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ADSK Autodesk Forecast, Technical & Fundamental Analysis

Founded in 1982, Autodesk is a multinational software company best known for pioneering computer-aided design, or CAD, with its AutoCAD product... Show more

ADSK
Daily Signal:
Gain/Loss:
A.I.Advisor
Aug 24, 2026

Autodesk (ADSK) Stock Forecast: AI Integration and Operations Expansion Shape Medium-Term Outlook

Key Takeaways

  • Upcoming fiscal Q2 2027 earnings release on August 27, 2026, represents a near-term catalyst, with consensus expectations for double-digit revenue and adjusted EPS growth.
  • Strategic positioning strengthened by the completed MaintainX acquisition, extending reach into a sizable operations management market.
  • Industry tailwinds from accelerating AI adoption in design and manufacturing workflows, supported by Autodesk’s Trusted AI initiatives and product integrations.
  • Macro sensitivities include interest rate trends affecting construction and capital spending, alongside broader technology investment cycles.
  • Analyst consensus reflects a Strong Buy stance across dozens of firms, with recent price target revisions showing generally constructive sentiment.
  • Key risks include execution on acquisition integration, potential macroeconomic slowdowns in end markets such as architecture, engineering, and construction (AEC), and evolving competitive dynamics in AI-enabled software.

Strategic Positioning and Competitive Outlook

Autodesk maintains a leading role in design, engineering, and entertainment software, with deep entrenchment in verticals including AEC and manufacturing. Its subscription-based model delivers high recurring revenue visibility and gross margins, while vertically focused offerings such as Revit and Fusion provide workflow differentiation. The company’s data and platform advantages help mitigate broader AI disruption risks. Expansion through the MaintainX acquisition bolsters its connected operations strategy, linking design-to-operations data across the asset lifecycle. Medium-term positioning hinges on continued innovation in cloud and AI capabilities, alongside efficient capital allocation to sustain margin expansion and addressable market growth.

Major Catalysts Ahead

The August 27, 2026, earnings release will provide updated guidance and visibility into demand trends. Product roadmap advancements in AI-assisted design tools and consumption-based monetization models could influence sentiment. Recent analyst actions, including target increases from firms such as Baird, underscore ongoing coverage momentum. Strategic integration milestones from the MaintainX deal and potential further capital allocation decisions represent additional inflection points. Rating distribution trends, with a majority of analysts maintaining Buy or Strong Buy recommendations, may support investor confidence if execution aligns with expectations.

Industry and Macroeconomic Forces

Broader technology adoption trends, particularly generative AI and agentic systems, align directly with Autodesk’s software ecosystem, potentially enhancing productivity across design and make processes. Interest rate movements influence customer capital expenditure in construction and industrial sectors, while inflation trends affect input costs and pricing power. Geopolitical developments and regulatory climates around data security and AI governance could shape adoption curves. The company’s exposure to global infrastructure and manufacturing cycles ties its performance to these macro variables, with resilient recurring revenue streams offering some buffer against cyclical pressures.

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2026 Outlook and Long-Term Themes to Watch

Looking to 2026 and beyond, structural drivers include ongoing AI integration across the product suite and expansion of the operations addressable market. Revenue growth expectations center on mid-teens percentage increases, supported by subscription momentum and new capabilities. Margin sustainability will depend on operating leverage and sales efficiency initiatives. Technology transitions toward consumption models and AI agents present both opportunities and competitive considerations. Consensus analyst expectations, reflected in predominantly positive ratings, may continue to influence sentiment provided company guidance demonstrates consistent execution. Capital allocation priorities, including acquisition integration and share repurchases, remain focal points for long-term value creation.

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.

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A.I. Advisor
published Earnings

ADSK is expected to report earnings to rise 4.35% to $3.12 per share on August 27

Autodesk ADSK Stock Earnings Reports
Q3'26
Est.
$3.12
Q2'26
Beat
by $0.15
Q1'26
Beat
by $0.21
Q4'25
Beat
by $0.17
Q3'25
Beat
by $0.17
The last earnings report on May 28 showed earnings per share of $2.99, beating the estimate of $2.84. With 953.85K shares outstanding, the current market capitalization sits at 53.04B.
A.I.Advisor
published Dividends

ADSK paid dividends on April 08, 2005

Autodesk ADSK Stock Dividends
А dividend of $0.01 per share was paid with a record date of April 08, 2005, and an ex-dividend date of March 22, 2005. Read more...
A.I. Advisor
published General Information

General Information

a developer of multimedia software products

Industry PackagedSoftware

Profile
Details
Industry
Packaged Software
Address
One Market Street
Phone
+1 415 507-5000
Employees
14300
Web
https://www.autodesk.com
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ADSK and Stocks

Correlation & Price change

A.I.dvisor indicates that over the last year, ADSK has been closely correlated with BSY. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADSK jumps, then BSY could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADSK
1D Price
Change %
ADSK100%
-1.26%
BSY - ADSK
70%
Closely correlated
-2.07%
PTC - ADSK
67%
Closely correlated
-2.05%
PCOR - ADSK
64%
Loosely correlated
-2.38%
CLSK - ADSK
63%
Loosely correlated
+6.87%
CRWD - ADSK
63%
Loosely correlated
-2.78%
More

Groups containing ADSK

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADSK
1D Price
Change %
ADSK100%
-1.26%
ADSK
(4 stocks)
91%
Closely correlated
-1.56%
Packaged Software
(224 stocks)
1%
Poorly correlated
+0.71%
Technology Services
(394 stocks)
-0%
Poorly correlated
+1.13%
Autodesk (ADSK) Stock Forecast: AI Integration and Operations Expansion Shape Medium-Term Outlook