Autodesk (ADSK)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-15
$226.50-1.06%
Close 2026-09-15 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-15
Research Workspace
Put ADSK beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating margin near 28%: 29.3% vs 28% target.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 13%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskADSK's growth relies on sustaining strong revenue and billings growth. Revenue grew 16% year over year, and the latest quarter beat expectations. It trades at 24× P/E versus a peer median of 28×. This suggests the price reflects less growth than expected. The primary risk is a potential credibility hit if ADSK cuts guidance after recently raising it. Peer multiples imply a price about 12% above where it trades. Our read remains intact.
Trailing returns as of 2026-09-15. ADSK is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 37 analysts currently covering ADSK (as of Sep 2026).
Based on 15 Wall Street analysts offering 12-month price targets for ADSK in the last 4 months.
Continue this research
Compare ADSK with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ADSK Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ADSK next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Sustain strong revenue and billings growth
Fiscal 2027 guidance below expectations threatens revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $226.50
The last 12 months of price, then the range of analyst 12-month targets from today’s $226.50.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Sustain strong revenue and billings growth
Fiscal 2027 guidance impacts revenue growth expectations.
Threatens: Sustain strong revenue and billings growth
Softer Q3 profit outlook challenges strong revenue growth objective.
Advances: Sustain strong revenue and billings growth
Earnings beat indicates strong revenue growth performance.
Advances: Sustain strong revenue and billings growth
Strong revenue growth aligns with management's growth objectives.
Advances: Sustain strong revenue and billings growth
Strong revenue growth and raised guidance support revenue objectives.
Advances: Sustain strong revenue and billings growth
Key metrics indicate ongoing revenue strength.
Concerns about future guidance could impact growth.
