How Meet Kevin’s view on $ADSK changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo1 entry
2026-08-27Bullish
“Major Earnings: Marvell, Iren, Autodesk, Affirm, Workday Stock”
ADSK's recent decline is unjustified given continued growth and lack of AI disruption; the market reaction was driven by expectations rather than fundamentals.

Uh Autodesk reports at 4 at least that's the current estimate. you know autodesk software workday software a firm consumer lending Ulta consumer purchasing iron neocloud and then of course Marll tech for where do we stand on AS6 custom AS6 CPO adoption we'll see it's going to be really interesting