Autodesk (ADSK) Hisse Özeti
Autodesk, Inc. dünya çapında 3D tasarım, mühendislik ve eğlence teknolojisi çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
ADSK Community Fair Values
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Analyst Price Targets
Autodesk, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$189.73 |
| 52 Haftanın En Yüksek Seviyesi | US$329.09 |
| 52 Haftanın En Düşük Seviyesi | US$185.50 |
| Beta | 1.3 |
| 1 Aylık Değişim | -20.36% |
| 3 Aylık Değişim | -17.45% |
| 1 Yıllık Değişim | -37.78% |
| 3 Yıllık Değişim | -7.98% |
| 5 Yıllık Değişim | -35.40% |
| Halka arzdan bu yana değişim | 18,485.80% |
Son Haberler & Güncellemeler
Seeking Alpha • 14h
Autodesk: At 15x P/E, This Is A Compelling Buy At 52-Week Lows (Rating Upgrade)
Summary Autodesk (ADSK) has fallen ~40% YTD, creating a compelling buying window due to resilient demand and improved fundamentals. ADSK's sales overhaul, direct customer focus, and MaintainX acquisition expand growth potential and total addressable market. Products are seen as AI-resistant, with continued reliance on licensed engineers and architects for core design decisions. ADSK now combines mid-teens revenue growth with high-30s pro forma operating margins, trading at a notably cheap valuation. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 22
ADSK: MaintainX Acquisition Will Support Future Margins And Operations Expansion
Autodesk's analyst price targets have shifted slightly as the consensus factors in a modest recalibration of revenue growth and higher future P/E expectations, with recent research highlighting both the potential of the $3.6b MaintainX acquisition and questions about its impact on margins and the core business. Analyst Commentary Recent research on Autodesk highlights a mix of optimism and caution as analysts weigh the MaintainX acquisition, Q1 results, and revised valuation frameworks.Recent updates
Seeking Alpha • 14h
Autodesk: At 15x P/E, This Is A Compelling Buy At 52-Week Lows (Rating Upgrade)
Summary Autodesk (ADSK) has fallen ~40% YTD, creating a compelling buying window due to resilient demand and improved fundamentals. ADSK's sales overhaul, direct customer focus, and MaintainX acquisition expand growth potential and total addressable market. Products are seen as AI-resistant, with continued reliance on licensed engineers and architects for core design decisions. ADSK now combines mid-teens revenue growth with high-30s pro forma operating margins, trading at a notably cheap valuation. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jun 22
ADSK: MaintainX Acquisition Will Support Future Margins And Operations Expansion
Autodesk's analyst price targets have shifted slightly as the consensus factors in a modest recalibration of revenue growth and higher future P/E expectations, with recent research highlighting both the potential of the $3.6b MaintainX acquisition and questions about its impact on margins and the core business. Analyst Commentary Recent research on Autodesk highlights a mix of optimism and caution as analysts weigh the MaintainX acquisition, Q1 results, and revised valuation frameworks.Anlatı Güncellemesi • Jun 06
ADSK: MaintainX Acquisition And Margin Framework Will Support Future Rebound
Analysts trimmed the fair value estimate for Autodesk by about $6 to $319, as slightly lower modeled revenue growth and a modestly higher discount rate were only partly offset by expectations for stronger profit margins and a lower future P/E following the MaintainX acquisition. Analyst Commentary Recent research on Autodesk centers on how the MaintainX acquisition and Q1 update feed into growth, profitability and valuation.Anlatı Güncellemesi • Apr 27
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.
Yeni Anlatı • Apr 19
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.Anlatı Güncellemesi • Apr 10
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.Anlatı Güncellemesi • Mar 27
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.Anlatı Güncellemesi • Mar 12
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.
Yeni Anlatı • Mar 10
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?Anlatı Güncellemesi • Feb 25
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.
