Autodesk (NASDAQ:ADSK) Issues Earnings Results

Autodesk (NASDAQ:ADSK) released its quarterly earnings results on Thursday. The software company reported $2.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.64 by $0.21, FiscalAI reports. The company had revenue of $1.96 billion during the quarter, compared to analysts’ expectations of $1.91 billion. Autodesk had a return on equity of 54.99% and a net margin of 15.60%.The company’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 business posted $2.29 earnings per share. 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 Trading Up 5.3%

Shares of NASDAQ:ADSK traded up $12.42 during midday trading on Friday, reaching $245.87. The company had a trading volume of 5,370,690 shares, compared to its average volume of 2,397,672. The company has a fifty day simple moving average of $261.03 and a two-hundred day simple moving average of $289.87. The firm has a market cap of $52.12 billion, a price-to-earnings ratio of 46.92, a price-to-earnings-growth ratio of 1.63 and a beta of 1.45. Autodesk has a 1-year low of $215.01 and a 1-year high of $329.09. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.82 and a current ratio of 0.82.

Wall Street Analysts Forecast Growth

ADSK has been the subject of a number of recent analyst reports. Rothschild & Co Redburn set a $375.00 target price on shares of Autodesk in a research report on Friday, January 9th. BTIG Research reduced their price target on shares of Autodesk from $365.00 to $300.00 and set a “buy” rating for the company in a research note on Friday. Rosenblatt Securities decreased their price objective on shares of Autodesk from $375.00 to $330.00 and set a “buy” rating for the company in a report on Tuesday. Citigroup dropped their target price on Autodesk from $382.00 to $315.00 and set a “buy” rating on the stock in a report on Wednesday, February 18th. Finally, Stifel Nicolaus cut their target price on Autodesk from $375.00 to $285.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Autodesk presently has an average rating of “Moderate Buy” and an average target price of $344.93.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in ADSK. Kemnay Advisory Services Inc. purchased a new stake in shares of Autodesk in the 4th quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC acquired a new stake in Autodesk during the 3rd quarter valued at $25,000. Prosperity Bancshares Inc purchased a new stake in shares of Autodesk in the fourth quarter valued at $27,000. Swiss RE Ltd. acquired a new stake in shares of Autodesk in the fourth quarter worth $32,000. Finally, Miller Capital Partners Inc. purchased a new position in shares of Autodesk during the fourth quarter valued at $46,000. 90.24% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Autodesk

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Q4 beat and stronger guidance — Autodesk posted fiscal Q4 revenue of ~$1.96B (up ~19% Y/Y) and non‑GAAP EPS of $2.85, both above Street estimates; it also set FY2027 EPS and revenue guidance well ahead of consensus, which supports higher forward earnings expectations. AUTODESK, INC. ANNOUNCES FISCAL 2026 FOURTH QUARTER RESULTS
• Positive Sentiment: Billings, cash flow and demand signs — Management highlighted $2.8B in billings (+33% Y/Y) and strong free cash flow (Q4 FCF ~$972M; FY2027 FCF guide ~$2.7–2.8B), indicating durable demand and improving operating leverage. These metrics underpin revenue visibility and margin durability. Autodesk shares jump as Q4 results beat expectations and FY2027 outlook comes in strong
• Positive Sentiment: Analysts praise results and lift ratings/targets — Multiple firms reiterated Buy/Outperform ratings and raised targets after the print (examples: Barclays, Wolfe, JPMorgan increased targets/overweight calls), which supports continued upside from sell‑side momentum. Benzinga coverage of analyst actions
• Neutral Sentiment: Mixed but still constructive analyst moves — Some shops trimmed price targets (DA Davidson, BTIG, RBC, Wells Fargo) while maintaining Buy/Outperform stances; overall street median targets remain well above the current price, leaving analyst bias positive but range‑wide. MarketScreener analyst target changes
• Neutral Sentiment: Investor events coming — Autodesk will present at investor conferences (Morgan Stanley TMT, etc.) next week; additional management commentary could further move sentiment but is not yet priced in. Autodesk to present at upcoming investor conferences
• Neutral Sentiment: Short‑interest data noisy/insignificant — Recent short‑interest reports show odd/zero values and effectively no short‑ratio signal; this item is not a clear driver of today’s move.
• Negative Sentiment: Insider selling — Public filings and data show several insiders have sold shares over the past six months (no insider buys reported in that window), which can be seen as a mild negative signal for some investors. QuiverQuant insider activity summary

Autodesk Company Profile

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.