Autodesk vs Zscaler
Autodesk, Inc. and Zscaler, Inc. are examined side by side to help readers understand each company’s business approach, financial performance, competitive position, and market context. This page compares their business models, growth drivers, and strategic priorities in a neutral, accessible way. Educational content, not financial advice.
Autodesk, Inc. and Zscaler, Inc. are examined side by side to help readers understand each company’s business approach, financial performance, competitive position, and market context. This page compa...
Why It's Moving
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.
Zscaler Hits Oversold Levels as Analysts Signal Potential Rebound Amid Mixed Signals
- RSI at 27.83 flags ZS as oversold, suggesting heavy selling may be winding down and paving the way for a supply-demand rebalance.
- Consensus EPS estimates rose 11.8% in the last 30 days, reflecting analysts' optimism about Zscaler's earnings trajectory and near-term price lift.
- Zacks Rank #2 (Buy) places ZS in the top 20% of stocks, bolstered by positive EPS surprise trends despite a recent Bernstein downgrade to Market Perform.
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.
Zscaler Hits Oversold Levels as Analysts Signal Potential Rebound Amid Mixed Signals
- RSI at 27.83 flags ZS as oversold, suggesting heavy selling may be winding down and paving the way for a supply-demand rebalance.
- Consensus EPS estimates rose 11.8% in the last 30 days, reflecting analysts' optimism about Zscaler's earnings trajectory and near-term price lift.
- Zacks Rank #2 (Buy) places ZS in the top 20% of stocks, bolstered by positive EPS surprise trends despite a recent Bernstein downgrade to Market Perform.
Which Baskets Do They Appear In?
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
Explore BasketEDA 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
Explore BasketBits 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
Explore BasketWhich Baskets Do They Appear In?
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
Explore BasketEDA 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
Explore BasketBits 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
Explore BasketGarage 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
Explore BasketDigital 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
Explore BasketSpecialist'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
Explore BasketInvestment Analysis
Autodesk
ADSK
Pros
- Autodesk maintains a strong recurring revenue model supported by high customer retention and switching costs.
- The company benefits from a network effect moat in design and engineering software, enhancing its competitive position.
- Autodesk has delivered consistent revenue growth and high free cash flow return on invested capital over recent years.
Considerations
- Autodesk's share price currently trades above its estimated fair value, raising valuation concerns.
- The business is exposed to cyclical demand in architecture, engineering, and construction sectors.
- Growth may slow if adoption of new products or expansion into adjacent markets lags expectations.
Zscaler
ZS
Pros
- Zscaler continues to report strong revenue growth, with recent annual increases above 20% and expanding billings.
- The company is well-positioned in high-demand cloud security niches, winning new and larger contracts.
- Zscaler's platform benefits from a growing pipeline and increasing enterprise demand for zero-trust solutions.
Considerations
- Zscaler trades at a premium valuation, with high price-to-sales and forward earnings multiples.
- Margins remain under pressure, with recent bottom-line performance flat despite revenue growth.
- Intensifying competition in cybersecurity could challenge future growth and pricing power.
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