Autodesk (NASDAQ:ADSK) Releases FY 2027 Earnings Guidance

Autodesk (NASDAQ:ADSK) updated its FY 2027 earnings guidance on Thursday. The company provided EPS guidance of 12.290-12.560 for the period, compared to the consensus EPS estimate of 10.360. The company issued revenue guidance of $8.1 billion-$8.2 billion, compared to the consensus revenue estimate of $8.0 billion. Autodesk also updated its Q1 2027 guidance to 2.820-2.860 EPS.

Autodesk Price Performance

NASDAQ ADSK traded up $11.31 on Friday, reaching $244.76. 1,807,962 shares of the company’s stock traded hands, compared to its average volume of 2,263,021. Autodesk has a 12 month low of $215.01 and a 12 month high of $329.09. The stock has a 50-day simple moving average of $262.12 and a 200 day simple moving average of $290.14. The stock has a market cap of $51.89 billion, a PE ratio of 47.45, a P/E/G ratio of 1.57 and a beta of 1.45. The company has a debt-to-equity ratio of 0.86, a current ratio of 0.82 and a quick ratio of 0.82.

Autodesk (NASDAQ:ADSK) last issued its quarterly earnings data on Thursday, February 26th. The software company reported $2.85 earnings per share for the quarter, beating analysts’ consensus estimates of $2.64 by $0.21. The company had revenue of $1.96 billion for the quarter, compared to the consensus estimate of $1.91 billion. Autodesk had a net margin of 16.09% and a return on equity of 52.06%. The firm’s revenue for the quarter was up 19.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.29 earnings per share. Autodesk has set its FY 2027 guidance at 12.290-12.560 EPS and its Q1 2027 guidance at 2.820-2.860 EPS. As a group, research analysts predict that Autodesk will post 5.76 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have commented on ADSK. DA Davidson decreased their price target on Autodesk from $375.00 to $325.00 and set a “buy” rating on the stock in a report on Friday. Wells Fargo & Company cut their price objective on shares of Autodesk from $365.00 to $350.00 and set an “overweight” rating for the company in a report on Friday. Oppenheimer dropped their target price on shares of Autodesk from $375.00 to $325.00 and set an “outperform” rating for the company in a research report on Tuesday. UBS Group cut their target price on shares of Autodesk from $400.00 to $290.00 and set a “buy” rating for the company in a report on Monday. Finally, JPMorgan Chase & Co. increased their price target on Autodesk from $319.00 to $336.00 and gave the stock an “overweight” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $344.93.

Key Stories Impacting Autodesk

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Q4 beat and strong guidance — Autodesk reported EPS of $2.85 and revenue of $1.96B (up ~19% YoY), topping estimates; management set FY2027 EPS guidance of $12.29–$12.56 and Q1 EPS of $2.82–$2.86, both well above Street expectations. This combination of beats plus strong forward guidance is the primary catalyst supporting the stock’s rise. AUTODESK, INC. ANNOUNCES FISCAL 2026 FOURTH QUARTER RESULTS
• Positive Sentiment: AI strategy highlighted on the call — Management and recent transcripts emphasize rollout of AI capabilities (frontier + proprietary models focused on 3D design), which investors see as a durable growth and margin expansion lever. Earnings Call Transcript
• Positive Sentiment: Analyst support persists — William Blair maintained a Buy rating today, citing conservative growth outlook plus strong AI positioning that supports upside. Continued buy ratings add conviction for investors. TipRanks: William Blair Maintains Buy
• Neutral Sentiment: BTIG trims price target but keeps Buy — BTIG cut its target from $365 to $300 (still a material upside vs. current levels) while retaining a Buy rating; this reduces some upside expectations but keeps analyst support intact. Benzinga: BTIG Lowers Price Target
• Neutral Sentiment: Other PT moves — Rosenblatt lowered its price target to $330; continued PT adjustments reflect differing views on valuation but haven’t led to broad downgrades. AmericanBankingNews: Rosenblatt Lowers PT
• Neutral Sentiment: Investor events scheduled — Autodesk will present at investor conferences (Morgan Stanley on March 4); additional investor visibility can help sustain positive momentum if management reinforces guidance and AI road map. PR Newswire: Investor Conferences
• Negative Sentiment: Rising short interest — Short interest increased materially in February (reports show ~6.4M shares short, ~3% of float), which can add downward pressure or create volatility if sentiment shifts. (No link provided)

Hedge Funds Weigh In On Autodesk

Several hedge funds have recently added to or reduced their stakes in the stock. Calydon Capital grew its position in shares of Autodesk by 1.7% in the 4th quarter. Calydon Capital now owns 2,726 shares of the software company’s stock valued at $807,000 after buying an additional 45 shares during the last quarter. Sunbelt Securities Inc. increased its position in shares of Autodesk by 5.3% during the third quarter. Sunbelt Securities Inc. now owns 1,029 shares of the software company’s stock worth $327,000 after purchasing an additional 52 shares in the last quarter. L2 Asset Management LLC boosted its position in shares of Autodesk by 6.2% in the 4th quarter. L2 Asset Management LLC now owns 1,108 shares of the software company’s stock valued at $328,000 after purchasing an additional 65 shares during the period. EP Wealth Advisors LLC grew its stake in Autodesk by 2.3% during the 2nd quarter. EP Wealth Advisors LLC now owns 2,974 shares of the software company’s stock worth $921,000 after buying an additional 68 shares during the last quarter. Finally, Dorsey & Whitney Trust CO LLC increased its position in Autodesk by 2.7% during the fourth quarter. Dorsey & Whitney Trust CO LLC now owns 2,821 shares of the software company’s stock worth $835,000 after buying an additional 74 shares during the period. 90.24% of the stock is currently owned by hedge funds and other institutional investors.

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.