Autodesk's business remains resilient, despite fading tailwinds. Growth is currently being boosted by a shift to direct billings, though. Autodesk's cash flow margins are also rebounding from a shift in billing practices, which is supportive of both ADSK's valuation and share repurchases. Autodesk is also widely considered a likely AI beneficiary, although this will likely take time to play out.
Andrew Anagnost, Autodesk CEO, discusses the company's most recent quarter and expectations for the rest of the year.
I reiterate my Buy rating on Autodesk, Inc., setting a fair value of $336 per share, driven by strong Q1 results and robust guidance. Autodesk's focus on cloud, platform, and AI technologies, including new AI features in Fusion, strengthens its competitive position in the AEC market. Accelerated share repurchases and disciplined capital allocation reflect improved financial health and management confidence in future growth.
ADSK's fiscal first-quarter earnings surpass expectations, benefiting from strong performance in AECO and the Autodesk store.
Two software stocks making noise after earnings this morning are Autodesk Inc (NASDAQ:ADSK) and Workday Inc (NASDAQ:WDAY).
Autodesk, Inc. (NASDAQ:ADSK ) Q1 2026 Earnings Conference Call May 22, 2025 5:00 PM ET Company Participants Simon Mays-Smith - VP, IR Andrew Anagnost - CEO Janesh Moorjani - CFO Conference Call Participants Saket Kalia - Barclays Jay Vleeschhouwer - Griffin Securities Adam Borg - Stifel Jason Celino - KeyBanc Capital Markets Elizabeth Porter - Morgan Stanley Bhavin Shah - Deutsche Bank Joe Vruwink - Baird Taylor McGinnis - UBS Michael Turrin - Wells Fargo Siti Panigrahi - Mizuho Ken Wong - Oppenheimer & Company Joshua Tilton - Wolfe Research Tyler Radke - Citi Operator Thank you for standing by, and welcome to Autodesk First Quarter and Full Year Fiscal 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Although the revenue and EPS for Autodesk (ADSK) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Autodesk (ADSK) came out with quarterly earnings of $2.29 per share, beating the Zacks Consensus Estimate of $2.14 per share. This compares to earnings of $1.87 per share a year ago.
Investors interested in Internet - Software stocks are likely familiar with ZoomInfo (GTM) and Autodesk (ADSK). But which of these two companies is the best option for those looking for undervalued stocks?
ADSK faces restructuring impacts. Hold the stock or wait as Q1 nears, despite margin potential.
Autodesk (NASDAQ:ADSK), a software firm focused on design and digital creation tools, is set to announce its earnings on Thursday, May 22, 2025. A review of the last five years shows a balanced historical trend: the stock recorded a positive one-day return following earnings announcements in 50% of instances (with a median return of 1.7% and a maximum of 10.3%), while experiencing a negative one-day return in the other 50% (with a median of -6.3% and a maximum of -15.5%).
Beyond analysts' top -and-bottom-line estimates for Autodesk (ADSK), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended April 2025.