奥本海默：欧特克检查显示销售趋势“稳定”，重组影响有限

2026-08-07 00:39

Checks into Autodesk (ADSK) show “steady” sales trends and a limited impact from the company's recent restructuring, investment firm Oppenheimer said.
Citing a call with Autodesk partners, Oppenheimer analyst Ken Wong said the conversations were nixed, though there was some optimism for the rest of 2026.
“The partner noted steady F2Q sales trends, with limited impact from the restructuring, and expects to finish on track/slightly ahead of 2026 expectations. Our conversations with other partners were more mixed (restructuring, TX model), but were cautiously optimistic on the 2H. The speaker acknowledged the strategic logic in MaintainX, but expects a steep learning curve for partners/ADSK due to different buyer personas and selling motions. Customer AI efforts are focused on immediate ROI driven use cases/automations rather than broad design experimentation. The expert is hesitant to dismiss Prometheus, but sees challenges in gathering data/domain expertise and adoption due to risk-aversion from AEC customers.”
Wong has an Outperform rating and a $300 price target on Autodesk.

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