How The Autodesk (ADSK) Investment Narrative Is Shifting On Mixed Analyst Signals
View original at finance.yahoo.comHow The Autodesk (ADSK) Investment Narrative Is Shifting On Mixed Analyst Signals Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide…
What we drew from this source
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Autodesk is among Buy rated enterprise software names well positioned to embed AI within core products
60% confidenceStrong Q4 results and FY27 guidance came in better than initial expectations, supporting Autodesk's execution
60% confidenceRevenue expectation of $8.1b to $8.17b for fiscal year ending January 31, 2027
60% confidencePrice targets have been reset lower from prior levels reflecting more cautious sector multiples and expectations
60% confidenceGAAP EPS guidance of $1.68 to $1.83 for quarter ending April 30, 2026
60% confidenceBroadly constructive customer feedback and Autodesk compares favorably with Bentley
60% confidencePrice targets have been reset lower from prior levels reflecting more cautious sector multiples and expectations
60% confidenceAutodesk's model fair value sits at US$331.62, with this update leaving that central price target estimate unchanged
60% confidencePrice targets have been reset lower from prior levels reflecting more cautious sector multiples and expectations
60% confidenceGAAP operating margin expectation of 26% to 28% for fiscal year ending January 31, 2027
60% confidenceStrong Q4 results and FY27 guidance came in better than initial expectations, supporting Autodesk's execution
60% confidencePrice targets have been reset lower from prior levels reflecting more cautious sector multiples and expectations
60% confidenceWeaker software sentiment and increased sensitivity to AI headlines
60% confidenceWeaker software sentiment and increased sensitivity to AI headlines
60% confidenceProgress toward longer term margin targets and operating margin expansion reinforces confidence in profitability potential
60% confidenceMore guarded stance on Autodesk warranting downgrade
60% confidenceRevenue guidance of $1,885m to $1,900m for quarter ending April 30, 2026
60% confidencePrice targets have been reset lower from prior levels reflecting more cautious sector multiples and expectations
60% confidencePrice targets have been reset lower from prior levels reflecting more cautious sector multiples and expectations
60% confidenceMaintains Overweight or Outperform rating with targets in mid US$300s range
60% confidencePrice targets have been reset lower from prior levels reflecting more cautious sector multiples and expectations
60% confidenceMaintains Overweight or Outperform rating with targets in mid US$300s range
60% confidenceMaintains Overweight rating with targets in mid US$300s range
60% confidenceGAAP EPS expectation of $7.76 to $8.39 for fiscal year ending January 31, 2027
60% confidenceProgress toward longer term margin targets and operating margin expansion reinforces confidence in profitability potential
60% confidenceProgress toward longer term margin targets and operating margin expansion reinforces confidence in profitability potential
60% confidenceGoogle's Flow software infringes Autodesk's 'Flow' trademark related to AI enabled tools for visual effects, production management, and content creation
60% confidenceStrong Q4 results and FY27 guidance came in better than initial expectations, supporting Autodesk's execution
60% confidence
Data points we hold from this source
| Citigroup Inc. · price target | 331 USD |