Autodesk, Inc.(ADSK)Stock Analysis
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Rank #103 of 2,879 stocksTOP 5%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ADSK Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Autodesk, Inc. (ADSK), a Technology sector company. 13F Pro's AI-powered ranking engine scores ADSK at 76.4/100 on a 32-signal composite quality model, placing it at rank #103 of 2,879 stocks — the top 5% of the AI-ranked universe. ADSK scores in the top quartile across balance sheet strength (87.4), free cash flow (87.0), revenue scale (83.0). Shareholder dilution risk is elevated at 16.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Autodesk, Inc. reports quarterly revenue of $1.9B, net income of $491.0M, an operating margin of 28.0%. Top institutional holders of ADSK by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. ADSK trades on the Nasdaq exchange and files with the SEC under CIK 769397. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ADSK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Autodesk, Inc. directly from SEC EDGAR. Autodesk, Inc.'s 13F Pro composite quality score has ranged between 8 and 82 since 2021, currently 76.4 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving ADSK's Business? Latest 10-Q Breakdown
✓ 22/22 datapoints verifiedAI-extracted from Autodesk, Inc.'s 10-Q filed 2026-05-29 — Q1 FY2027 (quarter ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Total revenue grew 18% to $1.93B, driven by 19% subscription revenue growth; net income surged to $491M from $152M in the prior year quarter.
Biggest Revenue Drivers
Total revenue: $1,934M+18% YoY
Increase primarily due to growth in subscriptions from existing customer base.
Other revenue remained relatively flat period over period.
Largest Expense Items
Increase primarily due to increase in cloud hosting costs and employee-related costs.
Increase due to higher sales commissions to Solution Providers, partially offset by lower employee-related costs.
Increase in employee-related costs from higher headcount and cloud hosting costs, partially offset by lower stock-based compensation.
Costs remained flat period over period.
Margins: Gross profit margin improved to 91% (from 90% in prior year) driven by higher subscription revenue mix and operating leverage. Operating income surged to $541M from $233M due to strong revenue growth, lower restructuring charges, and gross margin expansion.
Watch Items from the Filing
- TD Synnex concentration declined to 9% of revenue in Q1 FY2027 from 20% in Q1 FY2026, reflecting shift to direct sales channels and reduced distributor dependency.
- Announced $3.6B acquisition of MaintainX on May 28, 2026, contingent on regulatory approval and expected to close in fiscal 2027; will be funded with debt and available cash.
- Remaining performance obligations (RPO) decreased 6% to $7.81B; current RPO declined 2% to $5.38B, indicating potential softening in near-term billing trajectory.
- Ongoing securities litigation with court dismissal granted Jan 26, 2026; plaintiffs appealed on March 12, 2026, and filed opening brief May 27, 2026; financial exposure cannot be reasonably estimated.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2027
$1.9B
Net Income
Q1 2027
$491.0M
Free Cash Flow
Q1 2027
$876.0M
Operating Margin
Q1 2027
28.0%
D/E Ratio
Q1 2027
0.78
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+32.1% YoYNet Income
-31.9% YoYOperating Income
+57.2% YoYEPS (Diluted)
-30.5% YoYTotal Assets
+29.6% YoYTotal Debt
+39.4% YoYOp. Cash Flow
+44.1% YoY| Metric | FY 2023 | FY 2021 | FY 2020 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|
| Revenue | $5.00B +32.1% | $3.79B +15.7% | $3.27B +59.2% | $2.06B +1.3% | $2.03B -18.9% | $2.50B |
| Net Income | $823.0M -31.9% | $1.21B +463.2% | $214.5M +137.8% | $-566.9M +2.6% | $-582.1M -76.1% | $-330.5M |
| Operating Income | $989.0M +57.2% | $629.0M +83.4% | $343.0M +167.4% | $-509.1M -1.9% | $-499.6M -38530.8% | $1.3M |
| EPS (Diluted) | $3.78 -30.5% | $5.44 +466.7% | $0.96 +137.2% | $-2.58 +1.1% | $-2.61 -78.8% | $-1.46 |
| Total Assets | $9.44B +29.6% | $7.28B +17.8% | $6.18B +50.2% | $4.11B -14.3% | $4.80B -13.0% | $5.52B |
| Total Debt | $2.30B +39.4% | $1.65B -21.4% | $2.10B +32.4% | $1.59B +45.2% | $1.09B -26.6% | $1.49B |
| Operating Cash Flow | $2.07B +44.1% | $1.44B +1.5% | $1.42B +157133.3% | $900.0K -99.5% | $169.7M -59.0% | $414.0M |
AI Insight: ADSK Financial Trends
Revenue growth accelerating to double digits while operating margins expand and leverage remains stable despite debt increase.
