Autodesk, Inc.

NASDAQ Global Select

Articles

43
Show Summary
Show Bulletpoints
Detailed View
Bullish +75

Autodesk (ADSK) is a Top-Ranked Momentum Stock: Should You Buy?

Autodesk (ADSK) is highlighted as a top-ranked momentum stock by Zacks Investment Research, which utilizes proprietary analytical tools to help investors identify promising opportunities. The company has been assigned a Zacks Rank of #2 (Buy) and a VGM Score of B, indicating strong potential for outperforming the market. Specifically, ADSK holds an A-grade Momentum Style Score, reflecting robust upward price trends with shares gaining 8.4% over the past four weeks. The stock is part of the Computer and Technology sector and serves customers in architecture, engineering, construction, product design, and digital media industries through its model-based design software solutions. Fundamental data supports the bullish outlook, with ten analysts revising their earnings estimates upwards for fiscal 2027 over the last 60 days. The Zacks Consensus Estimate has increased by $0.92 to $12.38 per share, and Autodesk boasts an average earnings surprise of +7.5%. According to Zacks methodology, stocks with a #1 or #2 Rank combined with A or B Style Scores offer the highest probability of success, making ADSK a compelling candidate for investors seeking exposure to high-momentum equities within the technology space. Zacks experts have also released top stock recommendations aimed at achieving significant upside potential. Research Director Sheraz Mian selected one company from five elite picks as having the most explosive growth potential, targeting millennial and Gen Z audiences with nearly $1 billion in revenue last quarter alone. This pick is noted for a recent pullback that may present an ideal entry point, potentially surpassing previous standout performers like Nano-X Imaging, which rose +129.6% in under nine months. Investors are encouraged to consider the latest free download of seven best stocks for the next 30 days while keeping in mind that all elite picks are not guaranteed winners.

📈 ADSK rated Buy with strong momentum and high upside potential.

💰 Consensus earnings estimate revised upward to $12.38 for fiscal 2027.

⚡ Recent pullback creates an ideal entry point for future growth investors.

📈 Autodesk (ADSK) is rated as a #2 (Buy) on the Zacks Rank with a B VGM Score, indicating strong investment potential.

🚀 Momentum Style Scores are particularly high for ADSK, with an A rating and an 8.4% share price increase over the past four weeks.

💰 Analyst earnings estimates were revised upward in the last 60 days, pushing the consensus estimate up $0.92 to $12.38 per share for fiscal 2027.

📊 The company has an average earnings surprise of +7.5%, demonstrating a history of beating profit expectations.

🏗️ Autodesk develops model-based design software serving architecture, engineering, and digital media industries.

🎯 Zacks experts identified ADSK as a top pick among thousands of stocks with the potential for significant upside.

⚡ Director of Research Sheraz Mian specifically selected ADSK as having the most explosive upside potential compared to other elite picks.

📉 Recent stock price pullback is noted as an ideal entry point for investors looking to capitalize on future growth.

🤝 Zacks Premium provides tools like Style Scores that complement the proprietary Zacks Rank model used for evaluation.

📈 #1 and #2 Zacks Rank stocks historically produce double the S&P 500 returns since 1988, though only a few meet all criteria.

⚠️ Investors are advised to avoid stocks with #4 or #5 Ranks even if they have high Style Scores due to downward earnings trends.

🔍 The VGM Score combines Value, Growth, and Momentum characteristics to narrow down the most attractive companies.

💡 Zacks Rank methodology relies heavily on earnings estimate revisions to help investors create successful portfolios.

📱 Readers are offered a free download of 7 Best Stocks for the Next 30 Days alongside the main recommendation.

