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 Shares Rally Following Strong Q3 Earnings Beat and Upgraded Full-Year Guidance
Autodesk propelled its stock higher with a solid third-quarter fiscal 2026 performance, showcasing robust revenue growth and margin expansion driven by cloud and AI adoption. The company’s raised full-year revenue and EPS guidance underscores confidence in sustained demand and operational leverage improvements amid industry trends.
- Reported Q3 revenue of $1.85 billion, up 18% year-over-year, surpassing analyst expectations and reflecting strong product demand across design and AECO segments.
- Non-GAAP operating margin reached 38%, with free cash flow more than doubling year-over-year to $430 million, signaling enhanced profitability and cash generation.
- Raised full-year FY26 revenue guidance to approximately $7.15 billion and EPS guidance in the range of $10.18 to $10.25, fueled by accelerating cloud platform adoption and AI integration driving recurring revenue growth.
Autodesk Shares Rally Following Strong Q3 Earnings Beat and Upgraded Full-Year Guidance
Autodesk propelled its stock higher with a solid third-quarter fiscal 2026 performance, showcasing robust revenue growth and margin expansion driven by cloud and AI adoption. The company’s raised full-year revenue and EPS guidance underscores confidence in sustained demand and operational leverage improvements amid industry trends.
- Reported Q3 revenue of $1.85 billion, up 18% year-over-year, surpassing analyst expectations and reflecting strong product demand across design and AECO segments.
- Non-GAAP operating margin reached 38%, with free cash flow more than doubling year-over-year to $430 million, signaling enhanced profitability and cash generation.
- Raised full-year FY26 revenue guidance to approximately $7.15 billion and EPS guidance in the range of $10.18 to $10.25, fueled by accelerating cloud platform adoption and AI integration driving recurring revenue growth.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Autodesk's stock, with a target price indicating significant potential growth.
Financial Health
Autodesk is performing well with strong profits and cash flow, showing solid revenue generation.
View more stocks by downloading the app for FREE
It only takes 60 seconds.
Baskets Featuring ADSK
Riding The Digital Design Wave
Autodesk's impressive earnings and positive outlook highlight a significant demand surge for design and engineering software. This trend creates an investment opportunity in other software companies that support the ongoing digitalization of the architecture, engineering, and construction industries.
Published: August 29, 2025
Explore BasketEDA Underdogs
This collection features carefully selected companies in the electronic design automation (EDA) and semiconductor IP space. Our professional analysts have identified these stocks as potential beneficiaries of the changing competitive landscape following Synopsys' massive $35 billion acquisition of Ansys.
Published: July 15, 2025
Explore BasketBits To Atoms Innovators
These carefully selected companies are turning digital code into physical reality. Handpicked by our analysts, this collection features pioneers using AI, robotics, and 3D printing to revolutionize how we make things in the real world.
Published: June 17, 2025
Explore BasketGarage Innovators
Meet the companies that are inventing tomorrow, today. These stocks represent businesses with exceptional in-house research and development, carefully selected by professional analysts for their ability to create breakthrough products and technologies from within.
Published: June 17, 2025
Explore BasketDigital Twin Creators
Discover companies building virtual replicas of real-world objects and systems that are transforming how industries operate. These carefully selected stocks represent leaders in simulation, 3D modeling, and data analytics that are unlocking major efficiency gains across the global industrial landscape.
Published: June 17, 2025
Explore BasketSpecialist's Toolkit
Discover companies that provide mission-critical tools and technologies professionals can't work without. These carefully selected stocks represent businesses with strong competitive advantages due to their irreplaceable products and services that power industries from biotech to aerospace.
Published: June 17, 2025
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.
Compare Autodesk with other stocks
Fortinet vs Autodesk
Fortinet vs Autodesk: A neutral comparison
PayPal vs Autodesk
PayPal vs Autodesk: stock comparison
Autodesk vs Workday
Autodesk vs Workday: a concise comparison
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Accenture plc
Provides consulting and technology services.
Adobe Systems Inc.
Develops software and cloud-based solutions for digital media and digital marketing.
Automatic Data Processing, Inc.
Provides business process outsourcing and technology services.
