ADSK

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Autodesk stock has retreated over the past five years, yet the latest Discounted Cash Flow (DCF) intrinsic value estimate points to a large gap versus the current market price, while broader valuation checks and market multiples suggest a more tempered, about right picture. Autodesk shares have declined 30.5% over the past five years, which raises the question of whether the current valuation is now too pessimistic or still catching up with fundamentals. Expectations for Autodesk to keep converting its software revenues into reliable cash flows can support the intrinsic value case, but any disappointment in growth or margin durability may quickly weigh on what investors are willing to pay. Autodesk screens as undervalued in 4 of 6 checks on the broader valuation framework, a mixed picture rather than a straightforward bargain, as shown by its value score of 4 out of 6. The issue now is whether the gap between Autodesk's DCF based intrinsic value and an about right market multiple view offers a genuine opportunity or simply reflects uncertainty in the cash flow outlook. Find out why Autodesk's -28.7% return over the last year is lagging behind its peers. The Discounted Cash Flow (DCF) model values Autodesk by projecting future free cash flows and discounting them back to today. On this basis, Autodesk generated about $2.7b in free cash flow over the latest twelve months, and the model assumes those cash flows keep growing rather than shrinking over time. Feeding those assumptions into a 2 Stage Free Cash Flow to Equity framework produces an estimated intrinsic value of about $364 per share. Compared with the current share price, that implies Autodesk stock screens as 43.4% undervalued. This suggests the market is pricing in more risk around future cash flows than this model does. On this DCF view, Autodesk looks undervalued relative to what its projected cash flows could justify. Our Discounted Cash Flow (DCF) analysis suggests Autodesk is undervalued by 43.4%. Track this in your watchlist or portfolio, or discover 44 more high quality undervalued stocks. Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Autodesk. P/E is a useful gauge for Autodesk because earnings are a key anchor for how inves...

Adobe (NASDAQ: ADBE) is set to report its earnings on Thursday, June 11, 2026. Heading into the results, the stock has experienced notable pressure, dropping roughly 8% over the past five days as investors heavily scrutinize the company's ability to successfully monetize its generative AI tools. The company has $98 Bil in current market capitalization. Revenue over the last twelve months was $24 Bil, and it was operationally profitable with $9.0 Bil in operating profits and net income of $7.2 Bil. In recent weeks, Wall Street's focus has heavily centered on Adobe’s generative AI commercialization and its crucial Digital Media Annual Recurring Revenue (ARR) growth. Following the May 2026 launch of the "Firefly AI Assistant" and the integration of advanced video models like Kling AI into its ecosystem, Adobe has proven it is no longer short on AI capabilities. However, this product evolution has set up a critical test: investors are demanding hard evidence that these AI features can drive subscription tier upgrades, increase enterprise budgets, and convert into actual ARR. The market is keeping a cautious eye out to see if Adobe is successfully embedding AI into its revenue model or merely absorbing higher computing costs without sufficient incremental growth. While the immediate stock reaction will ultimately depend on how Q2 results and forward guidance stack up against these high expectations, a detailed look at historical performance can give event-driven traders better navigate the volatility. Here is how you can use this data: either understand the historical odds and position yourself prior to the earnings announcement, or look at the correlation between immediate and medium-term returns post earnings and enter a trade one day after the announcement. A look at historical data reveals that ADBE has posted a negative one-day return following 70% of its past earnings announcements. See the earnings reaction history of all stocks You can't predict what happens to individual stocks, but you can prepare. See how the Trefis High Quality Portfolio helps you. Some observations on one-day (1D) post-earnings returns: There are 20 earnings data points recorded over the last five years, with 6 positive and 14 negative one-day (1D) returns observed. In summary, positive 1D returns were seen about 30% of the time. However, this percentage decreases to 25% if we consid...

Autodesk’s first quarter results for 2026 showed strong year-on-year growth, but the market responded negatively, reflecting concerns about execution and the implications of a large new acquisition. Management highlighted that growth was driven by continued momentum in the architecture, engineering, and construction (AEC) sectors, with particular strength in construction and emerging markets. CEO Andrew Anagnost emphasized the company’s efforts to unify design, manufacturing, and operations data, underpinned by increased adoption of cloud-based workflows. CFO Janesh Moorjani noted that the transition to a new sales model and the associated channel reorganization played out as expected, with “strong renewal performance” but slower new business generation as partners adjusted to their new roles. Is now the time to buy ADSK? Find out in our full research report (it’s free). Revenue: $1.93 billion vs analyst estimates of $1.89 billion (18.4% year-on-year growth, 2.2% beat) Adjusted EPS: $2.99 vs analyst estimates of $2.84 (5.1% beat) The company slightly lifted its revenue guidance for the full year to $8.19 billion at the midpoint from $8.14 billion Management slightly raised its full-year Adjusted EPS guidance to $12.53 at the midpoint Operating Margin: 28%, up from 14.3% in the same quarter last year Annual Recurring Revenue: $7.12 billion (15.3% year-on-year growth, beat) Billings: $1.70 billion at quarter end, up 18.4% year on year Market Capitalization: $48.48 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Saket Kalia (Barclays) asked how MaintenX fits Autodesk’s long-term strategy; CEO Andrew Anagnost explained MaintenX will help close the loop from design to operations and unlocks a large new market. Adam Borg (Stifel) pressed for clarity on channel reorganization disruptions; Anagnost and CFO Janesh Moorjani stated that partner transitions were expected, with gradual normalization anticipated. Brent Thill (Jefferies) questioned the high multiple paid for MaintenX; Moorjani justified it as access to a fast-growing, strategic platform and highlighted the long-term value of rich operational data. Taylor Mc...

