Autodesk Shares Drop 7% Despite Narrow Q3 Earnings Beat and Revenue Growth

Autodesk Inc. (NASDAQ:ADSK) is a prominent player in the software industry, known for its innovative design and engineering solutions. The company has established itself as a leader in vertical software, offering products that cater to various industries, including architecture, engineering, and construction. Autodesk's competitive edge is strengthened by its nearly impenetrable moat, which refers to its ability to maintain a competitive advantage over its rivals.

On September 1, 2025, Nay Soe Naing from Berenberg Bank set a price target of $370 for Autodesk. At that time, the stock was trading at $314.70, suggesting a potential upside of approximately 17.57%. This optimistic outlook is supported by Autodesk's strong balance sheet and high margins, which contribute to its consistent growth and market leadership.

Autodesk's transition to an annual subscription model and direct sales strategy has significantly bolstered its recurring revenue and operating leverage. This shift supports the company's long-term growth prospects, as it ensures a steady stream of income and enhances its financial stability. The integration of AI into its products is seen as an opportunity, further solidifying Autodesk's competitive position in the market.

The stock for Autodesk is currently priced at $314.70, reflecting an increase of 9.09% or $26.21. Today, the stock has fluctuated between a low of $307.26 and a high of $326.45. Over the past year, the stock has reached a high of $326.62 and a low of $232.67. Autodesk's market capitalization stands at approximately $67.33 billion, indicating its significant presence in the industry.

With a trading volume of 4,904,604 shares on the NASDAQ exchange, Autodesk's stock activity reflects investor interest and confidence in the company's future prospects. The company's strategic initiatives and strong financial performance position it well for continued success in the competitive software market.

• RBC Capital maintains an "Outperform" rating for Autodesk Inc. (NASDAQ:ADSK), increasing the price target from $345 to $380.
• Autodesk's Q2 performance exceeded earnings and revenue expectations, driven by growth in the AECO sector.
• The company's stock shows a 7.45% increase, with a market capitalization of approximately $66.32 billion.

Autodesk Inc. (NASDAQ:ADSK) is a leader in software solutions for the architecture, engineering, construction, manufacturing, and media industries. Known for its flagship product, AutoCAD, Autodesk provides tools that help professionals design and create. The company competes with firms like Adobe and Dassault Systèmes in the software industry.

On August 29, 2025, RBC Capital maintained its "Outperform" rating for Autodesk, with the stock priced at around $310.20. RBC Capital also increased Autodesk's price target from $345 to $380, as highlighted by TheFly. This reflects confidence in Autodesk's growth potential and market position.

Autodesk's strong second-quarter performance supports RBC Capital's positive outlook. The company exceeded earnings and revenue expectations, driven by growth in the Architecture, Engineering, Construction, and Operations (AECO) sector. Significant enterprise deals and the growing Autodesk Store also contributed to this success.

Currently, Autodesk's stock is priced at $309.99, showing a 7.45% increase, equivalent to a $21.50 rise. The stock has fluctuated between $307.26 and $326.45 during the day. Over the past year, it reached a high of $326.62 and a low of $232.67, indicating its volatility.

Autodesk's market capitalization is approximately $66.32 billion, reflecting its substantial presence in the software industry. With a trading volume of 2,722,932 shares on the NASDAQ exchange, investor interest remains strong, aligning with RBC Capital's optimistic assessment.

Autodesk, Inc. (NASDAQ:ADSK) is a leader in software design, providing tools for industries such as architecture, engineering, and construction. The company is known for its innovative solutions, including AutoCAD and Revit. Autodesk competes with companies like Adobe and Dassault Systèmes in the software industry. The company is currently focusing on enhancing its offerings with AI-driven features.

On June 24, 2025, Pearce Rebecca, Autodesk's Executive Vice President and Chief People Officer, sold 2,544 shares of the company's common stock at $305 each. This transaction highlights the company's current stock value and reflects investor confidence, as evidenced by the reiterated buy rating. Despite a challenging macroeconomic environment, Autodesk's strategic shift in its transaction model is driving growth and improving margins.

Autodesk's adoption of AI is a significant growth driver, with features like AutoConstrain gaining strong user acceptance. This innovation is expected to accelerate future growth, as highlighted by increased user activity and resilient product adoption. The company's robust underlying demand is further supported by accelerating revenue growth, showcasing its ability to thrive even in challenging economic conditions.

Financially, Autodesk's P/E ratio of 55.26 indicates that investors are willing to pay over 55 times the company's earnings, reflecting strong market confidence. The price-to-sales ratio of 10.24 and enterprise value to sales ratio of 10.32 suggest that the market values Autodesk highly relative to its sales. However, the current ratio of 0.65 may indicate potential liquidity concerns, as the company has less than one dollar in current assets for every dollar of current liabilities.

Autodesk's debt-to-equity ratio of 0.90 shows a moderate level of debt compared to its equity, suggesting a balanced financial structure. The enterprise value to operating cash flow ratio of 39.06 highlights the company's valuation in relation to its cash flow from operations. With an earnings yield of 1.81%, Autodesk demonstrates its ability to generate earnings for investors, despite the high valuation metrics.

Autodesk (NASDAQ:ADSK) raised its full-year guidance after delivering stronger-than-expected fiscal Q1 results, fueled by accelerating demand for its cloud-based design and engineering solutions.