Yeni Anlatı • Feb 24
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?Anlatı Güncellemesi • Feb 10
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.Anlatı Güncellemesi • Jan 25
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.Anlatı Güncellemesi • Jan 10
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.Analiz Makalesi • Jan 02
Shareholders Should Be Pleased With Autodesk, Inc.'s (NASDAQ:ADSK) Price
Autodesk, Inc.'s ( NASDAQ:ADSK ) price-to-earnings (or "P/E") ratio of 56.4x might make it look like a strong sell...Anlatı Güncellemesi • Dec 25
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.Anlatı Güncellemesi • Dec 11
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.Analiz Makalesi • Nov 28
Autodesk, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
A week ago, Autodesk, Inc. ( NASDAQ:ADSK ) came out with a strong set of quarterly numbers that could potentially lead...Anlatı Güncellemesi • Nov 27
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.Anlatı Güncellemesi • Nov 05
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.Anlatı Güncellemesi • Oct 22
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.Anlatı Güncellemesi • Oct 08
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.Anlatı Güncellemesi • Aug 30
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.Analiz Makalesi • Aug 04
Is Autodesk (NASDAQ:ADSK) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Apr 09
Autodesk: Solid Business Trading At The Low End Of Its Trading Band
Summary Despite macro challenges, Autodesk's strong product stickiness, network effects, and low valuation make it a compelling buy. Exposure to growing markets like AEC, manufacturing, and AI infrastructure, coupled with secular tailwinds, supports long-term growth potential. High switching costs and strong network effects, especially in AutoCAD, ensure ADSK's market leadership and user retention. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Autodesk: Chinese Solutions Pose Risks
Summary Autodesk excels in engineering efficiency and AI-driven generative design, enhancing collaboration and reducing project time, but struggles in the competitive Chinese market. Despite strong financials and cloud-based advantages, Autodesk's valuation appears overvalued, with moderate growth expectations and significant risks from global trade wars. Given the current market conditions and competitive landscape, I rate Autodesk a hold, with potential for reevaluation if growth accelerates in China. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Autodesk Is A Great Company But I Do Not Like Its Current Valuation
Summary Autodesk is a strong company with a diversified revenue stream and a robust software suite. Its current valuation appears stretched, leading me to rate it as a HOLD. Autodesk's transition to a subscription model has improved revenue predictability and margins, yet high stock-based compensation and a moderate balance sheet pose concerns. My investment philosophy focuses on great fundamentals, a strong moat, and reasonable valuation. Autodesk excels in fundamentals and moat but lacks a margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Autodesk: Stretched Valuation And Fading Tailwinds Will Continue To Create Problems
Summary Autodesk's share price dropped post-Q3 earnings, despite results that were broadly in line with expectations. Autodesk continues to benefit from infrastructure spending growth, and the company's strategy is expanding its footprint. Autodesk will need to generate strong growth going forward to maintain its current valuation, which will be difficult when current tailwinds begin to fade. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Autodesk Q3: Strong Billing Growth Supporting Future Growth
Summary I reiterate a 'Buy' rating on Autodesk with a fair value of $310 per share due to strong billing growth and strategic subscription transition. ADSK reported 11% revenue growth and 28% billings growth, driven by a shift to annual subscriptions, early renewals, and a new transaction business model. The company’s major platforms, including AEC, AutoCAD, MFG, and M&E, experienced robust revenue growth, supported by effective go-to-market efforts and cloud infrastructure leverage. Despite high stock-based compensation and potential market slowdowns, Autodesk's strategic shift and billing growth provide a solid foundation for future growth. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Autodesk: Free Cash Flow Uncertainty And Activist Investor Involvement Creates Opportunity
