Autodesk Q2: Unstoppable In The Medium-Term
Autodesk continues to deliver accelerating revenue growth, benefiting directly from AI adoption and maintaining a dominant market position. Recent results beat expectations, with FQ2 2026 revenue up 17% year-over-year and EPS exceeding analyst forecasts by $0.17. Despite a post-earnings stock surge and somewhat premium valuation, I see ADSK as a Buy due to sustained double-digit growth and operational improvements.
Autodesk: New Growth Is Unstoppable
Autodesk boasts a nearly impenetrable moat, a strong balance sheet, high margins, and consistent growth, making it a top-tier vertical software company. The transition to an annual subscription model and direct sales enhances recurring revenue and operating leverage, supporting long-term growth. AI is currently more of an integration opportunity than a threat, further strengthening Autodesk's competitive position and product relevance.
What Moved Markets This Week
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Autodesk Q2 Earnings & Revenues Surpass Estimates, Both Rise Y/Y
ADSK posts a strong Q2 with earnings and sales beating estimates, fueled by AECO growth, enterprise deals and Autodesk Store momentum.
Autodesk, Inc. (ADSK) Q2 2026 Earnings Call Transcript
Autodesk, Inc. (NASDAQ:ADSK ) Q2 2026 Earnings Conference Call August 28, 2025 5:00 PM ET Company Participants Andrew Anagnost - President, CEO & Director Janesh Moorjani - Executive VP & Chief Financial Officer Simon Mays-Smith - Vice President of Investor Relations Conference Call Participants Adam Charles Borg - Stifel, Nicolaus & Company, Incorporated, Research Division Elizabeth Mary Elliott Porter - Morgan Stanley, Research Division Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division Jason Vincent Celino - KeyBanc Capital Markets Inc., Research Division Jay Vleeschhouwer - Griffin Securities, Inc., Research Division Joseph D. Vruwink - Robert W.
Autodesk raises annual forecasts on growing software demand, shares rise
Autodesk raised its annual revenue and profit forecasts on Thursday, betting on growing demand for its design and engineering software, sending its shares surging around 12% in extended trading.
GTM or ADSK: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Internet - Software sector might want to consider either ZoomInfo (GTM) or Autodesk (ADSK). But which of these two stocks offers value investors a better bang for their buck right now?
ADSK Set to Report Q2 Earnings: What's in Store for the Stock?
ADSK heads into Q2 earnings with momentum from strong Q1 growth and steady demand despite macro headwinds.
Autodesk: How Will ADSK Stock React To Its Upcoming Earnings?
Autodesk (NASDAQ:ADSK), a software company focused on design and digital creation tools, is set to release its earnings on Thursday, August 28, 2025. A review of the past five years shows a slightly positive bias: the stock delivered a positive one-day return after earnings in 53% of instances (with a median of 1.4% and a maximum of 10.3%).
Countdown to Autodesk (ADSK) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Autodesk (ADSK), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2025.
Autodesk (ADSK) Rises Yet Lags Behind Market: Some Facts Worth Knowing
In the closing of the recent trading day, Autodesk (ADSK) stood at $290.23, denoting a +1.46% move from the preceding trading day.
Autodesk (ADSK) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Autodesk (ADSK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
