NASDAQ:ADSK

Autodesk Falls 4.7% as Outlook and MaintainX Costs Overshadow Strong Q2

Autodesk (NASDAQ: ADSK) shares fell 4.7% in premarket trading despite reporting solid fiscal second-quarter results, including 16% revenue growth to $2.05 billion.

Billings increased 10% to $1.85 billion, while non-GAAP EPS rose to $3.30. Profitability also improved, with non-GAAP operating margin reaching 41%, up two percentage points, and free cash flow increasing 24% to $561 million.

Autodesk raised its fiscal 2027 revenue and billings growth expectations, partly reflecting stronger underlying performance and the contribution from its MaintainX acquisition. However, MaintainX is also creating near-term pressure: Autodesk kept its non-GAAP operating margin guidance at roughly 39% and narrowed free cash flow guidance to $2.725–$2.750 billion due to acquisition-related operating, financing and transaction costs.

The selloff may therefore reflect expectations rather than weak quarterly performance. Investors may be focusing on acquisition-related margin dilution, relatively modest RPO growth of 2%, and Q3 non-GAAP EPS guidance of $3.04–$3.09, which is below the $3.30 reported in Q2.

Longer term, Autodesk continues to position its design and construction platform around AI, connected data and automation, while its core AECO business remained strong with 17% revenue growth.
Autodesk Stock Rises 3.3% as KeyCorp and Barclays Reiterate Overweight Ratings

Autodesk (NASDAQ: ADSK) shares are up about 3.3% after the software company received positive analyst attention, with both KeyCorp and Barclays reiterating their Overweight ratings on the stock.

The repeated bullish ratings provide additional support for Autodesk shares, signaling that analysts at both firms continue to see attractive upside potential despite the stock’s recent valuation and broader technology-sector volatility.

Autodesk holds a strong competitive position in design and engineering software, with widely used products across architecture, construction, manufacturing and media. Its subscription-based business model generates significant recurring revenue, while increasing adoption of cloud-based workflows and AI-enabled design tools provides additional long-term growth opportunities.

The 3.3% move suggests the analyst reiterations are contributing to positive sentiment around Autodesk, particularly as investors continue to favor established software companies with recurring revenue, strong market positions and exposure to AI-driven productivity improvements.
Autodesk, Inc. reported fourth-quarter fiscal 2026 revenue of $1.96 billion, up 19% year over year on both a reported and constant currency basis.

Billings rose 33% to $2.80 billion. GAAP operating margin was 22%, while non-GAAP operating margin improved to 38%, up one percentage point year over year. GAAP EPS was $1.48, up $0.08 year over year, and non-GAAP EPS increased $0.56 to $2.85. Cash flow from operating activities grew 43% to $989 million, with free cash flow also up 43% to $972 million.

By product segment, Design revenue totaled $1.61 billion, up 19%; Make revenue was $218 million, up 24% (23% constant currency); and Other revenue reached $130 million, up 21%. Geographically, revenue increased 16% in the Americas to $847 million, 25% in EMEA to $777 million (23% constant currency), and 16% in APAC to $333 million (18% constant currency).

Management cited strong performance in the AECO segment, particularly construction and emerging markets, and indicated fiscal 2027 guidance reflects continued business momentum with prudence for potential near-term billings risks.

Source: Autodesk, PRNewswire, February 26, 2026.
Autodesk said it has partnered with BioDapt, founded by three-time U.S. Paralympic medalist and para snowboarder Mike Schultz, to help develop next-generation high-performance prosthetics for para athletes targeting Los Angeles 2028 and beyond.

The companies said the work builds on prior collaboration using Autodesk Fusion, Autodesk’s cloud manufacturing platform, to consolidate BioDapt’s legacy CAD into a centralized Fusion Hub and redesign key prosthetic components. Autodesk highlighted updates to Schultz’s ankle frame and binding brace aimed at improving stiffness and durability in cold conditions without increasing 3D print time, and standardizing hole patterns so a single part fits multiple BioDapt leg models to reduce variants. Autodesk said the redesigned parts have had no failures in training since the update, improving reliability during the current season.

Autodesk framed the partnership as relevant beyond elite sport, citing WHO estimates that more than 2.5 billion people need assistive products globally, while access can be as low as 3% in some countries, and positioning design efficiency and scalable manufacturing as core constraints. The release also noted future exploration areas including metal 3D-printed ankle concepts, motion capture and embedded sensors to analyze force transfer and fatigue, and AI-assisted design suggestions inside Fusion.

