Autodesk, IncNasdaq: ADSK
Information Technology · Application Software
$198.36
-17.42%
Vol: 2.4M
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 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.
May 11Autodesk Q1 FY27 earnings scheduled for May 28; new Small Business product launched amid AI growth narrativeNeutral▶
Autodesk announced it will release Q1 fiscal 2027 results after market close on May 28, 2026, with a conference call at 2:00 p.m. PT. On May 4, the company introduced Autodesk for Small Business, extending its design and make tools to SMBs. Analyst sentiment remains supportive on AI-driven growth, though insider selling has been noted. Shares closed near $247.54 on May 5, within a 52-week range of $214.10-$329.09. Prior quarter (Q4 FY26) delivered EPS of $2.85 (vs. $2.36 est.) and revenue of $1.95B up 19% YoY, setting a positive backdrop into the upcoming print.
May 8Autodesk Q1 FY2027 earnings call scheduled May 28; mixed analyst sentimentMixed▶
Autodesk is scheduled to report Q1 FY2027 results on May 28, 2026. The company announced strong fiscal 2026 results with record revenue, operating income, and free cash flow alongside ongoing transition to cloud, platform, and AI-driven offerings. However, the company announced layoffs of approximately 1,000 employees, largely in sales roles. Morgan Stanley reaffirmed Overweight rating amid strong demand visibility. Board director Stephen Milligan is not standing for re-election. Oppenheimer maintained Outperform rating with $325 price target. Stock faces mixed sentiment balancing AI growth opportunities against execution challenges and organizational restructuring.
May 7Autodesk reports record Q4 FY26 with $2.85 EPS beating estimates by 20.8%, stock up 16% on 6-day winning streakPositive▶
Autodesk delivered record Q4 2026 EPS of $2.85, beating estimates of $2.36 by 20.8%, supported by strong cloud platform and AI-driven offerings. The company delivered record revenue and operating income in fiscal 2026 and is guiding for strong FY27. Shareholders vote on the 2026 Annual Meeting on June 17 to approve strong governance and ongoing digital transformation. Q1 FY27 earnings call scheduled for May 28. Oppenheimer reiterates Outperform rating with $325 price target.
May 6Autodesk launches Small Business initiative on May 4, Q1 FY2027 results call scheduled for May 28Positive▶
Autodesk launched Autodesk for Small Business on May 4, 2026, to serve soloprreneurs and micro Design/Make firms with flexible pricing and tailored access. The initiative includes a new hub, special offers, and a free Professional Certification exam voucher with AutoCAD purchases. Solopreneur and micro Design/Make firms grew nearly 10% in 2025, almost 35% faster than rest of small business economy. The company will announce Q1 FY2027 financial results and host conference call on May 28, 2026 at 2 p.m. Pacific Time. As of May 5, ADSK traded at $247.54.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ADSKAUTODESK | $198.36 | -17.42% | -18.4% | 13.9x | 1.29 | $41.9B |
| ORCLORACLE | $191.68 | +1.01% | +3.2% | 17.6x | 1.66 | $554.0B |
| PLTRPALANTIR | $134.61 | -2.04% | -0.3% | 64.8x | 1.51 | $322.9B |
| APPAPPLOVIN | $520.52 | +7.13% | +5.8% | 23.8x | 2.46 | $175.0B |
| CRMSALESFORCE | $164.51 | -6.70% | -8.3% | 10.6x | 1.15 | $134.8B |
| CDNSCADENCE | $394.07 | +9.93% | +14.0% | 42.0x | 1.15 | $108.8B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.