Список проголосовавших за комментарий " Autodesk: Color on Quarter (87.32)<ul><li><strong>RBC</strong> raises their price target to $87 from $84, reiterates Sector Perform. They note that Fourth quarter results were slightly ahead while lower revenue, profitability and subscriber targets for FY/18 are likely to be more in focus. We still look for the transition and numbers to be someone volatile over the near term, though additional incentives should help drive subscription adoption as the company remains confident in longer-term targets. </li><li><strong>Wedbush</strong> reduces their price target to $78 from $80, reiterates Neutral. They note ADSK's 4Q results and commentary contained both positives and negatives. They're encouraged by key metrics and management commentary on the opportunity to convert maintenance customers to product subscriptions, as well as upcoming maintenance price increases over the next several years and the opportunity to convert «unconscious» piracy (e.g. pirated use of ADSK by 1.2M users at known customer accounts). More negative, guidance for headline revenue and EPS was surprisingly weak, and well below levels suggested by the company's last full presentation of its future trajectory 16 months ago. Given improvements in global PMIs, potential U.S. infrastructure investments, and the likelihood that ADSK results will now be more consistently increasing Q/Q, they would like to be more positive. However, they think ADSK's ability to hit its long-term targets is still more of a leap of faith rather than a modeling exercise with high-confidence inputs, and we're on the sidelines until the company's model transition can settle into a more consistent, predictable pattern.</li></ul><p><em>Shares are trading 1.6% lower in pre-market trading</em></p>"