Autodesk (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.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
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 05, 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 83 similar instances where the indicator turned positive. In 64 of the 83 cases, the stock moved higher in the following days. The odds of a move higher are at 77%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where ADSK's RSI Oscillator exited the oversold zone, 20 of 31 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 65%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 43 of 60 cases where ADSK's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 72%.
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 31 of 50 cases over the following month. The odds of a continued upward trend are 62%.
Following a +4.85% 3-day Advance, the price is estimated to grow further. Considering data from situations where ADSK advanced for three days, in 214 of 333 cases, the price rose further within the following month. The odds of a continued upward trend are 64%.
ADSK may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
ADSK moved below its 50-day moving average on September 04, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for ADSK crossed bearishly below the 50-day moving average on September 11, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 13 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 72%.
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 67%.
The Aroon Indicator for ADSK entered a downward trend on October 05, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 20 (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 Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 62 (best 1 - 100 worst), indicating fairly steady price growth. ADSK’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 75 (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 (12.804) is normal, around the industry mean (51.456). P/E Ratio (26.838) is within average values for comparable stocks, (82.636). Projected Growth (PEG Ratio) (0.797) is also within normal values, averaging (3.135). Dividend Yield (0.000) settles around the average of (0.011) among similar stocks. P/S Ratio (6.024) is also within normal values, averaging (69.875).
The Tickeron PE Growth Rating for this company is 96 (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.
Notable companies
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Advertisement
General Information
a developer of multimedia software products
Industry PackagedSoftware
Advertisement