as a result.\u003C\u002Fp>\n\n\n\n\u003Cp>Mays-Smith described the scope at Baird: the company simultaneously restructured its sales team and migrated off years of custom Salesforce configuration onto the base platform, then added Salesforce’s AI productivity tools. It explains the guidance caution without pointing to anything structurally broken in the business.\u003C\u002Fp>\n\n\n\n\u003Cp>Q2 FY27 revenue guidance of $2.005–$2.015 billion still implies 15–16% year-over-year growth with disruption already factored in. Of 32 analysts tracked by TIKR, 24 rate ADSK a Buy and 6 rate it an Outperform, with a consensus target of $319.27, around 55% above today’s price. Not one analyst holds a Sell.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how Autodesk performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $205.57\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR Target Price (Mid):\u003C\u002Fstrong> ~$349\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~70%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~12% per year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2104\" data-public-id=\"images\u002FADSK_valuation_model_11080910e5e\u002FADSK_valuation_model_11080910e5e.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2104,c_scale\u002Ff_webp,q_auto\u002Fv1781271599\u002Fimages\u002FADSK_valuation_model_11080910e5e\u002FADSK_valuation_model_11080910e5e.webp?_i=AA\" alt=\"\" class=\"wp-post-110786 wp-image-110809\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781271599\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Autodesk Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for Autodesk stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>The TIKR mid-case model assumes:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Revenue\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcompound-annual-growth-rate-cagr-formula-what-it-means\"> CAGR\u003C\u002Fa> of around 9% through FY2031, driven by AECO segment growth (construction buildout and the MaintainX operations layer) and Manufacturing expansion\u003C\u002Fli>\n\n\n\n\u003Cli>Net income margin expanding toward 33% from the current LTM level of around 30%, as restructuring costs normalize and the direct sales model matures\u003C\u002Fli>\n\n\n\n\u003Cli>Primary risk: MaintainX integration running longer than the construction playbook timeline, or sales disruption extending into FY28\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>The bear case projects a stock price of around $331 by January 2031, still well above today’s $205.57. That gap suggests the market is pricing in a scenario more severe than even the model’s own downside.\u003C\u002Fp>\n\n\n\n\u003Cp>At 12.36x \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\">NTM EV\u002FEBITDA\u003C\u002Fa>, a 92.4% LTM gross margin, $3,061 million in trailing \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter\">free cash flow\u003C\u002Fa>, and five consecutive earnings beats, the current multiple is pricing in disruption that the actual results don’t support.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The thesis resolves at Q2 FY27 earnings on August 27, 2026. That report will be the first full quarter of the reorganized direct sales structure, and the first to show whether billings are tracking the H2 back-loading management planned. If revenue comes in above the $2.005–$2.015 billion guidance range and MaintainX receives HSR regulatory clearance on schedule, both major overhangs will lift at the same time. That would make for a very different quarter than the one that put ADSK at a 52-week low on June 11.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-autodesk\">Should You Invest in Autodesk?\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up \u003Cstrong>Autodesk\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track \u003Cstrong>\u003Cstrong>Autodesk\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze Autodesk on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1596,"en","\u002Fblog\u002Fautodesk-stock-fell-7-to-a-52-week-low-on-june-11-heres-what-the-market-is-missing","autodesk-stock-fell-7-to-a-52-week-low-on-june-11-heres-what-the-market-is-missing","images\u002F5-3_1107931141a\u002F5-3_1107931141a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270678\u002Fimages\u002F5-3_1107931141a\u002F5-3_1107931141a.png?