Autodesk upgraded to Strong Buy on growth, AI edge, and strategic acquisition.

Autodesk received a Strong Buy upgrade due to its durable competitive advantages, strong growth, and a discounted forward P/E of 17x. The acquisition of MaintainX expands Autodesk's reach into operations and maintenance, enhancing synergy with its core design products. In fiscal Q1 2027, Autodesk posted 16% revenue growth and 15% billings growth, with margin expansion and management forecasting double-digit revenue and EPS growth for the year. Integration of AI and proprietary engineering tools further strengthens Autodesk's market position.