AutodeskWorkday

Autodesk vs Workday

This page compares Autodesk, Inc. and Workday, Inc., examining their business models, financial performance, and market context in a neutral, accessible way. It looks at product strategy, revenue stru...

Why It's Moving

Autodesk

IEQ Capital snaps up over 43,000 Autodesk shares amid analyst upgrades signaling design software momentum.

  • IEQ Capital LLC acquired 43,063 shares of ADSK, underscoring institutional belief in sustained growth from cloud-based design tools.
  • Oppenheimer hiked its price target to $375 with an 'outperform' nod, while Barclays lifted to $390 and 'overweight', pointing to robust subscription model expansion.
  • Broader sector dynamics spotlight Autodesk's push into integrated cloud workflows, positioning it for long-term cash flow gains amid maturing software demand.
Sentiment:
🐃Bullish
Workday

Workday President Heads to Barclays Conference as Cloud HR Sector Eyes AI Momentum

  • President Gerrit Kazmaier presents today at Barclays 23rd Annual Global Technology Conference, highlighting Workday's enterprise AI platform for people and finance management[3].
  • Recent insider activity on December 4 included sales by founder David Duffield totaling over $6M, routine for executives in a high-growth tech firm[1].
  • Analysts maintain strong buy ratings with 23% upside potential, fueled by Workday's real-time insights and efficiency tools amid sector-wide agility demands[4].
Sentiment:
⚖️Neutral

Which Baskets Do They Appear In?

Riding The Digital Design Wave

Riding The Digital Design Wave

Autodesk's impressive earnings and positive outlook highlight a significant demand surge for design and engineering software. This trend creates an investment opportunity in other software companies that support the ongoing digitalization of the architecture, engineering, and construction industries.

Published: August 29, 2025

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EDA Underdogs

EDA Underdogs

This collection features carefully selected companies in the electronic design automation (EDA) and semiconductor IP space. Our professional analysts have identified these stocks as potential beneficiaries of the changing competitive landscape following Synopsys' massive $35 billion acquisition of Ansys.

Published: July 15, 2025

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Bits To Atoms Innovators

Bits To Atoms Innovators

These carefully selected companies are turning digital code into physical reality. Handpicked by our analysts, this collection features pioneers using AI, robotics, and 3D printing to revolutionize how we make things in the real world.

Published: June 17, 2025

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Garage Innovators

Garage Innovators

Meet the companies that are inventing tomorrow, today. These stocks represent businesses with exceptional in-house research and development, carefully selected by professional analysts for their ability to create breakthrough products and technologies from within.

Published: June 17, 2025

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Digital Twin Creators

Digital Twin Creators

Discover companies building virtual replicas of real-world objects and systems that are transforming how industries operate. These carefully selected stocks represent leaders in simulation, 3D modeling, and data analytics that are unlocking major efficiency gains across the global industrial landscape.

Published: June 17, 2025

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Specialist's Toolkit

Specialist's Toolkit

Discover companies that provide mission-critical tools and technologies professionals can't work without. These carefully selected stocks represent businesses with strong competitive advantages due to their irreplaceable products and services that power industries from biotech to aerospace.

Published: June 17, 2025

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Investment Analysis

Pros

  • Autodesk holds a leading position in 3D design, engineering, and entertainment technology solutions worldwide, supporting a strong market presence.
  • The company reported high gross margins of approximately 92%, reflecting efficient cost management and profitability potential.
  • Recent strong financial results and improved margin guidance have prompted multiple analysts to raise price targets, indicating positive performance momentum.

Considerations

  • Stock price forecasts for Autodesk suggest a potential decline of around 17-20% through 2025, reflecting near-term bearish sentiment and price pressure.
  • Autodesk's valuation is relatively high with a P/E ratio above 60, which may imply limited upside relative to current price levels and valuation risk.
  • The company carries a debt-to-equity ratio approaching 91%, indicating a significant leverage level that could pose financial risk in adverse conditions.

Pros

  • Workday offers broad enterprise cloud applications, positioning it well to benefit from ongoing digital transformation trends across industries.
  • The company maintains a diversified client base internationally, which supports revenue stability and growth opportunities.
  • Workday is highly rated by AI-driven stock analysis models, suggesting strong technical, fundamental, and sentiment indicators relative to its peers.

Considerations

  • Workday operates in a highly competitive cloud software sector, which could pressure margins and market share in the face of large incumbents.
  • The company’s growth depends heavily on successful execution of product innovation and customer acquisition amid evolving enterprise IT landscapes.
  • Workday’s stock price and future outlook are subject to volatility typical in technology growth stocks, reflecting sensitivity to market sentiment shifts.

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