Bullish Signals
  • ADSK ranked #2 on Zacks with strong buying signals.
  • Shares up 8.4% over the past four weeks.
  • Analysts raised estimates upward for fiscal 2027 growth.
  • Consensus estimate increased to $12.38 per share.
  • ADSK boasts +7.5% average earnings surprise history.
  • Selected as one of Zacks experts' top favorites.
  • Targets Gen Z with nearly $1B quarterly revenue.
Bullish Signals
  • Autodesk (ADSK) is ranked #2 on the Zacks Rank with a VGM Score of B and a Momentum Style Score of A, indicating strong buying potential.
  • Shares are up 8.4% over the past four weeks, demonstrating positive momentum according to the analysis.
  • For fiscal 2027, 10 analysts revised their earnings estimate upwards in the last 60 days, reflecting growing analyst confidence.
  • The Zacks Consensus Estimate has increased $0.92 to $12.38 per share, showing upward adjustment in earnings expectations.
  • ADSK boasts an average earnings surprise of +7.5%, demonstrating a history of beating market estimates.
  • Director of Research Sheraz Mian hand-picked ADSK as one of the 5 Zacks experts' favorites for explosive upside potential.
  • The company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone.
Risk Factors
  • Autodesk holds a #2 (Buy) rank on the Zacks Rank rather than a #1 (Strong Buy) status.
  • The Momentum Style Score is based on an 8.4% share price increase over only four weeks, indicating high short-term volatility.
  • While the stock has strong growth momentum, a recent pullback in share price may indicate shifting investor sentiment or market correction risks.
  • The article acknowledges that 'all our elite picks aren't winners,' introducing inherent risk to any potential significant upside.
Bullish +62

Wall Street Analysts See a 37.7% Upside in Autodesk (ADSK): Can the Stock Really Move This High?

Autodesk (ADSK) closed the last trading session at $247.99, having gained 9.3% over the past four weeks, with Wall Street analysts projecting a mean price target of $341.48. This consensus target represents a potential upside of 37.7% from current levels, derived from 27 short-term estimates that have a standard deviation of $38.62. While the lowest estimate suggests only a 12.5% increase and the most optimistic target predicts an 85.5% surge to $460.00, the article notes that analysts often set overly optimistic targets due to business incentives related to firm associations with the company. Despite skepticism regarding price targets as reliable standalone indicators, the outlook for Autodesk is bolstered by positive trends in earnings estimates. Researchers at several universities caution that price targets frequently mislead investors and should be treated with high degrees of skepticism, yet empirical evidence shows a strong correlation between upward trends in earnings estimate revisions and near-term stock price movements. Over the last 30 days, the Zacks Consensus Estimate for Autodesk’s current year increased by 11.6%, as ten estimates moved higher with no negative revisions recorded during this period. Autodesk currently holds a Zacks Rank #2 (Buy), placing it within the top 20% of over 4,000 stocks ranked based on four factors related to earnings estimates. This ranking is considered a more conclusive indication of the stock's potential upside in the near term compared to analyst price targets alone. The article emphasizes that while investors should not ignore price targets entirely, making investment decisions solely based on them could lead to disappointing returns. The Zacks Rank #2 reflects an impressive externally-audited track record and aligns with the fundamental view that earnings estimate revisions drive stock prices.

📈 Autodesk trades up 9.4% near $250 with a Wall Street target implying nearly 38% upside.

📉 Analyst EPS estimates surged 11.6% recently, driving the stock to a Zacks Rank #2 (Buy).

⚠ Experts warn price targets can be biased, yet earnings revisions strongly correlate with near-term gains.

📈 Autodesk (ADSK) closed at $247.99 after gaining 9.3% over the past four weeks, with a mean Wall Street price target of $341.48 indicating a 37.7% upside.

💰 Analyst estimates vary widely, ranging from a low of $279.00 (12.5% upside) to an optimistic high of $460.00 (85.5% upside), with a standard deviation of $38.62.

⚠️ Experts warn that relying solely on consensus price targets can be misleading due to potential analyst biases and business incentives driving inflated estimates.

📉 Research from global universities suggests that analyst price targets often mislead investors more frequently than they guide them accurately.

📊 Despite skepticism, there is a notable trend of analysts revising EPS estimates higher for Autodesk, with the Zacks Consensus Estimate increasing 11.6% over the last 30 days.

