ADSK
Autodesk, Inc.Evidence as of 2026-10-03The desk's Snapshot
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Overview · Autodesk, Inc.
Autodesk, Inc. provides 3D design, engineering, and entertainment technology solutions worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for civil engineering, including land development, transportation, and environmental projects; BuildingConnected, a SaaS preconstruction solution; AutoCAD, a software for professional design, drafting, detailing, and visualizat…
Management team
- Ms. Elizabeth S. Rafael CPA · Advisor & DirectorFind on LinkedIn
- Mr. Stephen W. Hope · Chief Accounting OfficerFind on LinkedIn
- Ms. Deborah L. Clifford · Executive VP & Chief Strategy OfficerFind on LinkedIn
- Ms. Rebecca Pearce · Executive VP & Chief People OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.3 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
Mixed (‑0.3 of a possible +2; was ‑0.3 before debate) · confidence high. The surviving filings and financial extracts show revenue rising across the reported quarters from $ 1,763,000,000 in the quarter May 1–Jul 31, 2025 to $ 1,853,000,000 in Aug 1–Oct 31, 2025, to $ 1,934,000,000 in Feb 1–Apr 30, 2026, and to $ 2,046,000,000 in May 1–Jul 31, 2026. Gross profit and implied gross margins were roughly stable and ticked up slightly (≈ 91.0%, 91.1%, 90.9%, 91.4%), operating income rose from $ 444,000,000 to $ 599,000,000 across the same sequence, and net income increased from $ 313,000,000 to $ 492,000,000.
The company’s diluted shares outstanding trended down (215,000,000 → 211,000,000), supported by disclosed cash paid for repurchases (examples: $ 354,000,000 for Feb 1–Apr 30, 2025 and $ 448,000,000 for Feb 1–Apr 30, 2026). Balance-sheet snapshots show long‑term debt at $ 2,500,000,000 and a cash/debt balance as of 2026-07-31 of $ 4,098,000,000 cash against $ 2,500,000,000 debt (implying net cash).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue by fiscal quarter rose from $1,763,000,000 in the quarter May 1–Jul 31, 2025 to $1,853,000,000 in Aug 1–Oct 31, 2025, to $1,934,000,000 in Feb 1–Apr 30, 2026, to $2,046,000,000 in May 1–Jul 31, 2026.
XBRL companyfacts · 0000769397-25-000117Gross profit and implied gross margin were roughly stable and slightly increased over those quarters: gross profit $1,604,000,000 on $1,763,000,000 revenue (May 1–Jul 31, 2025), $1,688,000,000 on $1,853,000,000 revenue (Aug 1–Oct 31, 2025), $1,759,000,000 on $1,934,000,000 revenue (Feb 1–Apr 30, 2026), and $1,870,000,000 on $2,046,000,000 revenue (May 1–Jul 31, 2026) — implied gross margins ≈ 91.0%, 91.1%, 90.9%, and 91.4%, respectively.
XBRL companyfacts · 0000769397-25-000117Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
International net revenue represented 64% of Autodesk's net revenue for both fiscal 2026 and fiscal 2025.
10-K filed 2026-03-03During the first quarter of fiscal 2026 Autodesk initiated a restructuring plan (the "2026 Plan"), and during the fourth quarter of fiscal 2026 Autodesk initiated a "January 2026 Plan" described as the final phase of its sales and marketing optimization program.
10-K filed 2026-03-03Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Reported institutional holdings total $39.48B as of the 13F period ended 2026-06-30.
13F holdings · 1208 filers · as of 2026-06-30BlackRock, Inc. is the largest reported institutional holder with a position valued at $4.83B and a quarter-over-quarter change of -8.0%.
13F holdings · 1208 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Coverage includes reports that Arcadis expanded its collaboration with Autodesk to push AI, connected data and digital workflows deeper into architecture, engineering and construction projects.
News · simplywall.st · 2026-10-01Multiple simplywall.st articles frame the Arcadis tie-up around valuation questions for Autodesk and Arcadis, asking if the partnership alters the investment case or implies the stocks are below fair value.
News · simplywall.st · 2026-10-02Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The price used in this analysis is $212.00 as of 2026-10-02.
Valuation inputs · SEC XBRL + stored EOD closeThe analysis reports an implied free-cash-flow (FCF) growth rate of 5.1% that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
The set of fundamentals claims (fundamentals-0 through fundamentals-5) jointly present a coherent, company-specific signal: sequential quarterly revenue growth, stable-high gross margins, rising operating income and net income, and a declining share count funded in part by sizable repurchases. These items, together with reported trailing FCF per share and net cash on the balance sheet (valuation-2 and valuation-5), provide relatively strong, directly sourced evidence of improving operating performance and capital return capacity. Institutional holding levels (ownership-0 and ownership-1) and the disclosed commercial partnership news (news-0, news-1) add corroboration from investor position data and market-relevant business developments. The bear points about restructuring and billing transitions (filings-1, filings-2, filings-3) and recent price weakness (news-2) are contestable here because the filings also show closure of the SEC/USAO inquiries (filings-5) and long-term debt is steady (fundamentals-6), which weakens arguments that these items alone negate the operating and cash-flow strength; the evidence for the latter operational improvements is stronger and contemporaneous.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.37
29 surviving claims rest on 12 distinct sources; the heaviest analyst carries 24% of them, and 100% of what the desk raised survived the debate.
The evidence base is moderately diverse but leans on a few influential contributions; because a single analyst provided nearly a quarter of surviving claims and the desk retained everything raised, the read carries some analyst-dependence and limited adversarial pruning. That reduces how much weight to place on any single surviving claim: these findings are informative about recent filings and reported results but are somewhat fragile to new filings or a single source being revised.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
11 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.9 to the score
5 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on ADSK Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.