BOSTON & FOXBOROUGH, Mass.--(BUSINESS WIRE)--Autodesk, Inc. (NASDAQ: ADSK), a global leader in Design and Make technology for designers, engineers, builders and creators, has launched a multi-year partnership with the Kraft Group in which Autodesk will be the Official Design and Make Platform for the New England Patriots. This first-of-its-kind collaboration with an NFL team brings Autodesk's innovative tools into the heart of the Patriots and Kraft Group's ecosystem, building a foundation for.

Investors with an interest in Internet - Software stocks have likely encountered both ZoomInfo (GTM) and Autodesk (ADSK). But which of these two stocks presents investors with the better value opportunity right now?

Autodesk, Inc. (NASDAQ:ADSK ) Goldman Sachs Communicopia + Technology Conference 2025 September 8, 2025 2:30 PM EDT Company Participants Janesh Moorjani - Executive VP & Chief Financial Officer Simon Mays-Smith - Vice President of Investor Relations Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Presentation Unknown Executive Given we've only got a limited amount of time, I thought I'd crack on and Kash will join us in a second. Okay. So Janesh Moorjani, CFO of Autodesk.

MOUNTAIN VIEW, Calif., Sept. 04, 2025 (GLOBE NEWSWIRE) -- Egnyte , a leader in secure content collaboration, intelligence, and governance, will highlight enhancements to its firm-wide data management solutions at this year's Autodesk University. Egnyte's ACC Connector is a direct, one-way sync with Autodesk Construction Cloud (ACC) that streamlines workflows across the platforms and extends Egnyte's governance capabilities to data stored in ACC.

Autodesk, Inc. (NASDAQ:ADSK ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 8:10 AM EDT Company Participants Simon Mays-Smith - Vice President of Investor Relations Sidharth Haksar - Senior Director & Head of Construction Strategy Mike Haley - Senior Vice President of Research Conference Call Participants Tyler Radke - Citigroup Inc., Research Division Presentation Tyler Radke VP & Senior Analyst We've crew from Autodesk here. I get a stand for this session, which is great because I'll be sitting in those chairs for about 6 hours today.

Being a software as a service (SaaS) stock in today's market has got to be one of the toughest positions to be in, especially for the shareholders who find themselves with some of those names in their portfolios. Rightly or wrongly, the market had placed shares of Autodesk Inc. NASDAQ: ADSK in that losing bucket for a few months, until common sense (which isn't so common) stepped back into the scene.

Autodesk continues to deliver accelerating revenue growth, benefiting directly from AI adoption and maintaining a dominant market position. Recent results beat expectations, with FQ2 2026 revenue up 17% year-over-year and EPS exceeding analyst forecasts by $0.17. Despite a post-earnings stock surge and somewhat premium valuation, I see ADSK as a Buy due to sustained double-digit growth and operational improvements.

Trading in Autodesk, Inc.  ADSK is quiet on Tuesday. This comes after Friday's rise by more than 9%.

Autodesk boasts a nearly impenetrable moat, a strong balance sheet, high margins, and consistent growth, making it a top-tier vertical software company. The transition to an annual subscription model and direct sales enhances recurring revenue and operating leverage, supporting long-term growth. AI is currently more of an integration opportunity than a threat, further strengthening Autodesk's competitive position and product relevance.

Autodesk delivered strong second-quarter results, but they need to be adjusted for the tailwinds from the new transaction model. Growth has been driven by the increasing investments by hyperscalers in AI infrastructure and the re-shoring trend. Stock-based compensation as a percentage of revenues is declining, which increases the effectiveness of buybacks.