$ADSK 0.61 Developing

Notable posts

• @StockSavvyShay bullish 726 eng

  Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR

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• @WOLF_Financial bearish 83 eng

  Here are the WORST performing NASDAQ 100 stocks so far in 2026 💩 Intuit $INTU -60%🔴 Cognizant $CTSH -47%🔴 Workday $WDAY -46%🔴 Insmed $INSM -45%🔴 Zscaler $ZS -44%🔴 Adobe $ADBE -44%🔴 Reuters $TRI -40%🔴 Charter $CHTR -40%🔴 Autodesk $ADSK -35%🔴 Shopify $SHOP -32%🔴

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• @wallstengine neutral 71 eng

  AUTODESK $ADSK Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.05B (Est. $2.01B) 🟢; +16% YoY 🔹 Adj. EPS: $3.30 (Est. $3.12) 🟢 🔹 Non-GAAP Operating Margin: 41%; +2 pts YoY 🔹 Free Cash Flow: $561M; +24% YoY FY27 Guide: 🔹 Revenue: $8.30B-$8.35B (Est. $8.21B) 🟢 🔹 Non-GAAP EPS: $12.52-$12.60 (Est. $12.60) 🟡 🔹 Free Cash Flow: $2.73B-$2.75B (Est. $2.68B) 🟢 🔹 Billings: $8.58B-$8.65B 🔹 GAAP Operating Margin: 25%-27% 🔹 Non-GAAP Operating Margin: ~39% 🔹 GAAP EPS: $7.89-$8.72 Q3 Guide: 🔹 Revenue: $2.13B-$2.14B (Est. $2.08B) 🟢 🔹 Adj. EPS: $3.04-$3.09 (Est. $3.14) 🔴 🔹 GAAP EPS: $1.57-$1.87 Segment Net Revenue: 🔹 Design: $1.7B; +16% YoY 🔹 Make: $244M; +26% YoY 🔹 Other: $94M; -3% YoY Other Q2 Metrics: 🔹 Billings: $1.85B; +10% YoY 🔹 GAAP Operating Margin: 29%; +4 pts YoY 🔹 Cash Flow From Operating Activities: $575M; +25% YoY Comments: 🔸 “We have increased our fiscal 27 billings and revenue growth guidance to reflect higher underlying growth expectations, as well as the incremental contribution from MaintainX.” 🔸 “We've narrowed our fiscal 27 free cash flow expectations reflecting stronger underlying expectations offset by the operating and net financing costs for MaintainX”

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• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 08/27/2026 Jackson Hole Symposium (Day 1) 08:30: US Trade Balance 08:30: US Initial Jobless Claims 11:00: Kansas City Fed Manufacturing 13:00: US 7-Year Note Auction Before Open 👇 06:00: Bilibili $BILI 06:00: Royal Bank of Canada $RY 06:00: Canadian Solar $CSIQ 06:00: Lotus Technology $LOT 06:30: Dollar Tree $DLTR 06:30: Hormel Foods $HRL 06:30: The Toronto-Dominion Bank $TD 06:45: Build-A-Bear Workshop $BBW 06:45: Burlington Stores $BURL 06:50: Dollar General $DG 07:00: Best Buy Co. $BBY After Hours 👇 16:00: Autodesk $ADSK 16:00: Workday $WDAY 16:05: Marvell Technology $MRVL 16:05: $ULTA Beauty 16:05: PagerDuty $PD 16:05: Rubrik $RBRK 16:05: Elastic N.V. $ESTC 16:05: LifeVantage $LFVN 16:10: Affirm Holdings $AFRM 16:10: SentinelOne $S 16:15: $GAP 17:15: $IREN

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• @TrendSpider bearish 40 eng

  $ADSK Q2 EARNINGS Adj. EPS: $3.30 vs $3.12 est ✅ Sales: $2.046B vs $2.012B est ✅ Lowered Q3 Adj. EPS Guidance ❌ Raised Q3 Sales Guidance ✅ 🟥 -6.48% https://t.co/ugLmORahxL

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• @faststocknewss neutral 5 eng

  AUTODESK $ADSK Q2 ADJUSTED EPS $3.30 BEATS, REVENUE $2.046B - Adjusted EPS: $3.30 vs $3.12 est, beat - Revenue: $2.046B vs $2.012B est, beat - EPS: $2.33 - Adjusted operating margin: 41% - Operating margin: 29%

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