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SAN FRANCISCO—John T. Cahill, a director at Autodesk, Inc. (NASDAQ:ADSK), a $57.4 billion software company with impressive gross profit margins of 92%, recently executed a purchase of company shares. The company’s strong financial performance has attracted attention, with 18 analysts recently revising their earnings estimates upward according to InvestingPro data. According to a filing with the Securities and Exchange Commission, Cahill acquired 2,000 shares of Autodesk common stock on March 21, 2025, at a weighted average price of $267.097 per share, totaling approximately $534,194. This transaction was carried out through the John Tobin Cahill Revocable Trust. Following this acquisition, Cahill holds 2,000 shares in the trust, alongside other holdings including 491 shares of unvested Restricted Stock Units and 60 shares in a gift trust. InvestingPro analysis suggests the stock is currently undervalued, with additional insights available in the comprehensive Pro Research Report, which offers deep-dive analysis of Autodesk among 1,400+ top US stocks.
In other recent news, Autodesk reported a notable increase in its non-GAAP operating margin for fiscal year 2025, reaching approximately 39%, surpassing its target earlier than anticipated. This improvement is attributed to the company’s market strategy and optimization efforts, along with a newly announced restructuring plan aimed at enhancing efficiency. Additionally, Autodesk revealed its fourth-quarter fiscal year 2025 results, showing an 11.6% year-over-year revenue growth, meeting analyst expectations. The Architecture, Engineering, and Construction segment was particularly strong, with a 15.2% increase.
Autodesk’s restructuring includes a 9% reduction in force as part of a plan to optimize resources and improve profit margins. Despite a revised revenue growth forecast of 8-9% for fiscal year 2026, analysts at Stifel and UBS maintain a Buy rating, with UBS increasing the price target to $370, citing margin improvements as a key driver. Meanwhile, Berenberg continues to rate Autodesk shares as a Hold, acknowledging the necessity of restructuring efforts.
Starboard Value LP, an investment firm with significant holdings in Autodesk, announced plans to nominate new directors at the company’s 2025 annual meeting, citing underperformance and ineffective board oversight. Autodesk has responded to Starboard’s director nominations, emphasizing its commitment to shareholder interests and recent board changes. The company has engaged with Starboard, inviting them to share ideas, though Starboard declined to participate in the director selection process.
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