ADSK · NASDAQ · Software - Application

Autodesk (ADSK)

Design and operations software for buildings, manufactured products, construction, and media.

$217.17
vs last close−1.69 (−0.77%)
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Autodesk, Inc.ADSK
Information Technology

Sells subscription software for building design and construction, drafting, manufacturing, media production, and asset operations, led by Revit, AutoCAD, Fusion, Maya, and MaintainX. Most revenue comes from term subscriptions, cloud services, and enterprise agreements, while global sales tie results to renewals, industry activity, and currency movements.

Provides design, engineering, construction, manufacturing, media-production, and asset-operations software through four established product families. AECO tools include Revit, Civil 3D, and Forma for Construction; AutoCAD and AutoCAD LT handle drafting; Fusion and Inventor cover product design and manufacturing; Maya and 3ds Max serve animation and visual effects. MaintainX extends the portfolio into maintenance and asset operations.

Most revenue comes from term product subscriptions, cloud services, and enterprise agreements, generally recognized over contract terms; Flex adds a usage-based option. Industry collections and cloud products connect data across planning, production, construction, and operations. Sales span the Americas, Europe, the Middle East, Africa, and Asia-Pacific. International markets contribute most revenue, while reported performance depends on subscription renewals, construction and manufacturing demand, and currency movements.

Company facts

CEOAndrew Anagnost
ListedJun 28, 1985
ExchangeNASDAQ
HeadquartersSan Francisco, CA
CountryUnited States
Employees14,300
CIK0000769397
ISINUS0527691069

Market cap$46.21B
EPS (ttm)$7.72
P/E (ttm)28.35
ROE52.5%
P/B13.66
P/S5.93
Dividend yieldDiv yield
Beta0.50vs XLK −0.62

Price target$310.00+41.6%Average of 52 analysts
ConsensusBuy39 of 52 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 17, 2026Goldman SachsUpgrade
Rating: NeutralTarget: $260
Rating: OutperformTarget: $265
Sep 14, 2026Cantor FitzgeraldInitiate
Rating: Target:
Rating: NeutralTarget: $215
Sep 1, 2026Berenberg BankTarget
Target: $370
Target: $333
Aug 31, 2026Rosenblatt SecuritiesTarget
Target: $325
Target: $330
Aug 28, 2026D.A. DavidsonTarget
Target: $305
Target: $325

Next report
Nov 24, 26
in 63 days
EPS estimate
$3.07
Revenue estimate
$2.13B
Fiscal quarter
Q3 FY27

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$2.29$2.29$2.62$2.67$2.85$2.99$3.30Pending
Estimate$2.14$2.15$2.45$2.50$2.65$2.84$3.12$3.07
Surprise+7.0%+6.5%+6.9%+6.8%+7.5%+5.3%+5.8%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.64B$1.63B$1.76B$1.85B$1.96B$1.93B$2.05BPending
Estimate$1.63B$1.61B$1.72B$1.81B$1.91B$1.89B$2.01B$2.13B
Surprise+0.4%+1.6%+2.2%+2.5%+2.2%+2.1%+1.7%
Estimate$3.07
ReportedDue Nov 24, 2026
Estimate$2.13B
ReportedDue Nov 24, 2026
View details

Debt to equity109.50%
Current ratio85.50%

ProfitabilityRevenueNet incomeNet margin

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Revenue$1.57B$1.64B$1.63B$1.76B$1.85B$1.96B$1.93B$2.05B
Net income$275.0M$303.0M$152.0M$313.0M$343.0M$316.0M$491.0M$492.0M
Net margin17.5%18.5%9.3%17.8%18.5%16.1%25.4%24.0%

GrowthOperating income

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Operating income$346.0M$381.0M$338.0M$450.0M$475.0M$531.0M$541.0M$599.0M
YoY growth+3.6%+21.0%+13.0%+31.2%+37.3%+39.4%+60.1%+33.1%

Balance sheet, Jul 31, 2026Cash & short-term investments $4.16B · Total debt $3.71B · Total assets $12.98B · Shareholders' equity $3.38B

Revenue
$2.05B
Operating income
$599.0M
Net income
$492.0M
View details

No dividends on record.

Institutions97.95%204.72M shares
1,255 holders · as of Jun 30, 2026
Insiders0.27%571.8K shares
21 holders · as of Jun 23, 2026
Other1.78%3.71M shares
remainder

209.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
11.88%24.84Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.60%13.80Mas of Jun 30, 2026
Capital World InvestorsInstitution
6.59%13.78Mfiled Feb 14, 2020
Vanguard Portfolio Management LLCInstitution
5.55%11.61Mas of Jun 30, 2026
Capital Research Global InvestorsInstitution
5.50%11.49Mfiled Feb 14, 2020

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 23, 2026John T. Cahilldirector+2,000$189.20
Jun 16, 2026Andrew Anagnostdirector, officer: President and CEO+2,460$202.66
Jun 15, 2026Janesh Moorjaniofficer: EVP, Chief Financial Officer+2,500$197.67
May 29, 2026Stacy J. Smithdirector+3,435$231.17
Sep 29, 2025Ayanna Howarddirector−917$325.00
View details

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Compare

CompanyPriceChange
Autodesk$217.17−0.77%$46.21B28.316.75.9+16.1%
Bentley Systems$31.57−1.21%$9.34B35.521.65.8+12.8%
PTC$135.01−0.20%$15.63B13.115.95.3−6.8%
Procore Technologies$49.74−3.77%$7.80B24.75.5+15.8%
Trimble$58.64+1.55%$13.46B15.23.6+11.0%
Adobe$242.13−2.96%$99.18B13.99.03.8+12.9%
Median13.915.95.3+12.8%