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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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4 views
I reiterate my buy rating on Autodesk, as execution has been excellent, with the transaction model shift now a proven, margin-accretive growth driver. AI adoption is delivering real customer value, with features like AutoConstrain seeing strong user acceptance and accelerating the AI flywheel for future growth. Underlying demand remains robust, as evidenced by accelerating revenue growth, higher user activity, and resilient product adoption, even in a tough macro environment.
