# Autodesk, Inc. (ADSK)

> Source: Nexqual · https://nexqual.com/ADSK · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Autodesk, Inc. (ADSK), nexqual.com/ADSK" · informational, not investment advice.

**Price:** USD 254.95 (+4.13% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 244.84 · day 246.82–256.17 · 52w 185.5–320 · market cap $53.3B · NMS

## Key facts
- Last four reported quarters (through Jul 31, 2026): revenue $7.79B, net income $1.64B (21.1% margin), free cash flow $2.84B (SEC filings).
- Valuation: P/E 32.5x (avg 56.6x at the last 3 fiscal year-ends), EV/EBITDA 23.5x, net cash $661M.
- 1 of 80 tracked superinvestors hold ADSK (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market purchases, last ~7 months: 4 Form 4 filings, $2.2M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.97 on a 1–5 scale) (36 analysts), mean target USD 307.54 (range 215–375).
- Total return with dividends: 1Y -17.7% vs S&P 500 +14.9%; 5Y -17.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-27, EPS estimate USD 3.07, revenue estimate $2.13B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.39B | $5.00B | $5.50B | $6.13B | $7.21B | $7.79B |
| Gross profit | $3.97B | $4.53B | $4.99B | $5.55B | $6.56B | — |
| Operating income | $618M | $989M | $1.13B | $1.35B | $1.58B | $2.04B |
| Net income | $497M | $823M | $906M | $1.11B | $1.12B | $1.64B |
| EPS (diluted) | $2.24 | $3.78 | $4.19 | $5.12 | $5.23 | — |
| Free cash flow | $1.48B | $2.03B | $1.28B | $1.57B | $2.41B | $2.84B |
| Gross margin | 90.5% | 90.4% | 90.7% | 90.6% | 91.0% | — |
| Operating margin | 14.1% | 19.8% | 20.5% | 22.1% | 21.9% | 26.2% |
| Net margin | 11.3% | 16.4% | 16.5% | 18.1% | 15.6% | 21.1% |
| Revenue growth | +15.7% | +14.1% | +9.8% | +11.5% | +17.5% | — |
| Cash + short-term investments | $1.76B | $2.07B | $2.25B | $1.89B | $2.60B | — |
| Total debt | $2.65B | $2.30B | $2.30B | $2.30B | $2.50B | — |
Fiscal years end Jan. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jul 31, 2026)
P/E 32.5x · P/S 6.8x · EV/EBITDA 23.5x · EV/Sales 6.8x · P/FCF 18.8x · P/B 15.8x · FCF yield 5.33% · Earnings yield 3.08% · Buyback yield (TTM) 2.99% · Net cash $661M · EV $52.6B
P/E at fiscal year-ends: Jan 2026 48.4x, Jan 2025 60.8x, Jan 2024 60.5x.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold ADSK. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | <0.01% | $293K | Added +47.9% |

## Insider purchases (SEC Form 4, open-market, last ~7 months)
4 purchases, $2.2M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-23 | Cahill John T | Director | 2,000 | $378K | 189.2 | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-16 | Anagnost Andrew | President and CEO | 2,460 | $499K | 202.66 | Too little history (no open-market trades in 2025) |
| 2026-06-15 | Moorjani Janesh | EVP, Chief Financial Officer | 2,500 | $494K | 197.67 | Too little history (no open-market trades in 2023–2025) |
| 2026-05-29 | Smith Stacy J | Director | 3,435 | $794K | 231.17 | Too little history (no open-market trades in 2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 1.97 on a 1–5 scale), 36 analysts; mean target USD 307.54 (low 215, high 375).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-28 | Piper Sandler | Target lowered | Overweight | $338 → $300 |
| 2026-09-21 | Guggenheim | Reiterated | Buy | $283 |
| 2026-09-18 | BTIG | Reiterated | Buy | $300 |
| 2026-09-17 | RBC Capital | Reiterated | Outperform | $305 |
| 2026-09-15 | Cantor Fitzgerald | Initiated | Neutral | $215 |
| 2026-09-02 | Argus Research | Reiterated | Buy | $355 |
| 2026-08-31 | Citigroup | Target raised | Neutral | $269 → $276 |
| 2026-08-31 | Rosenblatt | Maintained | Buy | $330 |
| 2026-08-28 | BNP Paribas | Target raised | Outperform | $295 → $300 |
| 2026-08-28 | UBS | Target raised | Buy | $290 → $325 |
| 2026-08-28 | Macquarie | Maintained | Outperform | $310 |
| 2026-08-28 | Guggenheim | Target raised | Buy | $277 → $283 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -17.7% | -17.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -17.8% | -3.7% |
| Volatility (annualized) | 39.5% | 36.8% |
| Max drawdown | -40.1% (Oct 2025→Jun 2026) | -49.1% (Nov 2021→Jun 2022) |

## Peers (Software - Application)
WDAY (Workday, Inc.) USD 209.99 +3.46% · TEAM (Atlassian Corporation) USD 223.16 -1.04% · MSTR (Strategy Inc) USD 145.8 -5.00% · ROP (Roper Technologies, Inc.) USD 436.23 +9.73% · PAYX (Paychex, Inc.) USD 118.81 +5.61% · CDNS (Cadence Design Systems, Inc.) USD 309.65 -5.04%

## More
Full page: https://nexqual.com/ADSK · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-10-31) | $3.07 | $3.15 | -2.6% | $2.13B | 28 |
| Next quarter (ends 2027-01-31) | $3.20 | $3.31 | -3.4% | $2.21B | 28 |
| Current fiscal year (ends 2027-01-31) | $12.61 | $12.61 | +0.0% | $8.32B | 36 |
| Next fiscal year (ends 2028-01-31) | $14.20 | $14.26 | -0.4% | $9.24B | 36 |