| Profitability | 91/100 |
| Growth | 76/100 |
| Momentum | 96/100 |
| Quality | 87/100 |
| Earnings Quality | 70/100 |
| Balance Sheet | 69/100 |
| Value | 30/100 |
| Risk (safety) | 100/100 |
| Overall | 82.4/100 |
| Symbol | IS Score |
|---|---|
| VEEV | 83 |
| TEAM | 56 |
| WDAY | 75 |
| MSTR | 32 |
| NBIS | 44 |
| ROP | 70 |
| ADSK | 82 |
Both readings sit above the midpoint — business quality at 82 and price structure at 87 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 75 and holds two consecutive quarters | now 82.4 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 74 → 74 → 84 → 82 | the direction matters more than the level |
| Technical vote share back above 50% | now 91% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,438 → now 1,204 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 1,204 | 204.8M | $39.2B | 97.5% |
| 2026 Q1 | 1,327 | 192.6M | $45.6B | 91.7% |
| 2025 Q4 | 1,438 | 192.9M | $55.9B | 91.8% |
| 2025 Q3 | 1,401 | 190.3M | $59.4B | 90.6% |
| 2025 Q2 | 1,379 | 194.2M | $57.8B | 92.5% |
| 2025 Q1 | 1,317 | 191.9M | $47.0B | 91.4% |
| 2024 Q4 | 1,305 | 193.3M | $52.4B | 92.0% |
| 2024 Q3 | 1,202 | 190.8M | $47.8B | 90.8% |
| 2024 Q2 | 1,166 | 193.5M | $44.0B | 92.1% |
| 2024 Q1 | 1,209 | 192.2M | $45.9B | 91.5% |
| 2023 Q4 | 1,168 | 193.3M | $44.7B | 92.0% |
| 2023 Q3 | 1,080 | 188.4M | $37.4B | 89.7% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Cahill John T | director | 2026-06-23 | BUY | 2,000 | $0.38M | 4,000 |
| Smith Stacy J | director | 2026-06-17 | A-Award | 1,087 | — | 27,604 |
| Smith Stacy J | director | 2026-06-17 | A-Award | 1,553 | — | 29,157 |
| Simons Anna C | director | 2026-06-17 | A-Award | 466 | — | 1,492 |
| Simons Anna C | director | 2026-06-17 | A-Award | 1,553 | — | 3,045 |
| Howard Ayanna | director | 2026-06-17 | A-Award | 466 | — | 3,942 |
| Howard Ayanna | director | 2026-06-17 | A-Award | 1,553 | — | 5,495 |
| Irving Blake | director | 2026-06-17 | A-Award | 559 | — | 11,349 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| P — Open-market purchases | 5 | 10,395 | $2.2M | Counted |
| F — Tax withholding | 9 | 77,043 | $19.1M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-27 | Milligan Family Trust | 3,644 | $1.0M |
| 2026-08-26 | Milligan Family Trust | 2,000 | $0.5M |
| 2026-08-21 | Milligan Family Trust | 2,000 | $0.5M |
| 2026-08-18 | Milligan Family Trust | 2,000 | $0.5M |
| Trailing 12 mo | 11 filings | 48,908 | $15M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-07-31 | SCHEDULE 13G | Vanguard Portfolio Management | 5.52% | 11.7M sh |
| 2026-07-08 | SCHEDULE 13G/A | BlackRock, Inc. | 11.00% | 23.1M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.52% | 15.9M sh |
| 2025-10-06 | SCHEDULE 13G/A | The Vanguard Group | 10.05% | 21.4M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $15,001 - $50,000 | 2026-07-07 | 2026-08-12 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-04-13 | 2026-05-13 |
| Michael McCaul | House | BUY | $1,001 - $15,000 | 2026-03-04 | 2026-04-10 |
| Angus King | Senate | SELL | $1,001 - $15,000 | 2026-02-13 | 2026-03-24 |
| Angus Stanley King | Senate | SELL | $1,001 - $15,000 | 2026-02-13 | 2026-03-24 |
| Angus King | Senate | BUY | $1,001 - $15,000 | 2025-07-21 | 2025-08-18 |
| Manager | Shares | Value |
|---|---|---|
| Ninety One Uk Ltd | 3.7M | $768M |
| Wedge Capital Management L L P/Nc | 328,736 | $69M |
| Vontobel Holding Ltd. | 300,874 | $63M |
| Ninety One North America, Inc. | 255,494 | $53M |
| Assenagon Asset Management S.A. | 250,207 | $52M |
| Seilern Investment Management Ltd | 206,140 | $43M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.1% | $1.4B |
| VSMPX | 0.1% | $1.4B |
| VTI | 0.1% | $1.4B |
| VTSAX | 0.1% | $1.4B |
| VFIAX | 0.1% | $1.2B |
| VFINX | 0.1% | $1.2B |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 3.1M | 31 sh |
| Ubsa Ubs Ats | 2.4M | 34 sh |
| Sgmt Sigma X2 | 1.6M | 27 sh |
| Ebxl Level Ats | 1.3M | 20 sh |
| Mspl Ms Pool (Ats-4) | 1.2M | 81 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.2M | 28 sh |
| Region | Revenue | Share |
|---|---|---|
| Americas | $3.2B | 44% |
| EMEA | $2.8B | 39% |
| Asia Pacific | $1.2B | 17% |
Moat score 71/100 — Wide; primary source Intangible Assets.
