Autodesk, IncNasdaq: ADSK
Information Technology · Application Software
$244.74
+3.26%
Vol: 2.9M
Research Digest
Friday, May 1, 2026
Autodesk reports Q4 fiscal 2026 EPS of $2.85, beating estimates by 21%, and targets FY2027 revenue of $8.1-$8.17 billion with 1,000 employee layoffs in final restructuring phase.
Autodesk reported Q4 fiscal 2026 EPS of $2.85, beating consensus estimates of $2.36 by 20.76%, with Q4 earnings up versus prior year's $2.29. The company is targeting FY2027 revenue of $8.1-$8.17 billion. Management announced plans to lay off approximately 1,000 employees, primarily in sales roles, as the final phase of efforts to streamline customer engagement and optimize sales channels. Despite insider selling concerns, analyst sentiment remains positive, with average Buy rating and 12-month price target of $335.04.
Previous Market Intelligence
13 daysApr 30Autodesk nominates Pearson CEO Omar Abbosh to board, demonstrates strong AI-driven growth trajectoryPositive▶
Autodesk announced the nomination of Omar Abbosh, current CEO of Pearson, to its Board of Directors, bringing Microsoft and Accenture leadership experience. Stephen Milligan will not seek re-election. Autodesk reported Q4 2026 EPS of $2.85, beating estimates of $2.36 by 20.76%, demonstrating strong earnings momentum. The company is guiding FY2027 revenue of $8.1-$8.17 billion. Morgan Stanley reaffirmed Overweight rating with positive sentiment on AI-driven growth and digital twin initiatives with Globant. Citi raised price target to $331 from $315. The stock trades at $235.87 with a 52-week range of $214.10-$329.09. Average analyst price target is $328.88 with 28 buy ratings and zero sells.
Apr 29Autodesk gains analyst confidence on AI-driven growth despite software sector cautionPositive▶
Autodesk announced board nomination of Omar Abbosh (Pearson CEO) as new independent director. Morgan Stanley reaffirmed Overweight rating amid strong demand visibility. The company reported Q4 2026 EPS of $2.85 (beat of $2.36 by 20.76%) and targets FY2027 revenue of $8.1-8.17 billion. Autodesk faces insider selling concerns and recent analyst downgrades on application software valuations, but Zacks maintained a Strong Buy rating citing solid AI-driven growth prospects. Nineteen analysts offer median price target of $325.0.
Apr 16Autodesk shares up 4.7% on April 15; Macquarie favors ADSK ahead of earnings while Citi downgraded to Neutral with $246 PT (down from $331).Mixed▶
Autodesk stock rallied 4.7% on April 15 to $239.32 as Macquarie named it a favorite software stock ahead of earnings along with Datadog and Zscaler. However, Citi analyst Tyler Radke downgraded Autodesk to Neutral from Buy with a price target of $246, down significantly from the prior $331 target, citing concerns about AI impact on enterprise software. The company appointed Mike Kelly as new Chief Information Officer. Globant expanded its 15-year partnership with Autodesk as a Tandem Digital Twin Solution Provider. At current price, ADSK trades at a 27.1% discount to GF Value estimate of $328.12.
Apr 15Citigroup downgrades Autodesk from Buy to Neutral, cuts price target to $246, citing valuation concerns and mixed analyst signals.Negative▶
Autodesk received a downgrade from Citigroup on April 10, 2026, with analyst Tyler Radke cutting the price target from $331 to $246. The stock fell 6.5% amid concerns about valuation despite positive digital twin technology prospects. CEO Andrew Anagnost received a 52,762-share stock award. Autodesk guided Q1 revenue to $1,885m-$1,900m.
Apr 14Citigroup downgraded Autodesk to Neutral with $246 price target, citing valuation concerns after Product Help MCP launch and trademark lawsuit against Google.Negative▶
Autodesk shares fell 6.5% after Citigroup downgraded the stock from Buy to Neutral and lowered price target from $331 to $246. The company launched Product Help MCP Server on April 9 to power trusted AI answers across workflows. Autodesk sued Google Alphabet, alleging Google Flow software infringes Autodesk trademark related to AI-enabled visual effects tools. Q1 FY2026 guidance: revenue $1,885-1,900M.
Apr 13Citigroup downgrades Autodesk to Neutral with $246 price target on premium valuation concerns and AI-driven competitive risks.Negative▶
On April 10, Citigroup downgraded Autodesk from Buy to Neutral and lowered price target from $331 to $246. Concerns cited premium valuation, sales transition risks, and competitive landscape influenced by AI developments. Stock declined 4.4% following downgrade. Autodesk launched Product Help MCP Server on April 9. Stock reached 52-week low at $214.92, down 15.88% year-over-year. Analyst consensus remains bullish with $331.62 average target.
