Autodesk, Inc.

NASDAQ Global Select
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Bullish +72

Assetmark Inc. Has $14.72 Million Holdings in Autodesk, Inc. $ADSK

📈 Assetmark Inc. boosted its Autodesk stake by 13.3% in Q1, adding 7,230 shares to a total holding of 61,471 shares valued at $14.72 million.

🏦 Multiple institutional investors including Archer Investment Corp increased their positions, with Archer raising its stake by 112.2% in the fourth quarter.

💰 Autodesk reported Q1 EPS of $2.99, beating the consensus estimate of $2.84 and topping revenue expectations at $1.93 billion.

📊 Revenue grew 18.4% year-over-year to $1.93 billion, demonstrating strong demand for the company's design and creation tools.

🎯 The company achieved a net margin of 19.49% and a return on equity of 57.14%, highlighting robust profitability.

👔 Corporate insiders purchased 7,935 shares totaling $1.67 million over the last ninety days, signaling confidence in the stock.

📅 Director Stacy J. Smith increased her position by 14.88% while Director John T. Cahill doubled his holdings recently.

🔮 Autodesk provided FY 2027 EPS guidance ranging from $12.40 to $12.65, indicating sustained growth expectations.

📉 The stock trades at a PE ratio of 31.83 with a market capitalization of $46.07 billion as of the latest data.

🛠️ The company's product portfolio includes industry-standard tools like AutoCAD, Revit, and Fusion 360 serving global customers.

Bullish Signals
  • Autodesk beat quarterly earnings estimates with $2.99 EPS compared to a consensus of $2.84, demonstrating strong operational performance.
  • Revenue of $1.93 billion exceeded analyst expectations of $1.89 billion, showing robust top-line growth in the design software sector.
  • The company achieved a net margin of 19.49% and a return on equity of 57.14%, reflecting high profitability and efficient capital use.
  • Quarterly revenue increased by 18.4% year-over-year, indicating strong market demand for Autodesk's architecture and engineering solutions.
  • Assetmark Inc. significantly increased its stake in the company by 13.3% in Q1, adding 7,230 shares to its portfolio.
  • Archer Investment Corp increased its position by 112.2% in the fourth quarter, showing renewed institutional interest.
  • Corporate insiders purchased a total of 7,935 shares valued at $1.67 million over the last ninety days, including significant buys by directors.
  • Director Stacy J. Smith increased her stake by 14.88% while Director John T. Cahill doubled his position recently.
Full Analysis
Assetmark Inc. increased its stake in Autodesk, Inc. (NASDAQ: ADSK) by 13.3% in the first quarter, purchasing an additional 7,230 shares to hold a total of 61,471 shares valued at $14.72 million. Several other institutional investors also adjusted their positions, with Archer Investment Corp increasing its stake by 112.2% and new stakes initiated by Measured Wealth Private Client Group LLC, Kemnay Advisory Services Inc., Torren Management LLC, and Prosperity Bancshares Inc. Autodesk reported strong quarterly financial results on May 28th, beating analyst expectations with earnings per share of $2.99 versus a consensus of $2.84 and revenue of $1.93 billion against an estimate of $1.89 billion. The company achieved a net margin of 19.49% and returned on equity of 57.14%, with quarterly revenue growing 18.4% year-over-year to reach $2.99 EPS, significantly outperforming the average analyst anticipation of 9.64 EPS for the current year. Corporate insiders have also shown bullish sentiment, with Director Stacy J. Smith purchasing 3,435 shares and Director John T. Cahill doubling his position by buying 2,000 shares over the last ninety days, totaling insider purchases of 7,935 shares valued at $1.67 million. The company maintains a market cap of $46.07 billion with a debt-to-equity ratio of 0.78 and has set forward guidance for FY 2027 EPS between 12.40 and 12.65. Autodesk continues to dominate the design and creation tools market for architecture, engineering, construction, manufacturing, and media industries with its portfolio including industry-standard applications like AutoCAD, Revit, and Fusion 360. The stock currently trades at a PE ratio of 31.83 with a beta of 1.32, reflecting its status as a high-growth technology leader with strong institutional ownership at 90.24%.