| Officer | Title |
|---|---|
| Andrew Anagnost | President, Chief Executive Officer & Director |
| Steven Blum | Executive Vice President & Chief Operating Officer |
| Janesh Moorjani | Executive Vice President & Chief Financial Officer |
| Rebecca Pearce | Executive Vice President & Chief People Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | +16.0% | +12.4% | +10.0% | +12.7% | +17.5% |
| Gross profit | +15.3% | +12.4% | +10.4% | +13.6% | +19.8% |
| Operating income | +3.4% | +50.1% | +12.2% | +21.7% | +16.5% |
| Net income | -58.9% | +65.6% | +10.1% | +22.7% | +1.1% |
| $B · FY ends | FY22 | FY23 | FY24 | FY25 | FY26 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 4.4 | 4.9 | 5.4 | 6.1 | 7.2 | |
| Cost of revenue | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | |
| Gross profit | 3.9 | 4.4 | 4.9 | 5.6 | 6.7 | |
| R&D expense | 1.1 | 1.2 | 1.4 | 1.5 | 1.7 | |
| SG&A expense | 2.2 | 2.2 | 2.4 | 2.7 | 3.1 | |
| Operating income | 0.7 | 1.0 | 1.1 | 1.4 | 1.6 | |
| EBITDA | 0.8 | 1.2 | 1.3 | 1.5 | 1.9 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | |
| Pretax income | 0.6 | 0.9 | 1.1 | 1.4 | 1.6 | |
| Income tax | 0.1 | 0.1 | 0.2 | 0.3 | 0.5 | |
| Net income | 0.5 | 0.8 | 0.9 | 1.1 | 1.1 | |
| Diluted EPS ($) | 2.24 | 3.78 | 4.19 | 5.12 | 5.23 | |
| Diluted shares (M) | 222 | 218 | 216 | 217 | 215 |
| $B | FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|---|
| Cash & equivalents | 1.9 | 1.9 | 1.6 | 2.2 | |
| ST investments | 0.1 | 0.4 | 0.3 | 0.3 | |
| Receivables (net) | 1.0 | 0.9 | 1.0 | 1.4 | |
| Total current assets | 3.3 | 3.6 | 3.5 | 4.9 | |
| PP&E (net) | 0.4 | 0.3 | 0.3 | 0.3 | |
| Goodwill + intangibles | 4.0 | 4.1 | 4.8 | 4.8 | |
| Total assets | 9.4 | 9.9 | 10.8 | 12.5 | |
| Accounts payable | 0.1 | 0.1 | 0.2 | 0.4 | |
| Short-term debt | 0.0 | 0.0 | 0.3 | 0.0 | |
| Deferred revenue | 3.2 | 3.5 | 3.8 | 4.4 | |
| Total current liabilities | 4.0 | 4.4 | 5.2 | 5.8 | |
| Long-term debt | 2.3 | 2.3 | 2.0 | 2.5 | |
| Total liabilities | 8.3 | 8.1 | 8.2 | 9.4 | |
| Shareholders' equity | 1.1 | 1.9 | 2.6 | 3.0 |
| $B | FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|---|
| Net income | 0.8 | 0.9 | 1.1 | 1.1 | |
| D&A | 0.2 | 0.1 | 0.2 | 0.2 | |
| Stock-based compensation | 0.7 | 0.7 | 0.7 | 0.8 | |
| Working capital change | 0.7 | 0.0 | (0.5) | (1.2) | |
| Operating cash flow | 2.1 | 1.3 | 1.6 | 2.5 | |
| Capital expenditures | (0.0) | (0.0) | (0.1) | (0.0) | |
| Investing cash flow | (0.1) | (0.5) | (0.9) | (0.5) | |
| Buybacks | (1.1) | (0.8) | (0.9) | (1.4) | |
| Dividends paid | 0.0 | 0.0 | 0.0 | 0.0 | |
| Debt issuance / (repay) | (0.4) | 0.0 | 0.0 | 0.2 | |
| Financing cash flow | (1.5) | (0.9) | (1.0) | (1.4) | |
| Free cash flow | 2.0 | 1.3 | 1.5 | 2.4 |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 54.8% | 82.5% | 60.4% | 49.7% | 39.7% | 53% | |
| ROA | 6.3% | 9.1% | 9.4% | 10.7% | 9.6% | 12.6% | |
| ROIC | 27.2% | 49.5% | 39.3% | 34.0% | 39.5% | 21.2% | |
| Gross margin | 89.6% | 89.5% | 89.8% | 90.6% | 92.3% | 91.2% | |
| Operating margin | 15.0% | 20.1% | 20.5% | 22.1% | 21.9% | 27.5% | |
| Net margin | 11.3% | 16.6% | 16.7% | 18.1% | 15.6% | 21.1% | |
| EBITDA margin | 17.9% | 23.6% | 23.4% | 25.3% | 26.5% | 29.6% | |