✅ No negative revisions were recorded in the current period as 10 estimates moved higher than their previous levels.

📈 The stock currently holds a Zacks Rank #2 (Buy), placing it in the top 20% of over 4,000 stocks based on earnings estimate factors.

🔍 The article notes that while price targets are unreliable indicators of exact price levels, they may still serve as a directional guide for investors.

🚀 Zacks Investment Research highlights Autodesk as one of their expert-picked favorites with potential for significant gains in the coming year.

📉 Past Zacks recommendations have historically soared between +112% and +232%, though previous results do not guarantee future performance.

💡 The content emphasizes that earnings estimate revisions show a strong correlation with near-term stock price movements, supporting the bullish outlook.

Bullish Signals
  • ADSK gained 9.3% in four weeks.
  • Analysts see 37.7% upside potential.
  • Stock could surge up to 85.5%.
  • Zacks Consensus Estimate rose 11.6%.
  • ADSK holds a Zacks Rank #2.
Risk Factors
  • Analysts target $460 gains; potential disappointment looms.
  • Inflated targets mislead investors, risking poor ROI.
  • Historical data shows short-term revisions fail predicting long-term growth.
  • Autodesk's Zacks Buy rank may hide future underperformance.
Bullish Signals
  • Autodesk (ADSK) stock has already gained 9.3% over the past four weeks, demonstrating strong short-term momentum.
  • The mean analyst price target of $341.48 implies a significant 37.7% upside potential from the current trading session close of $247.99.
  • Optimistic analysts predict the stock could surge up to 85.5% to reach a target price of $460.00.
  • Analysts show strong agreement on upward earnings revisions, with the Zacks Consensus Estimate for the current year increasing by 11.6% in the last 30 days.
  • ADSK currently holds a Zacks Rank #2 (Buy), placing it in the top 20% of more than 4,000 stocks based on earnings estimates and fundamental factors.
  • The article highlights Autodesk's impressive externally-audited track record as a conclusive indicator of its potential upside in the near term.
Risk Factors
  • Wall Street analysts have set excessively optimistic price targets for Autodesk, with some suggesting gains of up to 85.5% to $460.00, raising concerns about potential disappointment if these expectations are not met.
  • Researchers indicate that analyst price targets often mislead investors due to business incentives causing inflated valuations, and relying solely on them could lead to a disappointing return on investment (ROI).
  • Despite positive short-term earnings estimate revisions of 11.6% in the last 30 days, historical data suggests these metrics may not reliably predict long-term stock performance if analyst optimism is unwarranted.
  • The article notes that while Autodesk holds a Zacks Rank #2 (Buy), previous recommendations included 'home run' stocks that soared over 100%, implying that other selected stocks in such reports might underperform or fail to achieve similar returns.
Bullish +75

AUTODESK, INC. ANNOUNCES FISCAL 2026 FOURTH QUARTER RESULTS - PR Newswire

Autodesk Inc. (NASDAQ: ADSK) reported its fiscal 2026 fourth quarter results on February 26, 2026, with revenue growing by 19 percent year-over-year to $1.96 billion. The company highlighted outperformance in its Architecture, Engineering, Construction, and Operations segment, particularly within the construction vertical and emerging markets. Management noted that earnings before amortization exceeded expectations, driven by strong subscription billings and product linearity during the quarter. The company is also adjusting its financial outlook for fiscal 2027, incorporating prudence regarding temporary risks to billings and revenue as it operationalizes a sales optimization plan. Autodesk plans to continue focusing on agentic AI, leveraging specialized data and context as part of its platform strategy. The firm expects its underlying business momentum to remain strong despite the noted risks. Further details include guidance for the first quarter of fiscal 2027 regarding billings and revenue, along with full-year forecasts extending through January 31, 2027. A conference call and webcast are scheduled for 5 p.m. ET to discuss these results, with a replay available later that evening. Investors can find supplemental materials and financial reconciliations on the company's investor relations website.