Schultz is set to retire from competitive para snowboarding after his final competition in Cortina next month, and Autodesk said a three-part docuseries, Built to Move, will launch March 6, 2026 on Autodesk*com.

Source: PR Newswire, February 24, 2026.
Autodesk, Inc. (NASDAQ: ADSK) announced it will share its fourth quarter fiscal 2026 financial results on Thursday, February 26, 2026, at 2 p.m. Pacific Time (PT).
Autodesk announced a multi-year partnership with the Kraft Group, becoming the Official Design and Make Platform for the New England Patriots. The deal will bring Autodesk Construction Cloud into the Kraft Group’s operations, supporting infrastructure projects such as Gillette Stadium upgrades, real estate developments, and large-scale events.

The collaboration also extends to fan experiences and marketing, with Autodesk gaining visibility through Patriots media, digital channels, and LED signage at home games. In addition, Autodesk will team up with Patriots quarterback Josh Dobbs for its “Design & Make It Real” student program.

The partnership highlights Autodesk’s ties to Boston through its Seaport Technology Center, while positioning the Kraft Group to build smarter and innovate for the long term.
Autodesk Reaffirms Strategic Priorities in Business Update

Autodesk, Inc. (Nasdaq: ADSK) issued a business update reaffirming its commitment to long-term shareholder value through strategic focus on cloud, platform, and artificial intelligence (AI) initiatives. The company emphasized optimizing its sales and marketing to improve margins and continuing capital allocation to organic growth, targeted acquisitions, and share repurchases.

In a Form 8-K filing, Autodesk reiterated its confidence in these priorities amid a challenging macroeconomic and geopolitical environment, while acknowledging the various risks that could affect its performance, including customer adoption of new offerings, global economic uncertainty, competition, and regulatory pressures.

No new financial metrics were disclosed in the filing, but Autodesk indicated continued dedication to executing its business model and delivering shareholder returns.
Autodesk Backs AI-Powered Permitting and Pre-Approved Home Designs to Accelerate LA Wildfire Recovery

Autodesk (NASDAQ: ADSK) announced new technology and funding initiatives to support wildfire recovery in Los Angeles following January’s devastating fires. The company is partnering with The Foothill Catalog Foundation (TFCF) to develop a modular, pre-approved home design catalog that could cut architectural and permitting costs for fire survivors by up to 95% and reduce approval times from months to weeks.

Autodesk is also funding an AI-powered tool to expedite building permit approvals, in collaboration with the State of California, LA Rises, and other partners. The initiative aims to create climate-resilient housing across fire-affected communities.
TFCF is working with volunteers and students to design homes that meet strict sustainability and disaster-resilience standards. Autodesk's software, including Revit and its AEC Collection tools, is being used to standardize templates and support collaborative design efforts.

Autodesk CEO Andrew Anagnost emphasized the initiative’s potential as a scalable model for global recovery efforts. The move aligns with Autodesk’s broader goal of sustainable design and manufacturing and reflects its expanding role in community resilience efforts.
Autodesk Launches Refreshed Brand with “Let There Be Anything” Campaign

On May 9, 2025, Autodesk unveiled a major brand transformation with the debut of its new global campaign, Let There Be Anything. Developed with creative agency Giant Spoon, the initiative includes a U.S.-only ad featuring actor Tony Hale, airing during the NBA Playoffs. The campaign highlights Autodesk’s expanded identity as a platform company serving the Design and Make industries and celebrates customer achievements across architecture, manufacturing, media, and more.

Autodesk’s new brand strategy emphasizes real-world impact, including global storytelling focused on users like architect Noella Nibakuze, adaptive bike designer Noel Joyce, and animated film director Cinzia Angelini. The rebrand supports Autodesk’s goal to unify its identity beyond AutoCAD and promote its broader portfolio.
Autodesk, Inc. (NASDAQ: ADSK) today announced that it will appoint Jeff Epstein and Christie Simons to its Board of Directors (the "Board") in connection with a cooperation agreement with Starboard Value LP ("Starboard").

Epstein and Simons will serve as non-voting observers on the Board until Autodesk's 2025 Annual Meeting of Stockholders on June 18, 2025 (the "Annual Meeting"), at which point they will become full voting members upon their appointment to the Board. Following the Annual Meeting, the Autodesk Board will be comprised of 12 directors, 11 of whom are independent.
Video Thumbnail
05-29-26WS News