View Future GrowthAutodesk 過去の業績過去 基準チェック /36Autodeskは、平均年間1.8%の収益成長を遂げていますが、 Software業界の収益は、年間 減少しています。収益は、平均年間22.7% 11.9%収益成長率で 成長しています。 Autodeskの自己資本利益率は36.9%であり、純利益率は15.6%です。主要情報1.75%収益成長率2.49%EPS成長率Software 業界の成長10.11%収益成長率11.93%株主資本利益率36.91%ネット・マージン15.60%次回の業績アップデート28 May 2026最近の業績更新Reported Earnings • Feb 27Full year 2026 earnings released: EPS: US$5.28 (vs US$5.17 in FY 2025)Full year 2026 results: EPS: US$5.28 (up from US$5.17 in FY 2025). Revenue: US$7.21b (up 18% from FY 2025). Net income: US$1.12b (up 1.1% from FY 2025). Profit margin: 16% (down from 18% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 26Third quarter 2026 earnings released: EPS: US$1.61 (vs US$1.28 in 3Q 2025)Third quarter 2026 results: EPS: US$1.61 (up from US$1.28 in 3Q 2025). Revenue: US$1.85b (up 18% from 3Q 2025). Net income: US$343.0m (up 25% from 3Q 2025). Profit margin: 19% (up from 18% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • Aug 29Second quarter 2026 earnings released: EPS: US$1.47 (vs US$1.31 in 2Q 2025)Second quarter 2026 results: EPS: US$1.47 (up from US$1.31 in 2Q 2025). Revenue: US$1.76b (up 17% from 2Q 2025). Net income: US$313.0m (up 11% from 2Q 2025). Profit margin: 18% (in line with 2Q 2025). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 23First quarter 2026 earnings released: EPS: US$0.71 (vs US$1.17 in 1Q 2025)First quarter 2026 results: EPS: US$0.71 (down from US$1.17 in 1Q 2025). Revenue: US$1.63b (up 15% from 1Q 2025). Net income: US$152.0m (down 40% from 1Q 2025). Profit margin: 9.3% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesお知らせ • May 06Autodesk Inc Launches Autodesk for Small Business InitiativeAutodesk Inc. launched Autodesk for Small Business to unlock growth for the many small teams and entrepreneurs who depend on its technology. Autodesk's new Small Business Hub is a dedicated destination on Autodesk.com where small businesses can explore products, compare options, and find the right tools without navigating an experience designed for large enterprises. The hub gives small businesses a simpler way to explore products, compare options, and get started quickly while also providing a direct line to share feedback and shape what we build next. It's live in the United States and United Kingdom, with more countries to follow later this year. The company is also prioritizing product improvements shaped by small business feedback—focused on performance, reliability, and getting to value faster: AECO: Recent improvements in AutoCAD and Revit help small teams move faster through everyday drafting and design work by reducing errors and rework and minimizing interruptions. Solutions like Forma Build Essentials accelerate construction field delivery with technology that empowers teams to get up and running quickly, spend less time on admin tasks, and keep projects moving. D&M: Autodesk Assistant in Fusion turns natural language into action across design and manufacturing workflows. It enables text-to-command modeling and automates workflows for seamless transitions, all while being contextually aware of the task at hand, helping teams–including small businesses–optimize workflows and get more done with the resources they have to stay competitive. M&E: Autodesk Flow Studio has introduced flexible pricing tiers, including a freemium entry point, that scale with the needs of business so smaller studios and independent creators can experiment with the latest VFX and animation technology, without upfront costs. With the newest feature releases of Wonder 3D (a generative text to 3D model), AI Rigging, and Neural Layer, Flow Studio enables teams to streamline modeling, rigging, and animation to ultimately reduce the time, complexity, and overhead traditionally required to go from concept to cinematic results. Later this year, customers will not be required to buy a minimum of 100 Flex tokens at a time. Instead, customers will be able to buy fewer tokens, making it easier for small teams to get started and pay for only what they need. Autodesk Flex allows customers to prepay for token-based access to more than 100 Autodesk products, with no subscription and no long-term commitment. The lower minimum is designed to reduce upfront commitment while giving small businesses the flexibility to scale usage as project needs change. In the month of May, Autodesk will introduce special offers so more small businesses can access the technology they need at a price point that works for their specific needs. The company is also offering a free Autodesk Professional Certification exam voucher with the purchase of AutoCAD.