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Autodesk, Inc. Stock Price

NasdaqGS:ADSK Community·US$53.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 195 Fair Values set on narratives written by author

ADSK Share Price Performance

US$270.58
-17.91 (-6.21%)
US$318.53
Fair Value
US$270.58
-17.91 (-6.21%)
15.1% undervalued intrinsic discount
US$318.53
Fair Value
Price US$270.58
AnalystConsensusTarget US$318.53
AnalystLowTarget US$227.54
AnalystHighTarget US$402.93

ADSK Community Narratives

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Fair Value US$318.53 15.1% undervalued intrinsic discount

Analysts Raise Price Targets on Autodesk Following Strong Results and Improved Margin Guidance

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Fair Value US$227.54 18.9% overvalued intrinsic discount

Cloud Workflow Friction And AI Monetization Delays Will Eventually Support Stronger Fundamentals

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Fair Value US$402.93 32.8% undervalued intrinsic discount

Cloud Platforms And AI Models Will Redefine Long Term Potential Here

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US$227.54
18.9% overvalued intrinsic discount
Revenue
9.57% p.a.
Profit Margin
23.71%
Future PE
25.56x
Price in 2029
US$291.75
US$402.93
32.8% undervalued intrinsic discount
Revenue
12.46% p.a.
Profit Margin
27.05%
Future PE
36.72x
Price in 2029
US$517.03
US$318.53
15.1% undervalued intrinsic discount
Revenue
10.6% p.a.
Profit Margin
25.02%
Future PE
33.05x
Price in 2029
US$409.47

Trending Discussion

No trending discussion available.

Updated Narratives

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ADSK: MaintainX Acquisition Will Pressure Margins And Limit AI Upside Potential

Fair Value: US$227.54 18.9% overvalued intrinsic discount
5 users have set this as their fair value
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ADSK: MaintainX Acquisition Will Shape Next Phase Of Industrial AI Expansion

Fair Value: US$402.93 32.8% undervalued intrinsic discount
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ADSK: MaintainX Acquisition Will Support Future Margins And Operations Expansion

Fair Value: US$318.53 15.1% undervalued intrinsic discount
69 users have set this as their fair value
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Snowflake Analysis

Outstanding track record with excellent balance sheet.

0 Risks
3 Rewards

Autodesk, Inc. Key Details

US$7.5b

Revenue

US$568.0m

Cost of Revenue

US$6.9b

Gross Profit

US$5.5b

Other Expenses

US$1.5b

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
6.93
92.43%
19.49%
77.9%
View Full Analysis

About ADSK

Founded
1982
Employees
14300
CEO
Andrew Anagnost
WebsiteView website
www.autodesk.com

Autodesk, Inc. engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution; Autodesk Build, a toolset for managing, sharing, and accessing project documents for streamlined workflows between the office, trailer, and jobsite; Revit, a software built for building information modeling to help professionals design, build, and maintain energy-efficient buildings; Autodesk BIM Collaborate Pro, cloud-based design collaboration and design management software; BuildingConnected, a SaaS preconstruction solution; and Tandem, a cloud-based platform that transforms the built asset lifecycle. It also provides AutoCAD software, a customizable and extensible CAD application for professional design, drafting, detailing, and visualization; AutoCAD LT, a drafting and detailing software; Fusion, a 3D CAD, computer-aided manufacturing, and computer-aided engineering tool; Inventor, a software solution that offers a set of tools for 3D mechanical design, simulation, analysis, tooling, visualization, and documentation; product design and manufacturing collection tools; and Vault, a data management software for managing data in one central location, accelerate design processes, and streamline internal/external collaboration. The company offers Flow Production Tracking, a cloud-based production management software; Maya software that offers 3D modeling, animation, effects, rendering, and compositing solutions for film and video artists, game developers, and design visualization professionals; Media and Entertainment Collection that offers end-to-end creative tools for entertainment creation; and 3ds Max software, which provides 3D modeling, animation, and rendering solutions. It sells its products and services through a network of resellers and distributors. Autodesk, Inc. was incorporated in 1982 and is headquartered in San Francisco, California.

Recent ADSK News & Updates

Seeking Alpha 2h

Autodesk - Q2'27 Update Shows Upside As Well As Downside

Summary Autodesk (ADSK) remains an industry leader, but current valuation at $250+/share limits risk-adjusted upside; I maintain a 'Hold' rating with a $215 PT. Recent 2Q27 results exceeded expectations, highlighting improved profitability and successful AI integration, yet future growth visibility remains opaque. AI is a moat for ADSK, but risks include slower subscriber growth and potential margin pressure if AI becomes a cost of competition rather than a profit driver. With normalized EPS of $9–$10 and long-term growth of 6–7%, I see fair value at $260–$280/share, but will only consider entry at or below $215. Read the full article on Seeking Alpha
Narrative Update Aug 20

ADSK: MaintainX Acquisition Will Pressure Margins And Limit AI Upside Potential

Analysts have raised the Autodesk fair value estimate from $222.23 to $227.54, reflecting higher price targets that are supported by views of resilient revenue, contribution from the MaintainX acquisition, and the potential long term role of AI in strengthening the software platform. Analyst Commentary Recent Street research on Autodesk shows a wide range of price targets and views on growth durability, AI monetization and the impact of the MaintainX acquisition on margins and valuation.

Recent updates

No updates