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2Q27 Preview – MaintainX Adds Noise, Core Remains Stable-20260818
摩根士丹利· 2026-08-18 15:10
August 18, 2026 04:01 AM GMT Autodesk | North America 2Q27 Preview – MaintainX Adds Noise, Core Remains Stable MaintainX inclusion to guidance likely adds noise, but reseller checks under the hood point to stability in Q2 & an improving outlook. Continued execution, structural margin expansion, strong FCF generation & limited AI-narrative risk keep us OW, though Q2 print likely light of positive catalysts. M Key Takeaways Steady Underlying Trends Intact, Though Q2 Likely Not A Catalyst. We remain constructi ...