お知らせ • Apr 27Autodesk, Inc., Annual General Meeting, Jun 17, 2026Autodesk, Inc., Annual General Meeting, Jun 17, 2026.お知らせ • Apr 14Autodesk, Inc. Appoints Mike Kelly as Chief Information Officer, Effective April 13, 2026Autodesk, Inc. announced Mike Kelly as new Chief Information Officer (CIO), effective April 13, 2026. As Autodesk prepares for its next chapter of growth, AI is reshaping how enterprises operate, and company are moving proactively to lead in that moment. Bringing on a dedicated CIO strengthens enterprise technology leadership and execution, building the foundation that enables Autodesk to move faster, execute with confidence, and deliver AI-driven, high-impact outcomes for customers. In this role, Mike will lead enterprise technology strategy, AI adoption, and the digital employee experience, aligning with Autodesk’s priorities to unlock productivity, strengthen technology foundation, and accelerate innovation. Mike brings a strong track record leading enterprise technology across AI, cybersecurity, data and analytics, and workplace experience. Most recently, he was Operating Partner and the first CIO at Andreessen Horowitz (a16z); previously he held CIO roles at Red Hat and McKesson.お知らせ • Mar 25Autodesk, Inc. (NasdaqGS:ADSK) has signed a definitive agreement to acquire Rhumbix, Inc. from Drew DeWalt and Zach Scheel.Autodesk, Inc. (NasdaqGS:ADSK) has signed a definitive agreement to acquire Rhumbix, Inc. from Drew DeWalt and Zach Scheel on March 24, 2026.Buy Or Sell Opportunity • Mar 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €219. The fair value is estimated to be €275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Reported Earnings • Feb 27Full year 2026 earnings released: EPS: US$5.28 (vs US$5.17 in FY 2025)Full year 2026 results: EPS: US$5.28 (up from US$5.17 in FY 2025). Revenue: US$7.21b (up 18% from FY 2025). Net income: US$1.12b (up 1.1% from FY 2025). Profit margin: 16% (down from 18% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 27Autodesk, Inc. Provides Earnings Guidance for the First Quarter Ending April 30, 2026 and Full-Year Fiscal Ending January 31, 2027Autodesk, Inc. provided earnings guidance for the first quarter ending April 30, 2026 and full-year fiscal ending January 31, 2027. For the quarter, the company expected revenue of $1,885 million to $1,900 million; EPS GAAP of $1.68 to $1.83. For the full year, the company expected revenue of $8,100 million to $8,170 million; GAAP operating margin of 26% to 28%; EPS GAAP of $7.76 to $8.39.New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €205. The fair value is estimated to be €256, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 10.0% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Reported Earnings • Nov 26Third quarter 2026 earnings released: EPS: US$1.61 (vs US$1.28 in 3Q 2025)Third quarter 2026 results: EPS: US$1.61 (up from US$1.28 in 3Q 2025). Revenue: US$1.85b (up 18% from 3Q 2025). Net income: US$343.0m (up 25% from 3Q 2025). Profit margin: 19% (up from 18% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.お知らせ • Nov 26+ 1 more updateAutodesk, Inc. Raises Earnings Guidance for the Fiscal Year Ending January 31, 2026Autodesk, Inc. raised earnings guidance for the fiscal year ending January 31, 2026. The company is raising its full-year guidance to reflect the current momentum of the business. For the year, the company expects revenue to be in the range of $7,150 million to $7,165 million. EPS GAAP to be in the range of $5.16 to $5.33.