Autodesk (ADSK) Is Up 13.0% After Strong Q2 Earnings and Raised Guidance on AI, Cloud Momentum

• On August 28, 2025, Autodesk reported strong second-quarter earnings results, highlighted by revenue of US$1.76 billion, up from US$1.51 billion a year prior, and increased full-year guidance driven by robust demand in key segments such as AI data centers and Architecture, Engineering, Construction, and Operations.
• An important insight is that Autodesk's innovation in generative AI and expanded adoption of its cloud-based Construction Cloud platform are reinforcing its market position and supporting the company's long-term outlook.
• We'll explore how Autodesk's raised guidance and product momentum, particularly in cloud and AI, influence its overall investment narrative.

These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

Autodesk Investment Narrative Recap

Owning Autodesk stock means believing in the company's ability to deliver consistent growth from its cloud-based and AI-driven platforms while efficiently expanding within architecture, engineering, construction, and data center markets. The recent US$6.6 billion shelf registration tied to an ESOP offering does not materially impact the main short-term catalyst, Autodesk’s transition to a new revenue model; likewise, it does not alter the biggest current risk, which remains execution around restructuring and salesforce optimization.

One of the most relevant recent announcements is the new integration between GoFormz and Autodesk Construction Cloud, which enhances workflow efficiency for construction clients. These integrations support Autodesk’s cloud-based growth thesis and highlight the company’s ongoing efforts to deliver connected solutions, which are core to its catalysts for future revenue expansion.

However, investors should also be aware that despite these advances, the risks linked to operational execution, especially during active restructuring, could affect near-term results if sales productivity improvements...

Read the full narrative on Autodesk (it's free!)

Autodesk's outlook anticipates $8.8 billion in revenue and $1.8 billion in earnings by 2028. This implies an annual revenue growth rate of 11.4% and an $0.8 billion increase in earnings from the current $1.0 billion.

Uncover how Autodesk's forecasts yield a $356.55 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Six fair value estimates from the Simply Wall St Community span US$240.87 to US$356.55, revealing wide-ranging outlooks on Autodesk’s true worth. While some anticipate cloud and AI investments driving growth, others focus on the challenges of executing new sales and go-to-market strategies, reminding you to weigh a mix of viewpoints before deciding.

Explore 6 other fair value estimates on Autodesk - why the stock might be worth as much as 12% more than the current price!

Build Your Own Autodesk Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Autodesk research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.
• Our free Autodesk research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Autodesk's overall financial health at a glance.

Ready For A Different Approach?

The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:

• We've found 19 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 29 best rare earth metal stocks of the very few that mine this essential strategic resource.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com