Autodesk, Inc.

NASDAQ Global Select
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Bullish +60

Autodesk’s Quarterly Earnings Preview: What You Need to Know

🏢 Autodesk (ADSK) is a $52.2 billion market cap software leader providing design, engineering, and entertainment solutions across architecture, manufacturing, and media sectors.

📅 The company will soon report fiscal first-quarter earnings for 2027, with analysts predicting an EPS of $2.16 per share, a 49% increase from the prior year's $1.45.

📈 Historical performance shows Autodesk beat consensus estimates in three of the last four quarters before missing forecasts once.

💰 For the current year, projected EPS is expected to reach $9.35 (up 35.1% from fiscal 2026), with further growth to $10.62 by fiscal 2028.

📉 ADSK stock has dropped 12.3% over the past year, significantly underperforming the S&P 500's 32.2% gains and the Technology Select Sector Fund's 57.4% gains.

📈 Shares rose 5.1% on April 15 amid a broader risk-on rally driven by easing geopolitical tensions and renewed investor interest in high-margin, AI-integrated subscription models.

👍 Analyst sentiment is strongly bullish, with 22 out of 27 covering the stock rating it "Strong Buy" and one suggesting "Moderate Buy."

🎯 The average analyst price target stands at $336.59, implying potential upside of approximately 45.1% from current trading levels.

Bullish Signals
  • Analysts expect Autodesk's fiscal first-quarter 2027 earnings to show a profit of $2.16 per share, representing a significant 49% increase from the previous year's $1.45.
  • For the current fiscal year, EPS growth is projected at 35.1%, rising from $6.92 in fiscal 2026 to $9.35.
  • Long-term outlook remains robust with expected EPS of $10.62 for fiscal 2028, up 13.6% year-over-year.
  • The company has demonstrated strong consistency by beating consensus estimates in three of its last four quarters.
  • Investors have renewed appetite for Autodesk's high-margin, subscription-based business model following a 5.1% stock price increase on April 15.
  • 22 out of 27 analysts covering the stock recommend a "Strong Buy" rating with an average price target of $336.59.
  • The strong analyst consensus indicates substantial upside potential of 45.1% from current trading levels.
Risk Factors
  • Autodesk's stock has underperformed significantly over the past year, dipping 12.3% compared to the S&P 500's 32.2% gains and the Technology sector's 57.4% rise.
  • Analyst sentiment is mixed with only four out of 27 analysts maintaining a 'Hold' rating while the remaining majority recommend buys, indicating potential concerns about sustained growth despite the bullish consensus.
  • Autodesk missed revenue or earnings forecasts on one out of its last four quarters, demonstrating a history of inconsistent performance relative to analyst expectations.
Full Analysis
Valued at $52.2 billion, Autodesk, Inc. (ADSK) remains a leading software provider of design, engineering, and entertainment solutions across architecture, construction, manufacturing, and media industries. Headquartered in San Francisco, California, the company is best known for flagship products such as AutoCAD, Revit, Fusion 360, and Maya. Ahead of its fiscal first-quarter earnings report for 2027, analysts project a diluted profit of $2.16 per share, representing a 49% increase from the year-ago quarter of $1.45. Historically, Autodesk has beaten consensus estimates in three of the last four quarters, though it missed forecasts on one occasion. For the current fiscal year, analysts anticipate an earnings per share (EPS) of $9.35, which would be a 35.1% rise from the $6.92 recorded in fiscal 2026. Looking further ahead, EPS is expected to grow another 13.6% year over year to reach $10.62 in fiscal 2028. Over the past year, ADSK stock has declined by 12.3%, significantly underperforming the S&P 500 Index, which gained 32.2%, and the Technology Select Sector SPDR Fund (XLK), which rose 57.4%. However, recent trading activity showed resilience; on April 15, shares climbed 5.1% in afternoon trading as part of a broader "risk-on" market rally driven by easing geopolitical tensions and potential U.S.-Iran peace negotiations. Analyst sentiment toward Autodesk remains bullish, with an overall "Strong Buy" rating. Out of 27 analysts covering the stock, 22 recommend a "Strong Buy," one suggests a "Moderate Buy," and four issue a "Hold." The average analyst price target stands at $336.59, indicating a potential upside of 45.1% from current levels. Investors are particularly focused on Autodesk's high-margin, subscription-based business model and its potential to integrate artificial intelligence into its platforms as key growth drivers.