お知らせ • Oct 29Autodesk Launches First-Ever Team USA Campaign Recognized AthletesAutodesk launched its first-ever Team USA campaign, marking 100 days until the Olympic and Paralympic Winter Games Milano Cortina 2026. As the Official Design and Make Platform of the LA28 Olympic and Paralympic Games and Team USA, Autodesk is celebrating the athletes who are design and making their own excellence, on and off the podium. These are not only world-class competitors, but also innovators, engineers, and creators who embrace technology to push the limits of what's possible. The new campaign - part of Autodesk's Let There Be Anything series - spotlights three Team USA athletes who share the same mindset as the engineers, architects, and designers who use Autodesk technology every day: that true excellence is designed and made. The 30-second spot captures the conviction that every millimeter matters - whether on a racetrack, a slope, or a design board.Recent Insider Transactions • Sep 11Executive VP & COO recently sold €6.2m worth of stockOn the 5th of September, Steven Blum sold around 22k shares on-market at roughly €276 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.Recent Insider Transactions • Aug 31Executive VP & Chief People Officer recently sold €1.7m worth of stockOn the 29th of August, Rebecca Pearce sold around 6k shares on-market at roughly €276 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.7m more than they bought in the last 12 months.Reported Earnings • Aug 29Second quarter 2026 earnings released: EPS: US$1.47 (vs US$1.31 in 2Q 2025)Second quarter 2026 results: EPS: US$1.47 (up from US$1.31 in 2Q 2025). Revenue: US$1.76b (up 17% from 2Q 2025). Net income: US$313.0m (up 11% from 2Q 2025). Profit margin: 18% (in line with 2Q 2025). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 29Autodesk, Inc. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Fiscal Year Ending January 31, 2026Autodesk, Inc. provided earnings guidance for the third quarter ending October 31, 2025 and fiscal year ending January 31, 2026. For the quarter, the company expected revenue to be $1,800 million to $1,810 million. EPS GAAP to be $1.34 to $1.42. For the fiscal year 2026, the company expects revenue to be in the range of $7,025 million to $7,075 million and EPS GAAP to be in between $4.68 to $5.09.お知らせ • Aug 13Autodesk Launches Freemium Access to Autodesk Flow StudioAutodesk, Inc. launched new, more affordable pricing for Autodesk Flow Studio (formerly Wonder Studio) including its first free tier and a 50% price drop for the Lite plan - from $20 to $10 - a significant move to make the toolset more accessible. By removing up-front costs so artists can use premium artificial intelligence (AI) powered 3D tools to create the kind of animation and VFX once reserved for Hollywood, Autodesk is signaling a new era of AI within the future of media and entertainment - one that puts creators at the forefront. This launch marks a major milestone just one year after the Autodesk acquisition of Wonder Dynamics, the company that created the technology. Autodesk Flow Studio uses AI to automate complex VFX tasks like motion capture, camera tracking, and character animation, so creators can focus on storytelling, not technical setup. With just a video clip and a few clicks, users can insert CG characters into live-action scenes and render them making 3D animation and VFX accessible to all. One can also export the AI-generated assets (e.g. clean plates, 3D scenes, alpha masks, camera-tracks) to tools like Maya, Blender, or Unreal Engine for editing and fine tuning. This allows creators to speed up complex animation and VFX workflows, freeing up time for more creative storytelling. By making these capabilities freely available, Autodesk is lowering the barrier to entry for high-quality content creation enabling more artists, marketers and digital content creators to experiment, learn, and bring their ideas to life on their own terms. This expansion introduces a tiered model designed to grow with creators - from first-time users to professional studios. New Free and Standard tiers join the existing Lite, Pro, and Enterprise offerings, giving users more flexibility to choose the plan that fits their creative needs and ambitions. The Free tier includes core tools like AI Mocap and Live Action, while