Autodesk Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Autodesk de 18.9% y 9.7% por año respectivamente. Se prevé que el BPA crezca en un 19% al año. Se espera que la rentabilidad financiera sea de 46.2% en 3 años.
Información clave
18.9%
Tasa de crecimiento de los beneficios
18.99%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 19.7% |
| Tasa de crecimiento de los ingresos | 9.7% |
| Rentabilidad financiera futura | 46.18% |
| Cobertura de analistas | Good |
| Última actualización | 17 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • May 15
Autodesk's Value In An AI-Centered World
Summary Autodesk is a market leader in industrial and manufacturing design software, but current valuation does not offer compelling upside. ADSK's transition to a SaaS model and direct billing has boosted near-term growth but introduces volatility and potential revenue flattening. Despite strong margins and limited balance sheet risks, a forward P/E below 20x (target price $205/share) is required for an attractive entry. I rate ADSK as 'HOLD' due to valuation concerns, margin compression risk, and the lack of a dividend, despite its industry standard status. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 27
ADSK: Margin Expansion And Sales Model Shift Will Support Future Rebound
The Analyst Price Target for Autodesk has been adjusted modestly to $325.55 from $331.62 as analysts balance Q4 strength, solid FY27 guidance and margin support with lower sector multiples and recent target cuts across several covering firms. Analyst Commentary Recent research on Autodesk reflects a split view, with many firms trimming price targets while still highlighting execution, margin potential and long term growth initiatives, and at least one downgrade pointing to sector and sentiment pressures.
Nueva narrativa • Apr 19
Autodesk Could Reach $330–$378 Over the Next Five Years
Autodesk (ADSK) has a credible path to $330–$378 over the next five years because it remains the dominant software platform for architecture, engineering, construction, and product design, with a strong shift toward subscriptions and recurring revenue. That transition gives earnings higher visibility and improves capital efficiency, which can support a premium valuation if growth continues.Actualización de narrativa • Apr 10
ADSK: Margin Expansion And Software Multiple Reset Will Drive Future Rebound
Narrative Update The analyst price target for Autodesk is now set at $331, with recent revisions clustering in the $285 to $350 range as analysts balance solid recent results, FY27 guidance commentary, and sector wide software multiple compression when framing upside and risk. Analyst Commentary Recent research paints a mixed picture for Autodesk, with most firms trimming price targets yet keeping positive ratings, and a later downgrade at Citi underscoring growing debate around risk and reward at current levels.Actualización de narrativa • Mar 27
ADSK: Margin Expansion And Limited AI Risk Will Support Multiple Rebound
Autodesk's updated analyst price target edges slightly lower to about $331.62. This reflects analysts' mixed target revisions that weigh recent Q4 beats, FY27 guidance commentary and sector-wide multiple compression against company specific views on margin expansion, resilient demand and limited perceived AI risk.Actualización de narrativa • Mar 12
ADSK: Margin Expansion And AI Adoption Will Support Future Multiple Rebound
Our updated analyst price target for Autodesk moves slightly lower to about $332 from roughly $343, as analysts balance softer assumed revenue growth and a lower future P/E multiple with firm commentary that highlights solid recent results, resilient software valuations, and ongoing margin progress. Analyst Commentary Recent research on Autodesk reflects a mix of optimism around execution and margins, set against more cautious expectations for future growth and valuation multiples.
Nueva narrativa • Mar 10
Cloud Platforms And AI Models Will Redefine Long Term Potential Here
Catalysts About Autodesk Autodesk provides software platforms that connect design, make and operate workflows across architecture, engineering, construction, manufacturing and media. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 25
ADSK: AI Integration And Margin Expansion Will Support Future Multiple Rebound
Autodesk's fair value estimate has been revised down from about $363 to $343 as analysts trim price targets across the sector, citing software multiple compression and weaker sentiment, while also pointing to solid Q4 expectations, margin potential, and AI integration as key supports for the business model. Analyst Commentary Recent research on Autodesk reflects a mixed backdrop, with price targets moving lower across the board while many firms still highlight solid execution, Q4 expectations and the role of AI as key supports for the story.
