Autodesk, IncNasdaq: ADSK
Information Technology · Application Software
$193.79
+0.37%
Vol: 5.0M
Research Digest
Friday, June 19, 2026
Autodesk CEO Andrew Anagnost made an open-market insider purchase of 2,460 shares (~$498,543) on June 16, signaling confidence after a steep year-to-date stock decline.
On June 16, 2026, Autodesk President and CEO Andrew Anagnost bought 2,460 shares of ADSK for an estimated $498,543, increasing his holdings about 1.2% to 202,963 shares. The purchase comes after a difficult stretch for the stock, which is down roughly 30.8% year to date with a one-year total shareholder return of about -33.7%, despite Q1 FY2027 revenue (reported May 28) growing 18% year over year to $1.93 billion and raised full-year guidance. Insider buying at this scale is often read as a confidence signal from management. Autodesk has also drawn attention from a new AWS collaboration putting its offerings on AWS Marketplace and a planned acquisition of MaintainX to expand its operations platform. The main risk is that macro and geopolitical concerns continue to weigh on design-software sentiment regardless of fundamentals.
Previous Market Intelligence
13 daysJun 18Autodesk CEO Andrew Anagnost bought 2,460 shares (~$499K) on June 16 in an open-market purchase even as the stock fell 4.1% the next day.Mixed▶
On June 16, 2026, Autodesk President and CEO Andrew Anagnost purchased 2,460 shares for an estimated ~$498,543, raising his holdings of that class by roughly 1.2% in an open-market insider buy. The signal of insider confidence came as ADSK shares dropped 4.1% on June 17 to around $193.07, well below analyst price targets (median ~$307.50) and various fair-value estimates. The decline tracked a weak broader market environment rather than a company-specific negative. Insider buying by a CEO is generally read as a bullish conviction signal, though it does not offset the stock's recent weakness or valuation debate. The risk is that the purchase is modest relative to the stock's continued downtrend and macro/software-spend concerns.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Autodesk received fresh Buy rating on May 19 ahead of May 28 Q1 FY2027 earnings, while shares slid 3.9% on May 18 on inflation jitters.Neutral▶
Autodesk got a new Buy rating on May 19, 2026, with investors positioning ahead of the Q1 FY2027 earnings call set for May 28 at 2pm PT. Shares fell 3.9% on May 18 tracking a hotter PPI print as higher Treasury yields pressured long-duration software names. As of May 20, ADSK traded at $241.94 versus a 52-week range of $214.10-$329.09. Barclays trimmed its target to $300 from $315 on May 13, while RBC reiterated Buy on May 15. The company continues to push AI-enhanced offerings and its Autodesk for Small Business program as enterprise budgets tighten.
May 20No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 19Autodesk falls 3.45% on May 15 ahead of Q1 FY27 results May 28; RBC initiates Buy, Barclays cuts PT to $300.Mixed▶
Autodesk shares fell 3.45% to $236.07 on May 15 amid higher Treasury yields and software-sector pressure. The company will report Q1 FY27 results May 28 at 2 p.m. PT, with Zacks consensus EPS of $2.84 (+24% YoY) and revenue $1.89B (+16%). RBC Capital initiated Buy May 15; Bank of America initiated Buy with $300 PT May 12; Barclays lowered PT to $300 from $315 May 13 (Overweight maintained). Autodesk launched Autodesk for Small Business hub. Risk: long-duration growth stock vulnerability to rates.
May 18Autodesk received a Buy reiteration from RBC Capital on May 15 but Barclays cut its target to $300 on May 13 ahead of Q1 FY27 results due May 28.Mixed▶
On May 15, 2026, RBC Capital reiterated a Buy rating on Autodesk. On May 13, Barclays lowered its price target to $300 from $315. On May 4, Autodesk launched 'Autodesk for Small Business' with a new hub, flexible access, and pricing tailored to small Design and Make teams, citing that solopreneur and micro firms grew nearly 10% in 2025. Q1 FY2027 earnings are scheduled for May 28, with consensus EPS projected at $2.84 (+24% YoY) and revenue of $1.89B (+16% YoY). Autodesk shares dropped about 3.9% on May 18 after a hotter Producer Price Index report drove Treasury yields higher and pressured long-duration software names. Earlier in May, Bank of America initiated coverage with a Buy rating and $300 price target.