advanced capabilities - such as Wonder Animation and Wonder Tools - remain exclusive to paid tiers. For larger teams and studios, the Enterprise tier offers scalable access to AI-powered workflows with enhanced support and data controls - helping them adopt new technology while preserving the creative processes and roles that define professional production. The launch of the Free Tier and flexible pricing model to a global audience also formally completes the integration of Autodesk Flow Studio into the Autodesk ecosystem. This ensures alignment with Autodesk's standard offerings, policies, and processes, granting users a more unified, consistent, and scalable experience. In addition, Autodesk has included the Pro tier of Flow Studio in its Media & Entertainment Collection at no additional cost - giving existing customers a low-risk way to explore AI-powered workflows. This approach reflects Autodesk's commitment to guiding its customers through the evolving landscape of AI in media and entertainment with tools that are accessible, trusted, and built to scale with their creative ambitions. For more information, visit autodesk Flow Studio.お知らせ • Jul 11Autodesk Reportedly Weighs Takeover of PTCAutodesk, Inc. (NasdaqGS:ADSK) is weighing an acquisition of rival engineering-software provider PTC Inc. (NasdaqGS:PTC), according to people familiar with the matter. PTC rose as much as 19% on the news. Autodesk has been working with advisers to evaluate a cash-and-stock deal for Boston-based PTC, said the people, who asked to not be identified because the matter isn’t public. PTC, with a market value of about $25 billion, is also drawing interest from other industry players, the people said.Board Change • Jul 08High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jeff Epstein was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Jun 25New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.4m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.お知らせ • Jun 20Autodesk, Inc. Announces Board and Committee Appointments, Effective June 18, 2025On April 24, 2025, Autodesk, Inc. filed a Current Report on Form 8-K disclosing, among other things, that Jeff Epstein and A. Christine (Christie) Simons were appointed to the Company’s Board of Directors, effective immediately following the conclusion of the Company’s 2025 annual meeting of stockholders held on June 18, 2025. At the time of their appointments, the Board had not made a final determination regarding the committees of the Board to which Mr. Epstein and Ms. Simons would be appointed. On June 18, 2025, the Board appointed each of Mr. Epstein and Ms. Simons to the Audit Committee of the Board, effective immediately. The Board has determined that each of Mr. Epstein and Ms. Simons is an audit committee financial expert under the criteria set forth in Item 407(d)(5) of Regulation S-K.Reported Earnings • May 23First quarter 2026 earnings released: EPS: US$0.71 (vs US$1.17 in 1Q 2025)First quarter 2026 results: EPS: US$0.71 (down from US$1.17 in 1Q 2025). Revenue: US$1.63b (up 15% from 1Q 2025). Net income: US$152.0m (down 40% from 1Q 2025). Profit margin: 9.3% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 23Autodesk, Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2025 and Fiscal Year Ending January 31, 2026Autodesk, Inc. provided earnings guidance for the second quarter ending July 31, 2025 and fiscal year ending January 31, 2026. For the quarter, the company expected revenue to be $1,720 million to $1,730 million. EPS GAAP to be $1.37 to $1.46. For the fiscal year 2026, the company expects revenue to be in the range of $6,925 million to $6,995 million and EPS GAAP to be in between $4.63 to $5.14.