How Aurigo Partnership and AI Integration at Autodesk (ADSK) Has Changed Its Investment Story

• In September 2025, Aurigo Software announced a fully integrated capital planning solution with Autodesk Construction Cloud® to connect facility owners' long-range planning and finance workflows with project execution, enabling real-time portfolio tracking across design, budgeting, and operations.
• This collaboration introduces AI-powered capital planning capabilities through Aurigo Primus, offering owners predictive analytics, smarter risk assessment, and direct synchronization of project data between planning and field execution.
• We'll now explore how the deepening integration of AI-powered planning tools could shift perceptions around Autodesk's growth prospects and market leadership.

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Autodesk Investment Narrative Recap

Autodesk shareholders need to believe in the company's ability to maintain its leadership in AI-powered construction and design software, while fending off pressure from emerging competitors and alternative platforms. The recent integration of Aurigo Primus with Autodesk Construction Cloud strengthens Autodesk's AI and capital planning capabilities for facility owners, but does not fundamentally alter the most important short-term catalyst: successful customer migration to cloud and subscription models. The biggest risk remains the threat of open-source and lower-cost solutions eroding Autodesk's pricing power.

Of the recent company announcements, the partnership with Kraft Group to become the Official Design and Make Platform for the New England Patriots is the most relevant. This collaboration showcases Autodesk Construction Cloud’s expanding reach into high-profile infrastructure projects, keeping investor focus on customer diversification as a supporting catalyst for recurring revenue growth. Nevertheless, as Autodesk works to deepen new enterprise ties, persistent challenges from alternative platforms remain...

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

Autodesk's narrative projects $9.3 billion revenue and $2.0 billion earnings by 2028. This requires 12.0% yearly revenue growth and a $1.0 billion earnings increase from $1.0 billion today.

Uncover how Autodesk's forecasts yield a $358.96 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Six individual fair value estimates from the Simply Wall St Community range from US$240.87 to US$358.96, highlighting the wide disagreement among private investors. While you assess these perspectives, keep in mind that accelerated adoption of alternative and lower-cost platforms could limit Autodesk’s revenue growth potential over time.

Explore 6 other fair value estimates on Autodesk - why the stock might be worth 25% less 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.

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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.

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