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Autodesk (ADSK) has one fast-growing business in an industry that still uses little technology. That matters because the stock has fallen. Autodesk shares lost 33% over the past year as of September 23, 2026, while the S&P 500 returned 13%. A business like that could change how investors value the whole company. So which business is it, and is there proof it is working.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Autodesk (NASDAQ:ADSK) and its peers.

This software stock has the engine of a genuine turnaround, but after a recent pullback, investors must decide if the ticket price already accounts for the entire trip.

Adobe (ADBE) trades at about $238 a share. Options that expire in about a year, 361 days out, imply an expected trading range running from $152 to $373 under standard lognormal market-pricing assumptions. The floor sits about 36% below today's price and the ceiling about 56% above. If you own the stock, that spread is what you are carrying.

Adobe has fallen harder than its software peers while the broader market climbed, and the selling has not slowed even after quarterly results landed. The case for a bounce and the case for dead money both start with the same price chart and reach opposite conclusions.

Autodesk (ADSK) trades near $217, about 32% lower than a year ago. Investors fear AI tools could disrupt its software, and the shares dropped after the late-August report. Yet revenue over the past twelve months reached $7.8 billion, up 17.9%. A three-year scenario on its own numbers shows how much of that growth could reach the stock.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

If you own Workday (WDAY) or Autodesk (ADSK), you hold the same bet: the company that already keeps a customer's data gets paid as that customer adopts AI. Workday keeps HR and finance records, and Autodesk keeps design, manufacturing, and construction data.

Eaton (ETN) recently introduced Workbench 360, a connected digital experience that links its electrical equipment data and engineering tools with Autodesk platforms. This launch gives investors a fresh product lens on the stock’s current valuation. The latest 1-day share price return of 3.74% puts Eaton at US$424.77, while the year-to-date share price return of 29.78% and 3-year total shareholder return of 107.34% indicate momentum that has been building rather than fading. Workbench 360...

Autodesk (ADSK) stock has 23.6% of room above it before it meets a ceiling that has turned it back three times, and 5% below it before the reason to be there stops being true. In dollars: $272.34 overhead, $220.31 Wednesday, $209.29 underneath. The stock has lost about 31% over the past twelve months, so the easy read is that the business broke. Its own numbers say it did not.

Adobe (ADBE) trades near $250, down about 28% over the past year while the S&P 500 gained about 16%. Over the past three months the stock has returned about 21%. The market pays 13.9 times trailing earnings for a company that just reported record quarterly revenue. A multiple that low prices Adobe as if meaningful growth is off the table. The scenario below tests that pricing, and its answer rests on whether Adobe's free users ever start paying.

Roper's Application Software segment is powering growth with rising SaaS adoption, recurring revenue strength and GenAI innovation across key businesses.

Cadence Design Systems (CDNS) trades at 54.5 times trailing earnings. A multiple that high is a requirement rather than an opinion. The price only works if the business grows into it, and you can work out exactly how much growth it takes. The harder question is whether that calculation deserves your trust here.

Discourse has been circulating recently on AI safety, fears, and regulation, with commentary from Nvidia (NVDA) CEO Jensen Huang, Anthropic (ANTH.PVT) CEO Dario Amodei, and even President Trump. Autodesk (ADSK) president and CEO Andrew Anagnost sits down with Market Catalysts host Julie Hyman to share his thoughts on the importance of holding Big Tech accountable.

Pre-Market Stock Futures: Futures are trading lower as we count down to the Federal Reserve meeting and a likely 25-basis-point increase in the Fed funds rate on Wednesday. The same suspects drove today’s selling, and although all the major indices finished the day lower, they all closed well off the lows printed earlier in the […]

Autodesk (NasdaqGS: ADSK) and Primepoint announced a new traceable construction AI integration with Autodesk Forma on 14 September 2026. The integration connects Primepoint's construction AI tools directly into Autodesk Forma's cloud platform to support automated, traceable project workflows. Architecture, engineering, and construction teams gain a single workflow that links design decisions in Autodesk Forma with Primepoint's audit-ready project records. Primepoint's traceable construction...

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

EGHT vs. ADSK: Which Stock Is the Better Value Option?

Synopsys has taken a beating this year while its fundamentals moved sharply in the opposite direction, and that gap between price and earnings power is exactly where our model tends to find its best setups.

Adobe keeps beating earnings and raising guidance, yet its stock has collapsed nearly 29% this year while one analyst holds a price target that implies a 55% surge. Something in the market's reaction does not add up, and the answer reveals a high-stakes bet on whether Adobe's AI strategy is a trap or a springboard.

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

Both software players are riding the AI wave, but PTC offers a clearer forward path with stronger growth and profitability, while Oracle asks investors to fund a massive, costly buildout.

The design software giant is betting on a new strategy, and its stock history offers a strong blueprint for buying on weakness.

Adobe (ADBE) has lost 18% over the past twelve months while the S&P 500 returned 21%. The underlying driver is strategic: Adobe is intentionally directing more top-of-funnel users toward freemium experiences rather than upfront paywalls, and it is managing that transition alongside leadership changes, with an interim CFO in place and Anil Chakravarthy set to succeed Shantanu Narayen as CEO on December 1, 2026.

Synopsys powers nearly every advanced chip on the planet, yet its stock has cratered while the broader market surged, and Wall Street analysts are betting that gap closes in a hurry.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.81%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.53%. E-mini S&P futures (ESU26 ) are up +0.59%, and September E-mini...

The options market is pricing a sizable year-long swing for the software giant, and if you hold the shares, you are already exposed to the full ride.

Autodesk Inc. (NASDAQ:ADSK)’s core business is growing at a healthy pace, profitability is improving, and management is confident about the long-term outlook. These are some of the factors that prompted Berenberg to reiterate a Buy rating on the stock on September 1, even as it trimmed its price target to $333 from $335. The positive stance […]

Imagine two very different futures for your Autodesk (ADSK) stock a year from now. In one, it’s trading near $165. In the other, it’s pushing past $402.44. The options market isn’t picking a winner; it’s telling you that both are plausible destinations. For a shareholder, that’s not a theoretical exercise. It’s the risk you already own.

Synopsys just posted explosive revenue growth that dwarfs its closest EDA rival, yet the market prices it at a fraction of that rival's multiple. Something in that gap tells a story most investors are missing.