TickerTalks
Browse all tickers →
TickerTalks›$ADSK
ADADSK

Autodesk, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 18% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (126/wk), no spike
$ADSK·$50B·Software - Application·Technology
$239.90-2.1%YTD-19.0%1Y-20.0%
Price updated 50m ago·X counts updated 5d ago
ADADSK
$ADSKAutodesk, Inc.
$239.90-2.15%126 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $ADSK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

126X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ADSK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-11

Autodesk is bullish on X — trading near lowest multiple in decade (Forward EV/EBIT 12.9x), insider buying and potential inverted H&S forming, and 'ZERO chance of getting displaced by LLMs' bull framing. Application-layer software still tough; nuked today, but SaaS-bear rotation from WIX/INTU to ADSK considered misplaced.

Read what X is saying about $ADSK

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ADSK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

Autodesk down 28% YTD trading at the lowest forward multiple in a decade — insider buying plus a $1B senior notes offering set up the next move.

Autodesk is the design-software leader — AutoCAD, Revit, Fusion 360, and the newer AI/generative design layer serving architecture, engineering, construction, and manufacturing. The stock has lost 28% YTD on fears LLMs disrupt the application-software layer.

  • Growth is accelerating: Q1 fiscal 2027 revenue of $1.93B at +18.4% YoY after +19.4%, +18%, and +17.1% in prior quarters — the subscription business continues to compound, with 2027 consensus EPS of $9.00+ against the $212 stock giving a 23x forward multiple.
  • EPS beats are consistent: last four prints at +6%, +5%, +8%, +7% — the operating-margin at 27% is intact, and the Seeking Alpha framing is "trading near the lowest multiple in a decade" at Forward EV/EBIT of 12.9x.
  • The $1B senior notes offering closed Sep 10 ($500M each at 5.05% due 2029 and 5.65% due 2033) adds capital flexibility — the Autodesk "asset-light AI beneficiary" framing (Oct 2 article) is where the bull case is being built.

A Nov 24 fiscal Q3 print with subscription growth above 15% plus any AI-monetization commentary firming restarts the move; an LLM-displacement signal or a subscription-growth miss and the stock stays range-bound in the $210s.

Agrees with X sentimentX is bullish on Autodesk trading near the lowest forward multiple in a decade (12.9x EV/EBIT), insider buying, inverted H&S setup, and the "ZERO chance of getting displaced by LLMs" framing — directionally real. The SaaS-bear rotation from WIX/INTU to ADSK is the market's attempt to find a safe harbor in the SaaS complex.

What to watch: Nov 24 fiscal Q3 2027 earnings — subscription growth above 15%, operating-margin trend above 27%, AI-monetization commentary, and FY27 guide. An LLM-displacement competitive signal or a subscription-growth miss stalls it; a clean beat with AI ramp extends the move.

On the calendar: 2026-11-24 — fiscal Q3 2027 earnings

Read the AI verdict on $ADSK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

3D design and engineering software (AutoCAD, BIM 360) for architecture, construction, and manufacturing workflows.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $ADSK.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $ADSK

Partial — 3D design and engineering software (AutoCAD, BIM 360) for architecture, construction, and manufacturing workflows.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
33.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
22.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
49.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
91.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 27, 2026$3.30$3.12+5.8%
Q1 2026May 28, 2026$2.99$2.84+5.3%
Q4 2025Feb 26, 2026$2.85$2.65+7.5%
Q3 2025Nov 25, 2025$2.67$2.50+6.8%
Next earningsTue, Nov 24·consensus EPS $3.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.9B+18.4%91.0%28.0%$2.33$876.0M
Q4 FY26$2.0B+19.4%91.5%27.1%$1.49$965.0M
Q3 FY26$1.9B+18.0%91.1%25.6%$1.61$430.0M
Q2 FY26$1.8B+17.1%91.0%25.5%$1.47$458.0M

Forward consensus

5-year forecast · up to 26 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$8.3B$8.3B – $8.4B$12.59$12.49 – $13.2626
FY28$9.2B$9.1B – $9.4B$14.17$13.19 – $15.2626
FY29$10.1B$9.9B – $10.4B$16.18$15.25 – $17.6118
FY30$11.4B$11.2B – $11.7B$18.08$17.68 – $18.789
FY31$12.1B$11.9B – $12.4B$0.00$0.00 – $0.009

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.44%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 208.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.335-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 23John T CahillDirector2.0K sh$378KBuyJun 16Andrew AnagnostCEO2.5K sh$499KBuyJun 15Janesh MoorjaniCFO2.5K sh$494KBuyMay 29Stacy J SmithDirector3.4K sh$794K
+ 10 other (10 awards) in window

See when $ADSK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 108-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Autodesk (ADSK) issued $1 billion in senior notes — $500 million at 5.050% due 2029 and $500 million at 5.650% due 2033 — with Morgan Stanley, BNP Paribas, and Citigroup as underwriters. Proceeds will repay a $1 billion term loan, extending Autodesk's debt maturity profile at fixed rates. The refinancing replaces bank debt with investment-grade public notes.

