Autodesk Résultats passés
Passé contrôle des critères 3/6
Autodesk a connu une croissance annuelle moyenne de ses bénéfices de 1.8%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 22.1% par an. Les revenus ont augmenté de en hausse à un taux moyen de 11.9% par an. Le rendement des capitaux propres de Autodesk est 36.9% et ses marges nettes sont de 15.6%.
Informations clés
1.75%
Taux de croissance des bénéfices
2.49%
Taux de croissance du BPA
| Software Croissance de l'industrie | 17.33% |
| Taux de croissance des recettes | 11.93% |
| Rendement des fonds propres | 36.91% |
| Marge nette | 15.60% |
| Prochaine mise à jour des résultats | 28 May 2026 |
Mises à jour récentes des performances passées
Recent updates
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?Seeking Alpha • Mar 10
Autodesk: High Quality Remains, Price Too High For Now
Summary Autodesk remains a high-quality, wide-moat software leader with robust network effects and persistent pricing power. ADSK is transitioning to a modern SaaS hybrid with cloud and AI, deepening customer dependence and strengthening its ecosystem. Despite a 40% share price decline since October, ADSK appears slightly overvalued and is best suited for a qualitative watchlist. Read the full article on Seeking AlphaMise 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...Article d’analyse • 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...Article d’analyse • 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
Nouveau récit • 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 AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Autodesk gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Jan 26 | 7,206 | 1,124 | 3,077 | 1,618 |
| 31 Oct 25 | 6,888 | 1,111 | 2,946 | 1,589 |
| 31 Jul 25 | 6,605 | 1,043 | 2,838 | 1,551 |
| 30 Apr 25 | 6,347 | 1,012 | 2,745 | 1,506 |
| 31 Jan 25 | 6,131 | 1,112 | 2,631 | 1,458 |
| 31 Oct 24 | 5,961 | 1,091 | 2,554 | 1,437 |
| 31 Jul 24 | 5,805 | 1,057 | 2,479 | 1,391 |
| 30 Apr 24 | 5,645 | 997 | 2,443 | 1,371 |
| 31 Jan 24 | 5,497 | 906 | 2,424 | 1,345 |
| 31 Oct 23 | 5,346 | 917 | 2,355 | 1,306 |
| 31 Jul 23 | 5,212 | 874 | 2,345 | 1,277 |
| 30 Apr 23 | 5,104 | 838 | 2,319 | 1,227 |
| 31 Jan 23 | 5,005 | 823 | 2,266 | 1,187 |
| 31 Oct 22 | 4,898 | 619 | 2,249 | 1,165 |
| 31 Jul 22 | 4,744 | 558 | 2,197 | 1,135 |
| 30 Apr 22 | 4,567 | 487 | 2,153 | 1,105 |
| 31 Jan 22 | 4,386 | 497 | 2,100 | 1,081 |
| 31 Oct 21 | 4,214 | 1,319 | 2,056 | 1,041 |
| 31 Jul 21 | 4,041 | 1,315 | 1,981 | 991 |
| 30 Apr 21 | 3,894 | 1,298 | 1,908 | 947 |
| 31 Jan 21 | 3,790 | 1,208 | 1,873 | 899 |
| 31 Oct 20 | 3,651 | 429 | 1,820 | 865 |
| 31 Jul 20 | 3,541 | 363 | 1,791 | 847 |
| 30 Apr 20 | 3,425 | 305 | 1,762 | 831 |
| 31 Jan 20 | 3,274 | 215 | 1,687 | 851 |
| 31 Oct 19 | 3,112 | 147 | 1,672 | 802 |
| 31 Jul 19 | 2,931 | 57 | 1,621 | 777 |
| 30 Apr 19 | 2,745 | -23 | 1,566 | 750 |
| 31 Jan 19 | 2,570 | -81 | 1,508 | 725 |
| 31 Oct 18 | 2,386 | -319 | 1,482 | 717 |
| 31 Jul 18 | 2,241 | -415 | 1,440 | 728 |
| 30 Apr 18 | 2,131 | -520 | 1,399 | 741 |
| 31 Jan 18 | 2,057 | -567 | 1,376 | 756 |
| 31 Oct 17 | 1,982 | -567 | 1,347 | 760 |
| 31 Jul 17 | 1,956 | -590 | 1,331 | 761 |
| 30 Apr 17 | 2,005 | -544 | 1,318 | 760 |
| 31 Jan 17 | 2,031 | -582 | 1,312 | 766 |
| 31 Oct 16 | 2,201 | -446 | 1,303 | 784 |
| 31 Jul 16 | 2,311 | -347 | 1,295 | 789 |
| 30 Apr 16 | 2,370 | -517 | 1,295 | 789 |
| 31 Jan 16 | 2,504 | -330 | 1,309 | 790 |
| 31 Oct 15 | 2,520 | -282 | 1,319 | 777 |
| 31 Jul 15 | 2,539 | -227 | 1,325 | 763 |
Des revenus de qualité: ADSK a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de ADSK sont inférieures à celles de l'année dernière ADSK. (15.6%) sont inférieures à celles de l'année dernière (18.1%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de ADSK ont augmenté de 1.8% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de ADSK au cours de l'année écoulée ( 1.1% ) est inférieure à sa moyenne sur 5 ans ( 1.8% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices ADSK au cours de l'année écoulée ( 1.1% ) n'a pas surpassé celle du secteur Software 14.3%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de ADSK ( 36.9% ) est considéré comme élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/13 03:51 |
| Cours de l'action en fin de journée | 2026/05/13 00:00 |
| Les revenus | 2026/01/31 |
| 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 expliquant comment 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 60 analystes. 32 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 |