ADSK

Autodesk Inc (ADSK) | Rumor.io

Autodesk

ADSK

Attention (50-day avg)0.08%

Attention rank (50-day avg)#121

Bullish sentiment (50-day avg)88%

Price to earnings ratio27.1

Market capitalization43.3B

Earnings per share7.73

Dividend yield (TTM)0.03%

Revenue (annual)7.2B

Net income (annual)1.1B

Social

What share of all stock conversation is about ADSK?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0% +0	0.01% -0.11	0.03% +0.02

Sep 13

ADSK is seen as a reliable choice in the engineering and design industry, with a large market share that could be a significant barrier to entry for competitors.
The company's past earnings have been strong, and a good indicator of its long-term prospects is whether or not it is being taught in college engineering and design classes.
A recent 8-K filing by ADSK has triggered a price trigger, and reading the contents of the filing is more important than the trigger itself in determining the company's prospects.

Generated by AI

Sentiment

Of the messages about ADSK that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	80% -15.24	89.13% +0.62	49.61% -30.46
Bearish	0%	20% +15.24	10.87% -0.62	50.39% +30.46

Bullish· Aug 27

Autodesk's Q2 2027 revenue climbed 16% YoY to $2.05B, beating estimates, and non-GAAP EPS surged to $3.30, a 26% YoY increase.
The company raised its full-year revenue guide to $8.30–$8.35B and increased its free cash flow targets, with non-GAAP operating margin reaching 41%, a 2 ppt YoY increase.
Autodesk's earnings performance was marked by a strong double beat, with Q2 non-GAAP EPS of $3.30 beating estimates by $0.18 and revenue of $2.05B beating estimates by $40M.

Bearish· Apr 24

Autodesk's stock is part of a broader selloff in software stocks, which are being questioned by investors due to the potential impact of AI on their economics.
The recent earnings of ServiceNow and IBM triggered another major selloff, with Autodesk's stock being one of the names that have come back into focus.
Despite the crash, some software stocks, including Autodesk, may still be overvalued despite their lower prices.

Generated by AI

Topics

Of the messages about ADSK that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	55.74%	9.31%	0.95%
Technical Analysis	—	0%	2.22%	2.11%
Macro	—	0%	28.86%	42.25%
Earnings	—	37.7%	29.8%	17.19%
Analysts	—	6.56%	29.8%	37.44%
Controversies	—	0%	0%	0.06%

Earnings· Aug 28

Autodesk reported Q2 FY27 revenue of $2.046B, a 16% Y/Y increase, beating street consensus of $2.01B.
The company's non-GAAP EPS came in at $3.30, a $0.18 beat over street consensus of $3.12, and non-GAAP operating margin was 41%, a 200-bps Y/Y increase.
Autodesk raised its FY27 revenue guidance to $8.3B-$8.35B, and narrowed its adjusted EPS guidance, with the midpoint below street consensus, despite Q2 revenue and EPS beats.

Analysts· Apr 15

Jefferies initiated coverage of Autodesk (ADSK) with a Buy rating and $300 price target, citing durable growth and strong margins.
Analyst Brent Thill believes ADSK's trough valuation and solid fundamentals justify the call, with ADSK being a durable double-digit grower with one of the highest EBIT margins in the sector.
Jefferies sees more than 30% upside for Autodesk, with ADSK's vertical, physical asset design platform and proprietary AEC data creating a moat that LLMs and vibe-coding cannot replace.

Announcements· May 29

*Autodesk ($ADSK) has agreed to acquire MaintainX for $3.6 billion in cash, expanding its offerings into operations and maintenance workflows.*
*The acquisition is seen as a bold move by Autodesk to connect the full build-to-operate lifecycle, and MaintainX's work order app is expected to bring in $135 million in ARR in 2026.*
*Despite the strong Q1 earnings and raised guidance, $ADSK's stock is down 6.6% premarket, with analysts citing concerns over dilution and the high price paid for MaintainX, which is valued at 18x expected 2027 revenue.*

Macro· Jul 14

The market appears to be reacting to a potential reduction in IT spending due to increasing costs from AI buildout and memory prices.
Companies may be forced to reduce their IT budgets, and the market is taking this as a sign of a broader trend rather than an IBM-specific issue.
Stocks like Workday, Salesforce, and Autodesk are being impacted, while companies like Micron and SK Hynix are seeing an increase in value.

Technical Analysis· Nov 27

$ADSK's post-earnings sell-off reached the 50-day moving average, potentially creating a buy opportunity.
Bulls need to hold the upper purple demand zone to prevent a decline to the lower purple zone, with 273$ being a potential target.
A short setup with a 95% probability of success is in place, targeting a retest of support at 297$, with a possible profit edge of 2 TPs.

