Autodesk, Inc.

NASDAQ Global Select
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Bullish +75

Zacks.com featured highlights include Griffon, Ralph Lauren, ABB and Autodesk

📈 Autodesk (ADSK) is highlighted as a top GARP stock with first-quarter fiscal 2027 revenues up 18% YoY to $1.93 billion.

💰 Free cash flow surged 58% to $876 million in Q1 FY27, demonstrating strong operational efficiency.

🚀 The company raised full-year FY27 guidance, targeting revenues of $8.16–$8.22 billion and non-GAAP EPS of $12.40–$12.65.

🤝 Autodesk announced a $3.6 billion acquisition of MaintainX to expand its Design-Make-Operate lifecycle strategy.

🛠️ New product launches include Autodesk Operations Solutions (AOS) and an initiative targeting small businesses.

📊 The AECO segment grew 20% while the Make segment expanded 25% in the latest quarter.

🔍 Consensus earnings estimates for ADSK have increased to $12.40, reflecting positive analyst sentiment.

✅ Autodesk has beaten earnings estimates in all four trailing quarters with an average surprise of 7.07%.

📈 The company's RPO (Remaining Performance Obligation) grew 9% to $7.8 billion, ensuring near-term revenue visibility.

🧠 Strategic focus on AI-driven Fusion workflows is expected to reinforce future growth prospects.

Bullish Signals
  • Autodesk reported an 18% year-over-year revenue increase in Q1 FY27, reaching $1.93 billion.
  • Free cash flow jumped significantly by 58% to $876 million in the first quarter of fiscal 2027.
  • The company successfully raised its full-year revenue guidance to a range of $8.16–$8.22 billion.
  • Autodesk has a track record of beating earnings estimates in all four trailing quarters.
  • The acquisition of MaintainX for $3.6 billion is designed to meaningfully extend the company's lifecycle strategy.
  • New product initiatives, including AOS and small business tools, are broadening the addressable market.
  • Analyst consensus estimates have moved north by 0.2% to $12.40 per share in the past 60 days.
  • The RPO increased by 9% to $7.8 billion, providing strong visibility for upcoming quarters.
Full Analysis
Zacks Investment Research highlights four 'Growth at a Reasonable Price' (GARP) stocks, including Autodesk (ADSK), as ideal investments combining value and growth metrics. The article defines the GARP strategy as seeking companies with stable earnings growth (10-20%), strong Return on Equity, and reasonable P/E ratios, noting that all four selected stocks carry a Zacks Rank #2. Autodesk is presented as having solid fundamental momentum with first-quarter fiscal 2027 revenues growing 18% year-over-year to $1.93 billion and free cash flow surging 58% to $876 million. Key segments AECO and Make expanded by 20% and 25% respectively, while the company raised its full-year FY27 revenue guidance to $8.16–$8.22 billion and non-GAAP EPS to $12.40–$12.65. The article details Autodesk's strategic expansion through the $3.6 billion acquisition of MaintainX, the launch of Autodesk Operations Solutions (AOS), and a new initiative for small businesses. These moves are intended to extend its Design-Make-Operate lifecycle strategy, supported by an expanding RPO of $7.8 billion and AI-driven Fusion workflows. Analyst consensus estimates for Autodesk have moved north slightly to $12.40 per share over the past 60 days. The company has surpassed earnings estimates in all trailing quarters with an average surprise of 7.07%, reinforcing its status as a strong buy within the GARP framework alongside Griffon, Ralph Lauren, and ABB.