424B5Prospectus supplement (offering)Sep 9424B5
AI summary

Autodesk priced a $1 billion two-tranche senior notes offering on September 8, 2026: $500 million of 5.050% notes due September 15, 2029 and $500 million of 5.650% notes due September 15, 2033. Interest on both tranches is payable semi-annually on March 15 and September 15, beginning March 15, 2027. The notes are senior unsecured obligations ranking equally with Autodesk's other senior unsecured debt and are not listed on any securities exchange. Upon a change of control repurchase event, Autodesk must offer to repurchase at 101% of principal plus accrued interest.

8-KPress release / Reg FDAug 278-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Autodesk reported its financial results for Q2 fiscal 2026 (quarter ended July 31, 2026) via press release and simultaneously posted supplemental investor materials to its investor relations website. No specific financial figures appear in the filing excerpt; full results are in Exhibit 99.1. Routine quarterly earnings disclosure accompanied by Reg FD investor materials.

3New insider — initial holdingsJun 223
AI summary

Omar Abbosh filed a Form 3 (initial statement of beneficial ownership) as a newly elected Director of Autodesk, Inc., with a reporting date of June 17, 2026. As of the filing date, Abbosh beneficially owns no securities of Autodesk directly or indirectly. Routine Section 16(a) baseline filing required upon becoming an insider, establishing zero ownership against which future transactions will be reported.

8-KCharter amendmentJun 188-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Autodesk (ADSK) held its 2026 Annual Meeting on June 17, 2026 and filed a Certificate of Amendment to its Certificate of Incorporation with the Delaware Secretary of State effective the same day (Item 5.03). Routine director elections and other shareholder proposals also passed (Item 5.07). The certificate amendment details were not specified in the excerpt.

8-KMaterial agreementJun 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Autodesk, Inc. entered two credit agreements on June 15, 2026 with Citibank as administrative agent to finance its pending acquisition of MaintainX Inc. The existing revolving credit facility was amended to increase commitments from $1.5 billion to $2.0 billion, with up to $1.0 billion available under limited-condition borrowing terms on the acquisition closing date; a new unsecured 364-day delayed-draw $1.0 billion term loan was also established, drawable exclusively at acquisition close. Together the two facilities provide up to $3.0 billion in committed acquisition financing, materially improving deal-closing certainty. A material, transformative debt package that directly de-risks completion of the MaintainX deal.

8-KPress release / Reg FDMay 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Autodesk, Inc. filed an 8-K on May 28, 2026 reporting financial results for the first fiscal quarter ended April 30, 2026 (Item 2.02), along with a Regulation FD disclosure (Item 7.01). The press release containing the actual revenue, earnings, and guidance figures is furnished as Exhibit 99.1. This is a routine quarterly earnings announcement; the full financial metrics are in the exhibit rather than the body of the 8-K.

8-KMaterial agreementMay 288-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Autodesk, Inc. entered into an Agreement and Plan of Merger on May 28, 2026 to acquire MaintainX Inc., a Delaware SaaS company, for approximately $3.575 billion in aggregate consideration, subject to customary adjustments, via a merger of Autodesk's wholly-owned subsidiary Matterhorn Acquisition Corp. into MaintainX. MaintainX provides operations management software (work orders, maintenance, inspections) primarily for industrial and field service customers. The $3.575 billion price represents a significant strategic acquisition for Autodesk to expand beyond its core design and engineering software into industrial operations — a diversification that will be scrutinized for synergy realization and integration execution.

+ 12 other (3 13Gs · 2 10-Qs · 2 routine 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

A Look at Autodesk Inc (ADSK) After 6.1% Gain -- GF Value $362.10 vs Price $245.16gurufocus.com·1d agoAutodesk names Diana Colella to lead architecture, engineering and construction businessprnewswire.com·10d agoAutodesk: Market Is Mispricing This Asset-Light AI Beneficiaryseekingalpha.com·15d agoAutodesk (ADSK) Ascends While Market Falls: Some Facts to Notezacks.com·16d agoEGHT vs. ADSK: Which Stock Should Value Investors Buy Now?zacks.com·16d ago

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NBIS$AI$STRK$ZETA$MSTR$BULL$UBER$APP
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport