Autodesk vs Western Digital

This page compares Autodesk and Western Digital, outlining their business models, financial performance, and the market context in which they operate. It presents neutral observations on strategy, revenue drivers, and competitive dynamics to help readers understand how the companies position themselves. Educational content, not financial advice.

This page compares Autodesk and Western Digital, outlining their business models, financial performance, and the market context in which they operate. It presents neutral observations on strategy, rev...

Comparison Snapshot

Key Financial Metrics

ADSK

Metric

WDC

$54.18B

Market Cap

$91.62B

54.99%

Potential Profit

-37.82%

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

Western Digital surges on fresh analyst upgrade and recent earnings beat signaling robust storage demand.

Earnings topped estimates with $2.13 EPS versus $1.93 expected and $3.02B revenue beating $2.93B forecast, up 25.2% year-over-year, highlighting strong demand in data storage.
Citigroup raised price target from $280 to $325, implying 18% upside and reinforcing a Moderate Buy consensus among analysts.
Stock's momentum reflects investor optimism in AI-driven storage needs, with net margins at 35.52% and ROE of 41.53%.

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

Western Digital surges on fresh analyst upgrade and recent earnings beat signaling robust storage demand.

Earnings topped estimates with $2.13 EPS versus $1.93 expected and $3.02B revenue beating $2.93B forecast, up 25.2% year-over-year, highlighting strong demand in data storage.
Citigroup raised price target from $280 to $325, implying 18% upside and reinforcing a Moderate Buy consensus among analysts.
Stock's momentum reflects investor optimism in AI-driven storage needs, with net margins at 35.52% and ROE of 41.53%.

Sentiment:

🐃Bullish

Investment Analysis

Autodesk

ADSK

Pros

Autodesk holds a leading market position as the industry standard in design and construction software.
Strong subscription revenue growth supports predictable cash flows and margin expansion.
Strategic integration of AI and cloud technologies enhances product innovation and competitive differentiation.

Considerations

Stock price forecasts indicate potential downside with some projections showing declines up to nearly 20% by the end of 2025.
High valuation metrics, including a P/E ratio significantly above sector averages, may limit further upside.
Growth could be constrained by macroeconomic headwinds such as sluggish enterprise IT budgets and broader market uncertainties.

Western Digital

WDC

Pros

Western Digital demonstrates a solid market presence in data storage solutions with ongoing technological advancements.
The company maintains a strong growth and value score indicating robust financial health and growth prospects.
Recent stock performance shows resilience with price above 52-week lows and positive analyst sentiment.

Considerations

Western Digital faces industry cyclicality and commodity price sensitivity that could impact profitability.
Competitive pressures in the storage market pose risk to market share and pricing power.
Macroeconomic factors such as fluctuations in demand and supply chain challenges could weigh on near-term performance.

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