Autodesk, Inc.
Autodesk, Inc. (ADSK) is a leader in design and make software used across architecture, engineering, construction (AEC), product design and manufacturing. Over the past decade it has moved from perpetual licences to a subscription-based, cloud-delivered model, increasing recurring revenue and customer stickiness. Core products include AutoCAD, Revit, Fusion 360 and the Autodesk Construction Cloud; growth drivers are digital transformation in construction and manufacturing, cloud collaboration and new AI-enabled design tools. With a market capitalisation around $66.15 billion, Autodesk is a large-cap software company offering attractive margins but exposed to cyclical capital spending and macro volatility. Key risks include competitive pressure, execution on cloud and AI initiatives, integration of acquisitions and foreign-exchange effects. This information is general and educational only and not personal financial advice; investments can fall as well as rise and Autodesk may not be suitable for all investors.
Why It's Moving
Autodesk Stock Surges on Strong FY2026 Results and AI Pivot Sparking Analyst Bullish Calls
- Q4 FY2026 revenue grew 19% year-over-year to $1.96 billion, surpassing expectations, while full-year billings surged 30% with strong performance in construction and emerging markets signaling robust underlying demand
- Deferred revenue and unbilled deferred revenue both accelerated sharply—up 14% and 28% respectively—indicating durable future revenue visibility and a successful transition toward subscription and SaaS models
- Analysts highlight the company's restructuring efforts to build out AI and cloud capabilities as a key competitive differentiator, though competition from lower-cost and open-source alternatives remains a risk factor to monitor
Autodesk Stock Surges on Strong FY2026 Results and AI Pivot Sparking Analyst Bullish Calls
- Q4 FY2026 revenue grew 19% year-over-year to $1.96 billion, surpassing expectations, while full-year billings surged 30% with strong performance in construction and emerging markets signaling robust underlying demand
- Deferred revenue and unbilled deferred revenue both accelerated sharply—up 14% and 28% respectively—indicating durable future revenue visibility and a successful transition toward subscription and SaaS models
- Analysts highlight the company's restructuring efforts to build out AI and cloud capabilities as a key competitive differentiator, though competition from lower-cost and open-source alternatives remains a risk factor to monitor
When is the next earnings date for Autodesk, Inc. (ADSK)?
Autodesk's next earnings date is estimated for May 21, 2026, based on the company's historical reporting schedule. This earnings report will cover the company's third fiscal quarter of 2026. While the company has not yet officially confirmed the exact date, multiple financial sources consistently point to this timeframe in late May. Investors should monitor Autodesk's investor relations announcements for official confirmation as the date approaches.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Autodesk's stock with a target price of $372.89, indicating strong growth potential.
Financial Health
Autodesk is performing well with strong revenue, profitability, and cash flow, indicating solid financial stability.
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Explore BasketWhy You’ll Want to Watch This Stock
Recurring revenue shift
The move to subscriptions and cloud services improves revenue predictability and margin visibility, though growth depends on retention and expansion.
Product innovation push
AI, automation and cloud collaboration could expand addressable markets, but adoption and execution will determine the impact on results.
Construction and manufacturing
Exposure to AEC and manufacturing offers structural demand tailwinds, yet performance can follow cyclical investment and macro trends.
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