Market PositionAutodesk is seen as an attractive business given a dominant position in its core Architectural, Engineering, and Construction (AEC) business, vertical software with sticky customer workflows, and improving competitive dynamics in adjacent growth vectors.
Product And Market GrowthShares benefiting from a lowering interest rate environment, new product introductions and go-to-market changes to support growth, as well as an opportunity to accelerate shareholder returns.
ValuationValuation is attractive with shares at a discount to peers, vs. historical premium, supporting a 3:1 bull/bear skew and an Overweight view.