| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 40 | 28.3x | 17.6x | Bottom tier | |
Growth | 81 | 17.9% | 7.1% | Top tier | |
Quality | 98 | 25.1% | 4.5% | Top tier | |
Safety | 75 | — | 2.6x | Top tier | |
Capital Return | 26 | 0.00% | 2.15% | Bottom tier | |
Momentum | 24 | -22.5% | 2.3% | Bottom tier | |
Sentiment | 92 | 19 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Autodesk develops a software platform that connects design, manufacturing, construction, and operations through a unified data flow, aiming to transform project information into “project intelligence” that extends throughout the asset lifecycle. Its business model is based primarily on subscriptions, while expanding consumption-based usage through Flex, APIs, and automated usage; it delivers its capabilities through the Fusion, Forma, and Flow industry clouds, alongside products such as Vault and Tandem. The acquisition of MaintainX, completed on August 3, 2026, also added an entry point into asset operations and maintenance and connected actual performance with design and construction data.
In Q2 of fiscal year 2027, revenue according to EDGAR data was approximately $2.0 billion, gross profit was $1.9 billion, net income was $492 million, and GAAP earnings per share were $2.33. The company stated that revenue grew 16% as reported and 14% in constant currency, with the new transaction model contributing approximately two percentage points, while adjusted results showed earnings per share of $3.30 versus $2.62 in the comparable period. Operating margin was 29% on a GAAP basis and 41% on a non-GAAP basis, and free cash flow was $561 million.
Operating momentum in Q2 of fiscal year 2027 came from the AECO segments, particularly construction and emerging markets, and management said the construction business is growing by more than 20%. It also pointed to growth in Fusion users, annual contract value, revenue, and multi-seat purchases, while operations became an additional focus following MaintainX. On a trailing twelve-month basis for fiscal year 2027, revenue was $7.8 billion, gross profit was $7.1 billion, net income was $1.6 billion, and earnings per share were approximately $7.78.
The average analyst price target is $309 within a wide range of $260 to $341, with a consensus “Buy” rating; the average is approximately 6% below the 52-week range high of $329.09, while the highest target exceeds that high. With a 52-week range of $185.50 to $329.09 and a price-to-earnings multiple reported at 39.4 times in an August 27, 2026 analysis, the valuation reflects high expectations for sustained growth and margin improvement, while the fiscal year 2027 Q3 earnings-per-share outlook being below analyst estimates and MaintainX’s pressure on margins remain factors limiting the margin for error.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Revenue according to EDGAR data was approximately $2.0 billion, gross profit was $1.9 billion, and net income was $492 million. GAAP earnings per share were $2.33, while adjusted results showed earnings of $3.30 versus $2.62 in the comparable period. The company reported revenue growth of 16% as reported and 14% in constant currency, while operating margin was 29% on a GAAP basis and 41% on a non-GAAP basis. It also generated free cash flow of $561 million during the quarter.
Autodesk completed the acquisition of MaintainX on August 3, 2026, to expand its platform from design, manufacturing, and construction into asset operations and maintenance. The company expects a contribution of $60 million to fiscal year 2027 second-half revenue and $70 million to billings, with a slight weighting toward Q4. Expansion opportunities include introducing MaintainX to Autodesk’s enterprise accounts, European markets, and the AEC sector after its historical concentration in manufacturing. Conversely, MaintainX was unprofitable at the time of the acquisition, so it pressures operating margin in fiscal year 2027 and adds a full year of costs in fiscal year 2028.
Automated analysis for informational purposes only — not investment advice.
Autodesk integrates artificial intelligence-based automation into subscriptions, and Fusion is among the most advanced products in using the assistant and workflow-level automation. Management said Fusion is recording growth in users, annual contract value, revenue, and multi-seat purchases, and that artificial intelligence features and MCP connectors are tailwinds for this growth. The platform uses Autodesk’s specialized models, such as NeuralCAD, alongside external models, selecting the model based on accuracy, speed, and cost. Over the longer term, the company expects part of monetization to shift from subscriptions to consumption through Flex, automated usage, and APIs.
Autodesk raised its expected revenue range to $8.295–$8.345 billion and its billings range to $8.575–$8.650 billion. It narrowed its free cash flow outlook to $2.725–$2.750 billion after balancing improved core business activity against MaintainX costs and approximately $45 million in transaction expenses. The expected GAAP operating margin range became 25%–27% because of acquisition accounting effects, while non-GAAP margin guidance remained unchanged. The company expects a non-GAAP margin of 39% in fiscal year 2027, modest improvement in fiscal year 2028, and then 41% in fiscal year 2029.
The largest group of EBA agreement renewals is concentrated in Q4 of fiscal year 2027, increasing the dependence of billings on executing renewals within a limited period. The recovery in sales productivity also remained slower in Western Europe through August 27, 2026, compared with the Americas, Asia-Pacific, Eastern Europe, and the Middle East. Reports on August 28, 2026 showed that the fiscal year 2027 Q3 earnings-per-share outlook was below analyst estimates despite the raised annual outlook. In addition, the effect of the new transaction model, which supported fiscal year 2027 revenue growth by approximately 1.5 percentage points, will not recur in fiscal year 2028.
The available insider activity signal is classified as a “Strong Buy,” with net purchases of $1.4 million over three months. The period included three purchases and no recorded sales, with the latest transaction dated June 23, 2026. These data provide a supportive signal alongside the company’s repurchase of 2.1 million shares for $453 million in Q2 of fiscal year 2027. However, operating results, guidance, MaintainX margins, and EBA renewals remain more influential in assessing the financial trajectory than insider activity alone.
