Autodesk (NASDAQ:ADSK) Releases FY 2027 Earnings Guidance

Autodesk (NASDAQ:ADSK) updated its FY 2027 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 12.290-12.560 for the period, compared to the consensus estimate of 10.360. The company issued revenue guidance of $8.1 billion-$8.2 billion, compared to the consensus revenue estimate of $8.0 billion. Autodesk also updated its Q1 2027 guidance to 2.820-2.860 EPS.

Autodesk Stock Performance

NASDAQ ADSK traded up $8.64 on Thursday, reaching $233.45. 4,032,950 shares of the stock were exchanged, compared to its average volume of 2,375,953. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.86. Autodesk has a one year low of $215.01 and a one year high of $329.09. The firm has a market capitalization of $49.49 billion, a PE ratio of 45.24, a PEG ratio of 1.57 and a beta of 1.45. The company’s 50-day simple moving average is $263.43 and its two-hundred day simple moving average is $290.54.

Autodesk (NASDAQ:ADSK) last issued its quarterly earnings results on Thursday, February 26th. The software company reported $2.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.63 by $0.22. The business had revenue of $1.96 billion during the quarter, compared to analyst estimates of $1.91 billion. Autodesk had a return on equity of 52.06% and a net margin of 16.09%.Autodesk’s revenue for the quarter was up 19.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.29 EPS. Autodesk has set its FY 2027 guidance at 12.290-12.560 EPS and its Q1 2027 guidance at 2.820-2.860 EPS. Analysts expect that Autodesk will post 5.76 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. KeyCorp restated an “overweight” rating on shares of Autodesk in a report on Tuesday, December 16th. Wells Fargo & Company lowered their target price on shares of Autodesk from $380.00 to $365.00 and set an “overweight” rating for the company in a research note on Wednesday, February 18th. Robert W. Baird raised their price target on shares of Autodesk from $367.00 to $377.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 26th. Piper Sandler reiterated an “overweight” rating on shares of Autodesk in a report on Tuesday, January 13th. Finally, The Goldman Sachs Group upped their target price on shares of Autodesk from $320.00 to $330.00 and gave the stock a “neutral” rating in a research note on Wednesday, November 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $347.89.

Key Autodesk News

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Q4 results beat consensus — non‑GAAP EPS $2.85 vs. $2.63 est. and revenue $1.96B vs. ~$1.91B est.; management highlighted 19% YoY revenue growth. Autodesk (ADSK) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Company raised guidance sharply — Q1 FY27 EPS guide 2.82–2.86 vs. consensus ~2.29; FY27 EPS guide 12.29–12.56 vs. consensus ~10.36, and revenue guide above estimates — a clear catalyst for the rally. AUTODESK, INC. ANNOUNCES FISCAL 2026 FOURTH QUARTER RESULTS
• Positive Sentiment: Management commentary and follow‑up coverage suggest strong demand and that the outlook reduces investor fears about AI disruption — supporting sentiment around durable revenue growth. Autodesk ascends after Q4 results and outlook douse AI disruption fears
• Neutral Sentiment: Product/partnership news: Autodesk announced a collaboration using its AI-enabled Fusion platform with BioDapt on prosthetics design — positive for showcases and strategic positioning, but not immediately material to near-term revenue. Autodesk’s AI Prosthetics Partnership Could Be A Game Changer For Autodesk (ADSK)
• Neutral Sentiment: Analyst/coverage pieces comparing valuation vs. peers and pre‑earnings previews circulated, providing context but no single consensus valuation shift. APPS vs ADSK: Which Stock Is the Better Value Option?
• Negative Sentiment: Short interest rose materially earlier in February (reports showed ~6.4M shares short at one mid‑February read, ~3% of shares), which raises the potential for volatility and pressure if negative news reappears. (Short‑interest reads have some conflicting timestamped reports; monitor updates.)
• Negative Sentiment: Two analysts lowered price targets this week (Rosenblatt, Stifel), which could cap upside if more shops revise estimates despite the beat. Rosenblatt Lowers Autodesk Price Target Stifel Lowers Autodesk Price Target

Hedge Funds Weigh In On Autodesk

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Wellington Management Group LLP grew its position in Autodesk by 103.5% during the fourth quarter. Wellington Management Group LLP now owns 1,868,159 shares of the software company’s stock valued at $552,994,000 after buying an additional 950,149 shares during the period. Two Sigma Investments LP grew its position in shares of Autodesk by 51,159.6% during the 3rd quarter. Two Sigma Investments LP now owns 512,596 shares of the software company’s stock valued at $162,836,000 after acquiring an additional 511,596 shares during the period. AQR Capital Management LLC grew its position in shares of Autodesk by 55.2% during the 4th quarter. AQR Capital Management LLC now owns 962,916 shares of the software company’s stock valued at $285,033,000 after acquiring an additional 342,510 shares during the period. Lazard Asset Management LLC increased its stake in shares of Autodesk by 39.6% in the 3rd quarter. Lazard Asset Management LLC now owns 1,159,983 shares of the software company’s stock valued at $368,492,000 after purchasing an additional 329,045 shares in the last quarter. Finally, Caisse de depot et placement du Quebec raised its holdings in Autodesk by 2,195.1% in the 4th quarter. Caisse de depot et placement du Quebec now owns 287,691 shares of the software company’s stock worth $85,159,000 after purchasing an additional 275,156 shares during the period. Hedge funds and other institutional investors own 90.24% of the company’s stock.

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.