Nueva narrativa • Feb 24
Cloud Workflow Friction And AI Monetization Delays Will Eventually Support Stronger Fundamentals
Catalysts About Autodesk Autodesk provides software platforms that connect design and make workflows for architecture, engineering, construction, manufacturing and related industries. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 10
ADSK: AI And Converged Workflows Will Support Multi Year Margin Expansion
Narrative Update Introduction Our updated analyst price target for Autodesk edges slightly lower to about US$363 from roughly US$366, as analysts balance only modest tweaks to growth and discount rate assumptions with firmer profit margin expectations and a slightly reduced future P/E multiple, supported by recent upgrades and higher external targets. Analyst Commentary Recent research on Autodesk skews more constructive, with several banks lifting ratings and price targets after what they describe as consistent execution and steady demand.Actualización de narrativa • Jan 25
ADSK: AI Execution And Converged Workflows Will Support Multi Year Outperformance
Analysts have made a slight downward adjustment to their fair value estimate for Autodesk to about US$365.58 from US$365.71, reflecting updated views on its growth, margins and future P/E as they respond to recent target moves and supportive research on the company's execution and product demand. Analyst Commentary Recent research points to a generally constructive tone on Autodesk, with several firms adjusting price targets and ratings as they reassess growth, execution and valuation.Actualización de narrativa • Jan 10
ADSK: AI And Execution Will Support Multi Year Outperformance Versus Core Industries
Analysts have made a slight adjustment to the Autodesk fair value estimate to about $365.71 per share. The change reflects recent price target increases on the Street, renewed confidence in execution and AI and go to market plans, and expectations that the company can grow several points faster than its core industries over the next few years.Artículo de análisis • Jan 02
Shareholders Should Be Pleased With Autodesk, Inc.'s (NASDAQ:ADSK) Price
Autodesk, Inc.'s ( NASDAQ:ADSK ) price-to-earnings (or "P/E") ratio of 56.4x might make it look like a strong sell...Actualización de narrativa • Dec 25
ADSK: AI Execution Will Drive Margins And Support Multi Year Upside
Our fair value estimate for Autodesk has inched up by about $1 to approximately $366 per share, as analysts point to steady low teens revenue growth, improving margins, and increased confidence in execution, AI strategy, and multi year growth durability, which is reflected in a series of upward price target revisions across the Street. Analyst Commentary Street research remains broadly constructive on Autodesk, with several firms lifting price targets and, in at least one case, upgrading the stock, as confidence improves in the company’s growth trajectory, margin profile, and execution consistency.Actualización de narrativa • Dec 11
ADSK: AI And Execution Will Drive Margin Expansion And Share Gains
Analysts have nudged our Autodesk fair value estimate slightly higher to approximately $365 per share, up from about $365 previously. This reflects increased confidence in the durability of low teens revenue growth, AI and go to market execution, and consistently strong quarterly results that have supported a series of upward price target revisions on the Street.Artículo de análisis • Nov 28
Autodesk, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
A week ago, Autodesk, Inc. ( NASDAQ:ADSK ) came out with a strong set of quarterly numbers that could potentially lead...Actualización de narrativa • Nov 27
ADSK: Future Operating Margin Expansion Will Drive Shares Higher This Cycle
