Autodesk Raised the Bar Again. The Stock Sold Off Anyway.
ADSK beat revenue, beat EPS, and raised full-year revenue guidance. A soft Q3 EPS guide was enough to send shares down about 5% after hours. The long-term case is intact.
August 28, 2026
Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce’s 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.