AD ADSK Autodesk Inc. Loading... : Bullish and Bearish Analyst Opinions

Author expects Autodesk to rise significantly due to agentic engineering capabilities turning.

Premarket movers show mixed Mag 7 performance with notable gains in Affirm, Elastic, Gap.

Autodesk raised its full-year billings and revenue guidance due to strong Q2 performance and better-than-expected sales productivity, improving its outlook for the rest of the year.

Autodesk raises its full-year revenue guidance and issues third-quarter revenue and adjusted.

Autodesk reported second quarter revenue of 2.05 billion dollars beating estimates.

Autodesk reports fiscal Q2 2027 revenue and EPS above estimates while guiding Q3 revenue.

Autodesk reports second quarter adjusted earnings and revenue that beat analyst estimates.

A news wire reports a broad list of price target raises, cuts.

The author is compiling a research thread of user-recommended non-AI tickers.

Demand and usage for PTC's cloud-native CAD (Onshape) is being fueled by AI-related API calls from new AI-native startups; the company notes a tripling of API calls in recent months. — This shows a rising demand for a controlled CAD/PLM data layer from AI developers, a segment that may increasingly become a key battleground against Autodesk's cloud offerings.

Buy AutoDesk as a vertical SaaS beneficiary of AI-driven internal cost reduction.

Buy AutoDesk as its vertical SaaS moat (regulatory/licensing lock-in prevents client churn) is.

Comment on Autodesk's product strategy versus Solidworks.

Autodesk's 90%+ gross margins, 97% recurring revenue, and net retention >100% demonstrate pricing power; the MaintainX acquisition widens the moat. The market is pricing in peak AI pessimism, creating a mispricing that can correct as fundamentals prove resilient. Long ADSK benefits from mean reversion as the AI disruption narrative fades, supported by a strong intrinsic value floor. Faster-than-expected AI substitution in CAD workflows; macro slowdown cutting enterprise IT budgets; execution risk in direct sales transition.

Author has not heard of ADSK and plans to look into it.

Watch as beneficiaries of agentic AI expanding usage of complex enterprise software with strong.

Michael Burry sold his position in Autodesk (ADSK), a bearish move.

The author has closed a previously held long position in ADSK, taking a small profit. This indicates they are no longer holding the stock.

Trimble's AI monetization is shifting to consumption-based models with credits; SketchUp AI charges $11.99/month per add-on, signaling a new pricing vector beyond per-seat licenses. — Competitors like Autodesk may face pressure as Trimble introduces low-cost AI add-ons that leverage proprietary workflows.

Buy ADSK on the thesis that AI expands TAM for engineering software by lowering barriers.

The stock is being upgraded based on the expectation that a renewed focus on sales optimization.

Analyst sentiment on Autodesk is turning less bullish/more bearish.

A major sell-side firm (J.P. Morgan) has increased its price target.

Guidance is strong, with a 'prudent' approach factoring in sales restructuring disruption, but the underlying growth trajectory remains healthy.

Autodesk beat earnings and revenue estimates, yet the stock remained flat/unchanged after an initial pop. It is down ~21% YTD. When a stock is in a downtrend and fails to rally on good news (earnings beat), it indicates persistent seller dominance and a lack of buyer conviction. AVOID. The technical trend remains negative despite the fundamental beat. A broader rotation back into software could lift the name.

Management's guidance tone is clearly positive. They are raising full-year guidance for revenue, billings, margins, and free cash flow, citing strong momentum in AECO and construction, successful execution of the go-to-market optimization plan, and easing friction from the new transaction model.