Autodesk's average analyst price target has increased modestly to approximately $373. This reflects analyst optimism around improving revenue growth, expanded profit margins, and consistent execution in recent quarters.Actualización de narrativa • Nov 05
ADSK: Future Margin Expansion Will Fuel Share Price Momentum
Autodesk's analyst price target has been raised, with most estimates climbing by $15 to $38 per share, as analysts cite better-than-expected quarterly results and increased confidence in long-term margin and revenue growth targets. Analyst Commentary Bullish analysts responded to Autodesk’s quarterly results by significantly raising their price targets.Actualización de narrativa • Oct 22
Analysts Raise Price Targets on Autodesk Following Strong Results and Improved Margin Guidance
Autodesk's analyst price target has increased significantly, rising by $17 to $393. Analysts point to stronger-than-expected quarterly results and raised long-term margin guidance as key drivers behind their optimism.Actualización de narrativa • Oct 08
Cloud Adoption And AEC Investment Will Open New Markets
Autodesk’s analyst price target has been revised upward by $4.75 to $363.71. Analysts cite stronger than expected quarterly performance and improved long-term growth and margin outlooks as key drivers of the change.Actualización de narrativa • Aug 30
Investments In Cloud And AI Will Expand Future Customer Ecosystem
Driven by Autodesk’s stronger-than-expected Q2 results, upgraded guidance, long-term margin expansion targets, and improved revenue prospects—partially offset by macro and margin model concerns—the consensus analyst price target has increased from $342.07 to $356.55. Analyst Commentary Stronger-than-expected fiscal Q2 results and upgraded full-year (FY26) guidance, with revenue growth accelerating and beats across key operating metrics.Artículo de análisis • Aug 04
Is Autodesk (NASDAQ:ADSK) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Jun 11
Is Now The Time To Look At Buying Autodesk, Inc. (NASDAQ:ADSK)?
Autodesk, Inc. ( NASDAQ:ADSK ) received a lot of attention from a substantial price increase on the NASDAQGS over the...Artículo de análisis • May 29
Autodesk's (NASDAQ:ADSK) Earnings Offer More Than Meets The Eye
Autodesk, Inc.'s ( NASDAQ:ADSK ) solid earnings announcement recently didn't do much to the stock price. We did some...Seeking Alpha • Apr 09
Autodesk: Solid Business Trading At The Low End Of Its Trading Band
Summary Despite macro challenges, Autodesk's strong product stickiness, network effects, and low valuation make it a compelling buy. Exposure to growing markets like AEC, manufacturing, and AI infrastructure, coupled with secular tailwinds, supports long-term growth potential. High switching costs and strong network effects, especially in AutoCAD, ensure ADSK's market leadership and user retention. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Autodesk: Chinese Solutions Pose Risks
Summary Autodesk excels in engineering efficiency and AI-driven generative design, enhancing collaboration and reducing project time, but struggles in the competitive Chinese market. Despite strong financials and cloud-based advantages, Autodesk's valuation appears overvalued, with moderate growth expectations and significant risks from global trade wars. Given the current market conditions and competitive landscape, I rate Autodesk a hold, with potential for reevaluation if growth accelerates in China. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Autodesk Is A Great Company But I Do Not Like Its Current Valuation
Summary Autodesk is a strong company with a diversified revenue stream and a robust software suite. Its current valuation appears stretched, leading me to rate it as a HOLD. Autodesk's transition to a subscription model has improved revenue predictability and margins, yet high stock-based compensation and a moderate balance sheet pose concerns. My investment philosophy focuses on great fundamentals, a strong moat, and reasonable valuation. Autodesk excels in fundamentals and moat but lacks a margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Autodesk: Stretched Valuation And Fading Tailwinds Will Continue To Create Problems
