NASDAQ · ADSK
Autodesk, Inc.
Technology · Software - Application
$249.61▲ 3.26% ($7.88)at close
As of 4:00 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 11.1% revenue growth a year for 10 years. Our scenarios assume 6.2–10.8%.
That's below its past 4-year pace of 13.2%.
Value per share
Base case
$210.71
Price used $249.61 is 18% above this
USD · TTM ending Jul 31, 2026 · Price Oct 30, 8:00 PM UTC
Revenue each value needs
Revenue today $7.8B. The price needs $22.3B by 2036. Base case: $17.9B. At its recent pace: $27B. Bear to Bull: $14.3B to $21.8B.
Revenue today $7.8B. The price needs $22.3B by 2036. Base case: $17.9B. At its recent pace: $27B. Bear to Bull: $14.3B to $21.8B.
Revenue in 2036
today $7.8B
+$4.4Bmore than the Base case · 1.2×
Value per share · Base case
$210.71
Price $249.61
18% above this
- 10-yr revenue CAGR
- 8.7%
- Ending operating margin
- 29.7%
- Discount rate
- 10.0%
USD · TTM ending Jul 31, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 17.01% over the last year. Revenue grew 17.94% over the trailing twelve months. Operating margin moved from 22.94% to 27.55%. Free cash flow grew 50.32% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 10th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 27.55%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Return analysis
Company profile
Autodesk, Inc. delivers advanced software and services for 3D design, engineering, and entertainment to a global clientele.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 3
Profitability & growth
Analyst consensus
39
Buy
9
Hold
4
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 24, 2026
Q3 FY27 · EPS est $3.07 · Revenue est $2.1B
Same quarter, year over year
FY27 YTD +28.1%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $6.29 vs $4.91 · all 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY27
—
—
FY26
FY25
FY24
—
—
—
Fiscal year totals
- FY26
- $10.43
- +23.0%
- FY25
- $8.48
- —
Q2 FY27
Reported Aug 27, 2026 · Latest
HoverTap a cell to inspect
Actual
$3.30
Estimate
$3.12
Year over year
+26.0%
Vs prior quarter
+10.4%
Institutional Sentiment
Autodesk, Inc. · ADSK
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.