Billionaire Steve Cohen’s 10 Large-Cap Stock Picks with Highest Upside Potential

7. Autodesk, Inc. (NASDAQ:ADSK)

Stock Upside Potential: 37.81%

Market Capitalization: $52.21 Billion

Point 72 Asset Management Equity Stakes: $311.44 Million

Number of Hedge Fund Holders: 81

Autodesk, Inc. (NASDAQ:ADSK) is one of billionaire Steve Cohen’s large-cap stock picks with the highest upside potential. On May 4, Autodesk introduced Autodesk for Small Business, a program designed to help freelancers, small teams, and growing firms in the Design and Make industries. With more than one‑third of professionals now working independently, Autodesk aims to provide tools that match the way small businesses operate, especially since 80% of owners say they struggle to balance running their business with doing the actual work.

The initiative focuses on three areas. First, Experience: a new Small Business Hub on Autodesk.com offers a simplified way to explore products, compare options, and share feedback. Product updates across AutoCAD, Revit, Fusion, and Flow Studio improve speed, reduce errors, and introduce AI‑powered features like text‑to‑command modeling and generative 3D. Second, Flexibility: later this year, customers will be able to buy fewer Flex tokens, lowering upfront costs and allowing teams to scale usage as projects demand. Third, Special Offers: Autodesk is rolling out discounts and free certification vouchers to help more small businesses access its technology.

A new State of Small Business report shows solopreneurs and micro firms in Design and Make grew nearly 10% in 2025, outpacing the broader small business economy. Autodesk’s launch reflects this momentum, positioning the company as a partner for independent professionals shaping the future of design, construction, and media.

Earlier, Oppenheimer analysts reiterated an Outperform rating on Autodesk, with a $325 price target. The bullish stance aligns with growing confidence in the company’s competitive advantages in artificial intelligence, including its ability to leverage vast proprietary data and deep end-market context to develop smarter design solutions.

The company also possesses significant intellectual property in AI technologies. According to the research firm, these advantages, along with critical data safeguards, are difficult for startups to replicate.

Autodesk, Inc. (NASDAQ:ADSK) is a global leader in 3D design, engineering, and entertainment software, providing tools that allow professionals to design, simulate, and build projects digitally. Their software is used extensively in architecture, construction, manufacturing, and media to automate workflows, optimize designs with AI, and manage project lifecycles.

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