$ADSK — HOLD 📊 | 6 MONTHS THESIS

🎯 FQ2 FY2027 (ends Jul) | reported Aug 27 | Rev $2.0B | Adj EPS $3.30 vs $3.12 🟢 | GAAP EPS $2.35 | GAAP op margin 29.3% 💡 The market is pricing ADSK as a decelerating low-teens grower that will lose ~1.5pp of FY27 revenue growth in FY28 when the non-recurring transaction-model uplift rolls off (CFO: new transaction model added ~2pp to Q2 revenue growth and ~1.5pp for FY27, and will not recur in FY28). 🏢 Business Quality: 8/10 📊 Valuation: At $228.96 with ~209M shares, market cap is ~$47.8B. FY27 revenue guidance midpoint of $8.320B implies ~5.8x EV/sales (adding roughly $2.8B of net... 🔮 Catalyst: Q3 FY27 earnings (quarter ends Oct 31, 2026), followed by Q4/FY27 results and the first full FY28 outlook ⚖️ Hold — prior Hold stands — a flip to Buy at confidence 6 (<7) was blocked with no material change. 📊 Our read: HOLD. Full analysis → https://stockduty.xyz/s/ADSK0915 Also in play: $NVDA $AAPL $MSFT $AVGO $MU

🎯 FQ2 FY2027 (ends Jul) | reported Aug 27 | Rev $2.0B | Adj EPS $3.30 vs $3.12 🟢 | GAAP EPS $2.35 | GAAP op margin 29.3%