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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摩根士丹利分析師Elizabeth Porter維持$歐特克 (ADSK.US)$買入評級,並將目標價從320美元上調至375美元。
根據TipRanks數據顯示,該分析師近一年總勝率為50.8%,總平均回報率為1.7%。
此外,綜合報道,$歐特克 (ADSK.US)$近期主要分析師觀點如下:
穩定的支票增強了人們對第三季度收入增長約12%的預期,第四季度指引一致。儘管在任命新的首席財務官之前,可能需要一段時間才能獲得有關增長和利潤機會的見解,但當前的估值提供了一個有吸引力的切入點,風險/回報動態良好。
在經銷商調查得出更健康的結果之後,預計Autodesk的第三季度前景將更加樂觀。這些調查顯示,未來12個月的配額成就有所提高,增長預期也有所提高。此外,最近的討論突出表明,由於政治和選舉的不確定性,項目暫時猶豫不決,選舉後這種不確定性有所緩解,而關鍵宏觀經濟指標則顯示出改善。
分析師的討論表明,Autodesk的戰略定位是加速收入增長,目標是到26財年實現30%的自由現金流利潤率。早期過渡模型的努力預計將在來年取得更好的成果。
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