Summary Autodesk's transition to a subscription model and recent billing changes have caused confusion and impacted short term cash flow, but offer long-term stability and growth potential. Activist investor Starboard Value is pressuring Autodesk to improve operations, reduce costs, and enhance shareholder value, highlighting management's past underperformance. Despite short-term cash flow uncertainties, Autodesk's strong market position, recurring revenue model, and potential in generative AI make it an attractive long-term investment. I anticipate operational improvements and value creation from Starboard's involvement and recommend adding to positions during stock price pullbacks. Read the full article on Seeking AlphaSeeking Alpha • Sep 04
Autodesk: Path To Mid-Teens Growth Is Now More Visible
Summary Autodesk's 2Q25 revenue grew 12% to $1.5 billion, beating guidance, with gross margins expanding to ~93% and free cash flow margin improving to 13.5%. Positive macro indicators, such as potential Fed rate cuts and a stabilized construction backlog, suggest strong future construction activity, benefiting ADSK. The new transaction model rollout is ahead of schedule, enhancing pricing control, cross-selling opportunities, and operational efficiencies, supporting robust future growth. Read the full article on Seeking Alpha
Yeni Anlatı • Sep 02
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.Seeking Alpha • Aug 26
Autodesk Q2 Preview: Activist Pressure Should Turn Things Around
Summary Autodesk has underperformed the S&P 500 YTD, with upcoming Q2 earnings on August 29 expected to show 10% revenue growth and 5% non-GAAP EPS growth YoY. Activist investor Starboard urges Autodesk to improve margins and replace the CEO, due to questionable business practices and misleading shareholders. Despite product innovation with Project Bernini and a new transaction model, uncertainties around management and accounting practices blur growth prospects. I rate Autodesk a "hold" due to insufficient margin of safety from uncertainties related to potential management changes, despite positive product developments and market positioning. Read the full article on Seeking AlphaHissedar Getirileri
| ADSK | US Software | US Pazar | |
|---|---|---|---|
| 7D | -2.1% | -7.0% | -2.7% |
| 1Y | -37.8% | -26.5% | 18.6% |
Getiri vs. Endüstri: ADSK geçen yıl % -26.5 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: ADSK geçen yıl % 18.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| ADSK volatility | |
|---|---|
| ADSK Average Weekly Movement | 6.0% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: ADSK son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: ADSK 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1982 | 14,300 | Andrew Anagnost | www.autodesk.com |
Autodesk, Inc. dünya çapında 3D tasarım, mühendislik ve eğlence teknolojisi çözümleri sunmaktadır. Şirket, bir ölçme, tasarım, analiz ve dokümantasyon çözümü olan AutoCAD Civil 3D; ofis, treyler ve şantiye arasında kolaylaştırılmış iş akışları için proje belgelerini yönetmeye, paylaşmaya ve bunlara erişmeye yönelik bir araç seti olan Autodesk Build; profesyonellerin enerji tasarruflu binalar tasarlamasına, inşa etmesine ve bakımını yapmasına yardımcı olmak üzere bina bilgi modellemesi için geliştirilmiş bir yazılım olan Revit; bulut tabanlı tasarım işbirliği ve tasarım yönetimi yazılımı olan Autodesk BIM Collaborate Pro; bir SaaS inşaat öncesi çözümü olan BuildingConnected ve inşa edilen varlık yaşam döngüsünü dönüştüren bulut tabanlı bir platform olan Tandem'i sunmaktadır. Ayrıca profesyonel tasarım, çizim, detaylandırma ve görselleştirme için özelleştirilebilir ve genişletilebilir bir CAD uygulaması olan AutoCAD yazılımı; bir çizim ve detaylandırma yazılımı olan AutoCAD LT; 3D CAD, bilgisayar destekli üretim ve bilgisayar destekli mühendislik aracı olan Fusion; 3D mekanik tasarım, simülasyon, analiz, takımlama, görselleştirme ve dokümantasyon için bir dizi araç sunan bir yazılım çözümü olan Inventor; ürün tasarımı ve üretim toplama araçları; ve verileri tek bir merkezi konumda yönetmek, tasarım süreçlerini hızlandırmak ve dahili / harici işbirliğini kolaylaştırmak için bir veri yönetimi yazılımı olan Vault.
Autodesk, Inc. Temel Bilgiler Özeti
| ADSK temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$40.67b |
| Kazançlar(TTM) | US$1.46b |
| Gelir(TTM) | US$7.51b |
27.4x
F/K Oranı5.3x
P/S OranıADSK aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ADSK gelir tablosu (TTM) | |
|---|---|
| Gelir | US$7.51b |
| Gelir Maliyeti | US$568.00m |
| Brüt Kâr | US$6.94b |
| Diğer Giderler | US$5.48b |
| Kazançlar | US$1.46b |
Son Raporlanan Kazançlar
Apr 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 6.93 |
| Brüt Marj | 92.43% |
| Net Kâr Marjı | 19.49% |
| Borç/Özkaynak Oranı | 77.9% |
ADSK uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/25 04:13 |
| Gün Sonu Hisse Fiyatı | 2026/06/25 00:00 |
| Kazançlar | 2026/04/30 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Autodesk, Inc. 58 Bu analistlerden 33, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Joseph Vruwink | Baird |