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Schneider Electric pays 21x for PTC while Autodesk trades at 6.6x sales, its cheapest in 40 quarters

Strategic buyers paid 21 times forward operating profit for PTC while Autodesk, its closest listed peer, trades at 6.6 times sales, its cheapest in 40 quarters. A waitlist-only model that drafts CAD inside Autodesk Fusion is the named reason for the gap.

October 23, 2026 · 3 min read

Applications

Autodesk names Forma to replace Revit before pricing the AI; AECO is 49.7% of revenue, Nov. 27 prints

Anagnost's own LinkedIn post on October 19 made Forma's succession official, but the agentic AI behind it has no subscription terms until 2027, and Autodesk is cutting the disclosure that would show whether renewals hold in the gap.

October 20, 2026 · 2 min read

Applications

Autodesk named Diana Colella to run its biggest segment, half its revenue, with AI prices not due until 2027

Autodesk named company veteran Diana Colella to run its architecture, engineering and construction business, its largest, on October 6, a day after Schneider Electric's $22.6 billion bid for PTC repriced engineering software. The agentic AI she must sell has no rollout terms until 2027.

October 13, 2026 · 3 min read

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SnapMagic turns text prompts into full circuit schematics; rival Flux has raised $37 million for the same job

Schneider Electric pays 21x for PTC while Autodesk trades at 6.6x sales, its cheapest in 40 quarters

Autodesk names Forma to replace Revit before pricing the AI; AECO is 49.7% of revenue, Nov. 27 prints

Autodesk named Diana Colella to run its biggest segment, half its revenue, with AI prices not due until 2027

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