収支内訳Autodesk の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BIT:1ADSK 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Jan 267,2061,1243,0771,61831 Oct 256,8881,1112,9461,58931 Jul 256,6051,0432,8381,55130 Apr 256,3471,0122,7451,50631 Jan 256,1311,1122,6311,45831 Oct 245,9611,0912,5541,43731 Jul 245,8051,0572,4791,39130 Apr 245,6459972,4431,37131 Jan 245,4979062,4241,34531 Oct 235,3469172,3551,30631 Jul 235,2128742,3451,27730 Apr 235,1048382,3191,22731 Jan 235,0058232,2661,18731 Oct 224,8986192,2491,16531 Jul 224,7445582,1971,13530 Apr 224,5674872,1531,10531 Jan 224,3864972,1001,08131 Oct 214,2141,3192,0561,04131 Jul 214,0411,3151,98199130 Apr 213,8941,2981,90894731 Jan 213,7901,2081,87389931 Oct 203,6514291,82086531 Jul 203,5413631,79184730 Apr 203,4253051,76283131 Jan 203,2742151,68785131 Oct 193,1121471,67280231 Jul 192,931571,62177730 Apr 192,745-231,56675031 Jan 192,570-811,50872531 Oct 182,386-3191,48271731 Jul 182,241-4151,44072830 Apr 182,131-5201,39974131 Jan 182,057-5671,37675631 Oct 171,982-5671,34776031 Jul 171,956-5901,33176130 Apr 172,005-5441,31876031 Jan 172,031-5821,31276631 Oct 162,201-4461,30378431 Jul 162,311-3471,29578930 Apr 162,370-5171,29578931 Jan 162,504-3301,30979031 Oct 152,520-2821,31977731 Jul 152,539-2271,325763質の高い収益: 1ADSKは 高品質の収益 を持っています。利益率の向上: 1ADSKの現在の純利益率 (15.6%)は、昨年(18.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1ADSKの収益は過去 5 年間で年間1.8%増加しました。成長の加速: 1ADSKの過去 1 年間の収益成長率 ( 1.1% ) は、5 年間の平均 ( 年間1.8%を下回っています。収益対業界: 1ADSKの過去 1 年間の収益成長率 ( 1.1% ) Software業界8.9%を上回りませんでした。株主資本利益率高いROE: 1ADSKの 自己資本利益率 ( 36.9% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 02:21終値2026/05/08 00:00収益2026/01/31年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Autodesk, Inc. 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。59 アナリスト機関Adam ShepherdArete Research Services LLPJoseph BonnerArgus Research CompanyJoseph VruwinkBaird56 その他のアナリストを表示
Reported Earnings • Feb 27Full year 2026 earnings released: EPS: US$5.28 (vs US$5.17 in FY 2025)Full year 2026 results: EPS: US$5.28 (up from US$5.17 in FY 2025). Revenue: US$7.21b (up 18% from FY 2025). Net income: US$1.12b (up 1.1% from FY 2025). Profit margin: 16% (down from 18% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 26Third quarter 2026 earnings released: EPS: US$1.61 (vs US$1.28 in 3Q 2025)Third quarter 2026 results: EPS: US$1.61 (up from US$1.28 in 3Q 2025). Revenue: US$1.85b (up 18% from 3Q 2025). Net income: US$343.0m (up 25% from 3Q 2025). Profit margin: 19% (up from 18% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • Aug 29Second quarter 2026 earnings released: EPS: US$1.47 (vs US$1.31 in 2Q 2025)Second quarter 2026 results: EPS: US$1.47 (up from US$1.31 in 2Q 2025). Revenue: US$1.76b (up 17% from 2Q 2025). Net income: US$313.0m (up 11% from 2Q 2025). Profit margin: 18% (in line with 2Q 2025). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 23First quarter 2026 earnings released: EPS: US$0.71 (vs US$1.17 in 1Q 2025)First quarter 2026 results: EPS: US$0.71 (down from US$1.17 in 1Q 2025). Revenue: US$1.63b (up 15% from 1Q 2025). Net income: US$152.0m (down 40% from 1Q 2025). Profit margin: 9.3% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 06Autodesk Inc Launches Autodesk for Small Business InitiativeAutodesk Inc. launched Autodesk for Small Business to unlock growth for the many small teams and entrepreneurs who depend on its technology. Autodesk's new Small Business Hub is a dedicated destination on Autodesk.com where small businesses can explore products, compare options, and find the right tools without navigating an experience designed for large enterprises. The hub gives small businesses a simpler way to explore products, compare options, and get started quickly while also providing a direct line to share feedback and shape what we build next. It's live in the United States and United Kingdom, with more countries to follow later this year. The company is also prioritizing product improvements shaped by small business feedback—focused on performance, reliability, and getting to value faster: AECO: Recent improvements in AutoCAD and Revit help small teams move faster through everyday drafting and design work by reducing errors and rework and minimizing interruptions. Solutions like Forma Build Essentials accelerate construction field delivery with technology that empowers teams to get up and running quickly, spend less time on admin tasks, and keep projects moving. D&M: Autodesk Assistant in Fusion turns natural language into action across design and manufacturing workflows. It enables text-to-command