Autodesk (ADSK)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-07-07
$212.38+2.33%
Close 2026-07-07 · 1-day change
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Track ADSK free→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
Autodesk plans to acquire MaintainX to advance its unified platform in operations.
Breaks if: Operating margin falls below 22% next year
Autodesk aims to enhance its operating margin through strategic initiatives.
Stated in 5 of last 5 quarters. GAAP Operating Margin increased from 22% in 2025-Q4 to 28% in 2026-Q2. The trajectory indicates delivering on margin enhancement initiatives, aligning with management's strategic focus.
Breaks if: YoY revenue growth falls below 12.8% next year
Autodesk plans to acquire MaintainX to advance its unified platform in operations.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“GAAP Operating Margin 28%, Non-GAAP Operating Margin 39%.”
“GAAP Operating Margin 22%, Non-GAAP Operating Margin 38%.”
“GAAP Operating Margin 22%, Non-GAAP Operating Margin 37%.”
“GAAP Operating Margin 25%, Non-GAAP Operating Margin 38%.”
“GAAP Operating Margin 23%, Non-GAAP Operating Margin 37%.”