ADSK
Autodesk, Inc.Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.4 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.
Constructive (+0.4 of a possible +2; was +0.4 before debate). The filings record sequential quarterly revenue increases from $ 1,763,000,000 in fiscal Q2 2026 (fiscal quarter ended 2025-08-26) to $ 1,853,000,000 in fiscal Q3 2026 (fiscal quarter ended 2025-11-20), $ 1,934,000,000 in fiscal Q1 2027 (fiscal quarter ended 2026-05-21) and $ 2,046,000,000 in fiscal Q2 2027 (fiscal quarter ended 2026-08-21). Reported gross profit and implied gross margins sit around 91% in each of those quarters (e.g., $ 1,870,000,000 gross profit on $ 2,046,000,000 revenue in fiscal Q2 2027 = 91.4%).
Net income and diluted EPS rose over the same span (net income from $ 313,000,000 in the quarter ended 2025-08-26 to $ 492,000,000 in fiscal Q2 2027; diluted EPS from $ 1.46 to $ 2.33). Weighted‑average diluted shares outstanding declined over the period (215,000,000 in fiscal Q2 2026 to 211,000,000 and then to 209,000,000 as of 2026-08-21), consistent with reported repurchases including $ 354,000,000 and $ 448,000,000 in specific quarters. Trailing twelve‑month free cash flow is $ 2,633,000,000, trailing operating income $ 2,054,000,000 and EBITDA $ 2,250,000,000; the balance sheet shows cash of $ 4,098,000,000 and long‑term debt of $ 2,500,000,000 as of 2026-07-31. Coverage and headlines emphasize analyst price‑target commentary and options‑market implied uncertainty, and ADSK appears in IVV at a 0.06% weight as of 2026-09-02T13:45:47.228469+00:00.
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 (3mo): fiscal Q2 2026 (2025-05-01 to 2025-07-31) was $1,763,000,000; fiscal Q3 2026 (2025-08-01 to 2025-10-31) was $1,853,000,000; fiscal Q1 2027 (2026-02-01 to 2026-04-30) was $1,934,000,000; fiscal Q2 2027 (2026-05-01 to 2026-07-31) was $2,046,000,000 — showing sequential quarterly increases in the reported quarters.
XBRL companyfacts · 0000769397-25-000117Reported gross profit and implied gross margin in the same quarters: fiscal Q2 2026 gross profit $1,604,000,000 (implied gross margin 1,604 / 1,763 = 91.0%); fiscal Q3 2026 gross profit $1,688,000,000 (1,688 / 1,853 = 91.1%); fiscal Q1 2027 gross profit $1,759,000,000 (1,759 / 1,934 = 90.9%); fiscal Q2 2027 gross profit $1,870,000,000 (1,870 / 2,046 = 91.4%) — gross margin around 91% across these quarters.
XBRL companyfacts · 0000769397-26-000061Reads 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.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
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.
Reads 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.
As of 2026-09-02T13:45:47.228469+00:00, Autodesk, Inc. (ADSK) is a holding in the iShares Core S&P 500 ETF (IVV) with a weight of 0.06% of that fund.
ETF constituents · market dataMembership in IVV is factual exposure context indicating that at the timestamp shown ADSK is included in a major S&P 500 tracking ETF at a small position size (0.06% of IVV).
ETF constituents · market dataReads 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.
Multiple headlines highlight analyst/price-target commentary and perceived upside for Autodesk.
News · finance.yahoo.com · 2026-09-01Coverage in at least one outlet frames Autodesk's stock as having a wide range of possible outcomes over the next year and emphasizes options-market-implied uncertainty.
News · finance.yahoo.com · 2026-09-02Reads 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.
Trailing twelve‑month free cash flow is $2,633,000,000 (FCF_ttm = 2,633,000,000).
Valuation inputs · SEC XBRL + stored EOD closeFree cash flow per share, based on the provided share count (209,000,000), is $12.4787 per share (fcf_per_share = 12.4787).
Valuation inputs · SEC XBRL + stored EOD closeweakened in debateDebate 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 compiled evidence points to durable operational and cash-generation strength: sequential quarterly revenue gains alongside a very high, stable gross margin (~91%) and rising net income and diluted EPS indicate improving unit economics and scale in the reported periods. Concurrent share-count reduction and quarter-to-quarter repurchases materially lift free-cash-flow-per-share (FCF/share ≈ $12.48) and magnify per-share metrics; the company also shows net cash-like balance-sheet capacity (cash ~$4.10B vs. long-term debt $2.50B). Analyst interest summarized in multiple headlines and a strong buy-side tilt in the street consensus provide market-context alignment with the favorable fundamental profile. While some data fields (market price, market cap, explicit multiples) are missing from the dataset, the direct accounting and cash-flow figures are internally consistent and support a constructive informational read based on the provided filings.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
18 surviving claims rest on 10 distinct sources; the heaviest analyst carries 33% of them, and 97% of what the desk raised survived the debate.
The surviving read is relatively durable: most claims draw on multiple filing entries and valuation figures, and a high survival rate through debate means the desk did not discard many assertions. However, a third of the surviving claims are concentrated in the work of a single analyst and only ten distinct sources underpin 18 claims, so source concentration and analyst dependence reduce how heavily this read can be weighted without corroboration from additional independent documents.
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+0.8 to the score
1 holdings record
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.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
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.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.