Morgan Stanley analyst Elizabeth Porter maintains $Autodesk (ADSK.US)$ with a buy rating, and adjusts the target price from $320 to $375.
According to TipRanks data, the analyst has a success rate of 50.8% and a total average return of 1.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Autodesk (ADSK.US)$'s main analysts recently are as follows:
Stable checks bolster expectations for approximately 12% revenue growth in Q3 and guidance aligning for Q4. While there may be a period of anticipation for insights on growth and margin opportunities pending the appointment of a new CFO, the current valuation presents an attractive entry point with favorable risk/reward dynamics.
A more favorable third-quarter outlook for Autodesk is anticipated following a healthier outcome in reseller surveys. These surveys highlighted enhanced quota achievements and elevated growth expectations for the subsequent 12 months. Additionally, recent discussions underscored a temporary hesitancy in projects due to political and election uncertainties, which have since been mitigated post-election, while key macroeconomic indicators have shown improvement.
Analyst discussions indicate that Autodesk is strategically positioned to accelerate its revenue growth and aim for a 30% free cash flow margin by FY26. Early efforts to transition models are expected to yield improving outcomes into the following year.
Note:
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摩根士丹利分析师Elizabeth Porter维持$欧特克 (ADSK.US)$买入评级,并将目标价从320美元上调至375美元。
根据TipRanks数据显示,该分析师近一年总胜率为50.8%,总平均回报率为1.7%。
此外,综合报道,$欧特克 (ADSK.US)$近期主要分析师观点如下:
稳定的支票增强了人们对第三季度收入增长约12%的预期,第四季度指引一致。尽管在任命新的首席财务官之前,可能需要一段时间才能获得有关增长和利润机会的见解,但当前的估值提供了一个有吸引力的切入点,风险/回报动态良好。
在经销商调查得出更健康的结果之后,预计Autodesk的第三季度前景将更加乐观。这些调查显示,未来12个月的配额成就有所提高,增长预期也有所提高。此外,最近的讨论突出表明,由于政治和选举的不确定性,项目暂时犹豫不决,选举后这种不确定性有所缓解,而关键宏观经济指标则显示出改善。
分析师的讨论表明,Autodesk的战略定位是加速收入增长,目标是到26财年实现30%的自由现金流利润率。早期过渡模型的努力预计将在来年取得更好的成果。
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