Autodesk (NASDAQ:ADSK) Posts Quarterly Earnings Results, Beats Expectations By $0.21 EPS

Autodesk (NASDAQ:ADSK) announced its quarterly earnings data on Thursday. The software company reported $2.85 EPS for the quarter, topping analysts’ consensus estimates of $2.64 by $0.21, FiscalAI reports. The firm had revenue of $1.96 billion for the quarter, compared to the consensus estimate of $1.91 billion. Autodesk had a return on equity of 52.06% and a net margin of 16.09%.The firm’s revenue was up 19.4% compared to the same quarter last year. During the same quarter last year, the business posted $2.29 earnings per share. Autodesk updated its FY 2027 guidance to 12.290-12.560 EPS and its Q1 2027 guidance to 2.820-2.860 EPS.

Here are the key takeaways from Autodesk’s conference call:

• Reported Q4 and FY26 results beat guidance with billings up ~33% and revenue up ~19%, strong non‑GAAP operating margin (~38%) and Q4 free cash flow of $972M, while FY27 guidance points to revenue of $8.10–$8.17B and free cash flow of $2.7–$2.8B.
• Management completed a go‑to‑market optimization that triggered a ~$100M restructuring charge and expects potential short‑term disruption in fiscal 2027 (cash restructuring outflows of $135–160M) that is explicitly built into conservative guidance.
• Autodesk emphasized a differentiated AI strategy — claiming proprietary 2D/3D models, industry context, and the Autodesk Platform Services (APS) platform give it a strong moat for deploying “agentic AI,” with World Labs partnership and early AI product traction (e.g., AutoConstrain adoption metrics).
• Product momentum and monetization avenues are accelerating, led by cloud/AI growth in Forma for Construction and manufacturing (notable customer wins and Fusion expansions), stable consumption mix (~17%), and early uptake of API/consumption monetization for machine-driven usage.

Autodesk Trading Up 4.5%

NASDAQ:ADSK traded up $10.57 during trading hours on Friday, reaching $244.02. 1,557,604 shares of the stock were exchanged, compared to its average volume of 2,248,984. Autodesk has a twelve month low of $215.01 and a twelve month high of $329.09. The business has a 50-day moving average of $262.12 and a two-hundred day moving average of $290.14. The company has a market capitalization of $51.73 billion, a price-to-earnings ratio of 47.35, a PEG ratio of 1.57 and a beta of 1.45. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.86.

Hedge Funds Weigh In On Autodesk

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Brighton Jones LLC increased its stake in Autodesk by 14.5% during the fourth quarter. Brighton Jones LLC now owns 1,162 shares of the software company’s stock worth $343,000 after purchasing an additional 147 shares during the period. Sivia Capital Partners LLC grew its holdings in shares of Autodesk by 98.1% in the second quarter. Sivia Capital Partners LLC now owns 2,472 shares of the software company’s stock valued at $765,000 after purchasing an additional 1,224 shares in the last quarter. Schnieders Capital Management LLC. purchased a new stake in Autodesk during the 2nd quarter worth approximately $466,000. Baird Financial Group Inc. lifted its holdings in Autodesk by 7.5% during the 2nd quarter. Baird Financial Group Inc. now owns 10,048 shares of the software company’s stock worth $3,111,000 after buying an additional 701 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its position in Autodesk by 25.3% in the 2nd quarter. NewEdge Advisors LLC now owns 13,860 shares of the software company’s stock valued at $4,291,000 after buying an additional 2,795 shares during the period. 90.24% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

ADSK has been the topic of several recent research reports. DA Davidson lowered their price target on shares of Autodesk from $375.00 to $325.00 and set a “buy” rating on the stock in a research report on Friday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Autodesk in a report on Wednesday, January 21st. Piper Sandler restated an “overweight” rating on shares of Autodesk in a report on Tuesday, January 13th. Rothschild & Co Redburn set a $375.00 price target on shares of Autodesk in a research report on Friday, January 9th. Finally, Royal Bank Of Canada lowered their price objective on Autodesk from $340.00 to $335.00 and set an “outperform” rating for the company in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Autodesk presently has a consensus rating of “Moderate Buy” and a consensus target price of $344.93.

Key Headlines Impacting Autodesk

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Q4 beat and strong guidance — Autodesk reported EPS of $2.85 and revenue of $1.96B (up ~19% YoY), topping estimates; management set FY2027 EPS guidance of $12.29–$12.56 and Q1 EPS of $2.82–$2.86, both well above Street expectations. This combination of beats plus strong forward guidance is the primary catalyst supporting the stock’s rise. AUTODESK, INC. ANNOUNCES FISCAL 2026 FOURTH QUARTER RESULTS
• Positive Sentiment: AI strategy highlighted on the call — Management and recent transcripts emphasize rollout of AI capabilities (frontier + proprietary models focused on 3D design), which investors see as a durable growth and margin expansion lever. Earnings Call Transcript
• Positive Sentiment: Analyst support persists — William Blair maintained a Buy rating today, citing conservative growth outlook plus strong AI positioning that supports upside. Continued buy ratings add conviction for investors. TipRanks: William Blair Maintains Buy
• Neutral Sentiment: BTIG trims price target but keeps Buy — BTIG cut its target from $365 to $300 (still a material upside vs. current levels) while retaining a Buy rating; this reduces some upside expectations but keeps analyst support intact. Benzinga: BTIG Lowers Price Target
• Neutral Sentiment: Other PT moves — Rosenblatt lowered its price target to $330; continued PT adjustments reflect differing views on valuation but haven’t led to broad downgrades. AmericanBankingNews: Rosenblatt Lowers PT
• Neutral Sentiment: Investor events scheduled — Autodesk will present at investor conferences (Morgan Stanley on March 4); additional investor visibility can help sustain positive momentum if management reinforces guidance and AI road map. PR Newswire: Investor Conferences
• Negative Sentiment: Rising short interest — Short interest increased materially in February (reports show ~6.4M shares short, ~3% of float), which can add downward pressure or create volatility if sentiment shifts. (No link provided)

Autodesk Company Profile

Autodesk, Inc (NASDAQ: ADSK) is a software company that develops design and creation tools for the architecture, engineering and construction (AEC), manufacturing, and media and entertainment industries. Headquartered in San Rafael, California, the company was founded in 1982 and is best known for pioneering CAD (computer-aided design) software. Autodesk sells products and services to a global customer base, including architects, engineers, contractors, product designers, and content creators.

The company’s product portfolio includes industry-standard design and modeling applications such as AutoCAD, Revit, Inventor, Fusion 360, Maya and 3ds Max, as well as cloud-based collaboration and project management platforms like BIM 360 and Autodesk Construction Cloud.