modeling and automates workflows for seamless transitions, all while being contextually aware of the task at hand, helping teams–including small businesses–optimize workflows and get more done with the resources they have to stay competitive. M&E: Autodesk Flow Studio has introduced flexible pricing tiers, including a freemium entry point, that scale with the needs of business so smaller studios and independent creators can experiment with the latest VFX and animation technology, without upfront costs. With the newest feature releases of Wonder 3D (a generative text to 3D model), AI Rigging, and Neural Layer, Flow Studio enables teams to streamline modeling, rigging, and animation to ultimately reduce the time, complexity, and overhead traditionally required to go from concept to cinematic results. Later this year, customers will not be required to buy a minimum of 100 Flex tokens at a time. Instead, customers will be able to buy fewer tokens, making it easier for small teams to get started and pay for only what they need. Autodesk Flex allows customers to prepay for token-based access to more than 100 Autodesk products, with no subscription and no long-term commitment. The lower minimum is designed to reduce upfront commitment while giving small businesses the flexibility to scale usage as project needs change. In the month of May, Autodesk will introduce special offers so more small businesses can access the technology they need at a price point that works for their specific needs. The company is also offering a free Autodesk Professional Certification exam voucher with the purchase of AutoCAD.
お知らせ • Apr 27Autodesk, Inc., Annual General Meeting, Jun 17, 2026Autodesk, Inc., Annual General Meeting, Jun 17, 2026.
お知らせ • Apr 14Autodesk, Inc. Appoints Mike Kelly as Chief Information Officer, Effective April 13, 2026Autodesk, Inc. announced Mike Kelly as new Chief Information Officer (CIO), effective April 13, 2026. As Autodesk prepares for its next chapter of growth, AI is reshaping how enterprises operate, and company are moving proactively to lead in that moment. Bringing on a dedicated CIO strengthens enterprise technology leadership and execution, building the foundation that enables Autodesk to move faster, execute with confidence, and deliver AI-driven, high-impact outcomes for customers. In this role, Mike will lead enterprise technology strategy, AI adoption, and the digital employee experience, aligning with Autodesk’s priorities to unlock productivity, strengthen technology foundation, and accelerate innovation. Mike brings a strong track record leading enterprise technology across AI, cybersecurity, data and analytics, and workplace experience. Most recently, he was Operating Partner and the first CIO at Andreessen Horowitz (a16z); previously he held CIO roles at Red Hat and McKesson.
お知らせ • Mar 25Autodesk, Inc. (NasdaqGS:ADSK) has signed a definitive agreement to acquire Rhumbix, Inc. from Drew DeWalt and Zach Scheel.Autodesk, Inc. (NasdaqGS:ADSK) has signed a definitive agreement to acquire Rhumbix, Inc. from Drew DeWalt and Zach Scheel on March 24, 2026.
Buy Or Sell Opportunity • Mar 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €219. The fair value is estimated to be €275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Reported Earnings • Feb 27Full year 2026 earnings released: EPS: US$5.28 (vs US$5.17 in FY 2025)Full year 2026 results: EPS: US$5.28 (up from US$5.17 in FY 2025). Revenue: US$7.21b (up 18% from FY 2025). Net income: US$1.12b (up 1.1% from FY 2025). Profit margin: 16% (down from 18% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 27Autodesk, Inc. Provides Earnings Guidance for the First Quarter Ending April 30, 2026 and Full-Year Fiscal Ending January 31, 2027Autodesk, Inc. provided earnings guidance for the first quarter ending April 30, 2026 and full-year fiscal ending January 31, 2027. For the quarter, the company expected revenue of $1,885 million to $1,900 million; EPS GAAP of $1.68 to $1.83. For the full year, the company expected revenue of $8,100 million to $8,170 million; GAAP operating margin of 26% to 28%; EPS GAAP of $7.76 to $8.39.
