I've been researching Autodesk recently and I'm trying to figure out if it's a good candidate for a long-term hold. Given its leadership in design software and the recent push into cloud services and subscription models, I'm wondering how justified its current valuation is. Some technical charts indicate potential resistance levels, but I’m more interested in the fundamentals and industry trends at the moment.
Has anyone followed Autodesk closely over the past few quarters? Specifically, I'm curious about:
• How sustainable is its revenue growth given increasing competition from cloud-based solutions?
• Are the margins and cash flow profiles strong enough to justify a premium valuation?
• What potential headwinds might affect Autodesk's performance in the near future—such as regulatory changes, macroeconomic factors, or shifts in industry demands?
Any insights on these points or personal experiences with the stock would be greatly appreciated. I'm looking to balance growth potential with the inherent risk in the tech sector, and any detailed analysis or thoughts on the stock’s long-term viability would be helpful.