Autodesk, Inc. ADSK used its first-quarter fiscal 2027 earnings call to do more than discuss a revenue and earnings beat. Management centered the conversation on a broader push into operations, led by the planned acquisition of MaintainX. The call also showed that Autodesk is still balancing near-term execution with a longer-term platform strategy. Raised fiscal 2027 guidance, steady renewal trends and repeated confidence in the sales reorganization framed the quarter. Chief executive officer Andrew Anagnost made the MaintainX deal the call’s defining strategic message. He described the acquisition as a way to connect design, make and operate workflows more tightly across the asset life cycle. Autodesk said that MaintainX brings mobile-first maintenance and asset operations software, along with real-world asset data that can help extend Autodesk’s digital twin capabilities from static and dynamic models toward predictive workflows. Management tied that directly to a larger operation opportunity and a broader total addressable market. Chief financial officer Janesh Moorjani added that MaintainX is expected to exceed $135 million in annualized recurring revenues this calendar year, with growth above 50%. Autodesk plans to fund the transaction with cash on hand and debt financing, and expects to include it in guidance after the deal closes later this fiscal year. The quarter itself gave management room to press that strategy. Revenues rose 18% year over year, or 16% in constant currency, to $1.93 billion, while non-GAAP EPS climbed to $2.99 from $2.29 a year earlier. Both figures topped the Zacks Consensus Estimate. EPS beat the consensus estimate of $2.84 by 5.28%, and revenues surpassed the estimate of $1.89 billion by 2.08%. Moorjani said that the underlying business momentum was consistent with prior quarters and came in modestly better than the assumptions embedded in the guidance. He pointed to strength in AECO, especially construction and emerging markets, while renewal rates remained strong. Autodesk, Inc. price-consensus-eps-surprise-chart | Autodesk, Inc. Quote Even with the strong start, management did not declare an early end to the disruption tied to its sales reorganization. Moorjani said that first-quarter new subscription growth landed within the company’s expected range, while upfront revenues were less affected than anticipated. Autodesk kept...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management is pursuing a strategy to converge design, make, and operate data across the full asset life cycle to increase customer efficiency and resilience. The acquisition of MaintainX serves as a cornerstone for the new Autodesk Operations Solutions (AOS) segment, mirroring the successful growth playbook used for Autodesk Construction Cloud. Q1 performance exceeded expectations due to sustained momentum in AECO and manufacturing, particularly within construction and emerging markets. The ongoing sales reorganization is proceeding as planned, with new subscription growth impacts falling within expected ranges while renewal rates remain strong. Autodesk is positioning itself for an 'agentic AI' future by leveraging scarce geometric data and deep industry context to build frontier 3D foundation models. The company's AI approach combines probabilistic generation with deterministic engineering validation to ensure outputs are manufacturable and constructable in the real world. Strategic positioning in operations aims to extend customer relationships from years to decades by managing assets throughout their functional life. Full-year guidance assumes a broadly stable macroeconomic environment and reflects potential temporary disruption from the sales restructuring plan. Billings are expected to be weighted toward the second half of the year due to the timing of the largest Enterprise Business Agreement (EBA) cohort in Q4. The tailwind from the new transaction model is expected to diminish from 3.5 percentage points in Q1 to approximately 1.5 percentage points for the full year. Management intends to absorb the margin dilution from the MaintainX acquisition within its existing fiscal '27 and fiscal '29 margin targets. The company plans to maintain a disciplined capital allocation framework, applying approximately 50% of free cash flow to share repurchases over time. MaintainX is the largest acquisition in Autodesk's history, expected to achieve over $135 million in annualized recurring revenue this calendar year with 50% growth. The transition to annual billings for most multiyear contracts was completed in Q1, removing previous 'noise' from billings metrics. Reduced discounting on multiyear contracts is benefit...

