With a market cap of $63.8 billion, Autodesk, Inc. (ADSK) is a number one software program firm specializing in design, engineering, and digital content material creation instruments. Greatest identified for merchandise like AutoCAD, Revit, Fusion 360, and Maya, the San Francisco-based firm serves industries similar to structure, development, manufacturing, product design, and media/leisure.
Shares of the corporate have lagged behind the broader market over the previous 52 weeks. ADSK inventory has elevated 2.4% over this time-frame, whereas the broader S&P 500 Index ($SPX) has risen 13.2%. Furthermore, shares of the corporate are up 1.3% on a YTD foundation, lagging behind SPX’s 14.5% achieve.
As well as, shares of the design software program firm have trailed the Know-how Choose Sector SPDR Fund’s (XLK) 22.9% return over the previous 52 weeks.
Autodesk shares have lagged the broader market over the previous 12 months primarily because of issues round profitability, capital effectivity, and strategic uncertainty. The corporate has confronted margin strain, slower-than-expected ARR development, and critiques over excessive buyer acquisition prices, all of which have raised questions on its working effectivity. Investor sentiment has additionally been weighed down by activist strain from Starboard Worth, which has challenged Autodesk’s spending self-discipline and governance.
For the fiscal 12 months ending in January 2026, analysts count on ADSK’s EPS to develop 17.8% year-over-year to $6.90. The corporate’s earnings shock historical past is blended. It beat the consensus estimates in three of the final 4 quarters whereas lacking on one other event.
Among the many 26 analysts masking the inventory, the consensus score is a “Sturdy Purchase.” That’s primarily based on 18 “Sturdy Purchase” rankings, one “Average Purchase,” and 7 “Holds.”
This configuration is bearish than two months in the past, with 19 “Sturdy Purchase” rankings on the inventory.
On Oct. 8, RBC Capital analyst Matthew Hedberg reaffirmed his “Purchase” score on Autodesk.
The imply worth goal of $365.36 represents a 17.7% premium to ADSK’s present worth ranges. The Avenue-high worth goal of $393 suggests a 30.3% potential upside.
On the date of publication, Kritika Sarmah didn’t have (both instantly or not directly) positions in any of the securities talked about on this article. All data and information on this article is solely for informational functions. This text was initially revealed on Barchart.com