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €205. The fair value is estimated to be €256, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 10.0% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Nov 26Third quarter 2026 earnings released: EPS: US$1.61 (vs US$1.28 in 3Q 2025)Third quarter 2026 results: EPS: US$1.61 (up from US$1.28 in 3Q 2025). Revenue: US$1.85b (up 18% from 3Q 2025). Net income: US$343.0m (up 25% from 3Q 2025). Profit margin: 19% (up from 18% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Nov 26+ 1 more updateAutodesk, Inc. Raises Earnings Guidance for the Fiscal Year Ending January 31, 2026Autodesk, Inc. raised earnings guidance for the fiscal year ending January 31, 2026. The company is raising its full-year guidance to reflect the current momentum of the business. For the year, the company expects revenue to be in the range of $7,150 million to $7,165 million. EPS GAAP to be in the range of $5.16 to $5.33.
お知らせ • Oct 29Autodesk Launches First-Ever Team USA Campaign Recognized AthletesAutodesk launched its first-ever Team USA campaign, marking 100 days until the Olympic and Paralympic Winter Games Milano Cortina 2026. As the Official Design and Make Platform of the LA28 Olympic and Paralympic Games and Team USA, Autodesk is celebrating the athletes who are design and making their own excellence, on and off the podium. These are not only world-class competitors, but also innovators, engineers, and creators who embrace technology to push the limits of what's possible. The new campaign - part of Autodesk's Let There Be Anything series - spotlights three Team USA athletes who share the same mindset as the engineers, architects, and designers who use Autodesk technology every day: that true excellence is designed and made. The 30-second spot captures the conviction that every millimeter matters - whether on a racetrack, a slope, or a design board.
Recent Insider Transactions • Sep 11Executive VP & COO recently sold €6.2m worth of stockOn the 5th of September, Steven Blum sold around 22k shares on-market at roughly €276 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.
Recent Insider Transactions • Aug 31Executive VP & Chief People Officer recently sold €1.7m worth of stockOn the 29th of August, Rebecca Pearce sold around 6k shares on-market at roughly €276 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.7m more than they bought in the last 12 months.
Reported Earnings • Aug 29Second quarter 2026 earnings released: EPS: US$1.47 (vs US$1.31 in 2Q 2025)Second quarter 2026 results: EPS: US$1.47 (up from US$1.31 in 2Q 2025). Revenue: US$1.76b (up 17% from 2Q 2025). Net income: US$313.0m (up 11% from 2Q 2025). Profit margin: 18% (in line with 2Q 2025). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 29Autodesk, Inc. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Fiscal Year Ending January 31, 2026Autodesk, Inc. provided earnings guidance for the third quarter ending October 31, 2025 and fiscal year ending January 31, 2026. For the quarter, the company expected revenue to be $1,800 million to $1,810 million. EPS GAAP to be $1.34 to $1.42. For the fiscal year 2026, the company expects revenue to be in the range of $7,025 million to $7,075 million and EPS GAAP to be in between $4.68 to $5.09.