Autodesk (ADSK) posted a strong fiscal Q1 beat-and-raise quarter, but the company's $3.6 billion acq

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Autodesk, Inc.ADSK delivered a strong first-quarter fiscal 2027 performance, with non-GAAP earnings of $2.99 per share, up 30.6% year over year. The figure surpassed the Zacks Consensus Estimate of $2.84 by 5.3%. Revenues rose 18% year over year to $1.93 billion, beating the Zacks Consensus Estimate by 2.1%, reflecting steady execution across core design and manufacturing workflows, and continued strength in construction and emerging markets.Autodesk delivered a strong first-quarter fiscal 2027 performance, driven by sustained momentum across Architecture, Engineering, Construction and Operations (“AECO”), particularly in construction and emerging markets. Strength in industry segments tied to infrastructure, industrial buildings and data centers more than offset softness in commercial real estate.The company also benefited from stronger-than-expected upfront revenues, solid renewal rates and healthy billings growth during the quarter. Management remains confident in Autodesk’s long-term growth trajectory, supported by its platform strategy centered on cloud, data and AI, expanding agentic AI capabilities. The company’s connected ecosystem is designed to enable more integrated and data-driven workflows across the design, make and operate lifecycle. Autodesk, Inc. price-consensus-eps-surprise-chart | Autodesk, Inc. Quote Net revenue retention remained above 110% on a constant-currency basis, supported in part by the company’s new transaction model and sustained expansion within its subscription base. Autodesk’s restructured revenue reporting continues to present results across Design, Make and Other categories.Design revenues (82.9% of total revenues) increased 18% year over year to $1.61 billion, remaining the dominant contributor to total revenues.Make Revenues (11.6% of total revenues) rose 25% year over year to $224 million, reflecting ongoing strength in manufacturing and industrial workflows.Other revenues (5.1% of total revenues) increased 5% year over year to $98 million.Billings increased 18% year over year to $1.69 billion. Management noted that the new transaction model contributed approximately 1.5 percentage points to billings growth during the quarter. The shift toward annual billing for most multi-year contracts is expected to reduce billing volatility going forward.Region-wise, revenues from the Americas (43.6% of revenues) increased 16% year...

Autodesk (NASDAQ:ADSK) fell more than 5% in pre-market trading on Friday after unveiling plans to acquire maintenance software company MaintainX in a $3.6 billion all-cash transaction. The decline came despite the design software group’s stronger-than-expected fiscal first-quarter results, as investors weighed the financial impact of Autodesk’s largest acquisition to date. The stock entered the session already down around 21% since the start of the year. While the market reaction was negative, several analysts viewed the acquisition favourably from a long-term strategic perspective. Wolfe Research reiterated its “outperform” rating and $350 price target, noting that the company’s strong quarterly performance “is overshadowed by the announced acquisition of MaintainX” and adding that it “would use weakness to buy shares.” Stifel, which maintained a “buy” rating and a $285 target price, said the transaction “gets Autodesk deeper into the Operations market.” The brokerage acknowledged that some investors may not be “thrilled with the larger price tag or multiple paid,” but argued that the deal significantly broadens Autodesk’s addressable market, expanding its opportunity into what it estimates is a $40 billion sector. For the quarter ended April 2026, Autodesk reported revenue of $1.93 billion, an increase of 18.4% from a year earlier and ahead of the consensus estimate of $1.89 billion. Subscription revenue climbed 19.2% to $1.84 billion, exceeding analyst expectations of $1.79 billion. Billings also delivered a strong performance, rising 18.4% year-on-year to $1.69 billion, well above the consensus forecast of $1.57 billion. Autodesk continued to demonstrate operational strength across key profitability metrics. Adjusted operating margin reached 39.4%, approximately 83 basis points above market expectations. Non-GAAP earnings per share came in at $2.99, exceeding the consensus estimate of $2.84 by 5%. On a GAAP basis, earnings per share totalled $2.32, significantly ahead of the $1.74 forecast by analysts. Free cash flow reached $876 million, outperforming consensus expectations of $703 million by 25% and producing a free cash flow margin of 45.3%. The company also remained active with shareholder returns, repurchasing 1.9 million shares for $448 million during the quarter at an average price of $239.87 per share. The buyback represented Autodesk’s second-la...