Summary Autodesk's share price dropped post-Q3 earnings, despite results that were broadly in line with expectations. Autodesk continues to benefit from infrastructure spending growth, and the company's strategy is expanding its footprint. Autodesk will need to generate strong growth going forward to maintain its current valuation, which will be difficult when current tailwinds begin to fade. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Autodesk Q3: Strong Billing Growth Supporting Future Growth
Summary I reiterate a 'Buy' rating on Autodesk with a fair value of $310 per share due to strong billing growth and strategic subscription transition. ADSK reported 11% revenue growth and 28% billings growth, driven by a shift to annual subscriptions, early renewals, and a new transaction business model. The company’s major platforms, including AEC, AutoCAD, MFG, and M&E, experienced robust revenue growth, supported by effective go-to-market efforts and cloud infrastructure leverage. Despite high stock-based compensation and potential market slowdowns, Autodesk's strategic shift and billing growth provide a solid foundation for future growth. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Autodesk: Free Cash Flow Uncertainty And Activist Investor Involvement Creates Opportunity
Summary Autodesk's transition to a subscription model and recent billing changes have caused confusion and impacted short term cash flow, but offer long-term stability and growth potential. Activist investor Starboard Value is pressuring Autodesk to improve operations, reduce costs, and enhance shareholder value, highlighting management's past underperformance. Despite short-term cash flow uncertainties, Autodesk's strong market position, recurring revenue model, and potential in generative AI make it an attractive long-term investment. I anticipate operational improvements and value creation from Starboard's involvement and recommend adding to positions during stock price pullbacks. Read the full article on Seeking AlphaSeeking Alpha • Sep 04
Autodesk: Path To Mid-Teens Growth Is Now More Visible
Summary Autodesk's 2Q25 revenue grew 12% to $1.5 billion, beating guidance, with gross margins expanding to ~93% and free cash flow margin improving to 13.5%. Positive macro indicators, such as potential Fed rate cuts and a stabilized construction backlog, suggest strong future construction activity, benefiting ADSK. The new transaction model rollout is ahead of schedule, enhancing pricing control, cross-selling opportunities, and operational efficiencies, supporting robust future growth. Read the full article on Seeking Alpha
Nueva narrativa • Sep 02
Shifting To Cloud And AI Fuels Revenue Growth And Capital Efficacy In Architecture And Engineering
Autodesk's strategic focus on digital transformation, cloud-based solutions, and AI technology aims to drive future demand, revenue growth, and margin expansion.Seeking Alpha • Aug 26
Autodesk Q2 Preview: Activist Pressure Should Turn Things Around
Summary Autodesk has underperformed the S&P 500 YTD, with upcoming Q2 earnings on August 29 expected to show 10% revenue growth and 5% non-GAAP EPS growth YoY. Activist investor Starboard urges Autodesk to improve margins and replace the CEO, due to questionable business practices and misleading shareholders. Despite product innovation with Project Bernini and a new transaction model, uncertainties around management and accounting practices blur growth prospects. I rate Autodesk a "hold" due to insufficient margin of safety from uncertainties related to potential management changes, despite positive product developments and market positioning. Read the full article on Seeking AlphaSeeking Alpha • Jul 22
