ADSK Autodesk Inc.

Esri Corp. is the market leader in Geographic Information Systems (GIS) software and location intelligence. Esri is a private company, but it has some important strategic alliances with listed companies, as: $ADSK strategic alliance bridging BIM (Building Information Modeling) and GIS (Geographic Information System) for architecture, engineering, and construction (AEC). $CRM Integrating location intelligence and spatial analytics directly into customer relationship management (CRM) workflows. #MWC New alliance with ESRI Japan, to combining Dynamic Spatial Data generated from Video and Location Information with ArcGIS to pursue the Social Implementation of Spatial Intelligence in Urban and Mobility Applications. $SAP Enterprise resource planning (ERP) and spatial data alignment.

$ADSK ADSK is on a tear, near 245.30, up about 6.23 percent. What stands out is the setup. The stock bottomed near 209 earlier this month, was already up about 10 percent for October as of Tuesday, and is now trading above the 238.59 high it had set this month. Even so, it's still down roughly 17 percent for the year, so this reads like a rebound in a beaten down software name more than a trend reversal. That's my read, not a confirmed cause. I'd watch whether it can hold above that 238 area, since a failed breakout would put the early October lows back in play. Follow me if you want more on the software names.

$ADSK design software bills on projects actually getting built. seems like halls financed on cheap credit get redesigned or delayed first, and seats for a paused project are not a backlog

$ADSK design seats follow real building, not renderings of halls that may never break ground. seems like when projects outside data centers slow, the software bill feels the real economy, not the pitch deck

$ADSK design software for halls and fabs gets paid when projects break ground. seems like a delayed blueprint is not backlog, it is a seat waiting on capex that may not come

$ADSK filled the small over head gap and putting in nice full bullish stick today. No change to the stop unless it hits the 270ish area

$ADSK I've got 90% red on my board today... but not this GEM... Thanks autodesk for ONCE not being red! :)

Added more $ADSK Severely undervalued physical AI play. Software. CAD. Think about it. $NVDA partner.

$ADSK 11:00 on Oct. 28 2026 Autodesk named a Leader in the IDC MarketScape: Worldwide Construction Management Software 2026 Vendor Assessment

$ADSK looking for a slight dip to fill at 236.90 before its off to the sky, but I did put that limit order in. I'm liking the chart

AI infra is running into software again. $ADSK $KVYO $FRSH $TRI $CRM etc. at least according to the direction of my holdings this morning.