- First quarter revenue grew 18 percent year over year as reported; 16 percent on a constant currency basis, to $1.93 billion - Autodesk to acquire MaintainX, advancing unified platform in operations SAN FRANCISCO, May 28, 2026 /PRNewswire/ -- Autodesk, Inc. (NASDAQ: ADSK) today reported financial results for the first quarter of fiscal 2027, ended April 30, 2026. "Our customers need AI that produces outputs that are accurate in the real world. That requires data, context, and expertise. Each one is scarce and what differentiates Autodesk is that we have all three at scale. We can validate AI-generated outputs against real-world constraints using our existing parametric and physics-based 3D technology," said Andrew Anagnost, CEO of Autodesk. "Autodesk's assistants and MCP infrastructure provide the harness layer that makes frontier models more controllable, context-aware, and useful continuously through the full lifecycle. Autodesk's 3D foundation models provide the core AI engines that directly reason about geometry and physical relationships. This integrated approach is why we believe Autodesk will define the next generation of industrial AI." "We delivered strong first quarter results with solid execution of our plans and consistent momentum in our markets. Our sales reorganization is proceeding as expected," said Janesh Moorjani, Autodesk CFO. "We have raised our fiscal 27 guidance to reflect the strength of the business in the first quarter. Our guidance assumes that the underlying momentum of the business will remain strong and continues to reflect potential disruption from our sales restructuring consistent with the plan we set out in February. The acquisition of MaintainX will bring a strategic asset into Autodesk and support our focus on durable, long-term growth and shareholder value creation. We will include the impact of the acquisition in our guidance after the transaction closes." First Quarter Fiscal 2027 Net Revenue by Product Type Net Revenue by Geographic Area Net Revenue by Product Family Our product offerings are focused in four primary product families: Architecture, Engineering, Construction, and Operations ("AECO"), AutoCAD and AutoCAD LT, Manufacturing ("MFG"), and Media and Entertainment ("M&E"). Remaining Performance Obligations Business Outlook The following are forward-looking statements based on current expectations and assumptio...

Interested in Autodesk, Inc.? Here are five stocks we like better. Autodesk beat first-quarter expectations on revenue, billings, margins and free cash flow, with management saying the quarter was stronger than assumed and momentum was especially solid in construction, AEC and emerging markets. The company raised full-year fiscal 2027 guidance for revenue, billings and free cash flow, while keeping margin targets strong; management said the outlook still assumes a stable macro backdrop and some disruption from the sales restructuring. Autodesk announced a major acquisition of MaintainX to expand its “design, make, and operate” strategy into maintenance and asset operations, strengthening its AI and digital-twin ambitions across the full asset lifecycle. Autodesk Stock Rally: Why Momentum May Not Be Done Yet Autodesk (NASDAQ:ADSK) reported first-quarter fiscal 2027 results above the high end of its guidance ranges and raised portions of its full-year outlook, while announcing a definitive agreement to acquire MaintainX, a maintenance and asset operations software company. President and CEO Andrew Anagnost said the quarter’s outperformance would flow through to full-year guidance. Chief Financial Officer Janesh Moorjani said the business showed momentum consistent with recent quarters and “a bit better” than Autodesk had assumed in its guidance, with strength in architecture, engineering, construction and operations, particularly construction and emerging markets. → Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move Analysts Love These 3 Companies Reporting Earnings This Week Autodesk’s total revenue grew 18% as reported and 16% in constant currency in the first quarter. Moorjani said the company’s new transaction model added about 3.5 percentage points to revenue growth during the period. Billings increased 18% as reported and 15% in constant currency, with the new transaction model contributing about 1.5 percentage points. Moorjani said Autodesk completed the transition to annual billing for most multiyear contracts during the quarter, reducing what he described as “noise” in billings from that change. → Quantum Stocks Just Got a Lifeline—Who Benefits Most? Autodesk Stock Ready to Rip? Q3 May Be the Turning Point GAAP operating margin was 28%, while non-GAAP operating margin was 39%. Moorjani said GAAP operating margin increase...

SAN FRANCISCO (AP) — SAN FRANCISCO (AP) — Autodesk Inc. (ADSK) on Thursday reported fiscal first-quarter net income of $491 million. On a per-share basis, the San Francisco-based company said it had profit of $2.32. Earnings, adjusted for one-time gains and costs, were $2.99 per share. The results beat Wall Street expectations. The average estimate of 11 analysts surveyed by Zacks Investment Research was for earnings of $2.84 per share. The design software company posted revenue of $1.93 billion in the period, also topping Street forecasts. Nine analysts surveyed by Zacks expected $1.89 billion. For the current quarter ending in July, Autodesk expects its per-share earnings to range from $3.10 to $3.14. The company said it expects revenue in the range of $2.01 billion to $2.02 billion for the fiscal second quarter. Autodesk expects full-year earnings in the range of $12.40 to $12.65 per share, with revenue ranging from $8.15 billion to $8.22 billion. Autodesk shares have declined 19% since the beginning of the year, while the S&P's 500 index has climbed 10%. In the final minutes of trading on Thursday, shares hit $240.24, a fall of 20% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on ADSK at https://www.zacks.com/ap/ADSK