_i=AA",{"altText":237,"imageCredit":238},"Autodesk Stock Fell 7% to a 52-Week Low on June 11. Here’s What the Market Is Missing","@GORODENKOFF PRODUCTIONS\u002FSCIENCE PHOTO LIBRARY from sciencephoto via Canva ",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Autodesk dropped 7.1% on June 11 to a new 52-week low, despite five straight quarters of earnings beats and a raised full-year guidance. The market’s fear centers on the $3.6 billion MaintainX acquisition but the strategic logic runs deeper than investors seem willing to credit.",{"title":225,"description":260,"twitterTitle":225,"twitterDescription":260,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":225,"ogDescription":260,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Autodesk dropped 7.1% on June 11 to a new 52-week low, despite five straight quarters of earnings beats and a raised full-year guidance. The market’s fear centers on the $3.6 billion MaintainX acquisition but the strategic logic runs deeper than investors seem willing to credit.","TIKR.com","Est. reading time","9 minutes",1200,630,[267,282,297,312,327],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":279,"relatedPosts":281},"Ultra Clean Holdings Stock Has Surged 230% in 2026. Is UCTT Still Worth Buying at $105?","2026-06-12 14:00:00","Ultra Clean Holdings stock has surged more than 230% in 2026, driven by an AI-fueled semiconductor equipment cycle and a fresh Oppenheimer price target raise to $115. ",1689,"\u002Fblog\u002Fultra-clean-holdings-stock-has-surged-230-in-2026-is-uctt-still-worth-buying-at-105","ultra-clean-holdings-stock-has-surged-230-in-2026-is-uctt-still-worth-buying-at-105","images\u002F4-4_11079253abb\u002F4-4_11079253abb","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270670\u002Fimages\u002F4-4_11079253abb\u002F4-4_11079253abb.png?_i=AA",{"altText":268},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":278},[],[280],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":289,"featuredImageOriginalUrl":290,"featuredImageMetadata":291,"author":292,"categories":294,"relatedPosts":296},"CrowdStrike Dropped After Its Best Quarter Ever. Was the Market Wrong?","2026-06-12 13:50:00","CrowdStrike posted all-time records in free cash flow and operating income, a 32% jump in net new ARR, and a full-year guidance raise then the stock fell anyway. The question is not why it dropped, but whether the drop created an opportunity.",1764,"\u002Fblog\u002Fcrowdstrike-dropped-after-its-best-quarter-ever-was-the-market-wrong","crowdstrike-dropped-after-its-best-quarter-ever-was-the-market-wrong","images\u002F3-4_110791b6440\u002F3-4_110791b6440","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270668\u002Fimages\u002F3-4_110791b6440\u002F3-4_110791b6440.png?_i=AA",{"altText":283},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":293},[],[295],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":298,"date":299,"excerpt":300,"wordCount":301,"uri":302,"slug":303,"cloudinaryAssetId":304,"featuredImageOriginalUrl":305,"featuredImageMetadata":306,"author":307,"categories":309,"relatedPosts":311},"Adobe Stock Fell 6% After a Beat-and-Raise Quarter. The Market Got It Wrong.","2026-06-12 13:40:00","Adobe delivered record Q2 revenue of $6.62 billion and raised full-year guidance then fell 6% on a CFO departure and a deliberate ARR slowdown investors may be misreading as weakness",1387,"\u002Fblog\u002Fadobe-stock-fell-6-after-a-beat-and-raise-quarter-the-market-got-it-wrong","adobe-stock-fell-6-after-a-beat-and-raise-quarter-the-market-got-it-wrong","images\u002F2-4_11079041b2e\u002F2-4_11079041b2e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270663\u002Fimages\u002F2-4_11079041b2e\u002F2-4_11079041b2e.png?_i=AA",{"altText":298},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":308},[],[310],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":313,"date":314,"excerpt":315,"wordCount":316,"uri":317,"slug":318,"cloudinaryAssetId":319,"featuredImageOriginalUrl":320,"featuredImageMetadata":321,"author":322,"categories":324,"relatedPosts":326},"AMD Stock Rose 130% in 2026. BofA Just Raised Its Target to $560 Here's What the CFO Said That Could Push It Even Higher","2026-06-12 12:50:00","Bank of America just raised its AMD price target to $560 and expanded its server CPU market forecast to more than $170 billion. AMD's CFO laid out the case at BofA's own conference ten days earlier.",1582,"\u002Fblog\u002Famd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","amd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","images\u002F7-2_11069649f24\u002F7-2_11069649f24","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234140\u002Fimages\u002F7-2_11069649f24\u002F7-2_11069649f24.png?_i=AA",{"altText":313},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":323},[],[325],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":328,"date":329,"excerpt":330,"wordCount":331,"uri":332,"slug":333,"cloudinaryAssetId":334,"featuredImageOriginalUrl":335,"featuredImageMetadata":336,"author":337,"categories":339,"relatedPosts":341},"Marvell Technology Surged Over 90% in Two Weeks. Here's Where the Stock Could Go","2026-06-12 12:40:00","Marvell Technology nearly doubled in two weeks after record Q1 earnings, a $2 billion NVIDIA investment, and Jensen Huang calling it \"the next trillion-dollar company\" at COMPUTEX 2026. ",1498,"\u002Fblog\u002Fmarvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go","marvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go","images\u002F6-2_1106950b453\u002F6-2_1106950b453","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234128\u002Fimages\u002F6-2_1106950b453\u002F6-2_1106950b453.png?