Autodesk (NASDAQ:ADSK) Announces Quarterly Earnings Results

Autodesk (NASDAQ:ADSK) released its quarterly earnings results on Thursday. The software company reported $2.85 earnings per share for the quarter, topping the consensus estimate of $2.63 by $0.22, FiscalAI reports. Autodesk had a return on equity of 52.06% and a net margin of 16.09%.The business had revenue of $1.96 billion during the quarter, compared to analysts’ expectations of $1.91 billion. During the same period last year, the firm posted $2.29 EPS. The firm’s revenue for the quarter was up 19.4% compared to the same quarter last year. Autodesk updated its FY 2027 guidance to 12.290-12.560 EPS and its Q1 2027 guidance to 2.820-2.860 EPS.

Here are the key takeaways from Autodesk’s conference call:

• Reported Q4 and FY26 results beat guidance with billings up ~33% and revenue up ~19%, strong non‑GAAP operating margin (~38%) and Q4 free cash flow of $972M, while FY27 guidance points to revenue of $8.10–$8.17B and free cash flow of $2.7–$2.8B.
• Management completed a go‑to‑market optimization that triggered a ~$100M restructuring charge and expects potential short‑term disruption in fiscal 2027 (cash restructuring outflows of $135–160M) that is explicitly built into conservative guidance.
• Autodesk emphasized a differentiated AI strategy — claiming proprietary 2D/3D models, industry context, and the Autodesk Platform Services (APS) platform give it a strong moat for deploying “agentic AI,” with World Labs partnership and early AI product traction (e.g., AutoConstrain adoption metrics).
• Product momentum and monetization avenues are accelerating, led by cloud/AI growth in Forma for Construction and manufacturing (notable customer wins and Fusion expansions), stable consumption mix (~17%), and early uptake of API/consumption monetization for machine-driven usage.

Autodesk Price Performance

Autodesk stock traded up $8.64 during midday trading on Thursday, reaching $233.45. The company’s stock had a trading volume of 4,032,950 shares, compared to its average volume of 2,375,953. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.86. The stock has a market cap of $49.49 billion, a PE ratio of 45.24, a price-to-earnings-growth ratio of 1.57 and a beta of 1.45. Autodesk has a 52 week low of $215.01 and a 52 week high of $329.09. The business has a 50-day moving average price of $262.12 and a 200-day moving average price of $290.14.

Wall Street Analyst Weigh In

Several research analysts have recently commented on ADSK shares. Bank of America raised their target price on shares of Autodesk from $360.00 to $365.00 and gave the stock a “neutral” rating in a report on Wednesday, November 26th. Wells Fargo & Company lowered their price objective on Autodesk from $380.00 to $365.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 18th. Arete Research lifted their price objective on Autodesk from $430.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, December 11th. UBS Group reduced their target price on Autodesk from $400.00 to $290.00 and set a “buy” rating on the stock in a report on Monday. Finally, HSBC decreased their price target on Autodesk from $388.00 to $379.00 and set a “buy” rating on the stock in a research report on Friday, November 28th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $347.89.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Measured Wealth Private Client Group LLC acquired a new position in Autodesk in the 3rd quarter worth about $25,000. Kemnay Advisory Services Inc. bought a new stake in shares of Autodesk during the fourth quarter worth about $25,000. Prosperity Bancshares Inc acquired a new position in shares of Autodesk in the fourth quarter valued at approximately $27,000. Swiss RE Ltd. acquired a new position in shares of Autodesk in the fourth quarter valued at approximately $32,000. Finally, iSAM Funds UK Ltd bought a new position in Autodesk in the 3rd quarter valued at approximately $46,000. 90.24% of the stock is currently owned by institutional investors.

Key Autodesk News

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Autodesk beat Q4 estimates: non‑GAAP EPS $2.85 vs. $2.63 consensus and revenue $1.96B (up 19.4% YoY), showing robust demand and margin expansion. Read More.
• Positive Sentiment: Company raised outlook sharply — Q1 EPS guide of $2.820–2.860 (well above street) and FY 2027 EPS guide $12.290–12.560 (vs. lower analyst consensus), with revenue guidance above expectations; this forward visibility likely drove optimism. Read More.
• Positive Sentiment: Strategic product/AI development: Autodesk’s partnership to apply its Fusion AI-enabled platform to prosthetics (BioDapt) highlights real‑world AI use cases and the Manufacturing Cloud’s addressable market. Read More.
• Neutral Sentiment: Analyst and media coverage compares ADSK to peers and reviews value propositions (APPS vs. ADSK), useful for relative valuation but not an immediate catalyst. Read More.
• Neutral Sentiment: Company provided investor materials (press release, slide deck, conference call) for the quarter — important for detail but incremental to the headline beat. Read More.
• Negative Sentiment: Short interest rose materially earlier in February (reported ~6.4M shares as of Feb. 13, ~3% of float, days‑to‑cover ~2.3), which can increase volatility and downside pressure if negative sentiment accelerates. (short‑interest reports)
• Negative Sentiment: Some analysts trimmed price targets after the quarter (examples: Rosenblatt and Stifel cuts), reflecting mixed views on valuation despite the beat. Read More. Read More.

About Autodesk

Autodesk, Inc (NASDAQ: ADSK) is a software company that develops design and creation tools for the architecture, engineering and construction (AEC), manufacturing, and media and entertainment industries. Headquartered in San Rafael, California, the company was founded in 1982 and is best known for pioneering CAD (computer-aided design) software. Autodesk sells products and services to a global customer base, including architects, engineers, contractors, product designers, and content creators.

The company’s product portfolio includes industry-standard design and modeling applications such as AutoCAD, Revit, Inventor, Fusion 360, Maya and 3ds Max, as well as cloud-based collaboration and project management platforms like BIM 360 and Autodesk Construction Cloud.