• Revenue grew 17.5% YoY from Q2 2025 ($1,633M) to Q2 2026 ($1,934M); sequential growth sustained across all recent quarters.
• Operating margin expanded from 14.3% in Q2 2025 to 28.0% in Q2 2026; Op Income reached $541M, highest in dataset.
• Net Income surged to $491M in Q2 2026, +223% from Q2 2025's $152M; driven by margin expansion and operational efficiency.
• Debt-to-equity ratio stable at 0.78x in Q2 2026 despite debt rising to $2,500M; equity grew 22% since Q2 2025.
⚠ Operating cash flow declined to $893M in Q2 2026 from $989M in Q1 2026, signaling potential working capital pressure.
⚠ Q2 2025 net income dipped to $152M amid operating margin compression to 14.3%, lowest profitability in 18 months.
AI Insight: ADSK Ratio Trends
Q2 2026 shows explosive margin and return expansion, with OpMargin jumping to 28.0% and ROIC reaching 38.0%, suggesting a strong operational inflection after Q2 2025's trough.
• OpMargin rebounded sharply: 14.3% in Q2 2025 → 28.0% in Q2 2026, a 1,370bp swing. NPM also jumped from 9.3% to 25.4%.
• ROIC accelerated to 38.0% in Q2 2026 from 18.9% in Q2 2025, signaling improved capital efficiency and competitive positioning.
• Leverage declined: D/E fell from 0.93 in Q3 2024 to 0.78 in Q2 2026, reducing financial risk over two years.
⚠ Q2 2026 metrics (28.0% OpMargin, 38.0% ROIC) are notably higher than TTM (25.1%, 33.1%), suggesting strong seasonality or one-time items in this quarter.
⚠ Q2 2025 represented a significant profit dip (14.3% OpMargin, 18.9% ROIC). Monitor whether recovery is sustainable or cyclical.
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Top Institutional Holders of ADSK
BlackRock, Inc.
$5.3B21,930,594 shVANGUARD CAPITAL MANAGEMENT LLC
$3.3B13,780,084 shSTATE STREET CORP
$2.4B9,983,551 shVANGUARD PORTFOLIO MANAGEMENT LLC
$2.1B8,687,613 shGEODE CAPITAL MANAGEMENT, LLC
$1.4B5,825,938 shLOOMIS SAYLES & CO L P
$1.4B5,740,231 shFMR LLC
$1.2B5,038,067 shNinety One UK Ltd
$963.7M4,025,659 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$836.9M3,419,138 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$752.8M3,144,627 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $5.3B | 21,930,594 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3B | 13,780,084 |
| STATE STREET CORP | $2.4B | 9,983,551 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 8,687,613 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 5,825,938 |
| LOOMIS SAYLES & CO L P | $1.4B | 5,740,231 |
| FMR LLC | $1.2B | 5,038,067 |
| Ninety One UK Ltd | $963.7M | 4,025,659 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $836.9M | 3,419,138 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $752.8M | 3,144,627 |
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Is ADSK a good stock to buy?
13F Pro's AI-powered analysis of Autodesk, Inc. (ADSK) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ADSK are available on the ADSK stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ADSK?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ADSK. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Autodesk, Inc.'s investment landscape.