GET DAILY SIGNALSAutodesk (ADSK) Reports +18% Revenue Growth in Q1 Fiscal 2027
Key Takeaways
- Revenue reached $1.93 billion, up 18% year-over-year as reported and 16% on a constant currency basis.
- Non-GAAP EPS came in at $2.99, exceeding analyst expectations of approximately $2.84.
- Billings totaled $1.69 billion, reflecting 18% growth and supporting future revenue visibility.
- GAAP operating margin expanded to 28%, while non-GAAP operating margin reached 39%.
- Autodesk announced the acquisition of MaintainX to strengthen its operations platform.
- Full-year fiscal 2027 guidance was raised, with non-GAAP EPS now projected at $12.40 to $12.65.
Earnings Context and Why It Matters
Autodesk reports results on a fiscal year ending January 31, making the first quarter of fiscal 2027 the period ended April 30, 2026. This report follows a period of consistent subscription growth and provides early insight into demand across architecture, engineering, construction, manufacturing, and media and entertainment sectors. Investors closely monitor these results for signals on pricing power, customer retention, and the company’s ability to execute its sales reorganization while integrating new AI-driven offerings. To get a broader view of how ADSK stacks up against peers, I also checked this using Tickeron’s AI Screener.
Reported Results
Autodesk reported first-quarter fiscal 2027 revenue of $1.93 billion, an 18% increase from the prior year. Subscription revenue drove the majority of growth. Non-GAAP earnings per share reached $2.99, surpassing consensus estimates. GAAP EPS was $2.32. Operating margins improved significantly, with the GAAP margin rising 14 percentage points to 28% and the non-GAAP margin increasing 2 percentage points to 39%. Free cash flow surged 58% to $876 million. The company also announced plans to acquire MaintainX, a move expected to enhance its unified platform in operations. Guidance for the full fiscal 2027 year was raised, reflecting stronger-than-expected business momentum.
Market Reaction and Investor Sentiment
Following the May 28, 2026 release, investor sentiment remained positive as the results beat expectations on both revenue and earnings while guidance was raised. The acquisition announcement added to optimism around long-term platform expansion. The stock’s post-earnings movement reflected approval of the company’s execution amid ongoing sales reorganization efforts.
Forward Outlook and Key Factors to Monitor
Autodesk raised its fiscal 2027 full-year revenue guidance to a range of $8.155 billion to $8.215 billion and non-GAAP EPS to $12.40 to $12.65. Second-quarter fiscal 2027 revenue is expected between $2.005 billion and $2.015 billion, with non-GAAP EPS of $3.10 to $3.14.
Investors should watch the pace of the ongoing sales reorganization and its impact on near-term billings linearity. Integration progress on the MaintainX acquisition will also be important once the deal closes. Demand trends in key verticals, particularly AECO and manufacturing, remain central to sustained growth.
Additional focus areas include the adoption rate of new AI features and any effects from currency fluctuations on international results. Management has noted that underlying business momentum appears solid, though guidance incorporates assumptions around potential short-term disruption from internal changes.
Enhancing My Research with Tickeron’s AI Screener
In my day-to-day analysis, I often turn to Tickeron’s AI Screener to quickly filter stocks and ETFs by technical patterns, fundamentals, industry trends, and volatility. It lets me scan thousands of names with customizable criteria and surface ideas that align with what I’m already watching in the software sector. I find it especially useful for comparing ADSK against similar companies on metrics like growth and margins before drawing conclusions. If you’re looking to refine your own screening process, the tool is worth exploring at the link above.
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Financial writer and active order flow futures trader with a focus on fundamental analysis, macroeconomic factors, and equity research. I make in-depth blogs on stocks and ETFs, bridging the gap between raw market data and real-world trading decisions.
Momentum Indicator for ADSK turns positive, indicating new upward trend
ADSK saw its Momentum Indicator move above the 0 level on October 30, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 84 similar instances where the indicator turned positive. In 60 of the 84 cases, the stock moved higher in the following days. The odds of a move higher are at 71%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for ADSK just turned positive on October 05, 2026. Looking at past instances where ADSK's MACD turned positive, the stock continued to rise in 32 of 50 cases over the following month. The odds of a continued upward trend are 64%.
ADSK moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for ADSK crossed bullishly above the 50-day moving average on October 16, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 53%.
Following a +6.69% 3-day Advance, the price is estimated to grow further. Considering data from situations where ADSK advanced for three days, in 207 of 326 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
The Aroon Indicator entered an Uptrend today. In 139 of 198 cases where ADSK Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 70%.
Bearish Trend Analysis
The 10-day RSI Indicator for ADSK moved out of overbought territory on October 23, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 36 similar instances where the indicator moved out of overbought territory. In 25 of the 36 cases, the stock moved lower in the following days. This puts the odds of a move lower at 69%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 42 of 56 cases where ADSK's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 75%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ADSK declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
ADSK broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 19 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. ADSK’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 84 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (15.934) is normal, around the industry mean (-1.884). P/E Ratio (33.193) is within average values for comparable stocks, (15.540). Projected Growth (PEG Ratio) (0.797) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.072) among similar stocks. P/S Ratio (6.024) is also within normal values, averaging (70.854).
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. ADSK’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
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a developer of multimedia software products
Industry PackagedSoftware
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