Autodesk news

Autodesk is featured as a strategic partner with deep integration capabilities through the new Autodesk Forma Data Management AI Connector. The partnership demonstrates Autodesk's ecosystem strength and positions its tools as central to AEC workflows powered by AI.

ADSK has a #3 Hold Zacks Rank with higher valuation multiples (forward P/E of 16.81, PEG of 1.07, P/B of 13.12) and a C Value grade, indicating it is less attractive as a value investment compared to EGHT.

Autodesk applications (Revit, AutoCAD, Navisworks, Civil 3D) are prominently featured in the training initiative, which increases user adoption and proficiency with Autodesk products among Canadian contractors.

Autodesk exceeded both revenue and EPS expectations with strong year-over-year growth of 16.1% in revenue and 25.95% in EPS. Subscription revenue grew 17.7% YoY, and the company beat analyst estimates across multiple product families including AECO (+17.2%) and AutoCAD (+13.6%). The stock has outperformed the S&P 500 over the past month (+3.9% vs +3.7%).

While Autodesk beat both EPS and revenue estimates with a 5.77% earnings surprise and has consistently surpassed estimates over four quarters, the stock has significantly underperformed the market year-to-date (-13.9% vs S&P 500 +12.1%). The Zacks Rank #3 (Hold) rating and mixed estimate revision trends suggest near-term performance aligned with the market, not outperformance.

Autodesk has a Zacks Rank #3 (Hold) with higher valuation multiples (forward P/E of 20.17, PEG ratio of 1.20, P/B ratio of 16.86) and a weaker Value grade of D, positioning it as less attractive for value investors compared to DocuSign.

Autodesk Forma is positioned as the beneficiary of this integration, becoming the system of record for field reports. The partnership expands Forma's utility and appeal to construction teams, with Autodesk's director endorsing the solution as reducing repetitive tasks.

Mentioned only as a source of industry research data showing that while companies are investing in AI, only 40% are achieving their goals. This is contextual information rather than news about Autodesk's performance.

Autodesk recorded its first revenue decline in Q2 2026 due to sales team reorganization, but management raised full-year guidance to $8.5 billion, indicating confidence in recovery. The company maintains solid fundamentals with 25% net income margins and strategic partnerships, though recent performance shows weakness.

Despite beating earnings estimates on both top and bottom lines and raising full-year guidance, the stock fell 3.84% in after-hours trading. This disconnect between strong financial results and negative price action suggests investor disappointment, possibly due to expectations not being met or concerns about future growth prospects despite the positive guidance.

Mentioned as a peer with positive fundamentals including new business growth and strong subscription renewal rates. However, noted as requiring substantial capital deployment for cloud infrastructure and AI integration, which could impact near-term profitability.

Extended Construction IQ platform with prediction-based safety and scheduling risk analytics in 2025, positioning itself as a leader in AI-powered construction management solutions.

Reported Q1 earnings of $2.99 per share beating consensus of $2.84, and revenue of $1.93B exceeding estimates of $1.89B.

Acquiring MaintainX for $3.6 billion to expand software capabilities in maintenance tools, though stock down 4.70% possibly due to deal financing concerns.

Fell nearly 9% despite beating on EPS and raising guidance, as investors balked at its $3.6 billion all-cash acquisition of MaintainX

Design and engineering software company supporting digital twin adoption in architecture, construction, and infrastructure projects

Down 18% YTD with recent Citi downgrade, but core cloud-based design software business remains resilient. AI is a tailwind rather than threat. Trading at discount with 34% upside potential and best-in-class profitability metrics (26.7% ROIC, 39.7% ROE). Analyst consensus is Buy.

Despite AI concerns, showing no financial deterioration with 18% YoY revenue growth and expanding operating margins. Complex software with physics simulations and building code integration difficult to disrupt. 200% cumulative revenue growth over 10 years. Trading at reasonable 18x trailing free cash flow with strong long-term growth prospects.

Project Genie's 2D-to-3D conversion technology could impact 3D modeling tools, but the technology is still limited and Autodesk's broader suite provides defensibility.