Overall, while the majority of recent research signals confidence in Autodesk’s execution, long-term growth, and profit potential, a few firms point to the need for caution in a still-uncertain market environment. The upward revisions in valuation targets underscore strong sentiment, yet investors should be mindful of balancing these positives with ongoing market risks and analyst reservations.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• Autodesk raised its full-year outlook and now expects revenue between $7,150 million and $7,165 million, with GAAP earnings per share from $5.16 to $5.33 for the fiscal year ending January 31, 2026.

• The company provided guidance for its upcoming fourth quarter, projecting revenue of $1,901 million to $1,917 million and GAAP earnings per share between $1.40 and $1.57.

• A partnership with L&T Technology Services was announced to advance AI-driven digital transformation in manufacturing. This collaboration will integrate Autodesk’s solutions into LTTS’s Center of Excellence in Vadodara and establish a regional hub for innovation in digital plant design.

• Autodesk launched its first Team USA campaign, celebrating its role as Official Design and Make Platform for the LA28 Olympic and Paralympic Games. The campaign spotlights athletes who are driving innovation within and beyond the sporting arena.

• The Fair Value Estimate has risen slightly from $363.71 to $364.52, reflecting marginally higher intrinsic valuation.

• The Discount Rate has increased from 8.39% to 8.51%, indicating a modestly higher required rate of return.

• The Revenue Growth projection has climbed from 12.06% to 12.70%, which points to improved growth expectations.

• The Net Profit Margin is up from 20.96% to 22.59%, which signals anticipated expansion in profitability.

• The Future P/E Ratio has fallen significantly from 49.22x to 43.29x, which suggests a more attractive forward valuation relative to earnings.

Narratives are stories that investors create to explain a company’s outlook, linking what’s happening with the business to concrete estimates of future revenue, earnings, and fair value. On Simply Wall St’s Community page, millions of investors use Narratives to connect company stories to numbers, track fair value versus price, and get automatic updates as new information arrives. It is a smarter, accessible way to know when to buy or sell, made effortless and dynamic by our platform.

Check out the full Narrative on Autodesk to stay in the loop on:

• How expanding cloud and AI-powered SaaS offerings are building recurring revenue and profit margins in Autodesk’s core markets.

• The impact of strategic acquisitions and sustainability initiatives driving product ecosystem growth and positioning Autodesk at the center of digital transformation.

• The latest take on risks, from rising competition and regulatory shifts to evolving customer needs, and how these could affect Autodesk’s long-term valuation.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include ADSK.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com