Autodesk, Inc. (ADSK)

Autodesk's stock price has increased by 24.12% in the past six months. Key events impacting the stock include a strong Q1 FY26 earnings report, positive analyst sentiment with an average price target of $335, share repurchase programs, and engagement with Starboard Value LP. The company reported strong financial results for the first quarter of fiscal year 2026, with revenue increasing 15% year-over-year to $1.633 billion and billings surging 29% to $1.434 billion. Autodesk has been actively managing its capital through share repurchase programs, having repurchased 1,694 thousand shares at an average price of $262.15 per share during the nine months ended October 31, 2024.

Autodesk's subscription-based model aims to reduce traditional demand seasonality by providing predictable recurring revenue. The company's revenue is primarily driven by subscriptions and Enterprise Business Agreements, and leadership is focused on expanding solutions to meet growing demand for its products and services.

Autodesk, Inc. is a global leader in design and engineering software, operating within the technology sector. The company provides innovative solutions for professionals across various industries, including architecture, engineering, construction (AEC), product design and manufacturing (PD&M), and media and entertainment (M&E). Autodesk primarily generates revenue through subscriptions for its extensive suite of software products. Its major products include AutoCAD and AutoCAD LT, Revit, Fusion 360, Autodesk Construction Cloud, Civil 3D, Maya and 3ds Max, Inventor, and Shotgun.

Autodesk operates globally, serving customers and maintaining offices in over 180 countries. The company's revenue is segmented across the Americas, EMEA, and APAC regions. In the three months ended October 31, 2024, the Americas accounted for $705 million in net revenue, EMEA contributed $580 million, and Asia Pacific generated $285 million. Both the Americas and EMEA regions showed strong growth of 17% year-over-year in Q1 FY26, while APAC grew at 6% (or 11% in constant currency).

Autodesk has a strong brand reputation as a leader in design and engineering software, with past recognition for sustainability efforts and as a great place to work. However, recent sentiment around AI, a key technology for Autodesk, shows cooling enthusiasm and declining trust, which could indirectly influence the company's brand perception.

Institutional investors hold a significant stake in Autodesk, Inc., accounting for approximately 92.40% of the company's shares, with around 2,937 institutional holders. Major institutional owners include Vanguard Group Inc., BlackRock Fund Advisors, and State Street Global Advisors, Inc. Among individual/insider shareholders, Eminence Capital LP and Sachem Head Capital Management LP are significant holders.