Autodesk, Inc. (ADSK) AI Stock Analysis

NASDAQ: ADSKAI research summary: business, growth, valuation, analysts, bull and bear case.

ADSK AI stock analysis summary

AI Research

Autodesk, Inc. (ADSK) is an application software provider specializing in 3D design, engineering, and entertainment tools. The company delivered a 5-year revenue CAGR of 13.7% through FY2026 and generated $2.41B in free cash flow. In the trailing twelve months, Autodesk achieved $7.79B in revenue with a profit margin of 21.1%.

Market cap
$50.14B
Revenue (TTM)
$7.79B
P/E
31.1x
fwd 17.6x
1Y return
-20.0%
S&P 500 16.8%
Avg. target
$307.54
28.2% vs last close

Bull case

  • Autodesk generated $2.41B in free cash flow in FY2026, supported by an operating cash flow of $2.45B.
  • Earnings growth reached 59.6% year-over-year in the latest quarter ending July 31, 2026.
  • The stock trades at a PEG ratio of 0.84 and a forward P/E of 17.6x, compared to the peer median forward P/E of 25.7x.

Bear case

  • The stock has declined 20.0% over the past year, underperforming the S&P 500 (SPY) return of 16.8%.
  • Autodesk's current ratio of 0.86 reflects short-term obligations exceeding liquid short-term assets.
  • The company holds $3.71B in total debt, resulting in a debt-to-equity ratio of 1.10.

What Autodesk does

Autodesk, Inc. is a global provider of 3D design, engineering, and entertainment software and services. Its core portfolio includes AutoCAD, AutoCAD Civil 3D for civil engineering, and BIM 360 for cloud-based construction management. The company delivers specialized design and manufacturing suites including Fusion 360, Inventor for 3D mechanical design, and Vault for centralized data management. For the media and entertainment sector, Autodesk supplies Maya and 3ds Max for 3D modeling, animation, and rendering, along with the ShotGrid cloud platform for production tracking and review. Its Industry Collections serve architecture, engineering, construction, manufacturing, and entertainment professionals.

Growth and profitability

Autodesk expanded annual revenue from $4.39B in FY2022 to $7.21B in FY2026, marking a 5-year revenue CAGR of 13.7%. Revenue growth accelerated to 17.5% in FY2026, accompanied by a 92.3% gross margin and an operating margin of 21.9%. Net income rose from $497.0M in FY2022 to $1.12B in FY2026, while annual EPS expanded from $5.07 to $9.62. In the trailing twelve months ended July 31, 2026, revenue totaled $7.79B with an operating margin of 29.2% and EPS of $7.71. For the latest quarter, quarterly revenue growth was 16.1% year-over-year, and quarterly earnings grew 59.6%.

ADSK income statement →

Balance sheet and cash flow

As of July 31, 2026, Autodesk held $4.16B in cash and short-term investments against total debt of $3.71B, resulting in net cash of $450.0M. Total assets stood at $12.98B and shareholders' equity was $3.38B, yielding a debt-to-equity ratio of 1.10 and a current ratio of 0.86. Operating cash flow reached $2.45B in FY2026. The company directed $43.0M toward capital expenditures and used $1.40B for share buybacks, contributing to a 5.0% reduction in share count over 5 years.

ADSK balance sheet →

Valuation and performance

At a last close of $239.90, Autodesk carries a market cap of $50.14B and an enterprise value of $44.93B. Its trailing P/E of 31.1x and forward P/E of 17.6x stand below the median of its Nasdaq-100 Technology peers of 43.3x and 25.7x, respectively. The stock trades at an EV/EBITDA of 19.1x, below the peer median of 32.8x, and an EV/revenue of 5.8x. Over the past year, ADSK returned -20.0%, trailing the S&P 500 (SPY) return of 16.8%, and delivered a 5-year return of -17.6% versus 83.0% for the index.

ADSK key metrics →

What analysts expect

Wall Street analysts cover Autodesk with 23 Strong Buy, 7 Buy, and 6 Hold ratings, with no Sell or Strong Sell ratings. The mean price target of $307.54 represents 28.2% upside compared to the last close of $239.90. For the current fiscal year ending January 31, 2027, consensus estimates project revenue of $8.32B and EPS of $12.61, reflecting 20.9% EPS growth. Autodesk has beaten EPS estimates in each of the last 4 quarters, and its next earnings date is November 24, 2026.

ADSK forecast and price target →

Key risks and what to watch

  • Autodesk's beta of 1.33 indicates higher stock price volatility relative to the broader market.
  • Net margin declined from 18.1% in FY2025 to 15.6% in FY2026 despite revenue growth of 17.5%.
  • Short interest stands at 5.0% of the float, representing modest negative market sentiment.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this ADSK AI stock analysis

This page is an AI-written research summary of Autodesk, Inc. (ADSK). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ADSK income statement, ADSK balance sheet, ADSK key metrics, ADSK analyst forecast, ADSK chart. See the ADSK stock overview for the latest quote and news.

ADSK AI stock analysis FAQ

What is Autodesk's market cap and valuation?

Autodesk has a market cap of $50.14B and an enterprise value of $44.93B. It trades at a trailing P/E of 31.1x and a forward P/E of 17.6x.

Does Autodesk pay a dividend?

No, Autodesk does not pay a dividend. The company returned capital to shareholders via $1.40B in share buybacks in FY2026.

What is the consensus analyst price target for ADSK?

The mean analyst price target is $307.54, which represents a 28.2% premium over its last close of $239.90. Across 36 ratings, there are 23 Strong Buy, 7 Buy, and 6 Hold recommendations.

When is Autodesk's next earnings report?

Autodesk's next earnings report is scheduled for November 24, 2026. The company has beaten EPS expectations in all 4 of its last 4 quarters.

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