Live Report · Updated January 26, 2026

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

$57.74B

Market Cap

$82.35B

39.09%

Potential Profit

-29.28%

Buy

Analyst Rating

Buy

Why It's Moving

Autodesk Slashes 7% of Workforce to Fuel AI and Cloud Push Amid Surging Q4 Outlook.

Restructuring targets customer-facing sales roles, completing sales optimization and freeing resources for AI-driven tools like generative design that promise faster workflows and new industry demand.
Expects $135M-$160M in pre-tax charges, with most cash hits in FY2027, but plans to reinvest savings to scale platform leadership and long-term growth.
Q4 metrics now beat prior high-end guidance from November, highlighting strong business momentum as Autodesk pivots to industrial AI amid recent 5% stock pop on design buzz.

Sentiment:

🐃Bullish

Western Digital gears up for Q2 earnings amid analyst upgrades and bullish HDD demand signals.

Morgan Stanley lifted its target to $260 from $228, forecasting margin strength and EPS upside for Western Digital and peers.
Rosenblatt hiked to $270 from $165 on Buy, driven by rising HDD prices, build-to-order visibility, and HAMR tech potential.
UBS upped to $230 from $145, citing strong gross margins and fully booked capacity through 2027 despite near-term constraints.

Sentiment:

🐃Bullish

Autodesk Slashes 7% of Workforce to Fuel AI and Cloud Push Amid Surging Q4 Outlook.

Restructuring targets customer-facing sales roles, completing sales optimization and freeing resources for AI-driven tools like generative design that promise faster workflows and new industry demand.
Expects $135M-$160M in pre-tax charges, with most cash hits in FY2027, but plans to reinvest savings to scale platform leadership and long-term growth.
Q4 metrics now beat prior high-end guidance from November, highlighting strong business momentum as Autodesk pivots to industrial AI amid recent 5% stock pop on design buzz.

Sentiment:

🐃Bullish

Western Digital gears up for Q2 earnings amid analyst upgrades and bullish HDD demand signals.

Morgan Stanley lifted its target to $260 from $228, forecasting margin strength and EPS upside for Western Digital and peers.
Rosenblatt hiked to $270 from $165 on Buy, driven by rising HDD prices, build-to-order visibility, and HAMR tech potential.
UBS upped to $230 from $145, citing strong gross margins and fully booked capacity through 2027 despite near-term constraints.

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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