Autodesk, Inc.
- Open
- 257.71
- Day high
- 262.62
- Day low
- 257.40
- Prev close
- 260.66
- Volume
- 1.8M
- Mkt cap
- $54.0B
- P/E (TTM)
- 33.3
- EPS (TTM)
- $7.76
- P/B
- 16.0
- P/S
- 6.9
- Yield
- —
- Per share
- —
- ▲Insiders net buying $1.4M over the last 3 months (3 open-market buys, 0 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions reducing (13F)
Autodesk, Inc. (ADSK) is a Technology company listed on NASDAQ. The stock is down 18% over the past year. Over the trailing 3 months, insiders filed 3 open-market buys and 0 sales (SEC Form 4). Drillr has 1 published research article covering ADSK.
Autodesk, Inc. (ADSK) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ADSK earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 27, 2026 | $3.12 | $3.30 | +5.8% | $2.0B | +1.7% |
| May 28, 2026 | $2.84 | $2.99 | +5.3% | $1.9B | +2.1% |
| Nov 25, 2025 | $2.50 | $2.67 | +6.8% | $1.9B | +2.6% |
| Aug 28, 2025 | $2.45 | $2.62 | +7.0% | $1.8B | +2.3% |
| May 22, 2025 | $2.15 | $2.29 | +6.6% | $1.6B | +1.2% |
| Feb 27, 2025 | $2.14 | $2.29 | +6.8% | $1.6B | +0.4% |
| Nov 26, 2024 | $2.13 | $2.17 | +2.1% | $1.6B | +0.5% |
| Aug 29, 2024 | $2.00 | $2.15 | +7.2% | $1.5B | +1.5% |
| Jun 11, 2024 | $1.80 | $1.87 | +3.9% | $1.4B | +1.2% |
| Feb 29, 2024 | $1.96 | $2.09 | +6.9% | $1.5B | +2.6% |
| Nov 21, 2023 | $1.99 | $2.07 | +4.0% | $1.4B | +2.0% |
| Aug 23, 2023 | $1.73 | $1.91 | +10.7% | $1.3B | +1.6% |
ADSK insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 23, 2026 | CAHILL JOHN Tdirector | Buy | 2,000 | $189.20 |
| Jun 22, 2026 | CAHILL JOHN Tdirector | Grant | 1,553 | — |
| Jun 22, 2026 | CAHILL JOHN Tdirector | Grant | 621 | — |
| Jun 22, 2026 | BLASING KARENdirector | Grant | 1,553 | — |
| Jun 22, 2026 | Simons Anna Cdirector | Grant | 1,553 | — |
| Jun 22, 2026 | Epstein Jeffdirector | Grant | 1,553 | — |
| Jun 22, 2026 | rahim ramidirector | Grant | 466 | — |
| Jun 22, 2026 | Irving Blakedirector | Grant | 559 | — |
| Jun 22, 2026 | Smith Stacy Jdirector | Grant | 1,087 | — |
| Jun 22, 2026 | Smith Stacy Jdirector | Grant | 1,553 | — |
| Jun 22, 2026 | Simons Anna Cdirector | Grant | 466 | — |
| Jun 22, 2026 | BLASING KARENdirector | Grant | 590 | — |
| Jun 22, 2026 | Irving Blakedirector | Grant | 1,553 | — |
| Jun 22, 2026 | Epstein Jeffdirector | Grant | 466 | — |
| Jun 22, 2026 | Howard Ayannadirector | Grant | 466 | — |
Source: ADSK SEC Form 4 filings, latest Jun 23, 2026. For informational purposes only — not investment advice.
See the full ADSK insider & 13F page →ADSK research & analysis
Autodesk, Inc. company profile
Overview
Autodesk, Inc. (NASDAQ:ADSK) is a leading provider of 3D design, engineering, and entertainment software solutions founded in 1982 and headquartered in San Rafael, California. The company went public in 1985 and has evolved from its origins as the creator of AutoCAD into a comprehensive software platform serving professionals across architecture, engineering, construction, manufacturing, and media entertainment industries. Autodesk has successfully transitioned from a traditional software licensing model to a cloud-based subscription service, positioning itself at the forefront of digital transformation in design and manufacturing workflows.
