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It is a software company that focuses on the construction industry. It has been a fast growing profitless company and was slow to digitalize.
Stock price when the opinion was issued
As of Oct 12, 2026. Market Open.
Sizeable company at $90B. SaaS, cloud-based construction management. Profitable, but barely. Pretty decent run, up over 25% last 100 days. Fairly valued. Price target is $66.50. A bit rich. He owns ADSK instead.
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It is a software company that focuses on the construction industry. It has been a fast growing profitless company and was slow to digitalize.