Autodesk (ADSK) Panoramica del titolo
Autodesk, Inc. è impegnata nella fornitura di soluzioni tecnologiche per la progettazione, l'ingegneria e l'intrattenimento in 3D in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
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Autodesk
40.9% sottovalutato sconto intrinseco
Autodesk Fell 35%. I Asked AI to Kill the Moat. It Couldn't.
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Published 11 Sep
Concorrenti di Autodesk, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$218.85 |
| Massimo di 52 settimane | US$326.47 |
| Minimo di 52 settimane | US$185.50 |
| Beta | 1.31 |
| Variazione di 1 mese | -13.78% |
| Variazione a 3 mesi | 15.93% |
| Variazione di 1 anno | -32.53% |
| Variazione a 3 anni | 6.41% |
| Variazione a 5 anni | -25.58% |
| Variazione dall'IPO | 21,338.37% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Sep 18
ADSK: AI And MaintainX Integration Will Test Margins With Balanced Upside Potential
Analysts have trimmed their fair value estimate for Autodesk from about $235.27 to roughly $228.62. This reflects updated views on slightly higher discount rates, modestly stronger revenue growth and margins, and a lower future P/E multiple in light of both long-term AI and construction opportunities as well as nearer-term integration and go to market risks.Seeking Alpha • Sep 14
Autodesk: A Great Buy As Contract Prices Rise
Summary Autodesk remains a compelling 'growth at a reasonable price' opportunity amid persistent software sector weakness. Despite a post-earnings drop and 25% YTD decline, ADSK continues to deliver healthy organic growth and best-in-class margins. The company lifted its full-year outlook, driven by strong renewal performance and its acquisition of MaintainX. I reiterate my buy rating, emphasizing Autodesk's strong earnings leverage and attractive valuation profile. Read the full article on Seeking Alpha
Nuova narrativa • Sep 11
Autodesk Fell 35%. I Asked AI to Kill the Moat. It Couldn't.
Autodesk just reported $2.05 billion of quarterly revenue, raised its full-year revenue outlook, grew subscription revenue 17%, and watched its stock keep falling. September 2026 · Analysis by John-Eric The obvious suspect was AI.Recent updates
Aggiornamento narrativa • Sep 18
ADSK: AI And MaintainX Integration Will Test Margins With Balanced Upside Potential
Analysts have trimmed their fair value estimate for Autodesk from about $235.27 to roughly $228.62. This reflects updated views on slightly higher discount rates, modestly stronger revenue growth and margins, and a lower future P/E multiple in light of both long-term AI and construction opportunities as well as nearer-term integration and go to market risks.Seeking Alpha • Sep 14
Autodesk: A Great Buy As Contract Prices Rise
Summary Autodesk remains a compelling 'growth at a reasonable price' opportunity amid persistent software sector weakness. Despite a post-earnings drop and 25% YTD decline, ADSK continues to deliver healthy organic growth and best-in-class margins. The company lifted its full-year outlook, driven by strong renewal performance and its acquisition of MaintainX. I reiterate my buy rating, emphasizing Autodesk's strong earnings leverage and attractive valuation profile. Read the full article on Seeking AlphaNuova narrativa • Sep 11
Autodesk Fell 35%. I Asked AI to Kill the Moat. It Couldn't.
Autodesk just reported $2.05 billion of quarterly revenue, raised its full-year revenue outlook, grew subscription revenue 17%, and watched its stock keep falling. September 2026 · Analysis by John-Eric The obvious suspect was AI.Aggiornamento narrativa • Sep 03
ADSK: AI And MaintainX Integration Will Shape Margins And Keep Upside Balanced
Analysts have nudged their fair value estimate for Autodesk higher to about $235 from roughly $228, reflecting slightly stronger modeled revenue growth, a modestly higher discount rate, and a somewhat lower assumed future P/E and profit margin. Analyst Commentary Recent Street research on Autodesk shows a mix of confidence in the business and some caution around the share price.Aggiornamento narrativa • 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.Aggiornamento narrativa • Aug 04
ADSK: MaintainX And OpenUSD Moves Will Reshape AI Workflows And Margins
Analysts now place Autodesk's fair value closer to $222, trimming it from about $235 as they moderate assumed future P/E multiples, while still highlighting the company's entrenched role in design workflows and its perceived moat around applying AI and recent acquisitions like MaintainX. Analyst Commentary Recent Street research on Autodesk shows a mix of confidence in the core franchise and caution around valuation, acquisition risks, and the growth outlook.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento 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.