Business
Autodesk operates in the computer-aided design (CAD) and digital content creation software industry, providing tools that enable professionals to design, visualize, and simulate everything from buildings and infrastructure to manufactured products and entertainment content. The company's software solutions bridge the gap between initial design concepts and final production, offering what the industry calls "design-to-make" capabilities. The company's flagship product, AutoCAD, is a computer-aided design software that allows architects, engineers, and construction professionals to create precise 2D and 3D drawings and technical documentation. AutoCAD has been an industry standard for over four decades, enabling users to draft floor plans, mechanical parts, electrical schematics, and other technical drawings with precision and efficiency. Autodesk's business is organized around three primary market segments. The Architecture, Engineering, and Construction (AEC) segment, representing approximately 45% of revenue, includes products like AutoCAD Civil 3D for infrastructure design, BIM 360 (now part of Autodesk Construction Cloud) for project management, and Revit for building information modeling. The Manufacturing segment, accounting for roughly 30% of revenue, centers around Fusion 360, which combines CAD, computer-aided manufacturing (CAM), and engineering simulation in a single cloud-based platform. The Media and Entertainment segment, comprising about 25% of revenue, offers Maya and 3ds Max for 3D animation, visual effects, and game development, along with ShotGrid for production management. Beyond these core segments, Autodesk provides Vault for data management, helping organizations control design data and streamline collaboration, and various industry-specific collections that bundle multiple tools for particular workflows. The company has increasingly focused on cloud-based platforms that enable real-time collaboration and integrate artificial intelligence capabilities to automate routine design tasks and generate design alternatives.
Revenue model
Autodesk operates primarily on a subscription-based software-as-a-service (SaaS) model, having completed its transition away from perpetual software licenses. Customers pay recurring annual or monthly fees to access Autodesk's software tools, with pricing typically ranging from hundreds to thousands of dollars per user per year depending on the product suite and features included. The company's customers span from individual freelancers and small design firms to large multinational corporations and government agencies. In the AEC segment, customers include architectural firms, engineering consultancies, construction companies, and infrastructure developers. Manufacturing customers range from automotive and aerospace companies to consumer product manufacturers and machine shops. Media and entertainment clients include film studios, game developers, advertising agencies, and broadcast companies. Revenue growth is driven by several factors including new customer acquisition, expansion within existing accounts through additional user seats and premium product tiers, and price increases. The company benefits from high switching costs, as design workflows and file formats create significant customer stickiness. However, margins can be pressured by several factors. Macroeconomic downturns can reduce customer spending on design software, particularly affecting small and medium-sized businesses. Competition from lower-cost alternatives or free open-source software can pressure pricing power. Currency fluctuations impact international revenue when translated back to dollars. Sales and marketing investments required to drive customer acquisition and expansion can temporarily compress margins, while research and development spending on AI and cloud infrastructure represents ongoing cost pressures necessary to maintain competitive positioning. The company's direct sales model, which has grown to represent approximately 40% of total revenue, provides higher margins than channel partner sales but requires greater investment in sales personnel and customer success teams. Autodesk's transition to annual billing cycles has also improved cash flow predictability while reducing the working capital benefits previously enjoyed from multi-year upfront payments.
