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ADSK · NASDAQ · Software - Application

Autodesk

Design and operations software for buildings, manufactured products, construction, and media.

$260.19
After-hours close−0.58 (−0.22%)
At close$260.77(−3.63%)
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Profile

Autodesk, Inc.ADSKInformation Technology

Sells subscription software for building design and construction, drafting, manufacturing, media production, and asset operations, led by Revit, AutoCAD, Fusion, Maya, and MaintainX. Most revenue comes from term subscriptions, cloud services, and enterprise agreements, while global sales tie results to renewals, industry activity, and currency movements.

Provides design, engineering, construction, manufacturing, media-production, and asset-operations software through four established product families. AECO tools include Revit, Civil 3D, and Forma for Construction; AutoCAD and AutoCAD LT handle drafting; Fusion and Inventor cover product design and manufacturing; Maya and 3ds Max serve animation and visual effects. MaintainX extends the portfolio into maintenance and asset operations.

Most revenue comes from term product subscriptions, cloud services, and enterprise agreements, generally recognized over contract terms; Flex adds a usage-based option. Industry collections and cloud products connect data across planning, production, construction, and operations. Sales span the Americas, Europe, the Middle East, Africa, and Asia-Pacific. International markets contribute most revenue, while reported performance depends on subscription renewals, construction and manufacturing demand, and currency movements.

Company facts

CEOAndrew Anagnost
ListedJun 28, 1985
ExchangeNASDAQ
HeadquartersSan Francisco, CA
CountryUnited States
Employees14,300
CIK0000769397
ISINUS0527691069

Key statistics

Market cap$55.04B
EPS (ttm)$7.72
P/E (ttm)33.76
ROE52.5%
P/B16.26
P/S7.07
Dividend yield
Beta0.49vs XLK −0.49

Year to date −9.1% · Average volume (30d) 2.0M

Analysts

Price target, next 12 months$305.00+17.0%Median of 51 analysts · vs the Aug 28 close
ConsensusBuy38 of 51 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 28, 2026D.A. DavidsonTarget$305$325
Aug 28, 2026BMO CapitalReiterateMarket Perform$262$283
Aug 28, 2026Piper SandlerTarget$369$338
Aug 28, 2026GuggenheimTarget$277$283
Aug 28, 2026UBSReiterateBuy$290$325

Earnings

EPS

Estimate$3.08
ReportedDue Nov 24, 2026

Revenue

Estimate$2.13B
ReportedDue Nov 24, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 27, 2026Q2 FY27$3.12$3.30+5.8%$2.01B$2.05B+1.7%−3.67%
May 28, 2026Q1 FY27$2.84$2.99+5.3%$1.89B$1.93B+2.1%−4.00%
Feb 26, 2026Q4 FY26$2.65$2.85+7.5%$1.91B$1.96B+2.2%+5.32%
Nov 25, 2025Q3 FY26$2.50$2.67+6.8%$1.81B$1.85B+2.5%+2.36%
View details

Financial highlights

12 quartersQ1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Revenue$1.63B$1.76B$1.85B$1.96B$1.93B$2.05B
Gross profit$1.47B$1.60B$1.69B$1.79B$1.76B$1.87B
Operating income$338.0M$450.0M$475.0M$531.0M$541.0M$599.0M
Net income$152.0M$313.0M$343.0M$316.0M$491.0M$492.0M
Diluted EPS$0.70$1.46$1.60$1.48$2.32$2.32
Gross margin90.2%91.0%91.1%91.5%91.0%91.4%
Operating margin20.7%25.5%25.6%27.1%28.0%29.3%

Fiscal years (4-quarter sums)FY22 $4.39B · FY23 $5.01B · FY24 $5.50B · FY25 $6.13B · FY26 $7.21B

Revenue by product · Q2 FY27

Architecture Engineering And Construction$1.03B · 50%
AutoCAD And AutoCAD LT Family$500.0M · 24%
Manufacturing$385.0M · 19%
Media And Entertainment$92.0M · 4%
Other$40.0M · 2%

Revenue by geography · Q2 FY27

Americas$898.0M · 44%
EMEA$804.0M · 39%
Asia Pacific$344.0M · 17%

Balance sheet, Jul 31, 2026Cash & short-term investments $4.16B · Total debt $3.71B · Total assets $12.98B · Shareholders' equity $3.38B

Dividends

No dividends on record.

Ownership

Institutions 124.54%Insiders 0.25%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 211.15M · Float 210.42M · 99.7% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.24.84M11.76%13FAug 7, 2026
Vanguard Capital Management LLC13.80M6.53%13FAug 13, 2026
Vanguard Portfolio Management11.67M5.52%13GJul 31, 2026
State Street Corp10.27M4.86%13FAug 7, 2026
Invesco Ltd.7.85M3.72%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 23, 2026John T. Cahilldirector+2,000$189.20
Jun 16, 2026Andrew Anagnostdirector, officer: President and CEO+2,460$202.66
Jun 15, 2026Janesh Moorjaniofficer: EVP, Chief Financial Officer+2,500$197.67
May 29, 2026Stacy J. Smithdirector+3,435$231.17
Sep 29, 2025Ayanna Howarddirector−917$325.00
View details

Peers

  • Bentley Systems

    Infrastructure BIM leader — MicroStation, OpenRoads, OpenBuildings, iTwin.

  • PTC

    Mechanical CAD + enterprise PLM — Creo, Windchill, cloud-native Onshape.

  • Procore Technologies

    Pure-play construction cloud — project management, financials, field tools.

  • Trimble

    Hardware-software AEC platform — Tekla structural BIM, field layout, ERP.

  • Adobe

    Creative cloud giant — Substance 3D texturing, Firefly AI vs Autodesk M&E.

CompareAfter-hours close

CompanyPriceChange
Autodesk$260.19−0.22%$55.04B33.819.77.1+16.1%
Bentley Systems$37.00−0.78%$10.90B41.425.56.8+12.8%
PTC$156.40−0.53%$18.15B15.218.76.1−6.8%
Procore Technologies$63.72−0.08%$9.61B31.76.8+15.8%
Trimble$61.010.00%$14.22B15.83.8+11.0%
Adobe$291.46−0.04%$115.88B16.711.34.6+12.7%
Median16.718.76.1+12.7%