Autodesk, Inc.
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Why Autodesk Plunged
By Chris Lau - May 20, 2013 | Tickers: DDD, ADBE, ADSK
Autodesk (NASDAQ: ADSK) dropped 7% after reporting quarterly results that missed consensus estimates. The software maker earned $0.42 per share on sales of $570 million. The results missed consensus by $0.03 per share, while revenue trailed by $13.4 million. The company forecasts second quarter revenue will be $550 million - $570 million, while earnings per share will be $0.39 - $0.44, well below the $0.51 per more »
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The Key Earnings For the Week
By Lee Samaha - May 15, 2013 | Tickers: ARUN, ADSK, DCI, JWN, VAL
Earnings season is starting to wind down, but we still have some interesting companies reporting this week. Since we are nearing the end of the season a lot of these companies’ peers will have already reported, so the market will be anticipating the direction of the results. I’m going to use this approach to preview what investors might expect from the results this week.
Tuesday
I can think of more »
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The Best In Design Software For Your Tech Portfolio
By Matthew Frankel - May 13, 2013 | Tickers: ANSS, ADSK, SNPS
Autodesk Inc. (NASDAQ: ADSK) is known for its computer aided design (CAD) software, which has been the industry standard of engineers for years. Although the company has very strong fundamentals, a market-leading position, and nice growth projections, the high valuation of the stock (over 20 times earnings) struck me as a bit too high, so I decided to investigate a little. With shares just under their 52-week high, what is more »
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This Cloud Play Keeps on Delivering
By Lee Samaha - March 20, 2013 | Tickers: ADBE, ADSK, INTU
Adobe Systems (NASDAQ: ADBE) continues to seamlessly climb the wall of worry surrounding the stock. It may seem bizarre for me to argue this case if you look at how well the stock has done over the last year, but I happen to think there is still plenty of upside in the company. Its transition to cloud based sales is working and has further to run. In addition its performance more »
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3D Printing: The Basics
By Robbie Laney - March 17, 2013 | Tickers: DDD, ADSK, DASTY, SSYS
As an engineer, 3D printing has been on my radar for quite some time. Only recently though has it been thrust into the mainstream as "The Next Big Thing". The concept is easy enough to understand. It has been used in local dentist offices for years as a way to make custom-fitted crowns for clients as they wait. 3D printing was likely used to prototype the phone in your pocket more »
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Billionaire Ken Griffin's Newest Stock Picks
By Meena Krishnamsetty - March 3, 2013 | Tickers: ADT, ADSK, CIE, GPOR, TXT
The end of earnings season does not mean the end of excitement for us at Insider Monkey; we keep our ears to the ground for the round of 13F filings that usually post during and after each quarterly earnings season. Hedge funds are required by the SEC to disclose many of their equity, option, and bond positions, and we analyze these documents to glean the most impactful information out of more »
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Growth Is Back on Track at This Cloud Play
By Lee Samaha - February 28, 2013 | Tickers: ADBE, ADSK, INTU
What to do with Autodesk (NASDAQ: ADSK)? As an investment proposition the company sets off so many triggers that it is hard to keep track of all of them together. In summary the company has had a difficult year dealing with a sales force realignment, macro-economic weakness and managing a transition to selling more of its solutions as Software as Service (SaaS) based suites (where solutions are bundled) as opposed more »
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The Big Risk To 3-D Stocks No One Talks About
By AnnaLisa Kraft - February 27, 2013 | Tickers: DDD, ADSK, SSYS
There's no denying 3D printing stocks have been on fire this last year and awareness of these stocks is growing after being mentioned in the State of the Union address. But in all the headlines no one has mentioned one big risk to these stocks, the Maker Movement, a vocal and growing group of DIYers who want to keep 3D printing an open source technology.
Makers Assault The Moat more »
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Key Earnings For the Week of February 25th
By Lee Samaha - February 25, 2013 | Tickers: ADSK, DLTR, HD, PANW, TJX
Another key week of earnings kicks off in March. There are some interesting technology and retail companies this week. It’s also the week where the market will deal with the aftermath of the Italian election. Allow me a short digression on the subject, because it does matter.
I know most readers have had enough of hearing about European debt, and are happy that the financial markets are awarding the more »
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Are 3D Printers Too Hot To Handle?
By AnnaLisa Kraft - January 28, 2013 | Tickers: DDD, ADSK, SSYS
Why am I writing yet again about 3D printing stocks? Because they were rocketing higher until January 28. Then both big names in the business, 3D Systems (NYSE: DDD) and Stratasys (NASDAQ: SSYS), sold off on huge volume, with 3D systems down as much as 13% and Stratasys down 8%. It's quite possible you may not have heard of the 3D printing revolution involving printers that use additive technology more »
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Is Adobe A Buy?