Apr 10Autodesk launches Product Help MCP Server and Forma Building Design amid valuation reset; stock down 8.8%.Negative▶
Autodesk (ADSK) declined 8.8% April 9 to $240.65 as valuation concerns and analyst price-target reductions drive reset. Company launched Product Help MCP Server (April 9) and Forma Building Design (April 7). Q1 earnings projection: $2.84 EPS (up 24% YoY), $1.89B revenue (up 16% YoY). Zacks Rank #2 (Buy) despite recent weakness.
Apr 9Autodesk Raises 2026 Growth Outlook, Announces Flow Studio Pricing InitiativePositive▶
Autodesk announced reduced pricing for Autodesk Flow Studio (formerly Wonder Studio) at SIGGRAPH 2025, democratizing AI-powered design tools. Company recognized in Fast Company's 2026 Most Innovative Companies list. Strategic acquisitions (Rhumbix) enhance construction software capabilities; partnership with Mike Schultz (BioDapt) advances prosthetics innovation. Earlier restructuring program cut 1,350 employees (9% of workforce). Stock at $240.65 on April 8, up 2.42% from prior close but down 7.44% over past month. Analyst consensus Strong Buy with 12-month target $331.75, implying 37.9% upside. Citi raised target to $331 from $315 (March 4). FY 2026 EPS guidance $2.84 (+24% YoY), revenue $1.89B (+16% YoY). May 21, 2026 earnings report.
Apr 8Autodesk advances AI-powered design intelligence with Forma Building Design and Rhumbix acquisitionPositive▶
Autodesk launched Forma Building Design enabling continuous data flow across planning, design, and construction phases. New AI capabilities in Maya, 3ds Max, and Flow Studio accelerate creative workflows. Company acquired Rhumbix to enhance construction software. Recent analyst actions: Citi raised price target to $331 from $315, Deutsche Bank lowered to $330 from $375. Stock trades at 247.65 with 29 analysts recommending Buy. EPS expected to grow significantly with next earnings May 21, 2026.
Apr 7Q4 FY2026 EPS beat ($2.85 vs $2.36); raised FY2027 guidance to $8.10-8.17B revenue.Positive▶
Autodesk Q4 EPS $2.85 vs $2.36 (+20.8%). Revenue $1.957B. FY2026 revenue $7.21B. Raised FY2027 guidance to $8.10-8.17B. Stock +14.7% post-earnings. AI/Fusion/Construction Cloud highlighted. Morgan Stanley OW. 29 analysts rate Strong Buy with $331.75 target.
Apr 6Autodesk beats Q4 estimates; acquisition of Rhumbix strengthens construction technology position.Positive▶
Autodesk reported Q4 FY2026 EPS of $2.85, beating estimates of $2.36 by 20.76%, with strong FY27 guidance and robust billings. The company acquired Rhumbix to enhance data capabilities in construction technology and is integrating AI into product offerings, defying broader SaaS headwinds. ADSK trades at $238.08, up 0.09% in 24 hours, with $52.25B market cap. 29 analysts rate ADSK "Strong Buy" with 0 sell ratings and average 12-month target of $331.75. The company is shifting towards AI-centric solutions while managing evolving growth assumptions and valuation adjustments. Analyst sentiment remains strong despite mixed performance indicators.
Apr 3Billionaire investor Dan Sundheim purchases substantial stake in Autodesk; company faces mixed analyst sentiment.Mixed▶
Billionaire investor Daniel Sundheim invested $674.2M in Autodesk on April 2, 2026. Autodesk reported Q4 FY2026 EPS of $2.85 (vs. $2.36 est.), beating by 20.76%. The company continues to emphasize AI integration. Next earnings due May 21, 2026 with EPS estimate of $2.57.
Apr 2Billionaire Dan Sundheim's D1 Capital opened new $135M position in Autodesk, buying 455,658 shares amid analyst price target adjustments.Mixed▶
Autodesk reported Q4 earnings beat with $2.85 EPS exceeding consensus, revenue of $1.96 billion up 19.4% year-over-year. Stock down 3.25% over past month. High-profile investor Dan Sundheim's D1 Capital Partners opened substantial new position with 455,658 shares worth $134.879 million. Current price target stands at $342.81. Company set FY2027 guidance at $12.29-$12.56 EPS. Analysts show mixed sentiment with some maintaining positive outlooks while others reduced targets amid software sector caution.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ADSKAUTODESK | $244.74 | +3.26% | -0.3% | 16.8x | 1.43 | $50.0B |
| ORCLORACLE | $171.78 | +6.44% | +10.9% | 20.1x | 1.60 | $464.2B |
| PLTRPALANTIR | $144.27 | +3.71% | -6.0% | 74.6x | 1.67 | $333.5B |
| APPAPPLOVIN | $461.07 | +3.30% | +8.2% | 21.9x | 2.50 | $150.1B |
| CRMSALESFORCE | $184.10 | +4.29% | -4.6% | 11.8x | 1.29 | $144.4B |
| INTUINTUIT | $398.68 | +2.62% | -6.9% | 14.7x | 1.21 | $108.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.