Autodesk, Inc.'s Stock Analysis

Autodesk Announces $3.575 Billion Acquisition of MaintainX

Autodesk, Inc. has entered into a definitive agreement to acquire MaintainX, a modern maintenance and operations solution, for approximately $3.575 billion. The acquisition is aimed at enhancing Autodesk's operations capabilities and integrating MaintainX's services into its unified platform, Autodesk Operations Solutions. The transaction will be financed through a combination of cash on hand and debt financing, which may involve new loans or increased commitments under Autodesk's existing credit facilities. The merger is expected to close later this fiscal year, pending regulatory approvals and customary closing conditions.

MaintainX is projected to generate over $135 million in annualized recurring revenue in 2026, with an anticipated growth rate exceeding 50%. The acquisition aligns with Autodesk's strategy to improve operational workflows and leverage data-driven insights to enhance decision-making processes. The deal is also expected to provide Autodesk with valuable data on asset performance and maintenance activities, further expanding its market presence in operations management. Investors are encouraged to monitor Autodesk's investor relations website for updates and additional information regarding the merger.

May 28, 2026 16:12:14

Autodesk Reports 18% Revenue Growth in First Quarter 2027

Autodesk, Inc. reported an 18% increase in revenue for the first fiscal quarter of 2027, totaling $1.93 billion, with a 16% growth on a constant currency basis compared to the previous year. The company is also in the process of acquiring MaintainX, which is expected to enhance its operational platform. Autodesk's CEO emphasized the importance of integrating artificial intelligence with their existing technology to create more accurate outputs in real-world applications.

The CFO noted that the company is raising its fiscal 2027 guidance, reflecting strong business momentum despite potential disruptions from a sales restructuring. Autodesk's product offerings span various sectors, including architecture, engineering, construction, manufacturing, and media. The company encourages investors to monitor its investor relations website for updates and supplemental information regarding its financial performance.

May 28, 2026 16:14:49

Autodesk Nominates New Director Amid Leadership Change

Autodesk, Inc. announced the nomination of Omar Abbosh as a new independent director for election at the upcoming annual meeting, following the retirement of Stephen Milligan, who will not seek re-election. Abbosh, currently the CEO of Pearson, brings extensive experience from leadership roles at Microsoft and Accenture, focusing on technology and business transformation.

Stephen Milligan will continue to serve on the board until the end of his current term, contributing his financial and executive leadership experience. After the annual meeting, Autodesk's Board will maintain 11 directors, with 10 being independent. The details regarding the nomination will be included in Autodesk's proxy materials to be filed with the SEC.

Apr 24, 2026 16:07:21

Autodesk Reports Fiscal 2026 Fourth Quarter Financial Results

Autodesk, Inc. announced its financial results for the fourth quarter and full fiscal year ended January 31, 2026. The company reported a revenue increase of 19% year-over-year, reaching $1.96 billion. Key performance metrics such as billings, recurring revenue, and net revenue retention rate were highlighted as important indicators of the company’s ongoing business health. Autodesk emphasized the significance of these metrics for investors to monitor the long-term viability of the company.

The release also included non-GAAP financial measures to provide a clearer view of Autodesk's operational performance. These measures exclude various costs such as stock-based compensation and acquisition-related expenses, which management believes do not reflect the core business results. Autodesk encourages investors to consider both GAAP and non-GAAP measures and to review supplementary materials available on its investor relations website for a comprehensive understanding of its financial position.

Feb 26, 2026 16:07:03

Autodesk Announces Workforce Reduction and Restructuring Plan

Autodesk has announced a global restructuring plan that will result in a workforce reduction of approximately 7%, translating to around 1,000 employees, primarily within customer-facing sales functions. This action is part of the company's final phase of its sales and marketing optimization strategy, which aims to enhance operational efficiency and align resources with strategic priorities. The company anticipates incurring pre-tax restructuring charges of approximately $135 million to $160 million, mainly related to employee termination benefits, with most costs expected to be realized during fiscal year 2027.

In addition to workforce reductions, Autodesk is reallocating resources to focus on its strategic initiatives, including advancements in AI and industry cloud capabilities. The company expects to exceed its previously provided guidance for the fourth quarter of fiscal year 2026 and the full year across several financial metrics, including revenue and free cash flow. The restructuring plan is set to be completed by the end of the fourth quarter of fiscal year 2027, subject to local laws and consultation requirements.