By Pratik Thacker - December 31, 2012 | Tickers: ADBE, ADSK, CRM
Digital media is touching lives everywhere in the form of audio, video, electronic displays and augmented reality. Providing creative solutions to enhance this form of media experience is what Adobe Systems (NASDAQ: ADBE) delivers. Making photos better, bringing fictional characters to life, storing, editing and sharing are a few areas of its expertise. The company posted its fourth quarter results recently and also discussed its future plans.
Understanding business and more »
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Making Money in 3-D Printing
By Ash Anderson - December 20, 2012 | Tickers: DDD, ADSK, SPLS, SSYS
3-D is big business. I’m not talking about 3-D TVs or 3-D movies, I’m talking about 3-D printing. 3-D printing is currently taking the investing world by storm. If you want to invest in 3-D printing and the technology around it, you should prepare yourself for incredibly high P/E ratios and the waiting game.
The Butcher, the Baker, and the 3-D Printer Maker
The obvious way to more »
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What Adobe has in store for 2013
By Pratik Thacker - December 17, 2012 | Tickers: ADBE, ADSK, CRM
Digital media is touching lives everywhere in the form of audio, video, electronic displays and augmented reality. Providing creative solutions to enhance this form of media experience is what Adobe Systems Inc (NASDAQ: ADBE) delivers. Making photos better, bringing fictional characters to live, storing, editing and sharing are few areas of its expertise.The company posted its fourth quarter results recently and also discussed its future plans which might help more »
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You’d Better Be Aware of How Steven Cohen Was Trading This Stock Last Quarter
By Meena Krishnamsetty - December 17, 2012 | Tickers: ADBE, ADSK, CTXS, NUAN, CRM
Adobe Systems (NASDAQ: ADBE) failed to make our list of top ten tech stocks loved by hedge funds last quarter, but we believe it is one of the best investments available in the software and programming industry. Adobe saw its most recent fiscal quarter (4Q) come in with higher revenue, as a result of better adoption rates for cloud computing services. The company has a diverse suite of products that more »
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Why This Tech Stock is Performing Much Better Than You Think
By Lee Samaha - December 14, 2012 | Tickers: ADBE, ADSK, GOOG, IBM, INTU
Investing in stocks is supposed to be easy, but it rarely is. Take a look at Adobe Systems (NASDAQ: ADBE). There is no end of confusion with this stock, and most of it is centered on its transition to subscription-based software as a service (SaaS) sales from a perpetual license model. In other words, Adobe is deliberately trying to give up immediate upfront license revenues in favor of longer term more »
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Autodesk Investors: Paying a V8 Price for a 4 Cylinder Engine
By Richard Saintvilus - December 5, 2012 | Tickers: AMZN, ADSK, CRM
The good news for Autodesk is that the company’s fundamentals are strong and there is very little risk to the downside. Although the stock is 30% below its 52-week high of $42, the shares remain expensive on a relative basis.
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A Watchlist of Growth Stocks
By Lee Samaha - December 1, 2012 | Tickers: ADSK, CL, CVS, FTNT, JOY
It's the end of the month so it’s time to assess portfolio performance. I know readers like articles that have a watchlist of stocks for them to research, so I hope this format is useful. Every month I like to review the quarter and provide a kind of compendium for the articles I wrote on specific stocks in the month leading into the quarter. I use these articles more »
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Why Investors Will Disagree over These Stocks
By Lee Samaha - November 28, 2012 | Tickers: AGN, ADSK, CSCO, INTC, WAB
I’ve been meaning to write this article for a while now because I think it’s the sort of subject little discussed in mainstream journalism. Essentially, most investment journalism focuses on buying or selling this stock or other with a forthright opinion expressed either way. I understand why this formula works (not least because readers want this), but there is usually very little discourse over how or where the more »
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Another Disappointing Quarter, But Every Cloud...
By Lee Samaha - November 20, 2012 | Tickers: ADSK, DASTY, INTU, PMTC
It’s the third quarter in a row of disappointing results from Autodesk (NASDAQ: ADSK), but by now investors appear to have become relatively immune. Autodesk tends to be a business operating in cyclical markets without a great amount of visibility for future revenues. This quarter confirmed a slowdown in its end markets, but the stock is looking cheap now and operational improvements with its move to software as a more »
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This Cloud Play Looks Like Good Value
By Lee Samaha - November 18, 2012 | Tickers: ADBE, ADSK, HRB, INTU
Intuit (NASDAQ: INTU) delivered results in line with estimates and affirmed full year guidance, but its next quarter was seen as ‘weaker’ than expected. I use inverted commas because the reason for this is that revenues in its core tax division tend to move around based on the timing of tax legislation. This year it has caused revenues to move more into the third quarter. This is not really an more »
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