Aankondiging • May 06
Autodesk Inc Launches Autodesk for Small Business Initiative Autodesk 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. Aankondiging • Apr 27
Autodesk, Inc., Annual General Meeting, Jun 17, 2026 Autodesk, Inc., Annual General Meeting, Jun 17, 2026. Aankondiging • Apr 14
Autodesk, Inc. Appoints Mike Kelly as Chief Information Officer, Effective April 13, 2026 Autodesk, 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. Aankondiging • Mar 25
Autodesk, 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 19
Now 21% undervalued after recent price drop Over 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 27
Full 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. Aankondiging • Feb 27
Autodesk, Inc. Provides Earnings Guidance for the First Quarter Ending April 30, 2026 and Full-Year Fiscal Ending January 31, 2027 Autodesk, 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 13
New minor risk - Share price stability The 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 03
Now 20% undervalued after recent price drop Over 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 26
Third 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. Aankondiging • Oct 29
Autodesk Launches First-Ever Team USA Campaign Recognized Athletes Autodesk 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 11
Executive VP & COO recently sold €6.2m worth of stock On 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 31
Executive VP & Chief People Officer recently sold €1.7m worth of stock On 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 29
Second 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. Aankondiging • Aug 29
Autodesk, Inc. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Fiscal Year Ending January 31, 2026 Autodesk, 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. Aankondiging • Aug 13
Autodesk Launches Freemium Access to Autodesk Flow Studio Autodesk, 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. Aankondiging • Jul 11
Autodesk Reportedly Weighs Takeover of PTC Autodesk, 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 08
High number of new directors There 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 25
New minor risk - Insider selling There 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. Aankondiging • Jun 20
Autodesk, Inc. Announces Board and Committee Appointments, Effective June 18, 2025 On 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 23
First 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. Aankondiging • May 23
Autodesk, Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2025 and Fiscal Year Ending January 31, 2026 Autodesk, 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.