Autodesk, Inc. (ADSK)

Over the past six months, Autodesk's stock price has experienced some fluctuations and notable events. As of July 18, 2025, the share price was $296.84, representing a 22.43% increase over the past year. In May 2025, Autodesk announced its fiscal 2026 first-quarter results and presented at an investor conference. On May 15, 2025, Johnson Fistel, PLLP initiated an investigation into Autodesk on behalf of shareholders. In March 2025, Autodesk issued a statement in response to comments by Starboard Value LP, highlighting strong financial performance and defending against what it called a 'self-serving campaign' by Starboard. In February 2025, Autodesk announced a workforce reduction of approximately 9% as part of an optimization phase. In November 2024, Autodesk's shares fell after the company announced a CFO change, following an audit committee report about the company's accounting practices, but reported better-than-expected adjusted profit and sales for Q3 fiscal 2025. Citi updated its financial model for Autodesk in September 2024, increasing its price target to $325.00. Autodesk's stock has shown a 6.12% increase over the last 30 days (as of July 22, 2025), but a -0.78% change over the last six months.

Autodesk's revenue and billings can be influenced by seasonal factors. Historically, the fourth quarter has shown strong maintenance billings. Cash flow from operating activities can also see sequential increases due to seasonal changes in deferred revenue. Billings have been noted to be affected by seasonal factors. The company's transition to a subscription model aims to provide predictable recurring revenue streams.

Autodesk, Inc. is a multinational software corporation providing 3D design, engineering, and entertainment technology solutions, operating primarily as a SaaS provider for professionals across various industries. Its extensive product portfolio serves the architecture, engineering, construction (AEC), product design and manufacturing (PD&M), and media and entertainment (M&E) industries. Flagship products include AutoCAD, Revit, Fusion 360, Maya and 3ds Max, Autodesk Construction Cloud, Inventor, AutoCAD Civil 3D, Vault, InfraWorks, Navisworks, and Shotgun.

Autodesk is a global company with offices and customers in over 180 countries, headquartered in San Francisco, California, with additional U.S. and Canadian offices. The company's revenue is generated globally, with significant contributions from the Americas, Europe, Middle East, and Africa (EMEA), and Asia Pacific regions. In the three months ended October 31, 2024, the Americas accounted for $705 million in net revenue, EMEA for $580 million, and Asia Pacific for $285 million.

Autodesk maintains strong brand recognition, with products like AutoCAD and Revit being industry standards, and is recognized for innovation. In May 2025, Autodesk unveiled a refreshed brand. The company has been actively promoting sustainable design practices and has set internal goals for reducing its environmental footprint. Autodesk was ranked fourth on Barron's 2021 list of the 100 most sustainable companies and received a perfect score on the HRC Corporate Equality Index in 2021. A significant event impacting reputation was the public dispute with Starboard Value LP in March 2025. In November 2024, an audit committee report regarding the company's accounting practices led to a CFO change, which could have temporarily impacted reputation.

Autodesk's ownership is predominantly held by institutional investors, with approximately 87.81% of shares held by them. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp, Geode Capital Management, LLC, Capital World Investors, Loomis Sayles & Co L P, Ninety One UK Ltd, and Fmr Llc. Individual ownership includes company insiders and retail investors, with Eminence Capital LP being the largest individual shareholder. Insiders hold approximately 13.27% of the stock.