Competitive moat
Autodesk possesses a strong competitive moat built on multiple reinforcing factors, though it faces emerging challenges from new technologies and business models. The company's primary moat stems from high switching costs and network effects within design workflows. Once professionals and organizations build expertise with Autodesk tools and accumulate libraries of design files in proprietary formats, migrating to alternative software becomes extremely costly and disruptive. This is particularly pronounced in complex, multi-user environments where teams collaborate on large projects over extended periods. The company benefits from industry standard positioning, especially with AutoCAD, which has become synonymous with computer-aided design in many sectors. This creates a self-reinforcing cycle where new professionals learn Autodesk tools in school and continue using them throughout their careers, while employers prefer candidates with Autodesk experience. The company's extensive ecosystem of third-party plugins and integrations further strengthens customer lock-in by making the software more valuable and harder to replace. Autodesk's substantial R&D investments and technical expertise in areas like 3D modeling, simulation, and cloud computing create barriers for new entrants. The company's transition to cloud-based platforms has enabled new capabilities like real-time collaboration and AI-powered design assistance that would be difficult for smaller competitors to replicate. However, the moat faces potential erosion from several directions. Open-source alternatives like Blender in 3D modeling and FreeCAD in mechanical design continue to improve and gain adoption, particularly among price-sensitive users. Cloud-native startups are building modern, web-based design tools that could appeal to younger users who prefer browser-based applications. Platform companies like Google, Microsoft, or Adobe could potentially leverage their existing relationships and cloud infrastructure to compete in design software. Additionally, advances in artificial intelligence could democratize design capabilities, potentially reducing demand for complex professional tools if AI can automate more of the design process.
Risks & safety
Autodesk demonstrates a moderate margin of safety with strong cash generation but elevated valuation metrics and modest debt levels. • Cash and Liquidity: Strong cash position of $1.6 billion with positive free cash flow of $1.6 billion annually, providing substantial financial flexibility • Debt Level: Debt-to-equity ratio of 0.98 indicates moderate leverage, manageable given strong cash flows but worth monitoring • Solvency Risk: Low near-term solvency risk given strong recurring revenue model and positive operating cash flows of $1.6 billion • Valuation Metrics: High P/E ratio of 55x and EV/EBITDA of 40x suggest limited margin of safety from valuation perspective • Current Ratio: Below 1.0 at 0.68 indicates potential short-term liquidity concerns, though this is common for SaaS companies with deferred revenue • Other Considerations: Subscription model provides revenue predictability, but high valuation leaves little room for execution missteps or market downturns
Recent development
Over the past few years, Autodesk has undergone significant strategic transformation focused on three key areas: cloud migration, artificial intelligence integration, and go-to-market optimization. The company has accelerated its transition to cloud-based platforms, moving beyond traditional desktop software to offer integrated cloud solutions that enable real-time collaboration and data sharing across project teams. This shift is exemplified by products like Autodesk Construction Cloud and the cloud-native capabilities within Fusion 360. Artificial intelligence has become a central strategic priority, with Autodesk investing heavily in generative design capabilities and AI-powered automation tools. The company has developed initiatives like Project Bernini and is exploring multiple monetization approaches for AI features, including premium feature charging and technology licensing. These AI capabilities aim to automate routine design tasks and generate multiple design alternatives, potentially transforming how professionals approach complex design challenges. The company has also implemented a new transaction model designed to create more direct customer relationships and improve sales efficiency. This model, being rolled out globally starting with Western Europe, reduces reliance on traditional channel partners and enables Autodesk to capture more value from customer relationships while providing better support and data insights. Additionally, Autodesk has initiated a comprehensive sales and marketing optimization program aimed at improving operational efficiency and channel productivity. This multi-year effort includes restructuring to eliminate duplicative costs, enhancing partner relationship management, expanding self-service capabilities, and investing in customer success teams. The company expects these optimizations to drive margin expansion in fiscal 2026 and 2027 while maintaining growth momentum. Recent leadership changes include the appointment of Janesh Moorjani as CFO, bringing experience in operational optimization from previous roles at VMware, Cisco, and PTC. These strategic initiatives reflect Autodesk's focus on evolving from a traditional software vendor to a comprehensive platform provider serving the entire design-to-manufacturing lifecycle.
ADSK company profile · for informational purposes only — not investment advice.
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