Jan 22, 2026 09:00:20

Autodesk Reports 18% Revenue Growth in Third Quarter 2026

Autodesk, Inc. announced its financial results for the third quarter of fiscal 2026, reporting revenue of $1.85 billion, which represents an 18% increase compared to the previous year. The company highlighted strong performance in its Architecture, Engineering, Construction, and Operations (AECO) segment, with billings and up-front revenue exceeding expectations. Autodesk is also raising its full-year guidance based on the current business momentum and stable macroeconomic conditions, despite ongoing uncertainties.

The company utilizes several key performance metrics, including billings, recurring revenue, and net revenue retention rate, to assess its financial health. Autodesk employs non-GAAP financial measures to supplement its financial statements, excluding items such as stock-based compensation and acquisition-related costs, which may not reflect ongoing business performance. Investors are encouraged to review the reconciliation of these non-GAAP measures to GAAP measures for a comprehensive understanding of the company's financial condition.

Nov 25, 2025 16:03:21

Autodesk Reports 17% Revenue Growth in Q2 Fiscal 2026

Autodesk, Inc. reported a revenue increase of 17% for the second fiscal quarter ended July 31, 2025, amounting to $1.76 billion. This growth was 18% when adjusted for constant currency. The company noted strong performance in its Architecture, Engineering, Construction, and Operations (AECO) sector, driven by investments in data centers and infrastructure. Autodesk also raised its full-year guidance, citing strong business fundamentals and favorable foreign exchange conditions.

The company utilizes various key performance metrics, including billings and net revenue retention rate, to assess its recurring business health. Autodesk employs non-GAAP financial measures to provide additional insights into its operational performance by excluding certain expenses, such as stock-based compensation and acquisition-related costs. The SEC and USAO recently concluded their investigations into Autodesk's financial practices without further action, indicating a resolution of past concerns.

Aug 28, 2025 16:03:53

Autodesk Updates on Strategic Priorities and Shareholder Value

On July 14, 2025, Autodesk communicated its commitment to enhancing long-term shareholder value through strategic focuses on cloud services, platform development, and artificial intelligence. The company plans to optimize sales and marketing efforts to improve margins, invest in organic growth, pursue targeted acquisitions, and continue its share repurchase program as free cash flow increases.

The update also highlighted several risks that could impact Autodesk's financial performance, including challenges related to product acceptance, global economic conditions, geopolitical tensions, and competition. The company emphasized the importance of adapting to changes in customer preferences and maintaining operational security, while also noting potential fluctuations in revenue and the impact of their transition to a new billing model for multi-year contracts.

Jul 14, 2025 06:17:15

Autodesk Receives Legal Opinion on Notes Legality

Wilson Sonsini Goodrich & Rosati has issued a legal opinion to Autodesk regarding the legality of certain Notes, dated June 6, 2025. A copy of this opinion has been filed as Exhibit 5.1 in the company's report.

The report also includes a section on financial statements and exhibits, confirming compliance with the Securities Exchange Act of 1934. The document has been signed by Janesh Moorjani on the same date, June 6, 2025.

Jun 06, 2025 16:11:56

Autodesk Reports 15% Revenue Growth in Q1 Fiscal 2026

Autodesk, Inc. announced its financial results for the first quarter of fiscal 2026, reporting a revenue increase of 15% year-over-year, amounting to $1.6 billion. Billings also saw a significant rise of 29%, totaling $1.434 billion. The company's GAAP operating margin was reported at 14%, while the non-GAAP operating margin increased to 37%. Free cash flow for the quarter was $556 million, reflecting a 14% increase compared to the previous year. Revenue growth was driven by strong performance across various product families, particularly in the Architecture, Engineering, Construction, and Operations sector, which grew by 20% year-over-year. 

The company provided guidance for the second quarter, expecting revenue between $1.720 billion and $1.730 billion, with GAAP EPS projected between $1.37 and $1.46, and non-GAAP EPS between $2.44 and $2.48. For the full fiscal year, Autodesk anticipates total revenue in the range of $6.925 billion to $6.995 billion and billings of $7.160 billion to $7.310 billion. The guidance reflects considerations of current economic conditions, including currency fluctuations and macroeconomic uncertainty.

May 22, 2025 16:01:42