Autodesk, Inc. (NASDAQ:ADSK) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• Analysts maintain a “Moderate Buy” consensus on Autodesk, with 23 buy, two strong-buy and six hold ratings among 31 analysts. The average 12-month price target is approximately $321.07, though several firms recently lowered their targets.
• Autodesk reported a quarterly earnings beat, with revenue rising 16% year over year to $2.05 billion and EPS of $3.30 versus the $3.12 consensus estimate. The company also raised its full-year revenue and billings outlook, citing subscription momentum, AI and the MaintainX acquisition.
• Shares faced pressure because fiscal Q3 EPS guidance of $3.04–$3.09 fell below Wall Street expectations, while acquisition and AI-related costs may weigh on near-term margins and profitability.

Shares of Autodesk, Inc. (NASDAQ:ADSK - Get Free Report) have been assigned an average rating of "Moderate Buy" from the thirty-one brokerages that are covering the firm, Marketbeat Ratings reports. Six research analysts have rated the stock with a hold recommendation, twenty-three have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $321.0667.

A number of research analysts recently issued reports on ADSK shares. Morgan Stanley dropped their target price on Autodesk from $350.00 to $315.00 and set an "overweight" rating on the stock in a research report on Tuesday, May 26th. Rosenblatt Securities reaffirmed a "buy" rating and set a $330.00 price target on shares of Autodesk in a research report on Monday, June 1st. Royal Bank Of Canada decreased their price target on shares of Autodesk from $335.00 to $305.00 and set an "outperform" rating for the company in a research note on Friday, May 29th. Weiss Ratings downgraded shares of Autodesk from a "hold (c)" rating to a "hold (c-)" rating in a report on Friday, July 10th. Finally, Loop Capital cut their price objective on shares of Autodesk from $250.00 to $235.00 and set a "hold" rating on the stock in a research report on Friday, May 29th.

Autodesk Trading Down 3.7%

ADSK opened at $260.66 on Friday. The firm's fifty day moving average is $225.93 and its two-hundred day moving average is $232.29. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.83 and a current ratio of 0.83. The firm has a market cap of $55.00 billion, a PE ratio of 33.72, a price-to-earnings-growth ratio of 1.66 and a beta of 1.29. Autodesk has a twelve month low of $185.50 and a twelve month high of $329.09.

Autodesk (NASDAQ:ADSK - Get Free Report) last announced its quarterly earnings results on Thursday, August 27th. The software company reported $3.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.12 by $0.18. Autodesk had a net margin of 21.08% and a return on equity of 60.27%. The company had revenue of $2.05 billion during the quarter, compared to analyst estimates of $2.01 billion. During the same quarter in the previous year, the business earned $2.62 EPS. The firm's revenue was up 16.1% on a year-over-year basis. Autodesk has set its FY 2027 guidance at 12.520-12.600 EPS and its Q3 2027 guidance at 3.040-3.090 EPS. Equities research analysts anticipate that Autodesk will post 9.7 EPS for the current year.

Insider Activity

In related news, Director John T. Cahill acquired 2,000 shares of the firm's stock in a transaction dated Tuesday, June 23rd. The stock was bought at an average price of $189.20 per share, for a total transaction of $378,400.00. Following the acquisition, the director directly owned 4,000 shares of the company's stock, valued at approximately $756,800. The trade was a 100.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Janesh Moorjani bought 2,500 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was bought at an average cost of $197.67 per share, for a total transaction of $494,175.00. Following the transaction, the executive vice president owned 50,993 shares of the company's stock, valued at $10,079,786.31. The trade was a 5.16% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 0.14% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. Quantinno Capital Management LP grew its stake in shares of Autodesk by 17.8% in the first quarter. Quantinno Capital Management LP now owns 385,572 shares of the software company's stock valued at $92,306,000 after buying an additional 58,285 shares in the last quarter. SG Americas Securities LLC increased its holdings in Autodesk by 158.4% during the first quarter. SG Americas Securities LLC now owns 272,548 shares of the software company's stock worth $65,248,000 after buying an additional 167,064 shares during the last quarter. Man Group plc raised its position in Autodesk by 28.6% during the fourth quarter. Man Group plc now owns 1,229,946 shares of the software company's stock worth $364,076,000 after acquiring an additional 273,765 shares in the last quarter. Deutsche Bank AG acquired a new stake in Autodesk in the second quarter valued at $322,851,000. Finally, Seilern Investment Management Ltd lifted its stake in Autodesk by 11.0% in the second quarter. Seilern Investment Management Ltd now owns 227,675 shares of the software company's stock valued at $44,265,000 after acquiring an additional 22,547 shares during the last quarter. 90.24% of the stock is currently owned by institutional investors.

More Autodesk News

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Autodesk reported fiscal Q2 revenue of $2.05 billion, up 16% year over year, and adjusted EPS of $3.30, exceeding analyst expectations of $2.01 billion and $3.12, respectively. Growth was supported by strong renewals, cloud sales, construction activity and operating leverage. Autodesk fiscal 2027 second-quarter results
• Positive Sentiment: The company raised fiscal 2027 billings and revenue expectations, with full-year revenue guidance of approximately $8.6 billion to $8.7 billion. Management highlighted artificial intelligence, sales productivity and the MaintainX acquisition as longer-term growth drivers. Autodesk raises fiscal 2027 billings outlook
• Positive Sentiment: Several analysts remain constructive. BTIG reaffirmed a Buy rating with a $300 target, Bank of America maintained its Buy rating and $300 target, while BNP Paribas Exane raised its target to $300. Analysts cited subscription momentum and expectations that margins can improve despite MaintainX-related costs. Analyst rating coverage
• Neutral Sentiment: Autodesk is expanding its AI strategy and operations-management offerings through MaintainX. While these initiatives could broaden the company’s addressable market, investors are assessing execution risks and the timing of financial benefits.
• Negative Sentiment: Fiscal Q3 adjusted EPS guidance of $3.04 to $3.09 was below Wall Street expectations. The outlook for operating margins and costs was also viewed as cautious, raising concerns that acquisition expenses and AI investment could pressure near-term profitability. Autodesk quarterly profit forecast
• Negative Sentiment: The mixed outlook prompted profit-taking after the earnings beat. Although full-year revenue and EPS guidance exceeded some consensus measures, investors appeared more focused on the weaker quarterly profit outlook and margin trajectory.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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