Autodesk Gestion
Gestion contrôle des critères 3/4
Le PDG Autodesk est Andrew Anagnost, nommé en Jun2017, a un mandat de 9.08 ans. La rémunération annuelle totale est $ 30.09M, composée du salaire de 3.5% et des bonus 96.5%, y compris les actions et options de la société. détient directement 0.056% des actions de la société, d'une valeur de $ 24.67M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.1 ans et 3.9 ans.
Informations clés
Andrew Anagnost
Directeur général
US$30.1m
Rémunération totale
| Pourcentage du salaire du PDG | 3.46% |
| Durée du mandat du directeur général | 9.1yrs |
| Propriété du PDG | 0.06% |
| Durée moyenne d'occupation des postes de direction | 4.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 3.9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jul 20
ADSK: MaintainX Acquisition Will Shape Next Phase Of Industrial AI Expansion
Analysts have trimmed the fair value estimate for Autodesk to approximately $403 from about $413, reflecting slightly higher discount rates and lower assumed future P/E multiples, even as recent research highlights solid Q1 execution and the added growth opportunity from the $3.6b MaintainX acquisition. Analyst Commentary Recent research on Autodesk points to a mix of valuation resets and continued confidence in the company’s execution, particularly following its Q1 report and the planned US$3.6b MaintainX acquisition.Seeking Alpha • Jul 18
Autodesk: This AI-Era Software Bargain Is Too Cheap To Ignore
Summary Autodesk is upgraded to ‘Strong Buy’ due to durable competitive advantages, robust growth, and a discounted 17x forward P/E multiple. ADSK’s MaintainX acquisition positions it to expand into operations and maintenance, creating a valuable feedback loop with core design products. Fiscal Q1 2027 saw 16% YoY revenue growth, 15% billings growth, and a 2-point margin expansion, with management guiding for double-digit revenue and EPS growth this year. AI integration and proprietary engineering validation tools reinforce ADSK’s moat. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 06
ADSK: MaintainX Deal Will Recast Long Term Operations And AI Positioning
Analysts have trimmed their average price target for Autodesk to around $235 from about $262, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples as they weigh strong recent results against questions around the MaintainX acquisition and core business momentum. Analyst Commentary Recent research on Autodesk highlights a mixed backdrop, with several firms acknowledging strong Q1 results while reassessing valuation, growth assumptions and the impact of the MaintainX acquisition.
Mise à jour du récit • Jun 22
ADSK: MaintainX Acquisition Will Support Future Margins And Operations Expansion
Autodesk's analyst price targets have shifted slightly as the consensus factors in a modest recalibration of revenue growth and higher future P/E expectations, with recent research highlighting both the potential of the $3.6b MaintainX acquisition and questions about its impact on margins and the core business. Analyst Commentary Recent research on Autodesk highlights a mix of optimism and caution as analysts weigh the MaintainX acquisition, Q1 results, and revised valuation frameworks.Mise à jour du récit • Jun 06
ADSK: MaintainX Acquisition And Margin Framework Will Support Future Rebound
Analysts trimmed the fair value estimate for Autodesk by about $6 to $319, as slightly lower modeled revenue growth and a modestly higher discount rate were only partly offset by expectations for stronger profit margins and a lower future P/E following the MaintainX acquisition. Analyst Commentary Recent research on Autodesk centers on how the MaintainX acquisition and Q1 update feed into growth, profitability and valuation.Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$1b |
