NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-08-31
Reading ADSK? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Warn: Primary pillar under pressure — Operating margin near 28%: 29.3% vs 28% target.
Autodesk keeps growing revenue about 13% a year. Profit margin rose from 22% to 28%. Free cash flow is strong near $2.76 billion. The MaintainX acquisition supports future growth.
Near-term profit margin may weaken due to MaintainX costs. The recent selloff shows investor worries. Growth could slow below expectations.
The price is about 20% below our fair value near $264. Analysts expect about 13% revenue growth. Our fair value is 14% below the Street median, reflecting cautious optimism.
Breaks if: Free cash flow falls below $2.26B next year
Breaks if: MaintainX causes sustained profit margin decline or guidance cut
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on growth through acquisitions and operational improvements. The current thesis state is intact, despite some recent volatility in management execution and sector headwinds.
The market currently reflects a neutral valuation, with expectations slightly below what is justified based on recent performance. There is a low fragility tier, suggesting that the stock is not overly sensitive to negative news at this time.
Fundamentals are likely to show continued strong revenue growth, as management has consistently emphasized this priority. However, there is an elevated risk due to recent earnings misses, which could impact credibility and future guidance.
The thesis hinges on the performance of sector bellwethers like SAP, CRM, and NOW, which could influence ADSK's growth trajectory. Additionally, successful integration of the MaintainX acquisition and sustained improvements in sales and marketing will be crucial.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. Strong revenue growth and raised guidance support revenue objectives. The company beat earnings expectations, indicating solid performance. There are no new threats identified that could weaken this outlook.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Autodesk plans to acquire MaintainX to advance its unified platform in operations.
Breaks if: Operating margin falls below 22% next year
Breaks if: YoY revenue growth falls below 12.8% next year
Autodesk plans to acquire MaintainX to advance its unified platform in operations.
In the next 1 to 3 years, ADSK's performance will depend on its ability to navigate sector challenges while executing on its growth strategies. Not investment advice.