_i=AA",{"altText":328},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":338},[],[340],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[343,363,378,393,408,423,442,457,474,488,503,521],{"id":255,"title":344,"date":345,"excerpt":346,"wordCount":347,"uri":348,"slug":349,"cloudinaryAssetId":350,"featuredImageOriginalUrl":351,"featuredImageMetadata":352,"author":353,"categories":357,"relatedPosts":362},"Formula One Group Stock's Q1 2026 Gross Margin Surge: Is the Income Statement Signaling a $165 Recovery?","2026-06-12 13:00:00","Formula One Group stock swung from a $67 million operating loss to a $64 million gain in one year. Here's what that means for the stock.",1566,"\u002Fblog\u002Fformula-one-group-stocks-q1-2026-gross-margin-surge-is-the-income-statement-signaling-a-165-recovery","formula-one-group-stocks-q1-2026-gross-margin-surge-is-the-income-statement-signaling-a-165-recovery","images\u002FFEATURED-IMAGE-MAKER-840\u002FFEATURED-IMAGE-MAKER-840","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781244383\u002Fimages\u002FFEATURED-IMAGE-MAKER-840\u002FFEATURED-IMAGE-MAKER-840.png?_i=AA",{"altText":344},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":356},"Gian Estrada","giantikr",[],[358],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"Caris Life Sciences Stock's Gross Margin Story: From 38% to 65% in Seven Quarters and What Comes Next","2026-06-12 12:30:00","Caris Life Sciences stock's gross margins expanded from 38% to 65% in seven quarters. The operating cost structure barely moved.",1450,"\u002Fblog\u002Fcaris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","caris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","images\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781242941\u002Fimages\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1.png?_i=AA",{"altText":364},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":374},[],[376],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":379,"date":380,"excerpt":381,"wordCount":382,"uri":383,"slug":384,"cloudinaryAssetId":385,"featuredImageOriginalUrl":386,"featuredImageMetadata":387,"author":388,"categories":390,"relatedPosts":392},"MercadoLibre Stock Posts Fastest Revenue Growth in Four Years: Should You Buy Now?","2026-06-12 12:00:00","MercadoLibre's credit portfolio nearly doubled to $14.6 billion. The question is whether provision normalization unlocks the margin recovery the valuation needs.",1473,"\u002Fblog\u002Fmercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","mercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","images\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781235406\u002Fimages\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837.png?_i=AA",{"altText":379},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":389},[],[391],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":394,"date":395,"excerpt":396,"wordCount":397,"uri":398,"slug":399,"cloudinaryAssetId":400,"featuredImageOriginalUrl":401,"featuredImageMetadata":402,"author":403,"categories":405,"relatedPosts":407},"CoStar Group Stock's Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","2026-06-12 11:20:00","CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold. ",1520,"\u002Fblog\u002Fcostar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","images\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781234579\u002Fimages\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836.png?_i=AA",{"altText":394},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":404},[],[406],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":409,"date":410,"excerpt":411,"wordCount":412,"uri":413,"slug":414,"cloudinaryAssetId":415,"featuredImageOriginalUrl":416,"featuredImageMetadata":417,"author":418,"categories":420,"relatedPosts":422},"Is Domino's Pizza Stock Undervalued in 2026? The Income Statement Suggests the Market Got It Wrong","2026-06-12 10:30:00","Domino's Pizza stock's gross margins hit 29% in Q1 2026, an eight-quarter high, while operating income grew faster than revenue.",1305,"\u002Fblog\u002Fis-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","is-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","images\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781233382\u002Fimages\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835.png?_i=AA",{"altText":409},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":419},[],[421],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":424,"date":425,"excerpt":426,"wordCount":427,"uri":428,"slug":429,"cloudinaryAssetId":430,"featuredImageOriginalUrl":431,"featuredImageMetadata":432,"author":434,"categories":436,"relatedPosts":441},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm","2026-06-11 09:15:00"," Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.",1029,"\u002Fblog\u002Fcore-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","core-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","images\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781142940\u002Fimages\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824.png?