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UBS Maintains a 'Buy' on Autodesk (ADSK); Consistent Results Showcase Diversity

February 24, 2012 2:42 PM EST
ADSK Hot Sheet
Rating Summary:
    8 Buy, 8 Hold, 1 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 18 | Down: 7 | New: 23
UBS maintains a 'Buy' on Autodesk (NASDAQ: ADSK) price target raised from $43 to $44.

UBS analyst says, "Once again ADSK delivered a Q4 beat (12.3% rev growth vs. UBSe 10.9%, EPS $0.46 vs. our $0.45), with Suite pdts growing 26% y/y (31% for the yr) and Americas region +17% y/y posting one of the best growth quarters in 5+ years. ADSK maintained a healthy outlook on FY13 with guidance for at least 10% revenue growth and steady 200bp op mgn expansion – we think both are conservative. ADSK stock has outperformed this year up 26% YTD vs. NASDAQ Comp. +13%."

"FY13/CY12 estimates unchanged; we remain above consensus: UBSe rev $2,467M vs. Street $2,427M, for growth of 11.4% vs. guidance 10%+; EPS $2.17 is above St $2.04. We expect consensus to creep up throughout FY13."

For an analyst ratings summary and ratings history on Autodesk click here. For more ratings news on Autodesk click here.

Shares of Autodesk closed at $38.20 yesterday, with a 52 week range of $22.99-$46.15.


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