| Jan 31 2026 | US$30m | US$1m | US$1b |
| Oct 31 2025 | n/a | n/a | US$1b |
| Jul 31 2025 | n/a | n/a | US$1b |
| Apr 30 2025 | n/a | n/a | US$1b |
| Jan 31 2025 | US$25m | US$1m | US$1b |
| Oct 31 2024 | n/a | n/a | US$1b |
| Jul 31 2024 | n/a | n/a | US$1b |
| Apr 30 2024 | n/a | n/a | US$997m |
| Jan 31 2024 | US$21m | US$1m | US$906m |
| Oct 31 2023 | n/a | n/a | US$917m |
| Jul 31 2023 | n/a | n/a | US$874m |
| Apr 30 2023 | n/a | n/a | US$838m |
| Jan 31 2023 | US$18m | US$1m | US$823m |
| Oct 31 2022 | n/a | n/a | US$619m |
| Jul 31 2022 | n/a | n/a | US$558m |
| Apr 30 2022 | n/a | n/a | US$487m |
| Jan 31 2022 | US$22m | US$1m | US$497m |
| Oct 31 2021 | n/a | n/a | US$1b |
| Jul 31 2021 | n/a | n/a | US$1b |
| Apr 30 2021 | n/a | n/a | US$1b |
| Jan 31 2021 | US$16m | US$976k | US$1b |
| Oct 31 2020 | n/a | n/a | US$429m |
| Jul 31 2020 | n/a | n/a | US$363m |
| Apr 30 2020 | n/a | n/a | US$305m |
| Jan 31 2020 | US$12m | US$904k | US$215m |
Rémunération vs marché: La rémunération totale de Andrew ($USD 30.09M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.63M ).
Rémunération et revenus: La rémunération de Andrew a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Andrew Anagnost (61 yo)
9.1yrs
Titularisation
US$30,091,165
Compensation
Dr. Andrew Anagnost Ph D., serves as Independent Director at HubSpot, Inc. since September 05, 2023. He has been Chief Executive Officer and President at Autodesk, Inc. since June 19, 2017.He serves as a...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 9.1yrs | US$30.09m | 0.056% $ 24.7m | |
| Executive VP & CFO | 1.6yrs | US$6.94m | 0.010% $ 4.5m | |
| Executive VP & COO | 3.7yrs | US$10.63m | 0.016% $ 7.1m | |
| Executive VP | 4.5yrs | US$5.79m | 0.036% $ 15.9m | |
| Executive VP & Chief People Officer | 4.5yrs | US$5.71m | 0.0040% $ 1.8m | |
| Founder | no data | pas de données | pas de données | |
| Founder | no data | pas de données | pas de données | |
| SVP & Chief Accounting Officer | less than a year | pas de données | pas de données | |
| Executive VP & CTO | 5.3yrs | pas de données | pas de données | |
| Chief Information Officer | less than a year | pas de données | pas de données | |
| Vice President of Investor Relations | 5.7yrs | pas de données | pas de données | |
| Chief Marketing Officer | 3.8yrs | pas de données | pas de données |
4.1yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe de direction de ADSK est considérée comme expérimentée (ancienneté moyenne 4.1 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 9.1yrs | US$30.09m | 0.056% $ 24.7m | |
| Independent Director | 1.1yrs | US$295.98k | 0.00040% $ 177.2k | |
| Independent Director | 1.6yrs | US$331.47k | 0.0027% $ 1.2m | |
| Independent Director | 8.3yrs | US$339.79k | 0.0030% $ 1.3m | |
| Independent Director | 7.3yrs | US$348.02k | 0.0051% $ 2.3m | |
| Independent Non-Executive Chairman | 14.7yrs | US$429.84k | 0.013% $ 5.6m | |
| Independent Director | 1.6yrs | US$311.04k | 0.00023% $ 101.9k | |
| Independent Director | 3.9yrs | US$339.79k | 0.00045% $ 199.3k | |
| Non-Executive Director | less than a year | pas de données | pas de données | |
| Independent Director | 6.8yrs | US$339.73k | pas de données | |
| Independent Director | 1.1yrs | US$295.98k | 0.00049% $ 217.0k |
3.9yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de ADSK sont considérés comme expérimentés (ancienneté moyenne 3.9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/26 04:37 |
| Cours de l'action en fin de journée | 2026/07/24 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Autodesk, Inc. est couverte par 58 analystes. 33 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Joseph Vruwink | Baird |