_i=AA",{"altText":433},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm",{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":435},[],[437],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":454,"relatedPosts":456},"Oracle Stock: Q4 2026 Beats Estimates as OCI Revenue Surges 93% Year-Over-Year","2026-06-11 08:59:00","Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.",1152,"\u002Fblog\u002Foracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","oracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","images\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781141728\u002Fimages\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823.png?_i=AA",{"altText":443},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":453},[],[455],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":458,"date":459,"excerpt":460,"wordCount":461,"uri":462,"slug":463,"cloudinaryAssetId":464,"featuredImageOriginalUrl":465,"featuredImageMetadata":466,"author":467,"categories":471,"relatedPosts":473},"Netskope Stock Plunges 25% After Widening Losses and Weak Cash Flow;  Despite Strong Cloud Revenue Growth","2026-06-11 01:21:49","Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.",668,"\u002Fblog\u002Fnetskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","netskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","images\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781093966\u002Fimages\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9.png?_i=AA",{"altText":458},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":470},"Aditya Raghunath","adityatikr",[],[472],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":475,"date":476,"excerpt":477,"wordCount":478,"uri":479,"slug":480,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":481,"featuredImageMetadata":482,"author":483,"categories":485,"relatedPosts":487},"J.M. Smucker Stock Q4: What Drove the 10% Single-Day Surge After Earnings","2026-06-10 13:25:00","J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.",1085,"\u002Fblog\u002Fj-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","j-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F06\u002FFEATURED-IMAGE-MAKER-819-600x360.png",{"altText":475},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":484},[],[486],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":489,"date":490,"excerpt":491,"wordCount":492,"uri":493,"slug":494,"cloudinaryAssetId":495,"featuredImageOriginalUrl":496,"featuredImageMetadata":497,"author":498,"categories":500,"relatedPosts":502},"SailPoint Beats Q1 FY27 on Both Lines as Agentic Pipeline Doubles and ARR Tops $1.16 Billion. What's Next?","2026-06-10 13:05:00","SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.",1041,"\u002Fblog\u002Fsailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","sailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","images\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781095682\u002Fimages\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818.png?_i=AA",{"altText":489},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":499},[],[501],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":504,"date":505,"excerpt":506,"wordCount":507,"uri":508,"slug":509,"cloudinaryAssetId":510,"featuredImageOriginalUrl":511,"featuredImageMetadata":512,"author":513,"categories":515,"relatedPosts":520},"Up 500% in the Past Year, Can Ciena Stock Keep Climbing in 2026?","2026-06-10 12:54:00","Ciena stock is up 508% in a year. With AI driving network demand and a $7.7B backlog, can CIEN hit $745 by 2028? See our valuation model.",1018,"\u002Fblog\u002Fdoubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","doubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","images\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781083130\u002Fimages\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30.png?_i=AA",{"altText":504},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":514},[],[516],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":522,"date":523,"excerpt":524,"wordCount":525,"uri":526,"slug":527,"cloudinaryAssetId":528,"featuredImageOriginalUrl":529,"featuredImageMetadata":530,"author":531,"categories":533,"relatedPosts":535},"Up 25% in the Last 12 Months, Can Ambarella Stock Keep Climbing in 2026?","2026-06-09 12:37:00","Ambarella stock is up 25% in a year. With Edge AI ramping and an $800M Hanwha deal, can AMBA hit $99 by 2029? See our valuation model.",1007,"\u002Fblog\u002Fup-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","up-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","images\u002FAMBA-stock\u002FAMBA-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781003990\u002Fimages\u002FAMBA-stock\u002FAMBA-stock.png?_i=AA",{"altText":522},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":532},[],[534],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},[]]