May 15Barclays lowered Autodesk price target to $300 from $315 on May 13 ahead of Q1 FY2027 earnings on May 28.Mixed▶
Autodesk had a busy week of analyst activity with Barclays cutting its price target to $300 from $315 on May 13, 2026, while Bank of America reinstated coverage at Buy with a $300 target. Deutsche Bank lowered its target to $330 from $375 while maintaining Buy. The company is approaching its Q1 FY2027 earnings call on May 28, with EPS projected at $2.84 (+24% YoY) and revenue of $1.89B (+16% YoY). Autodesk also launched Autodesk for Small Business on May 4 and released its FY26 impact report. Stock traded between $227.48-$235.92 on May 15. Risk: high investor expectations heading into earnings with $10B revenue-by-2029 target.
May 14Autodesk wins Buy rating from Bank of America with $300 price target as Q1 FY27 earnings approach on May 28Positive▶
Bank of America reinstated coverage on Autodesk with a Buy rating and $300 price target, citing the company being well insulated from AI disruption. Autodesk is set to report Q1 FY27 results on May 28, 2026, with analysts projecting EPS of $2.84 (+24% YoY). Earlier in May, the company launched Autodesk for Small Business targeting freelancers and contractors. The company recently announced plans to lay off about 1,000 employees in sales roles as part of go-to-market streamlining. Deutsche Bank trimmed its target to $330 from $375 while keeping a Buy rating, and Citi has the stock at Neutral. Shares recently traded near $236.
May 13Autodesk added AI-powered hydraulic modeling capabilities to InfoWater Pro via Autodesk Assistant on May 12, ahead of its Q1 FY2027 earnings call on May 28.Positive▶
On May 12, 2026, Autodesk announced that Autodesk Assistant can now make changes to hydraulic models on command inside InfoWater Pro, allowing water professionals to troubleshoot, analyze, and update models using AI and MCP functionality. The feature extends Autodesk's AI agent strategy into the water infrastructure vertical. Investors are also watching for Q1 FY2027 results on May 28, 2026 at 2:00 p.m. PT, with consensus expectations of $2.84 EPS (+24% YoY) and revenue of $1.89B (+16% YoY). ADSK trades at about $236.07, up nearly 12% over the past 30 days but still down ~14.7% year to date. Recent product news includes the launch of Autodesk for Small Business on May 4, offering a dedicated hub with flexible access and pricing for smaller design and make teams.
May 12Autodesk -3.45% to $236.07 ahead of May 28 earnings; Deutsche Bank cuts PT to $330; launches Small Business hubMixed▶
Autodesk closed down 3.45% at $236.07, trailing the broader market. Deutsche Bank lowered its price target to $330 from $375, keeping a Buy rating, citing macro caution. Autodesk launched "Autodesk for Small Business," a new global initiative with a dedicated hub, expanded flexibility and special pricing during Small Business Month, targeting an SMB segment growing ~35% faster than the broader small business economy. Q1 FY27 results are scheduled for May 28, 2026; consensus calls for EPS of $2.84 (+24% YoY) on revenue of $1.89B (+16%). FY26 Q4 was a beat with EPS $2.85 and revenue $1.96B.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ADSKAUTODESK | $193.79 | +0.37% | +3.9% | 14.6x | 1.32 | $43.8B |
| ORCLORACLE | $184.72 | +0.65% | -1.6% | 12.8x | 1.71 | $404.0B |
| PLTRPALANTIR | $128.65 | -1.52% | +2.8% | 61.7x | 1.56 | $310.0B |
| APPAPPLOVIN | $469.95 | -1.99% | -6.7% | 24.3x | 2.48 | $177.1B |
| CRMSALESFORCE | $151.46 | -2.30% | +1.8% | 10.7x | 1.18 | $136.0B |
| CDNSCADENCE | $387.46 | -0.55% | -1.2% | 39.7x | 1.15 | $102.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.