News

Autodesk (ADSK) shares fell 16.6% in the eight days from their Sep 1 close to Wednesday, Sep 9, ending at $206.62 while the S&P 500 gained 0.1%. The drop came less than two weeks after the software company reported revenue and earnings per share above the top of its guidance and raised its full-year outlook for billings and revenue. For a shareholder, the live question is what Autodesk's growth looks like without a one-time boost to fiscal 2027 revenue.

Consensus takes the multiple down by nearly a third in two years, and what a holder actually earns depends on what the market keeps paying.

Trimble has notably underperformed the Technology sector over the past year, but analysts are highly optimistic about the stock’s prospects.