Generated by AI

Community

Of the messages about ADSK, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	12.5%	62%	39.14%	23.21%
Newcomers	87.5%	38%	60.86%	76.79%

Regulars· Aug 28

Autodesk's Q2 FY2027 earnings beat expectations, with revenue and EPS exceeding forecasts, and the company raised its full-year revenue guidance to $8.3B-$8.35B.
The company's MaintainX acquisition is expected to contribute to revenue growth, but the integration costs are weighing on earnings and margin upside.
Despite the Q2 beat, Autodesk's stock slipped after the company's Q3 adjusted EPS outlook missed estimates, with investors focused on how quickly the company can convert its core demand into profitability.

Newcomers· Sep 13

New users are focusing on the potential decline of Autodesk's market value, with one user stating it's 23% below their estimated fair value.
Some newcomers are analyzing the company's relevance in education, with one user suggesting that if Autodesk is no longer being taught in college engineering/design classes, it may indicate a change in the company's future.
Users are also discussing the potential for a price trigger to fire, with one user emphasizing the importance of reading the company's recent 8-K filing before making any decisions.

Generated by AI

Autodesk (ADSK) stock has fallen 23% since late August. A $10,000 holding bought at the high is now worth about $7,700. A fall that fast pulls you toward buying, but the shares still cost more than the market on earnings. The reason to buy is that past Autodesk drops this deep mostly paid off, and the business is still sound.

1d agoYahoo Finance

Piper Sandler cuts Autodesk stock price target on AI concerns

1d agoInvesting.com

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, TeraWulf and More

1d agoYahoo Finance

Arcadis expands AI strategic collaboration with Autodesk

2d agoSeeking Alpha

Design Software Stocks Q2 In Review: Autodesk (NASDAQ:ADSK) Vs Peers

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Autodesk (NASDAQ:ADSK) and its peers.

5d agoYahoo Finance UK

UBS reiterates Autodesk stock rating on AI disruption concerns

5d agoInvesting.com

Also Discussed

Investors talking about ADSK also mention

#	Name	Attention
1	Workday Inc Class A Common StockWDAY	0.01%+0.01
2	ANSS - ANSYS, Inc.	——
3	Adobe IncADBE	0.09%+0.02
4	Intuit Inc.INTU	0.01%+0.01
5	Cadence Design Systems IncCDNS	0%new
6	Veeva Systems Inc.VEEV	0%0
7	salesforce.com IncCRM	0.01%-0.02
8	Synopsys Inc.SNPS	0%+0
9	Proto Labs, Inc.PRLB	0%new
10	Automatic Data Processing Inc.ADP	0%0

Autodesk Inc

Technology
Software - Application

Autodesk Inc. is a software company that provides design and make solutions for architecture, engineering, construction, manufacturing, and media and entertainment. Its product portfolio includes widely used tools for computer-aided design, 3D modeling, building information modeling, product development, construction coordination, simulation, rendering, and digital content creation. Autodesk also offers cloud-based collaboration and platform services that help teams manage projects, share data, and connect workflows across the full project lifecycle. The company serves professionals, firms, and organizations that need specialized software to design buildings, infrastructure, products, and visual media. Headquartered in San Francisco, California, Autodesk plays a central role in digital design workflows across industries that rely on precision, visualization, and collaborative production.

Website

Location

One Market Street

San Francisco, CA, 94105

United States

Social

What share of all stock conversation is about ADSK?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0% +0	0.01% -0.11	0.03% +0.02

Sep 13

ADSK is seen as a reliable choice in the engineering and design industry, with a large market share that could be a significant barrier to entry for competitors.
The company's past earnings have been strong, and a good indicator of its long-term prospects is whether or not it is being taught in college engineering and design classes.
A recent 8-K filing by ADSK has triggered a price trigger, and reading the contents of the filing is more important than the trigger itself in determining the company's prospects.

Generated by AI

Sentiment

Of the messages about ADSK that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	80% -15.24	89.13% +0.62	49.61% -30.46
Bearish	0%	20% +15.24	10.87% -0.62	50.39% +30.46

Bullish· Aug 27

Autodesk's Q2 2027 revenue climbed 16% YoY to $2.05B, beating estimates, and non-GAAP EPS surged to $3.30, a 26% YoY increase.
The company raised its full-year revenue guide to $8.30–$8.35B and increased its free cash flow targets, with non-GAAP operating margin reaching 41%, a 2 ppt YoY increase.
Autodesk's earnings performance was marked by a strong double beat, with Q2 non-GAAP EPS of $3.30 beating estimates by $0.18 and revenue of $2.05B beating estimates by $40M.

Bearish· Apr 24

Autodesk's stock is part of a broader selloff in software stocks, which are being questioned by investors due to the potential impact of AI on their economics.
The recent earnings of ServiceNow and IBM triggered another major selloff, with Autodesk's stock being one of the names that have come back into focus.
Despite the crash, some software stocks, including Autodesk, may still be overvalued despite their lower prices.

