Company Overview

Autodesk, Inc. provides 3D design, engineering, and entertainment software and services worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for civil engineering, including land development, transportation, and environmental projects; BIM 360, a construction management cloud-based software; AutoCAD, a software for professional design, drafting, detailing, and visualization; AutoCAD LT, a drafting and detailing software; computer-aided manufacturing (CAM) software for computer numeric control machining, inspection, and modelling for manufacturing; Fusion 360, a 3D CAD, CAM, and computer-aided engineering tool; and Industry Collections tools for professionals in architecture, engineering and construction, product design and manufacturing, and media and entertainment collection industries. It also provides Inventor tools for 3D mechanical design, simulation, analysis, tooling, visualization, and documentation; Vault, a data management software to manage data in one central location, accelerate design processes, and streamline internal/external collaboration; Maya and 3ds Max software products that offer 3D modeling, animation, effects, rendering, and compositing solutions; and ShotGrid, a cloud-based software for review and production tracking in the media and entertainment industry. It sells its products and services to customers directly, as well as through a network of resellers and distributors. Autodesk, Inc. was incorporated in 1982 and is headquartered in San Rafael, California.

  • Name

    Autodesk, Inc.

  • CEO

    Andrew Anagnost

  • Website

    www.autodesk.com

  • Sector

    Software

  • Year Founded

    1982

Company Statistics

Profile

  • Market Cap

  • EV

  • Shares Out

  • Revenue

  • Employees

Margins

  • Gross

  • EBITDA

  • Operating

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  • Net

  • FCF

Returns (5Yr Avg)

  • ROA

  • ROTA

  • ROE

  • ROCE

  • ROIC

Valuation (TTM)

  • P/E

  • P/B

  • EV/Sales

  • EV/EBITDA

  • P/FCF

  • EV/Gross Profit

Valuation (NTM)

  • Price Target

  • P/E

  • PEG

  • EV/Sales

  • EV/EBITDA

  • P/FCF

Financial Health

  • Cash

  • Net Debt

  • Debt/Equity

  • EBIT/Interest

Growth (CAGR)

  • Rev 3Yr

  • Rev 5Yr

  • Rev 10Yr

  • Dil EPS 3Yr

  • Dil EPS 5Yr

  • Dil EPS 10Yr

  • Rev Fwd 2Yr

  • EBITDA Fwd 2Yr

  • EPS Fwd 2Yr

  • EPS LT Growth Est

Dividends

  • Yield

  • Payout

  • DPS

  • DPS Growth 3Yr

  • DPS Growth 5Yr

  • DPS Growth 10Yr

  • DPS Growth Fwd 2Yr

Bulls Say

  • Adoption of Autodesk’s industry cloud products over the next few years should provide further headroom for its revenue growth.

  • A more flexible pricing scheme should incentivize low-end, occasional CAD users to try out Autodesk products, especially the company’s new AI-based tools.

  • The increasing complexity of construction projects has led to more governments mandating the use of building information modeling systems, which benefits dominant suppliers like Autodesk.

Bears Say

  • Architects and designers are often comfortable with their existing workflows, posing a challenge for the penetration of Autodesk’s higher-value AI and data offerings.

  • Autodesk’s mid-market focus in the manufacturing category means relatively high customer turnover compared with other established players, which leads to uncertainty for Fusion’s future growth.

  • Autodesk’s margin improvements can undershoot expectations due to the organizational sclerosis the company accumulated during its decades-long history.

Source: Morningstar Analysis - Nov 26, 2025

What's happening

Nov 5, 2025 - Dec 5, 2025

Autodesk Inc. Surges on Strong Q3 Results and AI Growth Prospects

  • Autodesk reported strong third-quarter results, exceeding earnings expectations with adjusted EPS of $2.67 and revenue of $1.85 billion, a year-over-year increase of 18%.
  • CEO remarks highlighted long-term growth driven by demand for artificial intelligence solutions, boosting investor sentiment.
  • Despite some bearish pre-earnings speculation, Autodesk's solid fundamentals led to significant stock price increases post-announcement.

Over the past month, Autodesk Inc. (ADSK) experienced a positive movement of 2.1%, outperforming the S&P 500's return of 1.3% by a margin of 0.9%. This performance was significantly influenced by key events that shaped market dynamics surrounding the company. On November 26, Autodesk announced its third-quarter results for fiscal year 2026, reporting adjusted earnings per share (EPS) at $2.67—surpassing expectations—and revenue reaching $1.85 billion with an impressive year-over-year growth rate of 18%. This robust financial outcome prompted an upward revision in guidance for both EPS and revenue forecasts for the fiscal year.

The optimism around Autodesk was further fueled by comments from its CEO regarding long-term growth prospects linked to sustained demand for artificial intelligence solutions on the same day as their earnings report announcement. Social media activity reflected this enthusiasm as users discussed both the earnings beat and subsequent stock price movements following these announcements; after-hours trading showed notable increases in ADSK’s stock price due to favorable market reactions.

However, prior to these announcements there were mixed signals affecting investor sentiment; analysts had anticipated quarterly figures slightly below consensus estimates leading up to November 26th due to concerns about high investor expectations amid an elevated P/E ratio at that time along with reports indicating expected revenues marginally lower than analyst projections.

Despite these challenges earlier in November—including minor declines attributed to shareholder actions like Starboard Value LP reducing its stake—the overall trend remained bullish following the earnings announcement thanks to solid fundamentals demonstrated during Q3 reporting period coupled with supportive analyses from firms such as Stifel which raised price targets based on improving trends observed within Autodesk’s segments.

Autodesk Inc outperformed the Information Technology (XLK) sector by 3.1%.

NasdaqGS:ADSK