Autodesk, Inc. (ADSK)

Autodesk's stock has been influenced by several events in the past six months. Strong Q3 results were reported, with revenue increasing by 18% year-over-year to $1.85 billion and earnings per share of $2.67. Positive analyst sentiment followed the strong Q3 results. However, the shares have been under pressure due to a broader market rotation out of technology stocks. Negative sentiment on enterprise software and a modest decline in billings reported by architecture firms have contributed to a negative stock outlook. Uncertainties surrounding leadership transitions and lower-than-anticipated sales and margin growth have compounded risks for Autodesk. Over the past year, ADSK has delivered a -20.17% change, with its 52-week range between $232.67 and $329.09. As of February 6, 2026, the closing price was $240.40.

The provided information does not explicitly detail specific demand seasonality for Autodesk, Inc.'s products and services. However, the Media & Entertainment (M&E) sector has experienced softness due to the lingering effects of the Hollywood strike, which is expected to continue impacting growth in that segment, suggesting that external industry-specific events can influence demand for Autodesk's products in certain sectors.

Autodesk, Inc. is a multinational software corporation providing design and make software and services across various industries, including architecture, engineering, and construction (AEC), product design and manufacturing (PD&M), media, education, and entertainment. The company's mission is to empower individuals to imagine, design, and create a better world through its digital design and fabrication technologies. Autodesk's product portfolio includes AutoCAD, Revit, Maya, 3ds Max, Fusion 360, Inventor, Civil 3D, BIM 360, PlanGrid, Shotgun, InfraWorks, Vault, CFD, Moldflow, VRED, Product Design & Manufacturing Collection, Autodesk Construction Cloud, and Autodesk 360 cloud services. The company generates revenue primarily through software subscriptions and services, operating on a subscription-based business model.

Autodesk is headquartered in San Francisco, California, with offices located worldwide, including in the U.S. (California, Oregon, Colorado, Texas, Michigan, New Hampshire, and Massachusetts) and Canada (Ontario, Quebec, Alberta, and British Columbia). The company generally experiences consistent momentum across its various geographies, but some softness has been observed in the Asia Pacific region due to Japan's transition to a new transaction model and the exposure of China and Korea to macroeconomic and trade discussions.

Autodesk maintains a strong brand reputation and is recognized for its brand power and position as the "default choice" in its space. The company is seen as an "evergreen" company with a highly enviable recurring revenue SaaS model and continuing good revenue growth. Autodesk has been successful in expanding its AI capabilities into the architecture, engineering, and construction (AECO) vertical and through AutoCAD. Autodesk has been recognized on several Forbes lists for 2025 and 2026, including America's Best Companies (IT Software & Services), America's Best-In-State Companies (Prepackaged Software), America's Dream Employers (IT Software & Services), World's Top Companies for Women (IT Software & Services), and World's Best Employers (IT Software & Services). The Hollywood strike has caused softness in the Media & Entertainment (M&E) sector and is expected to continue impacting growth in this segment.

Autodesk's stock ownership is primarily held by institutional investors, who own approximately 52.63% to 64.27% of the company's stock. Public companies and individual investors hold a significant minority, estimated around 35.50% to 47.18% of the shares. Insiders own a smaller portion, around 0.19%. Major institutional holders include BlackRock, Inc., The Vanguard Group, Inc., and State Street Global Advisors, Inc. Hedge funds such as Elliott Investment Management and Starboard Value have been actively pushing for operational and structural changes within the company in 2025.