Autodesk, Inc.

NasdaqGS:ADSK Stock Report

Market Cap: US$49.8b

Autodesk Management

Management criteria checks 2/4

Autodesk's CEO is Andrew Anagnost, appointed in Jun 2017, has a tenure of 8.83 years. total yearly compensation is $25.19M, comprised of 4.2% salary and 95.8% bonuses, including company stock and options. directly owns 0.055% of the company’s shares, worth $27.16M. The average tenure of the management team and the board of directors is 3.9 years and 6.6 years respectively.

Key information

Andrew Anagnost

Chief executive officer

US$25.2m

Total compensation

CEO salary percentage4.16%
CEO tenure8.8yrs
CEO ownership0.05%
Management average tenure3.9yrs
Board average tenure6.6yrs

Recent management updates

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 10

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.

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
Shareholders Should Be Pleased With Autodesk, Inc.'s (NASDAQ:ADSK) Price

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 28
Autodesk, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

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.

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 04
Is Autodesk (NASDAQ:ADSK) A Risky Investment?

Is Now The Time To Look At Buying Autodesk, Inc. (NASDAQ:ADSK)?

Jun 11
Is Now The Time To Look At Buying Autodesk, Inc. (NASDAQ:ADSK)?

Autodesk's (NASDAQ:ADSK) Earnings Offer More Than Meets The Eye

May 29
Autodesk's (NASDAQ:ADSK) Earnings Offer More Than Meets The Eye

Investors Shouldn't Overlook Autodesk's (NASDAQ:ADSK) Impressive Returns On Capital

May 07
Investors Shouldn't Overlook Autodesk's (NASDAQ:ADSK) Impressive Returns On Capital

Autodesk: Solid Business Trading At The Low End Of Its Trading Band

Apr 09

Autodesk: Chinese Solutions Pose Risks

Mar 04

Autodesk Is A Great Company But I Do Not Like Its Current Valuation

Jan 06

Autodesk: Stretched Valuation And Fading Tailwinds Will Continue To Create Problems

Dec 09

Autodesk Q3: Strong Billing Growth Supporting Future Growth

Dec 02

Autodesk: Free Cash Flow Uncertainty And Activist Investor Involvement Creates Opportunity

Sep 26

Autodesk: Path To Mid-Teens Growth Is Now More Visible

Sep 04
User avatar

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 26

Autodesk: Weaker Organic Growth Doesn't Justify Valuation

Jul 22

CEO Compensation Analysis

How has Andrew Anagnost's remuneration changed compared to Autodesk's earnings?
DateTotal CompensationSalaryCompany Earnings
Jan 31 2026n/an/a

US$1b

Oct 31 2025n/an/a

US$1b

Jul 31 2025n/an/a

US$1b

Apr 30 2025n/an/a

US$1b

Jan 31 2025US$25mUS$1m

US$1b

Oct 31 2024n/an/a

US$1b

Jul 31 2024n/an/a

US$1b

Apr 30 2024n/an/a

US$997m

Jan 31 2024US$21mUS$1m

US$906m

Oct 31 2023n/an/a

US$917m

Jul 31 2023n/an/a

US$874m

Apr 30 2023n/an/a

US$838m

Jan 31 2023US$18mUS$1m

US$823m

Oct 31 2022n/an/a

US$619m

Jul 31 2022n/an/a

US$558m

Apr 30 2022n/an/a

US$487m

Jan 31 2022US$22mUS$1m

US$497m

Oct 31 2021n/an/a

US$1b

Jul 31 2021n/an/a

US$1b

Apr 30 2021n/an/a

US$1b

Jan 31 2021US$16mUS$976k

US$1b

Oct 31 2020n/an/a

US$429m

Jul 31 2020n/an/a

US$363m

Apr 30 2020n/an/a

US$305m

Jan 31 2020US$12mUS$904k

US$215m

Compensation vs Market: Andrew's total compensation ($USD25.19M) is above average for companies of similar size in the US market ($USD14.50M).

Compensation vs Earnings: Andrew's compensation has increased by more than 20% in the past year.


CEO

Andrew Anagnost (60 yo)

8.8yrs
Tenure
US$25,192,846
Compensation

Dr. Andrew Anagnost Ph D., serves as Independent Director at HubSpot, Inc. since September 05, 2023. He has been Chief Executive Officer and President at Autodesk, Inc. since June 19, 2017.He serves as a...


Leadership Team

NamePositionTenureCompensationOwnership
Andrew Anagnost
President8.8yrsUS$25.19m0.055%
$ 27.2m
Janesh Moorjani
Executive VP & CFO1.3yrsUS$10.86m0.0091%
$ 4.5m
Steven Blum
Executive VP & COO3.4yrsUS$9.33m0.016%
$ 8.0m
Ruth Keene
Executive VP4.3yrsUS$5.16m0.036%
$ 17.8m
Rebecca Pearce
Executive VP & Chief People Officer4.3yrsUS$4.98m0.0040%
$ 2.0m
Dan Drake
Founderno datano datano data
Greg Lutz
Founderno datano datano data
Kristine Diamond
SVP & Chief Accounting Officerless than a yearno datano data
Venmal Arasu
Executive VP & CTO5yrsno datano data
Mike Kelly
Chief Information Officerno datano datano data
Simon Mays-Smith
Vice President of Investor Relations5.4yrsno datano data
Oluwadara Treseder
Chief Marketing Officer3.5yrsno datano data
3.9yrs
Average Tenure
55yo
Average Age

Experienced Management: ADSK's management team is considered experienced (3.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Andrew Anagnost
President8.8yrsUS$25.19m0.055%
$ 27.2m
Jeffrey Epstein
Independent Director1.3yrsno datano data
John Cahill
Independent Director1.3yrsUS$143.78k0.0012%
$ 602.2k
Karen Blasing
Independent Director8.1yrsUS$339.84k0.0030%
$ 1.5m
Stephen Milligan
Independent Director7.3yrsUS$339.84k0.0052%
$ 2.6m
Blake Irving
Independent Director7.1yrsUS$339.84k0.0046%
$ 2.3m
Stacy J. Smith
Independent Non-Executive Chairman14.4yrsUS$430.05k0.010%
$ 5.1m
Ram Krishnan
Independent Director1.3yrsUS$143.78k0.00023%
$ 114.5k
Rami Rahim
Independent Director3.7yrsUS$332.94k0.00045%
$ 224.0k
Ayanna Howard
Independent Director6.6yrsUS$332.94kno data
Anna Simons
Independent Director1.3yrsno data0.000090%
$ 44.8k
6.6yrs
Average Tenure
62yo
Average Age

Experienced Board: ADSK's board of directors are considered experienced (6.6 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 19:43
End of Day Share Price 2026/04/29 00:00
Earnings2026/01/31
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Autodesk, Inc. is covered by 59 analysts. 32 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company
Joseph VruwinkBaird