Nuova 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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?Aggiornamento 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.Nuova 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?Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.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 AlphaRendimenti per gli azionisti
| ADSK | US Software | US Mercato | |
|---|---|---|---|
| 7D | -4.4% | 0.1% | 1.8% |
| 1Y | -32.5% | -10.2% | 13.3% |
Ritorno vs Industria: ADSK ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -10.2 % nell'ultimo anno.
Rendimento vs Mercato: ADSK ha avuto una performance inferiore al mercato US che ha registrato un rendimento 13.3 % nell'ultimo anno.
Volatilità dei prezzi
| ADSK volatility | |
|---|---|
| ADSK Average Weekly Movement | 6.6% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.8% |
Prezzo delle azioni stabile: ADSK non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di ADSK è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1982 | 14,300 | Andrew Anagnost | www.autodesk.com |
Autodesk, Inc. è impegnata nella fornitura di soluzioni tecnologiche per la progettazione, l'ingegneria e l'intrattenimento in 3D in tutto il mondo. L'azienda offre AutoCAD Civil 3D, una soluzione per il rilievo, la progettazione, l'analisi e la documentazione; Autodesk Build, un set di strumenti per la gestione, la condivisione e l'accesso ai documenti di progetto per semplificare i flussi di lavoro tra l'ufficio, la roulotte e il cantiere; Revit, un software per la modellazione delle informazioni sugli edifici che aiuta i professionisti a progettare, costruire e mantenere edifici efficienti dal punto di vista energetico; Autodesk BIM Collaborate Pro, un software per la collaborazione e la gestione della progettazione basato sul cloud; BuildingConnected, una soluzione SaaS per la pre-costruzione; e Tandem, una piattaforma basata sul cloud che trasforma il ciclo di vita del bene costruito. L'azienda fornisce anche il software AutoCAD, un'applicazione CAD personalizzabile ed estensibile per la progettazione, la stesura, il dettaglio e la visualizzazione professionale; AutoCAD LT, un software di stesura e dettaglio; Fusion, uno strumento CAD 3D, di produzione assistita da computer e di ingegneria assistita da computer; Inventor, una soluzione software che offre una serie di strumenti per la progettazione meccanica 3D, la simulazione, l'analisi, l'attrezzaggio, la visualizzazione e la documentazione; strumenti di raccolta per la progettazione e la produzione di prodotti; Vault, un software di gestione dei dati per la gestione dei dati in un'unica posizione centrale, l'accelerazione dei processi di progettazione e la semplificazione della collaborazione interna/esterna.
Autodesk, Inc. Riepilogo dei fondamenti
| ADSK statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$45.34b |
| Utili (TTM) | US$1.64b |
| Ricavi(TTM) | US$7.79b |
27.9x
Rapporto P/E5.9x
Rapporto P/SADSK è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ADSK Conto economico (TTM) | |
|---|---|
| Ricavi | US$7.79b |
| Costo del fatturato | US$584.00m |
| Profitto lordo | US$7.21b |
| Altre spese | US$5.56b |
| Utili | US$1.64b |
Ultimi utili riportati
Jul 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 7.86 |
| Margine lordo | 92.50% |
| Margine di profitto netto | 21.08% |
| Rapporto debito/patrimonio netto | 102.8% |
Come si è comportato ADSK nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/21 04:13 |
| Prezzo dell'azione a fine giornata | 2026/09/21 00:00 |
| Utili | 2026/07/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Autodesk, Inc. è coperta da 60 analisti. 35 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Joseph Vruwink | Baird |