Autodesk, Inc.

NASDAQ Global Select
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Somewhat Bullish +35

Autodesk stock holds near lows as analysts back growth

AI-generated analysis

📈 Autodesk revenue increased 16.1% year-over-year to USD 2.05 billion for the quarter ended July 30, 2026.

💰 Adjusted earnings per share reached USD 3.30, surpassing the analyst consensus of USD 3.12.

📉 Stock price declined 0.77% to close at USD 216.95 on September 18, 2026, trading near the lower end of its 52-week range.

🤝 Guggenheim reiterated a Buy rating with a USD 283 price target following the Autodesk University conference.

⚖️ Goldman Sachs maintained a Neutral rating with a USD 265 price target after the recent user conference.

🆕 Cantor Fitzgerald initiated coverage with a Neutral rating and a USD 215 price target close to current market levels.

💵 Net income jumped 43.44% to USD 492 million, driven by strong operational performance.

💧 Free cash flow reached USD 561 million for the quarter ended July 30, 2026.

📊 Market capitalization stands near USD 45.34 billion as of September 18, 2026.

Bullish Signals
  • Autodesk revenue grew 16.1% year-over-year to USD 2.05 billion in the latest quarter.
  • Adjusted earnings per share beat consensus estimates at USD 3.30 versus a forecast of USD 3.12.
  • Net income surged 43.44% to USD 492 million, demonstrating strong profitability growth.
  • Free cash flow reached USD 561 million, indicating robust cash generation capabilities.
  • Guggenheim analyst reiterated a Buy rating with a USD 283 price target following the company's conference.
Risk Factors
  • Stock price declined 0.77% to close at USD 216.95, trading near the lower end of its 52-week range despite earnings beats.
  • Goldman Sachs maintained a Neutral rating with a USD 265 price target, suggesting caution on current valuation.
  • Cantor Fitzgerald initiated coverage with a Neutral rating and a USD 215 price target close to the current market level.
Full Analysis
Autodesk Inc. reported strong financial results for the quarter ended July 30, 2026, with revenue rising 16.1% year-over-year to USD 2.05 billion and adjusted earnings per share reaching USD 3.30, beating the consensus estimate of USD 3.12. Despite this operational success, the stock closed down 0.77% at USD 216.95 on September 18, 2026, reflecting a market that remains cautious about the company's valuation despite solid growth metrics. Analyst sentiment regarding Autodesk is mixed following the annual Autodesk University conference held in mid-September. While Guggenheim reiterated its Buy rating with a USD 283 price target and Stifel maintained a Buy at USD 285, Goldman Sachs kept a Neutral stance at USD 265, and Cantor Fitzgerald initiated coverage with a Neutral rating near the current market price. The company's net income surged 43.44% to USD 492 million, supported by free cash flow of USD 561 million. However, the disconnect between these robust earnings figures and the stock trading near its 52-week low suggests investors are weighing potential headwinds or expecting a higher valuation multiple before fully pricing in the growth trajectory.