For the quarter, Autodesk reported non-GAAP EPS of $2.29 on revenue of $1.63 billion, beating analyst expectations of $2.14 and $1.61 billion, respectively. Growth was driven by a 20% year-over-year surge in the AECO segment and a 23% increase in its Make segment, which includes cloud subscription products.

Looking ahead to Q2, the company projects adjusted EPS between $2.44 and $2.48 on revenue of $1.72 billion to $1.73 billion, ahead of consensus estimates of $2.43 and $1.70 billion, respectively.

For fiscal year 2026, Autodesk raised its outlook, now expecting non-GAAP EPS of $9.50 to $9.73 on revenue of $6.93 billion to $7.00 billion. This compares to its prior guidance of $9.34 to $9.67 EPS on revenue of $6.90 billion to $6.97 billion.

On May 23, 2025, Oppenheimer maintained its "Outperform" rating for Autodesk (NASDAQ:ADSK), a company known for its software products and services for the architecture, engineering, construction, manufacturing, media, and entertainment industries.

Autodesk's stock was trading at $295 when Oppenheimer raised its price target from $300 to $350, indicating confidence in the company's future performance. Autodesk recently held its Q1 2026 earnings conference call on May 22, 2025, featuring key figures like CEO Andrew Anagnost and CFO Janesh Moorjani. The call attracted analysts from major financial institutions, including Oppenheimer, who likely considered the insights shared during the call when maintaining their "Outperform" rating and adjusting the price target.

The stock price of Autodesk is currently $295, reflecting a slight increase of 0.71% or $2.07. Today, the stock has fluctuated between $292.37 and $296.415. Over the past year, Autodesk's stock has seen a high of $326.62 and a low of $195.32, showcasing its volatility and potential for growth.

Autodesk's market capitalization is approximately $63.1 billion, indicating its significant presence in the software industry. The trading volume for the day is 2,253,069 shares on the NASDAQ exchange, suggesting active investor interest and engagement with the stock. The strategic direction and financial performance discussed during the earnings call likely contributed to Oppenheimer's decision to raise the price target. As Autodesk continues to innovate and expand its offerings, the company's stock remains a point of interest for investors and analysts alike.

Autodesk, Inc. (NASDAQ:ADSK) is a leading company in the 3D design, engineering, and entertainment software industry. It provides a wide array of products and services to sectors like civil engineering, construction management, manufacturing, and media and entertainment. The company's stock is closely monitored by analysts, with consensus price targets offering insights into market expectations and sentiment.

Last month, analysts set an average price target of $335 for Autodesk's stock. This reflects their expectations based on the company's recent performance and potential growth opportunities. As Autodesk prepares to release its earnings on May 22, 2025, historical data shows that the stock has had a balanced reaction to earnings announcements, with a 50% chance of a positive one-day return, peaking at 10.3%.

Three months ago, the average price target was slightly higher at $346, indicating a more optimistic outlook at that time. This could be attributed to positive earnings reports or strategic initiatives. Autodesk's strong financial performance, with $6.1 billion in revenue and a 92% gross margin, supports this optimism. The company achieved a net profit of $1.1 billion, reinforcing its robust financial health.

A year ago, the average price target was $301.31, showing a positive trend over the year. This increase suggests growing confidence in Autodesk's ability to deliver value and expand its market presence. Analyst Jason Celino from KeyBanc has set a price target of $300, highlighting the company's strong profitability and effective use of acquisitions and share buybacks.

Recent developments, such as product innovations and strategic partnerships, could positively impact Autodesk's stock price. The appointment of Jeff Epstein and Christie Simons to the Board of Directors, as part of a cooperation agreement with Starboard Value LP, also signals strategic moves that may influence investor confidence. As Autodesk is expected to surpass earnings estimates, analysts remain confident in its future growth and financial health.

Autodesk, Inc. (NASDAQ: ADSK) is a leading software company known for its design and engineering software, widely used in industries such as architecture, engineering, and construction. The company faces competition from firms like Adobe and Dassault Systèmes. Recently, Autodesk has been in the news due to a stock transaction by its Senior Vice President and Chief Accounting Officer, Hope Stephen W.

On March 28, 2025, Hope Stephen W. sold 2,452 shares of Autodesk's common stock at $267.29 each. This transaction leaves him with 3,003 shares. This sale comes amid Autodesk's ongoing efforts to enhance shareholder value, as highlighted by its response to Starboard Value LP's comments. Autodesk emphasizes its strong business performance and strategic initiatives aimed at generating long-term value.

Autodesk has been actively engaging with its shareholders, representing over half of its outstanding shares, to maintain a constructive dialogue. The company has also strengthened its Board of Directors by appointing two independent directors with proven records of value creation. Despite Starboard's tactics, including misrepresentations and a reduction of its stake, Autodesk remains committed to acting in the best interests of its shareholders.

The company's recent financial results and strategic initiatives have led to total shareholder returns that surpass those of its peers. Autodesk has been working to drive growth, expand operating margins, and generate substantial free cash flow. In fiscal year 2025, the company launched a new go-to-market approach, further solidifying its market position.

Currently, Autodesk's stock price is $261.63, reflecting a decrease of 3.03% or $8.18. The stock has traded between $260.94 and $268.28 today, with a market capitalization of approximately $55.73 billion. The trading volume for the day is 1,233,244 shares on the NASDAQ exchange. Despite the recent dip, Autodesk's strategic efforts and strong business performance continue to position it well in the market.