Autodesk, Inc. (ADSK)

In the past six months, Autodesk's stock has experienced some fluctuations, with a share price of $276.02 as of January 9, 2026, representing a decline of 3.09% from January 13, 2025. Analysts generally maintain a "Moderate Buy" consensus rating for ADSK, with an average price target of $369.59. Key financial events impacting the stock include Q3 Fiscal Year 2025 earnings, where Autodesk reported $2.67 earnings per share, beating analysts' estimates, and Q4 Fiscal Year 2026 guidance, where the company forecast revenue and profit above Wall Street estimates. Recent insider trades include Andrew Anagnost and Ayanna MacCalla Howard disposing of shares.

Autodesk's demand for its products and services generally exhibits stability, with consistent underlying demand rather than pronounced seasonality. The company's business model, which largely relies on recurring revenue from subscription plans, contributes to this stability. Demand had stabilized as clients adjusted to a new normal of rapidly changing trade policies. Steady demand trends have been observed in data center construction, infrastructure upgrades, and industrial building projects. While macroeconomic and one-off factors impacted new business growth in fiscal year 2024 and modestly affected revenue growth in fiscal year 2025, the overall end-market demand has remained fairly consistent.

Autodesk, Inc. is a global leader in design and engineering software, providing innovative products and services across various industries, including architecture, engineering, construction, manufacturing, media, education, and entertainment. Its major products include AutoCAD, Revit, Fusion 360, Maya, 3ds Max, Civil 3D, Autodesk Construction Cloud, Inventor, and ShotGrid. Autodesk has transitioned to a high-margin subscription platform, with recurring revenue from subscription plans accounting for approximately 97% of its total revenue in fiscal year 2025.

Autodesk maintains a widespread global presence with its headquarters in San Francisco, California, USA, and offices worldwide. In fiscal year 2025, the Americas region represented the largest share of Autodesk's revenue at 44.3%, followed by EMEA at 37.63%, and Asia Pacific at 18.07%. EMEA also experienced the highest revenue growth for Autodesk in 2025 compared to 2024, with a growth of +12.98%.

In the past year, Autodesk has undertaken a significant brand transformation and navigated evolving sentiments around artificial intelligence. In May 2025, Autodesk launched "Let There Be Anything," a global campaign celebrating the ingenuity of its customers. Autodesk's 2025 State of Design & Make report revealed shifting sentiments towards AI, with enthusiasm cooling and talent shortages for the right technical skills. In 2020, architecture companies criticized Autodesk's development of Revit, citing a lack of pace in development despite escalating fees and complex licensing structures.

Autodesk's stock ownership is primarily held by institutional investors, who hold a significant majority of the outstanding shares, approximately 90.24%. Major institutional owners include The Vanguard Group, BlackRock Institutional Trust, and State Street Investment Management. Individual investors hold a significant minority, estimated around 35.50% of the shares, while insiders own approximately 0.19% of the company's stock.