Autodesk, Inc. ADSK

Autodesk (ADSK) stock has lost 22% over the past month following its recent earnings release, outstripping declines in peers such as Bentley Systems (down 16.4%) while the S&P 500 barely moved. If you own the shares, the worry now is a market-wide sell-off landing on top of that loss. So how low could Autodesk stock go if the whole market turns.

PTC (PTC) and Fair Isaac are both owned for software that customers find hard to replace. PTC sells more to manufacturers it already serves, while Fair Isaac has raised the price of its mortgage credit score. Fair Isaac stock has lost 46% in a month, while PTC stock has lost 12.5%. Which of the two is gaining the firmer grip on its customers.

Adobe (ADBE) stock now trades about 58% below its two-year high, set in December 2024. Free cash flow is the cash left after running costs and spending on equipment. At that price, Adobe's yearly free cash flow equals 11.5% of its market value. The median S&P 500 company's free cash flow equals 4.5% of its market value. A double-digit yield typically signals either a bargain or a business facing structural headwinds. For Adobe, the discount reflects a specific market worry: that prioritizing fre

Adobe’s revenue grew 12% over the last year, slower than most of its big software peers. The share price appears to assume that its growth is fading. Over the last year, the stock fell 35%, while the S&P 500 returned 17.7%. Adobe (ADBE) trades at 12.5 times its earnings, against 22.1 for the index. Management pointed to a small, fast-growing line on its fiscal Q3 2026 call. Is that going to be enough? Where could Adobe’s next real growth come from.

Autodesk (ADSK) stock has fallen 23% since late August. A $10,000 holding bought at the high is now worth about $7,700. A fall that fast pulls you toward buying, but the shares still cost more than the market on earnings. The reason to buy is that past Autodesk drops this deep mostly paid off, and the business is still sound.

Investing.com -- Piper Sandler has transferred coverage of three industrial software companies with Overweight ratings, identifying them as high-quality assets positioned to withstand current market challenges. The firm notes a bifurcation in the software market between winners and losers, with these companies offering mission-critical workflows, domain expertise, and proprietary data that provide relative insulation from disruption.

Wall Street analysts are making bold moves as the third quarter closes, with major calls hitting PepsiCo, Roblox, Snowflake, and a Bitcoin infrastructure stock carrying a price target that will turn heads.

Arcadis (EURONEXT: ARCAD), the world's leading company delivering data-driven sustainable design, engineering and consultancy solutions for natural and built assets, today announced an expanded collaboration with Autodesk to accelerate the use of artificial intelligence, connected data and digital workflows across the built and natural environment, whilst keeping human expertise and judgment at the center of delivery for clients. By aligning Arcadis' industry expertise and growth ambitions with

Autodesk shares have come under pressure over the past year, which puts fresh focus on a simple question for investors who care about fundamentals. Is the current valuation supported by the cash flows this software group is expected to generate. The stock has fallen 35.1% over the past 12 months, which puts the spotlight on whether that price now lines up with the cash the business can produce over time. Autodesk is pushing agentic AI deeper into its Forma, Fusion and Flow cloud platforms...

Autodesk (NasdaqGS:ADSK) previewed a next-generation agentic AI experience across its key industry clouds, expanding beyond single-product use. The Autodesk Assistant AI platform is being extended to support cross-product workflows and future standalone access for users. Management also outlined plans to support third-party AI agents and signalled further Assistant-related developments targeted for 2027. Autodesk's move to broaden Assistant AI into cross-product and third-party agent...