Autodesk 향후 성장
Future 기준 점검 3/6
Autodesk (는) 각각 연간 18.9% 및 9.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 46.2% 로 예상됩니다.
핵심 정보
18.9%
이익 성장률
19.00%
EPS 성장률
| Software 이익 성장 | 19.0% |
| 매출 성장률 | 9.7% |
| 향후 자기자본이익률 | 46.18% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 24 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
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.
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.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.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.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.
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?Autodesk: High Quality Remains, Price Too High For Now
Mar 10ADSK: 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.
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?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.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.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.Shareholders Should Be Pleased With Autodesk, Inc.'s (NASDAQ:ADSK) Price
Jan 02
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.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.Autodesk, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Nov 28ADSK: 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.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.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.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.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.Is Autodesk (NASDAQ:ADSK) A Risky Investment?
Aug 04Is Now The Time To Look At Buying Autodesk, Inc. (NASDAQ:ADSK)?
Jun 11Autodesk's (NASDAQ:ADSK) Earnings Offer More Than Meets The Eye
May 29Investors Shouldn't Overlook Autodesk's (NASDAQ:ADSK) Impressive Returns On Capital
May 07Autodesk: Solid Business Trading At The Low End Of Its Trading Band
Apr 09Autodesk: Chinese Solutions Pose Risks
Mar 04Autodesk Is A Great Company But I Do Not Like Its Current Valuation
Jan 06Autodesk: Stretched Valuation And Fading Tailwinds Will Continue To Create Problems
Dec 09Autodesk Q3: Strong Billing Growth Supporting Future Growth
Dec 02Autodesk: Free Cash Flow Uncertainty And Activist Investor Involvement Creates Opportunity
Sep 26Autodesk: Path To Mid-Teens Growth Is Now More Visible
Sep 04
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.Autodesk Q2 Preview: Activist Pressure Should Turn Things Around
Aug 26Autodesk: Weaker Organic Growth Doesn't Justify Valuation
Jul 22이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 1/31/2029 | 9,959 | 2,430 | 3,524 | 3,507 | 14 |
| 1/31/2028 | 9,017 | 2,020 | 3,067 | 3,208 | 32 |
| 1/31/2027 | 8,152 | 1,699 | 2,747 | 2,868 | 31 |
| 1/31/2026 | 7,206 | 1,124 | 2,376 | 2,452 | N/A |
| 10/31/2025 | 6,888 | 1,111 | 2,083 | 2,155 | N/A |
| 7/31/2025 | 6,605 | 1,043 | 1,847 | 1,925 | N/A |
| 4/30/2025 | 6,347 | 1,012 | 1,601 | 1,677 | N/A |
| 1/31/2025 | 6,131 | 1,112 | 1,505 | 1,607 | N/A |
| 10/31/2024 | 5,961 | 1,091 | 1,254 | 1,352 | N/A |
| 7/31/2024 | 5,805 | 1,057 | 1,071 | 1,161 | N/A |
| 4/30/2024 | 5,645 | 997 | 997 | 1,084 | N/A |
| 1/31/2024 | 5,497 | 906 | 1,252 | 1,313 | N/A |
| 10/31/2023 | 5,346 | 917 | 1,733 | 1,787 | N/A |
| 7/31/2023 | 5,212 | 874 | 2,194 | 2,238 | N/A |
| 4/30/2023 | 5,104 | 838 | 2,315 | 2,360 | N/A |
| 1/31/2023 | 5,005 | 823 | 2,025 | 2,071 | N/A |
| 10/31/2022 | 4,898 | 619 | 1,837 | 1,882 | N/A |
| 7/31/2022 | 4,744 | 558 | 1,633 | 1,684 | N/A |
| 4/30/2022 | 4,567 | 487 | 1,567 | 1,629 | N/A |
| 1/31/2022 | 4,386 | 497 | 1,464 | 1,531 | N/A |
| 10/31/2021 | 4,214 | 1,319 | 1,383 | 1,467 | N/A |
| 7/31/2021 | 4,041 | 1,315 | 1,468 | 1,557 | N/A |
| 4/30/2021 | 3,894 | 1,298 | 1,353 | 1,446 | N/A |
| 1/31/2021 | 3,790 | 1,208 | 1,341 | 1,437 | N/A |
| 10/31/2020 | 3,651 | 429 | 1,391 | 1,478 | N/A |
| 7/31/2020 | 3,541 | 363 | 1,318 | 1,393 | N/A |
| 4/30/2020 | 3,425 | 305 | 1,459 | 1,521 | N/A |
| 1/31/2020 | 3,274 | 215 | 1,362 | 1,415 | N/A |
| 10/31/2019 | 3,112 | 147 | N/A | 1,028 | N/A |
| 7/31/2019 | 2,931 | 57 | N/A | 791 | N/A |
| 4/30/2019 | 2,745 | -23 | N/A | 615 | N/A |
| 1/31/2019 | 2,570 | -81 | N/A | 377 | N/A |
| 10/31/2018 | 2,386 | -319 | N/A | 145 | N/A |
| 7/31/2018 | 2,241 | -415 | N/A | 55 | N/A |
| 4/30/2018 | 2,131 | -520 | N/A | -61 | N/A |
| 1/31/2018 | 2,057 | -567 | N/A | 1 | N/A |
| 10/31/2017 | 1,982 | -567 | N/A | -63 | N/A |
| 7/31/2017 | 1,956 | -590 | N/A | -4 | N/A |
| 4/30/2017 | 2,005 | -544 | N/A | 51 | N/A |
| 1/31/2017 | 2,031 | -582 | N/A | 170 | N/A |
| 10/31/2016 | 2,201 | -446 | N/A | 324 | N/A |
| 7/31/2016 | 2,311 | -347 | N/A | 397 | N/A |
| 4/30/2016 | 2,370 | -517 | N/A | 492 | N/A |
| 1/31/2016 | 2,504 | -330 | N/A | 414 | N/A |
| 10/31/2015 | 2,520 | -282 | N/A | 501 | N/A |
| 7/31/2015 | 2,539 | -227 | N/A | 557 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ADSK 의 연간 예상 수익 증가율(18.9%)이 saving rate(3.4%)보다 높습니다.
수익 vs 시장: ADSK 의 연간 수익(18.9%)이 US 시장(16%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: ADSK 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: ADSK 의 수익(연간 9.7%)이 US 시장(연간 11.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: ADSK 의 수익(연간 9.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ADSK의 자본 수익률은 3년 후 46.2%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/03 01:49 |
| 종가 | 2026/05/01 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Autodesk, Inc.는 59명의 분석가가 다루고 있습니다. 이 중 32명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Joseph Vruwink | Baird |