| FCF margin | 33.3% | 41.0% | 23.0% | 25.0% | 33.3% | — | |
| VALUATION | |||||||
| P/E | 111.17 | 56.73 | 60.51 | 60.76 | 48.14 | 30.9 | |
| P/B | 65.07 | 40.78 | 29.55 | 25.78 | 17.77 | 14.9 | |
| P/S | 12.56 | 9.44 | 10.08 | 11.04 | 7.51 | 6.44 | |
| P/FCF | 37.72 | 23.06 | 43.79 | 44.22 | 22.53 | 17.7 | |
| EV/EBITDA | 72.30 | 39.37 | 43.26 | 43.63 | 30.11 | 21.6 | |
| EV/Revenue | 12.86 | 9.56 | 10.15 | 11.15 | 7.53 | 6.4 | |
| Earnings yield | 0.9% | 1.8% | 1.7% | 1.6% | 2.1% | 3.26% | |
| FCF yield | 2.7% | 4.3% | 2.3% | 2.3% | 4.4% | 5.65% | |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.69 | 0.84 | 0.82 | 0.68 | 0.85 | 0.86 | |
| Quick ratio | 0.69 | 0.84 | 0.82 | 0.68 | 0.85 | 0.86 | |
| Debt / equity | 3.60 | 2.33 | 1.42 | 0.98 | 0.90 | 1.10 | |
| Debt / assets | 35.6% | 28.2% | 26.5% | 23.6% | 21.9% | 28.5% | |
| Net debt / EBITDA | 1.66 | 0.49 | 0.30 | 0.43 | 0.08 | -0.17 | |
| Interest coverage | 9.15 | 10.20 | 1137.00 | — | 401.75 | — | |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.55 | 0.55 | 0.56 | 0.59 | 0.62 | 0.60 | |
| Receivables turnover | 6.47 | 5.90 | 5.92 | 6.49 | 5.89 | 11.4 | |
| DSO (days) | 56 | 62 | 62 | 56 | 62 | 32 | |
| DPO (days) | 97 | 79 | 67 | 101 | 186 | 245 | |
| Cash conversion cycle | -41 | -17 | -5 | -45 | -124 | -213 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 16.0% | 12.4% | 10.0% | 12.5% | 17.8% | — | |
| Net income growth | -58.9% | 65.6% | 10.1% | 22.7% | 1.1% | — | |
| EPS growth | -58.6% | 68.8% | 10.6% | 22.2% | 2.5% | — | |
| FCF growth | 9.2% | 38.2% | -38.2% | 22.0% | 57.2% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 2.25 | 3.79 | 4.19 | 5.12 | 5.25 | 7.82 | |
| Book value / share | 3.84 | 5.28 | 8.59 | 12.08 | 14.23 | 16.11 | |
| Revenue / share | 19.88 | 22.79 | 25.19 | 28.19 | 33.67 | 37.10 | |
| FCF / share | 6.62 | 9.33 | 5.80 | 7.04 | 11.22 | 13.49 | |
| Cash / share | 7.97 | 9.55 | 10.40 | 8.69 | 12.14 | 19.79 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 2.0% | 2.4% | 1.5% | 1.3% | 2.6% | 3.22% | |
| Altman Z-Score | 4.54 | 3.89 | 4.67 | 5.57 | 4.21 | 4.0 | |
| Piotroski F-Score | 5 | 8 | 8 | 7 | 8 | 9/9 | |
| Beneish M-Score | -2.84 | -2.76 | -2.72 | -2.50 | -2.63 | -2.70 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 9 / 9 | Strong | |
| Altman Z-Score | 4.0 | Safe (>2.99) | Safe |
| Income quality | 1.76 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.70 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.78 |
| Interest burden | 1.00 |
| Operating margin | 27.0% |
| Asset turnover | 0.65× |
| Financial leverage | 3.91× |
| = ROE | 54% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.97 |
| Earnings stability | 0.22 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 14.9% |
| EPS CAGR 3y | 24.2% |
| FCF CAGR 3y | 8.9% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| VEEV | $50.3B | 50.0 | 14% | 29.5% | +16.5% | 6/9 | +6.0% |
| TEAM | $52.6B | -989.6 | -4% | 7.9% | +26.0% | 7/9 | +38.4% |
| WDAY | $46.0B | 38.5 | 16% | 23.8% | +13.4% | 7/9 | -16.2% |
| MSTR | $55.1B | -1.4 | -31% | — | +6.8% | 3/9 | -51.8% |
| NBIS | $39.7B | 636.4 | 1% | -32.7% | +583.4% | 5/9 | — |
| ROP | $37.9B | 15.9 | 13% | 55.4% | +10.9% | 8/9 | — |
