Autodesk vs Seagate

Autodesk and Seagate: this page compares their business models, financial performance, and market context in a clear, neutral manner. It highlights how each company creates value, the environments in which they operate, and the factors shaping their strategies. Educational content, not financial advice.

Autodesk and Seagate: this page compares their business models, financial performance, and market context in a clear, neutral manner. It highlights how each company creates value, the environments in ...

Comparison Snapshot

Key Financial Metrics

ADSK

Metric

STX

$54.18B

Market Cap

$94.41B

45.90%

Potential Profit

-33.44%

Buy

Analyst Rating

Buy

Why It's Moving

JPMorgan upgrades Autodesk to Overweight as analysts spotlight strong earnings momentum and AI-driven growth.

Q results crushed expectations with EPS of $2.67 versus $2.50 estimated and revenue of $1.85B, up 18% year-over-year, underscoring resilient demand for design software.
FY2026 EPS guidance set at $10.18-$10.25, reflecting sustained growth in AI productivity tools and Autodesk Construction Cloud adoption by contractors seeking efficiency gains.
Broader analyst consensus leans Moderate Buy with an average target over $370, bolstered by strong free cash flow outlook exceeding $2.26B and a ramped-up $1.3B stock repurchase program.

Sentiment:

🐃Bullish

Seagate Surges on Stellar Q2 Earnings and AI Demand Sold Out Through 2026

Q2 revenue hit $2.83B, topping $2.73B forecasts, with EPS of $3.11 beating $2.77 expected, showcasing margin expansion and pricing power in nearline HDDs.
AI data center boom leaves Seagate sold out through 2026, bolstering guidance and triggering upgrades from Argus, Citigroup, Evercore, and others to a 'Moderate Buy' consensus.
National Pension Service boosted its stake by 28% to $59M, riding earnings momentum despite some insider sales and valuation debates.
sentiment_tag

Sentiment:

🐃Bullish

JPMorgan upgrades Autodesk to Overweight as analysts spotlight strong earnings momentum and AI-driven growth.

Q results crushed expectations with EPS of $2.67 versus $2.50 estimated and revenue of $1.85B, up 18% year-over-year, underscoring resilient demand for design software.
FY2026 EPS guidance set at $10.18-$10.25, reflecting sustained growth in AI productivity tools and Autodesk Construction Cloud adoption by contractors seeking efficiency gains.
Broader analyst consensus leans Moderate Buy with an average target over $370, bolstered by strong free cash flow outlook exceeding $2.26B and a ramped-up $1.3B stock repurchase program.

Sentiment:

🐃Bullish

Seagate Surges on Stellar Q2 Earnings and AI Demand Sold Out Through 2026

Q2 revenue hit $2.83B, topping $2.73B forecasts, with EPS of $3.11 beating $2.77 expected, showcasing margin expansion and pricing power in nearline HDDs.
AI data center boom leaves Seagate sold out through 2026, bolstering guidance and triggering upgrades from Argus, Citigroup, Evercore, and others to a 'Moderate Buy' consensus.
National Pension Service boosted its stake by 28% to $59M, riding earnings momentum despite some insider sales and valuation debates.
sentiment_tag

Sentiment:

🐃Bullish

Investment Analysis

Autodesk

ADSK

Pros

Autodesk holds a leading position in design and construction software, with a comprehensive portfolio that drives adoption in growing global markets.
The company demonstrates financial resilience, reporting double-digit revenue and billings growth, signalling robust operational execution and market demand.
Strategic integration of artificial intelligence and cloud technologies positions Autodesk to capitalise on digital transformation trends across industries.

Considerations

Autodesk’s valuation multiples, including price-to-earnings and price-to-sales ratios, remain significantly elevated compared to sector peers, raising potential overvaluation concerns.
Recent price forecasts suggest a bearish short-term outlook, with technical indicators pointing to negative momentum and elevated volatility.
The business model relies heavily on recurring subscriptions, exposing the firm to risks from customer churn or macroeconomic pressures on software spend.

Seagate

STX

Pros

Seagate Technology maintains a strong competitive position as a leading provider of data storage solutions, essential for cloud and enterprise infrastructure growth.
The company’s scale and manufacturing expertise support efficient production, providing cost advantages in a commodity hardware segment.
Seagate’s product diversification, including high-capacity drives for data centres, aligns with rising global demand for data storage and management.

Considerations

Seagate’s core storage hardware business faces long-term structural risks from the industry shift toward flash-based and cloud storage alternatives.
The company operates in a cyclical and highly competitive sector, with margins sensitive to pricing pressures and supply chain dynamics.
Seagate’s growth prospects are tempered by potential headwinds from slower IT spending and inventory adjustments in key customer markets.

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