お知らせ • Aug 13Autodesk Launches Freemium Access to Autodesk Flow StudioAutodesk, Inc. launched new, more affordable pricing for Autodesk Flow Studio (formerly Wonder Studio) including its first free tier and a 50% price drop for the Lite plan - from $20 to $10 - a significant move to make the toolset more accessible. By removing up-front costs so artists can use premium artificial intelligence (AI) powered 3D tools to create the kind of animation and VFX once reserved for Hollywood, Autodesk is signaling a new era of AI within the future of media and entertainment - one that puts creators at the forefront. This launch marks a major milestone just one year after the Autodesk acquisition of Wonder Dynamics, the company that created the technology. Autodesk Flow Studio uses AI to automate complex VFX tasks like motion capture, camera tracking, and character animation, so creators can focus on storytelling, not technical setup. With just a video clip and a few clicks, users can insert CG characters into live-action scenes and render them making 3D animation and VFX accessible to all. One can also export the AI-generated assets (e.g. clean plates, 3D scenes, alpha masks, camera-tracks) to tools like Maya, Blender, or Unreal Engine for editing and fine tuning. This allows creators to speed up complex animation and VFX workflows, freeing up time for more creative storytelling. By making these capabilities freely available, Autodesk is lowering the barrier to entry for high-quality content creation enabling more artists, marketers and digital content creators to experiment, learn, and bring their ideas to life on their own terms. This expansion introduces a tiered model designed to grow with creators - from first-time users to professional studios. New Free and Standard tiers join the existing Lite, Pro, and Enterprise offerings, giving users more flexibility to choose the plan that fits their creative needs and ambitions. The Free tier includes core tools like AI Mocap and Live Action, while advanced capabilities - such as Wonder Animation and Wonder Tools - remain exclusive to paid tiers. For larger teams and studios, the Enterprise tier offers scalable access to AI-powered workflows with enhanced support and data controls - helping them adopt new technology while preserving the creative processes and roles that define professional production. The launch of the Free Tier and flexible pricing model to a global audience also formally completes the integration of Autodesk Flow Studio into the Autodesk ecosystem. This ensures alignment with Autodesk's standard offerings, policies, and processes, granting users a more unified, consistent, and scalable experience. In addition, Autodesk has included the Pro tier of Flow Studio in its Media & Entertainment Collection at no additional cost - giving existing customers a low-risk way to explore AI-powered workflows. This approach reflects Autodesk's commitment to guiding its customers through the evolving landscape of AI in media and entertainment with tools that are accessible, trusted, and built to scale with their creative ambitions. For more information, visit autodesk Flow Studio.
お知らせ • Jul 11Autodesk Reportedly Weighs Takeover of PTCAutodesk, Inc. (NasdaqGS:ADSK) is weighing an acquisition of rival engineering-software provider PTC Inc. (NasdaqGS:PTC), according to people familiar with the matter. PTC rose as much as 19% on the news. Autodesk has been working with advisers to evaluate a cash-and-stock deal for Boston-based PTC, said the people, who asked to not be identified because the matter isn’t public. PTC, with a market value of about $25 billion, is also drawing interest from other industry players, the people said.
Board Change • Jul 08High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jeff Epstein was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Jun 25New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.4m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
お知らせ • Jun 20Autodesk, Inc. Announces Board and Committee Appointments, Effective June 18, 2025On April 24, 2025, Autodesk, Inc. filed a Current Report on Form 8-K disclosing, among other things, that Jeff Epstein and A. Christine (Christie) Simons were appointed to the Company’s Board of Directors, effective immediately following the conclusion of the Company’s 2025 annual meeting of stockholders held on June 18, 2025. At the time of their appointments, the Board had not made a final determination regarding the committees of the Board to which Mr. Epstein and Ms. Simons would be appointed. On June 18, 2025, the Board appointed each of Mr. Epstein and Ms. Simons to the Audit Committee of the Board, effective immediately. The Board has determined that each of Mr. Epstein and Ms. Simons is an audit committee financial expert under the criteria set forth in Item 407(d)(5) of Regulation S-K.
Reported Earnings • May 23First quarter 2026 earnings released: EPS: US$0.71 (vs US$1.17 in 1Q 2025)First quarter 2026 results: EPS: US$0.71 (down from US$1.17 in 1Q 2025). Revenue: US$1.63b (up 15% from 1Q 2025). Net income: US$152.0m (down 40% from 1Q 2025). Profit margin: 9.3% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 23Autodesk, Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2025 and Fiscal Year Ending January 31, 2026Autodesk, Inc. provided earnings guidance for the second quarter ending July 31, 2025 and fiscal year ending January 31, 2026. For the quarter, the company expected revenue to be $1,720 million to $1,730 million. EPS GAAP to be $1.37 to $1.46. For the fiscal year 2026, the company expects revenue to be in the range of $6,925 million to $6,995 million and EPS GAAP to be in between $4.63 to $5.14.