| INTU | $86.9B | 19.7 | 24% | 8.3% | +13.9% | 7/9 | — |
| CDNS | $88.0B | 63.1 | 23% | 23.2% | +14.7% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $7.17B | $7.38B / $7.16B | $10.24 | $10.27 / $10.20 | 21 |
| FY2027 | $8.32B | $8.35B / $8.30B | $12.59 | $13.27 / $12.50 | 21 |
| FY2028 | $9.24B | $9.41B / $9.09B | $14.17 | $15.26 / $13.19 | 21 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $300.00 | +25.1% | 1 |
| Last Quarter | $295.43 | +23.1% | 14 |
| Last Year | $321.64 | +34.1% | 36 |
| All Time | $308.32 | +28.5% | 128 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $222.80 | +17.10 | +7.68% | Above |
| SMA 50 | $233.31 | +6.59 | +2.82% | Above |
| SMA 200 | $235.73 | +4.17 | +1.77% | Above |
| EMA 9 | $233.49 | +6.41 | +2.75% | Above |
| EMA 21 | $228.37 | +11.53 | +5.05% | Above |
| EMA 50 | $227.95 | +11.95 | +5.24% | Above |
| EMA 200 | $239.82 | +0.08 | +0.03% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $241.98 / $249.92 / $254.69 | S1 / S2 | $237.21 / $229.27 |
| Bollinger (20,2) | $198.43 – $247.17 | Squeeze | Off |
| 52-wk range | $185.50 – $320.00 | Off 52-wk high | -25.0% |
| ATR (14) | $8.52 (3.6%) | Historical vol | 37.5% |
| Computed from live weekly prices | ADSK | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 6.03% | 1.83% |
| Best / worst week (1y) | +20.5% / -12.5% | — |
| Max drawdown (5y, monthly) | -49.5% | — |
| 1-week VaR (95%) | -10.3% | — |
| Beta (5y) | 1.31 | 1.00 |
| Reading | ADSK | Software - Application n=1,755 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +24.7 | -15.4 | -20.7 | -20.5 |
| Trend | +40.2 | -18.0 | -20.8 | -21.3 |
| Momentum | +59.1 | -17.4 | -28.5 | -15.8 |
| Volume | +43.0 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Andrew Anagnost President and Chief Executiv | $30.1M | 96% equity+incentive |
| Steven M. Blum Executive Vice President and | $10.6M | 93% equity+incentive |
| Janesh Moorjani Executive Vice President and | $6.9M | 90% equity+incentive |
| Ruth Ann Keene Executive Vice President Corp | $5.8M | 89% equity+incentive |
| Rebecca Pearce Executive Vice President and | $5.7M | 89% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 72 |
| Social | 57 |
| Governance | 69 |
| Composite ESG | 66 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-10 | Material Agreement; Financial Obligation; Other Events; Exhibits | 1.01,2.03,8.01,9.01 |
| 2026-08-27 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-08-03 | Other Events | 8.01 |
| 2026-07-13 | Other Events | 8.01 |
| 2026-06-18 | Bylaws Amendment; Shareholder Vote; Exhibits | 5.03,5.07,9.01 |
| 2026-06-15 | Material Agreement; Financial Obligation; Exhibits | 1.01,2.03,9.01 |
| 2026-05-28 | Material Agreement; Regulation FD; Exhibits | 1.01,7.01,9.01 |
| 2026-05-28 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2021 to 2026 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-11-24 to 2026-08-27 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-01-31 to 2028-01-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 114 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-06-17 to 2026-06-23 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-10-06 to 2026-07-31 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.