TickerTalks
Browse all tickers →
TickerTalks›$ADSK
ADADSK

Autodesk, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 18% YoY at strong margins3 insiders bought $1.4M in 30 daysConsistent chatter on X (325/wk), no spike
$ADSK·$44B·Software - Application·Technology
$208.98+1.5%YTD-30.4%1Y-30.1%
Mentions · last 7 days
2026-07-08: 36 posts2026-07-09: 50 posts2026-07-10: 67 posts2026-07-11: 23 posts2026-07-12: 43 posts2026-07-13: 78 posts2026-07-14: 28 posts325+18%
Price updated 10m ago·X counts updated 23h ago
ADADSK
$ADSKAutodesk, Inc.
$208.98+1.49%325 posts+18%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ADSK, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Autodesk trades -30% YTD but the CEO and CFO both bought open-market in June — 3 distinct insider buyers in 30 days is the rare cluster to name, with Q2 on 8/27.

Autodesk is a $44B design-software franchise where the tape (-30% YTD) is wildly at odds with the operating cadence (Q1 revenue +18.4% yoy, four straight beats of 5-7%). The insider tape is the load-bearing signal here.

  • Insider CLUSTER: distinct_buyers=3 in the last 30 days — CEO Andrew Anagnost bought 2,460 at $202.66 on 6/16 ($498K); CFO Janesh Moorjani bought 2,500 at $197.67 on 6/15 ($494K); director John Cahill bought 2,000 at $189.20 on 6/23 ($378K). That's ~$1.4M of open-market executive+director conviction inside a 10-day window, without any of the F-InKind/RSU tax-withholding noise. Three distinct buyers is the highest-quality insider signal in the bundle format.
  • Q1 FY27 (4/30) delivered $1.93B revenue (+18.4% yoy), 91% gross margin, 28% op margin, EPS $2.33. Four-quarter revenue growth: 17.1%, 18.0%, 19.4%, 18.4% — persistently high-teens. Four-quarter EPS surprises: +5.3%, +7.5%, +6.8%, +6.9% — consistent beat cadence.
  • MaintainX $3.575B acquisition announced 5/28 is the strategic overhang — expands beyond design software into industrial operations. 6/15 8-K set up a $3B committed financing package (revolver + term loan); 7/13 8-K added a $2B commercial paper program to backstop the deal. Deal execution is advancing on schedule.
  • Structural: high float (210M), beta 1.32, volume 0.49x 30-day norm, position 0.14 in 52w range — significantly washed out.
  • X sentiment aligns: CEO dip-buying framed, additions at $193 with 91%/27% margins, comparison to CDNS as a sticky compounder.

Next dated read is Q2 FY27 on 8/27 with consensus EPS $3.12. Beat + updated FY guide + MaintainX close-timing commentary is what re-engages institutional buyers who exited on the -30% YTD move.

Agrees with X sentimentThe bullish X read (CEO dip-buying at $193, margins framing, CDNS comparison) matches the insider cluster and the fundamentals. Tape hasn't followed yet — that's the setup.

What to watch: Q2 FY27 print 8/27: EPS vs $3.12, subscription cARR growth, MaintainX close date and integration commentary. Watch for further open-market insider buys — a fourth distinct buyer would strongly reinforce the cluster.

On the calendar: 2026-08-27 — Q2 FY27 earnings (consensus EPS $3.12)

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-27

Autodesk chatter highlights continued insider dip-buying (CEO Anagnost made $30M in fiscal 26), posters adding at $193 with 91% gross / 27% operating margins and 5Y FCF CAGR of 28%, and comparison to CDNS as a sticky compounder. Tone is bullish.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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 — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $ADSK

Partial — 3D design and engineering software (AutoCAD, BIM 360) for architecture, construction, and manufacturing workflows; the AI agent bifurcation — contract expansion vs. user substitution is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.1%YTD
-14.1%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
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%
Q2 2025Aug 28, 2025$2.62$2.45+6.9%
Next earningsThu, Aug 27·consensus EPS $3.12

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 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$8.2B$8.2B – $8.2B$12.60$12.53 – $12.7024
FY28$9.0B$8.9B – $9.2B$14.21$13.59 – $14.7825
FY29$10.0B$10.0B – $10.0B$16.36$14.65 – $17.6415
FY30$11.0B$10.9B – $11.3B$18.14$17.84 – $18.677
FY31$12.1B$11.9B – $12.3B$0.00$0.00 – $0.0010

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.0.5×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.14%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.-6.9%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.-20.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 210.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.325-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.

Insider activity

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

Cluster buy3 insiders bought shares in the last 30 days.

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
+ 25 other (20 awards · 5 inkinds) 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

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.

8-KOfficer or director changeApr 248-K — Item 5.02: Officer or director change
AI summary

Autodesk (ADSK) disclosed that director Stephen Milligan notified the board he would not stand for re-election at the upcoming annual meeting, and that Omar Abbosh has been nominated to join the board. The transition is routine board refreshment. Autodesk is a leading design software company serving architecture, engineering, construction, and manufacturing industries.

8-KPress release / Reg FDFeb 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KRestructuring / exit costsJan 228-K — Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
+ 10 other (3 13Gs · 2 proxys · 1 routine 8-K · 1 10-Q) in window

Recent news

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

Why Autodesk (ADSK) is a Top Momentum Stock for the Long-Termzacks.com·2d agoAutodesk (ADSK) Surpasses Market Returns: Some Facts Worth Knowingzacks.com·6d agoHere's Why Autodesk (ADSK) is a Strong Growth Stockzacks.com·7d agoNICE vs. ADSK: Which Stock Should Value Investors Buy Now?zacks.com·8d agoAutodesk's Dara Treseder explains why the company is investing $350 million in AI trainingbusinessinsider.com·13d ago

More in Software - Application

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

$MSTR$BULL$ZETA$CRM$NOW$FROG$SNOW$UBER
Voices on X · last 7 days

No standout posts about $ADSK on X in the 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