Autodesk: Weaker Organic Growth Doesn't Justify Valuation
Summary Autodesk is sitting at a very rich ~9x forward revenue multiple and ~30x P/E, despite growth rates that are lagging other large-cap software peers. The company trades at a hefty premium versus Workday and Salesforce, which are growing faster than Autodesk. A portion of Autodesk's expectations for 9-11% y/y revenue growth this year owes to an accounting change that will reclassify contra revenue as an operating expense. Dropping Autodesk to a sell rating: it's better to invest elsewhere, especially as the market is sitting near all-time highs. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 1/31/2029 | 9,959 | 2,428 | 3,524 | 3,507 | 14 |
| 1/31/2028 | 9,013 | 2,015 | 3,067 | 3,208 | 32 |
| 1/31/2027 | 8,151 | 1,699 | 2,758 | 2,868 | 31 |
| 1/31/2026 | 7,206 | 1,124 | 2,376 | 2,452 | N/A |
| 10/31/2025 | 6,888 | 1,111 | 2,083 | 2,155 | N/A |
| 7/31/2025 | 6,605 | 1,043 | 1,847 | 1,925 | N/A |
| 4/30/2025 | 6,347 | 1,012 | 1,601 | 1,677 | N/A |
| 1/31/2025 | 6,131 | 1,112 | 1,505 | 1,607 | N/A |
| 10/31/2024 | 5,961 | 1,091 | 1,254 | 1,352 | N/A |
| 7/31/2024 | 5,805 | 1,057 | 1,071 | 1,161 | N/A |
| 4/30/2024 | 5,645 | 997 | 997 | 1,084 | N/A |
| 1/31/2024 | 5,497 | 906 | 1,252 | 1,313 | N/A |
| 10/31/2023 | 5,346 | 917 | 1,733 | 1,787 | N/A |
| 7/31/2023 | 5,212 | 874 | 2,194 | 2,238 | N/A |
| 4/30/2023 | 5,104 | 838 | 2,315 | 2,360 | N/A |
| 1/31/2023 | 5,005 | 823 | 2,025 | 2,071 | N/A |
| 10/31/2022 | 4,898 | 619 | 1,837 | 1,882 | N/A |
| 7/31/2022 | 4,744 | 558 | 1,633 | 1,684 | N/A |
| 4/30/2022 | 4,567 | 487 | 1,567 | 1,629 | N/A |
| 1/31/2022 | 4,386 | 497 | 1,464 | 1,531 | N/A |
| 10/31/2021 | 4,214 | 1,319 | 1,383 | 1,467 | N/A |
| 7/31/2021 | 4,041 | 1,315 | 1,468 | 1,557 | N/A |
| 4/30/2021 | 3,894 | 1,298 | 1,353 | 1,446 | N/A |
| 1/31/2021 | 3,790 | 1,208 | 1,341 | 1,437 | N/A |
| 10/31/2020 | 3,651 | 429 | 1,391 | 1,478 | N/A |
| 7/31/2020 | 3,541 | 363 | 1,318 | 1,393 | N/A |
| 4/30/2020 | 3,425 | 305 | 1,459 | 1,521 | N/A |
| 1/31/2020 | 3,274 | 215 | 1,362 | 1,415 | N/A |
| 10/31/2019 | 3,112 | 147 | N/A | 1,028 | N/A |
| 7/31/2019 | 2,931 | 57 | N/A | 791 | N/A |
| 4/30/2019 | 2,745 | -23 | N/A | 615 | N/A |
| 1/31/2019 | 2,570 | -81 | N/A | 377 | N/A |
| 10/31/2018 | 2,386 | -319 | N/A | 145 | N/A |
| 7/31/2018 | 2,241 | -415 | N/A | 55 | N/A |
| 4/30/2018 | 2,131 | -520 | N/A | -61 | N/A |
| 1/31/2018 | 2,057 | -567 | N/A | 1 | N/A |
| 10/31/2017 | 1,982 | -567 | N/A | -63 | N/A |
| 7/31/2017 | 1,956 | -590 | N/A | -4 | N/A |
| 4/30/2017 | 2,005 | -544 | N/A | 51 | N/A |
| 1/31/2017 | 2,031 | -582 | N/A | 170 | N/A |
| 10/31/2016 | 2,201 | -446 | N/A | 324 | N/A |
| 7/31/2016 | 2,311 | -347 | N/A | 397 | N/A |
| 4/30/2016 | 2,370 | -517 | N/A | 492 | N/A |
| 1/31/2016 | 2,504 | -330 | N/A | 414 | N/A |
| 10/31/2015 | 2,520 | -282 | N/A | 501 | N/A |
| 7/31/2015 | 2,539 | -227 | N/A | 557 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (18.9% al año) de ADSK es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (18.9% al año) de ADSK crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de ADSK crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (9.7% al año) de ADSK crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 9.7% al año) de ADSK crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de ADSK sea muy elevada dentro de 3 años (46.2%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/18 14:55 |
| Precio de las acciones al final del día | 2026/05/15 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Autodesk, Inc. está cubierta por 60 analistas. 32 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Joseph Vruwink | Baird |