J.P. Morgan upgraded Autodesk (ADSK) to Overweight and downgraded PTC (PTC) to Underweight, citing diverging fundamentals within the vertical Software as a Service, or SaaS, landscape. "Autodesk ...
Autodesk delivered strong Q4 billings and a robust FY27 outlook, defying broader SaaS pessimism and prompting a post-earnings share price jump. ADSK's CAD software is seen as highly AI-resistant, with ...