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 | 4/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
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Read full narrativeConcorrenti di Autodesk, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$251.04 |
| Massimo di 52 settimane | US$329.09 |
| Minimo di 52 settimane | US$214.10 |
| Beta | 1.32 |
| Variazione di 1 mese | 6.84% |
| Variazione a 3 mesi | 4.43% |
| Variazione di 1 anno | -13.32% |
| Variazione a 3 anni | 30.01% |
| Variazione a 5 anni | -6.93% |
| Variazione dall'IPO | 24,491.68% |
Notizie e aggiornamenti recenti
Aggiornamento dell'analisi • 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 analisi • 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 dell'analisi • 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.Recent updates
Aggiornamento dell'analisi • 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 analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 analisi • 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 AlphaAggiornamento dell'analisi • 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 analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Nuova analisi • 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 AlphaRendimenti per gli azionisti
| ADSK | US Software | US Mercato | |
|---|---|---|---|
| 7D | 5.9% | 3.7% | 3.2% |
| 1Y | -13.3% | -7.9% | 31.0% |
Ritorno vs Industria: ADSK ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -7.9 % nell'ultimo anno.
Rendimento vs Mercato: ADSK ha avuto una performance inferiore al mercato US che ha registrato un rendimento 31 % nell'ultimo anno.
Volatilità dei prezzi
| ADSK volatility | |
|---|---|
| ADSK Average Weekly Movement | 5.5% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
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 ( 6% ) 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$51.29b |
| Utili (TTM) | US$1.12b |
| Ricavi(TTM) | US$7.21b |
47.1x
Rapporto P/E7.4x
Rapporto P/SADSK è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ADSK Conto economico (TTM) | |
|---|---|
| Ricavi | US$7.21b |
| Costo del fatturato | US$553.00m |
| Profitto lordo | US$6.65b |
| Altre spese | US$5.53b |
| Utili | US$1.12b |
Ultimi utili riportati
Jan 31, 2026
Prossima data di guadagno
May 28, 2026
| Utile per azione (EPS) | 5.33 |
| Margine lordo | 92.33% |
| Margine di profitto netto | 15.60% |
| Rapporto debito/patrimonio netto | 81.5% |
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 | 2026/05/07 12:32 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/01/31 |
| 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 guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale 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 59 analisti. 32 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 |