Generated by AI

Topics

Of the messages about ADSK that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	55.74%	9.31%	0.95%
Technical Analysis	—	0%	2.22%	2.11%
Macro	—	0%	28.86%	42.25%
Earnings	—	37.7%	29.8%	17.19%
Analysts	—	6.56%	29.8%	37.44%
Controversies	—	0%	0%	0.06%

Earnings· Aug 28

Autodesk reported Q2 FY27 revenue of $2.046B, a 16% Y/Y increase, beating street consensus of $2.01B.
The company's non-GAAP EPS came in at $3.30, a $0.18 beat over street consensus of $3.12, and non-GAAP operating margin was 41%, a 200-bps Y/Y increase.
Autodesk raised its FY27 revenue guidance to $8.3B-$8.35B, and narrowed its adjusted EPS guidance, with the midpoint below street consensus, despite Q2 revenue and EPS beats.

Analysts· Apr 15

Jefferies initiated coverage of Autodesk (ADSK) with a Buy rating and $300 price target, citing durable growth and strong margins.
Analyst Brent Thill believes ADSK's trough valuation and solid fundamentals justify the call, with ADSK being a durable double-digit grower with one of the highest EBIT margins in the sector.
Jefferies sees more than 30% upside for Autodesk, with ADSK's vertical, physical asset design platform and proprietary AEC data creating a moat that LLMs and vibe-coding cannot replace.

Announcements· May 29

*Autodesk ($ADSK) has agreed to acquire MaintainX for $3.6 billion in cash, expanding its offerings into operations and maintenance workflows.*
*The acquisition is seen as a bold move by Autodesk to connect the full build-to-operate lifecycle, and MaintainX's work order app is expected to bring in $135 million in ARR in 2026.*
*Despite the strong Q1 earnings and raised guidance, $ADSK's stock is down 6.6% premarket, with analysts citing concerns over dilution and the high price paid for MaintainX, which is valued at 18x expected 2027 revenue.*

Macro· Jul 14

The market appears to be reacting to a potential reduction in IT spending due to increasing costs from AI buildout and memory prices.
Companies may be forced to reduce their IT budgets, and the market is taking this as a sign of a broader trend rather than an IBM-specific issue.
Stocks like Workday, Salesforce, and Autodesk are being impacted, while companies like Micron and SK Hynix are seeing an increase in value.

Technical Analysis· Nov 27

$ADSK's post-earnings sell-off reached the 50-day moving average, potentially creating a buy opportunity.
Bulls need to hold the upper purple demand zone to prevent a decline to the lower purple zone, with 273$ being a potential target.
A short setup with a 95% probability of success is in place, targeting a retest of support at 297$, with a possible profit edge of 2 TPs.

Generated by AI

Community

Of the messages about ADSK, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	12.5%	62%	39.14%	23.21%
Newcomers	87.5%	38%	60.86%	76.79%

Regulars· Aug 28

Autodesk's Q2 FY2027 earnings beat expectations, with revenue and EPS exceeding forecasts, and the company raised its full-year revenue guidance to $8.3B-$8.35B.
The company's MaintainX acquisition is expected to contribute to revenue growth, but the integration costs are weighing on earnings and margin upside.
Despite the Q2 beat, Autodesk's stock slipped after the company's Q3 adjusted EPS outlook missed estimates, with investors focused on how quickly the company can convert its core demand into profitability.

Newcomers· Sep 13

New users are focusing on the potential decline of Autodesk's market value, with one user stating it's 23% below their estimated fair value.
Some newcomers are analyzing the company's relevance in education, with one user suggesting that if Autodesk is no longer being taught in college engineering/design classes, it may indicate a change in the company's future.
Users are also discussing the potential for a price trigger to fire, with one user emphasizing the importance of reading the company's recent 8-K filing before making any decisions.

Generated by AI

Autodesk

Social

Sep 13

Bullish· Aug 27

Bearish· Apr 24

Earnings· Aug 28

Analysts· Apr 15

Announcements· May 29

Macro· Jul 14

Technical Analysis· Nov 27

Regulars· Aug 28

Newcomers· Sep 13

The Reason To Buy Autodesk Stock

Piper Sandler cuts Autodesk stock price target on AI concerns

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, TeraWulf and More

Arcadis expands AI strategic collaboration with Autodesk

Design Software Stocks Q2 In Review: Autodesk (NASDAQ:ADSK) Vs Peers

UBS reiterates Autodesk stock rating on AI disruption concerns

Also Discussed

Autodesk Inc

Company Information

Location

The Reason To Buy Autodesk Stock

Piper Sandler cuts Autodesk stock price target on AI concerns

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, TeraWulf and More

Arcadis expands AI strategic collaboration with Autodesk

Design Software Stocks Q2 In Review: Autodesk (NASDAQ:ADSK) Vs Peers

UBS reiterates Autodesk stock rating on AI disruption concerns

Also Discussed

Social

Sep 13

Bullish· Aug 27

Bearish· Apr 24

Earnings· Aug 28

Analysts· Apr 15

Announcements· May 29

Macro· Jul 14

Technical Analysis· Nov 27

Regulars· Aug 28

Newcomers· Sep 13