$ADSK

3 theses

bullish 67%neutral 0%bearish 33%

Avg return (3d)

+2.4%

Win rate (3d)

33% (3 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET

$ADSKr/ValueInvestingDiscussionbearish

u/PmMeYourCabbages · 7d ago1 prior · awaiting results

I think AI could eventually destroy the terminal value of Adobe, Autodesk, and other design software

AI-assisted reverse engineering and free open-source alternatives will eventually erode Autodesk's ability to maintain pricing power and sustain high terminal value assumptions. Long-term cash flow sustainability is at risk despite near-term customer retention.

At post $239.90Now $252.20+5.1% since postedas of Oct 23, 4:45 PM ET

1d—

3d+0.3%

1w+5.1%

1m—

3m—

6m—

1y—

original post →

$ADSKr/ValueInvestingDiscussionbullish

u/Wonderful-Finish4822 · 47d ago9 prior · awaiting results

Where I think the market is mispricing quality: 10 valuation dislocations for the next 3–5 years

Autodesk is ranked #8 in a valuation dislocation study, indicating the author views it as mispriced relative to business quality with 3–5 year outperformance potential.

At post $212.21Now $252.20+18.8% since postedas of Oct 23, 4:45 PM ET

1d—

3d-0.3%

1w+7.9%

1m+10.8%

3m—

6m—

1y—

original post →

$ADSKr/wallstreetbetsDDbullish

u/No-Transportation843 · 147d agono track record yet

ADSK DD - the AI Data moat

Autodesk owns the largest corpus of professional 3D CAD data and is building Neural CAD foundation models specifically designed for physical-world AI reasoning. As enterprises adopt AI-assisted design with tiered pricing, ARPU increases 10-15% over 3 years on top of normal price growth, while the MaintainX acquisition closes the design-to-operate loop, enabling real-world performance data feedback. FY2029 EPS reaches $16-17 at a 22-24x multiple, supporting $350-380 upside.

At post $231.31Now $252.20+9.0% since postedas of Oct 23, 4:45 PM ET

1d—

3d+7.3%

1w-0.6%

1m-15.2%

3m+17.0%

6m—

1y—

original post →

End of results.