B+
Bull case
30%
Probability
Target price
$390.00
+64.8% vs current
ADSK
AutodeskCNasdaq / Software & Services
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
45%
Probability
Target price
$336.00
+42.0% vs current
B-
Bear case
25%
Probability
Target price
$205.00
-13.4% vs current
AI sentiment snapshot
Latest data as of 2026-05-29
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+84.4
Score
AI commentary
High-coverage news flow is clearly positive on fundamentals but mixed on tape reaction: the company beat and raised, yet the market focused on the MaintainX acquisition and the stock was reported lower after hours/premarket. Early analyst reaction appears cautious rather than celebratory, with RBC trimming its target while keeping an outperform stance. Social context was not provided, and peer context is now anchored to direct engineering, PLM, construction, and operations software comparators rather than the packet's generic same-sector list.
RankAlpha Sentiment Codex - 2026-05-29
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-28eventQ1 beat and FY27 raiseMedium impact
Autodesk posted Q1 FY27 revenue of $1.934B (+18% y/y), non-GAAP EPS of $2.99, 58% FCF growth, and lifted FY27 guidance to revenue $8.155B-$8.215B and non-GAAP EPS $12.40-$12.65. [#PR-2026-05-28]
2026-05-29catalystPost-print digestion stays cautiousMedium impact
Reuters-linked coverage said shares were down about 3% in extended trading and roughly 5% premarket Friday as investors focused on MaintainX over the beat/raise; RBC cut its target to $305 from $335 while keeping Outperform.
2026-08-03eventMaintainX expands operations platformMedium impact
Autodesk signed a definitive agreement to acquire MaintainX for about $3.575B in cash, with closing no earlier than 2026-08-03 and $150M of RSUs for continuing employees; the deal adds an operations layer to Autodesk Operations Solutions. [#8-K-2026-05-28]
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-29 • Updated nightlySource: Internal modelMethodology