Autodesk Stock Price, News & Analysis

Autodesk (NASDAQ:ADSK) reported strong Q2 fiscal 2026 results with revenue growing 17% to $1.76 billion. The company demonstrated robust performance in its AECO segment, driven by sustained investments in data centers, infrastructure, and industrial buildings. Key financial metrics include non-GAAP operating margin of 39% and free cash flow of $451 million, up 122% year-over-year.

The company raised its full-year guidance reflecting strong H1 performance and foreign exchange tailwinds. For FY2026, Autodesk expects revenue between $7.025-$7.075 billion and non-GAAP EPS of $9.80-$9.98. Additionally, both SEC and USAO investigations regarding the company's free cash flow and non-GAAP operating margin practices have been closed.

Autodesk (NASDAQ:ADSK) has announced a significant pricing restructure for its Autodesk Flow Studio, introducing a free tier and reducing the Lite plan price by 50% to $10. This AI-powered VFX and animation platform, acquired from Wonder Dynamics, enables creators to perform complex tasks like motion capture and character animation with minimal technical setup.

The new tiered model includes Free, Standard, Lite, Pro, and Enterprise levels, making professional-grade VFX tools accessible to a broader range of creators. The Free tier offers core features like AI Mocap and Live Action, while advanced capabilities remain in paid tiers. Additionally, Autodesk has integrated the Pro tier into its Media & Entertainment Collection at no extra cost for existing customers.

Autodesk (NASDAQ:ADSK) has scheduled its second quarter fiscal 2026 financial results conference call for Thursday, August 28, 2025, at 2:00 PM Pacific Time. The company will broadcast the conference call via a live webcast on its investor relations website at autodesk.com/investors. For those unable to attend the live event, an audio replay will be made available after 5:00 PM PT on the same website.

Autodesk (NASDAQ: ADSK) has announced its participation in the upcoming Baird 2025 Global Consumer, Technology & Services Conference scheduled for June 4, 2025. The company's executives will present at the event, with both live webcast and replay options available through Autodesk's Investor Relations Website at investors.autodesk.com. Interested participants are advised to join 15 minutes before the presentation to complete necessary registration and software installation requirements.

Autodesk (NASDAQ: ADSK) reported strong Q1 fiscal 2026 results with revenue growing 15% to $1.6 billion. Key financial metrics include:

• Non-GAAP EPS of $2.29, up $0.42 YoY
• Free cash flow increased 14% to $556 million
• Operating margin (non-GAAP) improved by 3 percentage points to 37%

Geographic performance showed strong growth in Americas and EMEA (both 17%), while APAC grew 6%. By product family, AECO led with 20% growth, followed by Manufacturing at 15%. The company provided Q2 guidance of $1.72-1.73 billion in revenue and full-year fiscal 2026 revenue guidance of $6.93-7.0 billion, with expected non-GAAP operating margin of 36.5-37%.

Autodesk (ADSK) has launched a major brand transformation with its "Let There Be Anything" campaign, marking one of its most significant rebranding efforts in 43 years. The campaign features a U.S.-only 60-second ad starring Emmy-winner Tony Hale, airing during the NBA Playoffs. The initiative aims to showcase Autodesk's evolution from being primarily known for AutoCAD to a unified brand serving the Design and Make industries. The campaign highlights real customer success stories and coincides with a refreshed brand identity. Notably, the Design and Make industries, which employ over 300 million professionals, are projected to reach a global value of $30 trillion by 2027. The campaign includes global storytelling featuring customers like architect Noella Nibakuze, adaptive bike designer Noel Joyce, and animator Cinzia Angelini.

Autodesk (NASDAQ: ADSK) has announced it will host its first quarter fiscal 2026 financial results conference call on Thursday, May 22, 2025, at 2:00 PM Pacific Time. The conference call will be accessible via live webcast through the company's investor relations website at autodesk.com/investors. For those unable to attend the live event, an audio replay will be made available on the same website after 5:00 PM PT.

Autodesk (NASDAQ: ADSK) has announced the appointment of two independent directors, Jeff Epstein and Christie Simons, to its Board of Directors following a cooperation agreement with Starboard Value LP. The directors will initially serve as non-voting observers until their full appointment at the 2025 Annual Meeting on June 18, 2025.

Jeff Epstein, currently Operating Partner at Bessemer Venture Partners, brings extensive financial leadership experience as former CFO of Oracle and board member of several technology companies. Christie Simons, a former Senior Partner at Deloitte, contributes 30 years of global technology and audit expertise.

Following these appointments, Autodesk's Board will consist of 12 directors, with 11 being independent. The agreement with Starboard includes their withdrawal of director nominees and establishes an Information Sharing and Discussion Agreement to facilitate ongoing collaboration for shareholder value creation.

Autodesk (NASDAQ: ADSK) has released its 2025 State of Design & Make report, surveying nearly 6,000 global industry leaders across design, manufacturing, and construction sectors. The report reveals significant insights about AI adoption and workforce challenges.

Key findings show that while 48% of respondents believe AI will destabilize their industry, more than 2 in 3 leaders plan to increase AI investments. Trust in AI has declined, with only 65% expressing confidence, an 11-point drop from previous year. Despite challenges, 46% of leaders consider AI skills a top hiring priority for the next three years.

The report highlights a growing skills crisis, with 58% of professionals citing lack of skilled talent as a barrier to growth. Additionally, 48% of organizations lack resources for internal training programs. On the sustainability front, 72% of business leaders believe sustainability initiatives can generate over 5% of annual revenue, with 39% of companies using AI to advance sustainability efforts.