📈 Q4 FY2026 revenue reached $1.96 billion, up 19% year-over-year.

🚀 Cloud and AI readiness positions the company for future agentic opportunities.

⚠ FY2027 guidance includes prudence regarding temporary operational risks.

☁ Revenue driven by four product families including AECO and AutoCAD.

- 📈 Autodesk reported fourth quarter fiscal 2026 revenue of $1.96 billion, representing a 19% year-over-year growth on both a reported and constant currency basis.

- 👷 Growth was particularly strong in the AECO sector, with notable outperformance in construction segments and emerging markets.

- 💰 Billings, EBA and product subscription revenue, linearity of billings, and up-front revenue all exceeded management expectations for the quarter.

- 🚀 CEO Andrew Anagnost highlighted Autodesk's decade-long preparation for cloud and AI, stating that their best opportunities lie ahead in building agentic AI for the real world.

- ⚠️ CFO Janesh Moorjani noted that while momentum remains strong, fiscal 2027 guidance incorporates prudence to reflect temporary risks related to operationalizing a sales optimization plan.

- 📅 The company will host an earnings conference call and webcast today at 5 p.m. ET with a replay available later in the evening.

- 📊 Full-year fiscal 2027 guidance includes estimates for billings, revenue, and free cash flow, though specific numerical targets are referenced in supplemental materials.

- ☁️ Autodesk maintains four primary product families focused on AECO, AutoCAD, Manufacturing, and Media & Entertainment to drive its recurring revenue model.

- 🤖 The company defines Cloud Service Offerings as term-based web or hybrid deployments that are not bundled with other product offerings for metric tracking purposes.

- 📉 Key performance metrics such as NR3 (Net Revenue Retention) and subscriptions will be presented independently of GAAP revenue to monitor long-term business health.

- 💵 Operating margins and cash flow from operating activities were provided in the detailed financial tables within the full earnings document.

- 🌍 Constant currency growth rates are calculated by applying prior period exchange rates and excluding foreign currency hedge gains or losses to reflect underlying operations.

Bullish Signals
  • Q4 revenue grew 19% year-over-year to $1.96 billion.
  • AECO segment outperformed in construction and emerging markets.
  • Up-front revenue exceeded expectations, signaling strong cash conversion.
  • Fiscal 2027 guidance assumes underlying momentum will remain strong.
  • Management prepared for cloud and AI over a decade.
Risk Factors
  • CEO optimism clashes with CFO's prudence on fiscal 2027 revenue guidance.
  • Selling optimization risks short-term billing stability.
  • Outlook accounts for economic volatility and FX fluctuations in 2027.
Bullish Signals
  • Fourth quarter revenue grew 19 percent year-over-year to $1.96 billion, demonstrating strong business momentum.
  • AECO segment highlighted outperformance in construction and emerging markets, with EBA and product subscription billings exceeding expectations.
  • CFO Janesh Moorjani noted that up-front revenue exceeded expectations, signaling strength in cash conversion and customer adoption.
  • Fiscal 2027 guidance assumes underlying momentum will remain strong, incorporating prudence but maintaining an optimistic outlook for the next fiscal year.
  • Management highlighted that they have been preparing for cloud and AI for over a decade, positioning Autodesk for future growth opportunities.
  • CEO Andrew Anagnost stated the company has specialized advantages in building agentic AI, suggesting a sustainable competitive moat.
  • Free cash flow from operating activities was reported as a positive metric alongside strong revenue performance.
Risk Factors
  • CEO Andrew Anagnost's optimism contrasts with CFO Janesh Moorjani's explicit incorporation of 'prudence to reflect temporary risk to billings and revenue' into fiscal 2027 guidance.
  • The company acknowledges risks associated with operationalizing its sales optimization plan, which could impact short-term billing stability.
  • Forward-looking statements for Q1 and full-year fiscal 2027 explicitly note that the outlook takes into consideration current economic environment volatility and foreign exchange currency rate fluctuations.