Autodesk, Inc. $ADSK Holdings Lifted by Fisher Asset Management LLC

Fisher Asset Management LLC grew its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK) by 88.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 758,902 shares of the software company’s stock after buying an additional 357,157 shares during the period. Fisher Asset Management LLC’s holdings in Autodesk were worth $241,080,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Mirae Asset Global Investments Co. Ltd. grew its position in Autodesk by 12.8% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 153,180 shares of the software company’s stock valued at $48,661,000 after buying an additional 17,358 shares in the last quarter. BI Asset Management Fondsmaeglerselskab A S increased its stake in shares of Autodesk by 18.7% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 130,669 shares of the software company’s stock valued at $41,510,000 after acquiring an additional 20,543 shares during the period. Pacific Heights Asset Management LLC raised its holdings in Autodesk by 26.9% during the third quarter. Pacific Heights Asset Management LLC now owns 85,000 shares of the software company’s stock worth $27,002,000 after purchasing an additional 18,000 shares in the last quarter. Freemont Management S.A. acquired a new stake in Autodesk in the third quarter worth approximately $4,765,000. Finally, Renaissance Group LLC bought a new position in Autodesk during the 3rd quarter valued at $33,789,000. 90.24% of the stock is owned by institutional investors.

Autodesk News Summary

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Q4 results beat — revenue grew ~19% YoY and EPS topped estimates; management provided FY27 and Q1 guidance that supported the print. Autodesk Q4 revenue surge article
• Positive Sentiment: Earnings-call takeaway: management emphasized AI-driven momentum and product adoption trends, which investors view as a durable growth driver. Earnings call highlights
• Positive Sentiment: Piper Sandler reaffirmed an Overweight rating and raised its price target to $383, signaling strong analyst conviction above the current share price. Piper Sandler note
• Positive Sentiment: Several firms raised targets (example: JPMorgan lifted its PT to $336; other outlets report incremental PT raises to the low-to-mid $300s), reinforcing upside potential after the quarter. Price target raises
• Neutral Sentiment: Deutsche Bank lowered its PT to $330 but kept a Buy rating — mixed signal (lower near-term valuation but continued conviction). Deutsche Bank update
• Neutral Sentiment: Short-interest report shows 0 shares and a 0.0 days-to-cover figure — this is likely a reporting anomaly and should not be interpreted as meaningful short-squeeze risk.
• Negative Sentiment: Wells Fargo trimmed its price target to $350, reflecting more conservative expectations from some sell-side desks. Wells Fargo cut
• Negative Sentiment: Royal Bank of Canada lowered its PT to $335, another downward adjustment that partially offsets the raises. RBC cut
• Negative Sentiment: DA Davidson trimmed its PT to $325 — shows some analysts are pulling back expectations despite the beat. DA Davidson cut

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Rosenblatt Securities cut their price objective on Autodesk from $375.00 to $330.00 and set a “buy” rating for the company in a report on Tuesday, February 24th. Loop Capital reduced their price objective on shares of Autodesk from $320.00 to $250.00 and set a “hold” rating for the company in a research report on Thursday, February 19th. Wells Fargo & Company dropped their target price on shares of Autodesk from $365.00 to $350.00 and set an “overweight” rating on the stock in a report on Friday. JPMorgan Chase & Co. raised their target price on shares of Autodesk from $319.00 to $336.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Macquarie Infrastructure upped their price target on Autodesk from $380.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, November 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $341.39.

Autodesk Trading Up 0.4%

Autodesk stock opened at $246.94 on Tuesday. Autodesk, Inc. has a 52 week low of $215.01 and a 52 week high of $329.09. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.82 and a current ratio of 0.85. The firm has a market capitalization of $52.35 billion, a price-to-earnings ratio of 47.13, a P/E/G ratio of 1.73 and a beta of 1.45. The company has a 50 day moving average price of $259.96 and a 200 day moving average price of $289.68.

Autodesk (NASDAQ:ADSK) last released its earnings results on Thursday, February 26th. The software company reported $2.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.64 by $0.21. The company had revenue of $1.96 billion during the quarter, compared to analyst estimates of $1.91 billion. Autodesk had a return on equity of 53.51% and a net margin of 15.60%.The company’s revenue for the quarter was up 19.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.29 earnings per share. Autodesk has set its FY 2027 guidance at 12.290-12.560 EPS and its Q1 2027 guidance at 2.820-2.860 EPS. Research analysts forecast that Autodesk, Inc. will post 5.76 EPS for the current year.

About Autodesk

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.