ADSK stock forecast, quote, news & analysis

Key Takeaways

• Autodesk (ADSK) shares fell about 19.7% over the 30 days through late September 2026, sliding from roughly $260.66 to $209.40.
• The decline followed a fiscal Q2 2027 earnings report that beat revenue and profit estimates but issued third-quarter earnings guidance below Wall Street expectations.
• Investor concerns centered on near-term margin dilution from the $3.6 billion MaintainX acquisition and slower sales productivity in Western Europe.
• Broader software-sector "AI disruption" anxiety and macroeconomic headwinds amplified the sell-off, which included eight consecutive losing sessions.
• Despite the pullback, shares remain modestly above late-June levels after a summer rally that the September slide partially erased.

Autodesk (ADSK) Company Overview and Market Position

Autodesk is a global leader in design and engineering software, best known for products such as AutoCAD, Revit, Fusion 360, Maya, and Civil 3D. The company serves architecture, engineering, construction, and operations (AECO), manufacturing, and media and entertainment customers through a largely subscription-based, recurring-revenue model.

Autodesk holds a dominant position in computer-aided design (CAD) and building information modeling (BIM), and it has been expanding into cloud-based workflows, generative design, and "project intelligence" that links design, manufacturing, and operations. Investors follow the stock closely because of its entrenched customer base, high renewal rates, strong operating margins, and its ongoing effort to monetize AI-driven features across its platform.

Autodesk (ADSK) Stock Price Performance: Last 30 Days vs. Quarter

Over the trailing 30 days, ADSK declined approximately 19.7%, falling from a closing price of about $260.66 to roughly $209.40. The move was sharp rather than gradual: after peaking near $270 in late August, the stock sold off through early September, losing ground over eight consecutive sessions and giving up a cumulative decline of more than 20% from its recent high before stabilizing in the low-to-mid $200s.

The trailing-quarter picture is more mixed. Shares traded around $190 in late June before rallying through July and August, driven by strong fundamentals and upbeat guidance. That advance lifted the stock above $270 by late August. The September sell-off then erased much of that gain, leaving the stock modestly higher on a three-month basis but well below its 52-week high of roughly $325 and still down significantly on a year-to-date basis.

What Drove ADSK Stock Price in the Last 30 Days

The primary catalyst was Autodesk's fiscal 2027 second-quarter earnings report, released on August 27, 2026. The company delivered strong headline results: revenue rose 16% year over year to $2.05 billion, and adjusted earnings per share of $3.30 beat the $3.12 consensus. Billings grew 10% to $1.85 billion, non-GAAP operating margin expanded to 41%, and free cash flow increased 24% to $561 million.

Despite the beat, the stock fell roughly 5% in after-hours trading. Investors focused on third-quarter adjusted EPS guidance of $3.04 to $3.09, which came in below the roughly $3.14 analysts had expected. The company also flagged that the completed $3.6 billion all-cash acquisition of MaintainX, an asset- and operations-management software provider, would dilute margins in the near term. Management additionally noted some friction in the normalization of Western European sales productivity.

The decline was compounded by sector-wide anxiety about whether rapidly improving AI tools could disrupt traditional software business models, a theme that has pressured other software names such as Adobe (ADBE) and ServiceNow (NOW). Analyst actions reflected divided sentiment: Guggenheim raised its price target to $283 while maintaining a Buy rating, while Goldman Sachs initiated coverage at Neutral, and some ratings firms moved to a more cautious stance.

What Drove ADSK Stock Performance Over the Last Quarter

The broader three-month narrative is one of a strong rally followed by a sharp reversal. Through July and August, Autodesk benefited from accelerating revenue growth across its construction and manufacturing businesses, continued momentum in Fusion 360, and enthusiasm around its AI and project-intelligence strategy. The company also raised its full-year revenue and billings guidance, reinforcing confidence in durable demand.

The late-August earnings release, however, shifted the tone. Concerns about profit guidance, acquisition-driven margin compression, and execution risks tied to the MaintainX integration and a sales reorganization outweighed the quarter's operational strength. Combined with a rotation away from richly valued software names and rising caution about AI's impact on legacy SaaS pricing power, those factors drove the stock lower and left it roughly flat to modestly higher over the full quarter despite the sharp September decline.

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ADSK Stock Forecast Drivers: What Investors Should Watch Next

Investors should monitor several factors that could shape ADSK going forward. The next earnings report, covering the fiscal third quarter ending October 31, 2026, will be closely watched for whether profit margins hold up against the MaintainX integration and for any updates on Western European sales productivity. Progress on AI monetization, including adoption of Fusion 360's AI features and task-based automation, will be another key theme.

Macroeconomic conditions, software-sector sentiment, and competitive pressures from both traditional design vendors and emerging AI-native tools remain important variables. Analysts have offered a wide range of price targets, reflecting uncertainty around organic growth rates, the MaintainX contribution, and the timing of AI-driven revenue. As always, these forward-looking factors should be evaluated in the context of each investor's own research and risk tolerance.

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