$ADSK — what investors on X are saying

$ADSKAutodesk, Inc. · Software - Application · $50.0B

$240.50

post-0.1%

Event thread

Key events, in time order

10 items

2026-09-16ProductBull
Autodesk Advances Agentic AI in Three Industry Clouds; Assistant Rollout Planned for 2027
Company announcement and market reports confirm AI product progress, showing continued investment in AI capabilities
D1 -2.7% · +5d -1.4%
2026-09-118-K filing
8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01
D1 +0.4% · +5d +2.1%

8 earlier events

2026-08-288-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 -3.7% · +5d -16.4%
2026-08-24 → 08-28EarningsBear
ADSK Q2 Beat但Q3指引弱于预期，盘后股价下跌
公司上调财年指引但Q3 EPS指引不及预期，情绪偏空
D1 +0.2% · +5d +1.6%
4 waves of this story
- 2026-08-24 Multiple sources confirm ADSK reports Thursday after close, a key focus this week
- 2026-08-25 Q2 results hinge on sales reorganization, transaction-model shift, and momentum in AECO/emerging markets
- 2026-08-27 Ahead of earnings, options imply notable move; multiple sources flag the report
- 2026-08-28 公司上调财年指引但Q3 EPS指引不及预期，情绪偏空
2026-08-27Earnings
Earnings report
第二财季总营收同比增长16%（按报告口径），按固定汇率增长14%，每股收益和营收均超出指引区间上限。
D1 +6.2% · +5d -12.2%
2026-08-11Analyst
Goldman Sachs Initiates Neutral on Autodesk, PT $260
GS sees a strong, defensible franchise but awaits clearer evidence that newer growth drivers can materially accelerate growth.
D1 -1.7% · +5d -1.9%
2026-08-11Analyst
Goldman Sachs upgrades to Neutral
D1 -1.7% · +5d -1.9%
2026-08-038-K filing
8-K: Item 8.01
D1 +0.2% · +5d +9.1%
2026-07-18EarningsBear
Autodesk Q2 2026 Revenue Declines to $1.9B for First Time Due to Sales Team Reorganization
Contrasts with Adobe's eight consecutive quarters of growth, highlighting Autodesk's revenue decline
D1 -0.3% · +5d +3.7%
2026-07-138-K filing
8-K: Item 8.01
D1 +1.8% · +5d +2.6%

①

Bull vs bear

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

10 items

2026-09-16ProductBull
Autodesk Advances Agentic AI in Three Industry Clouds; Assistant Rollout Planned for 2027
Company announcement and market reports confirm AI product progress, showing continued investment in AI capabilities
D1 -2.7% · +5d -1.4%
2026-09-118-K filing
8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01
D1 +0.4% · +5d +2.1%
2026-08-288-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 -3.7% · +5d -16.4%
2026-08-24 → 08-28EarningsBear
ADSK Q2 Beat但Q3指引弱于预期，盘后股价下跌
公司上调财年指引但Q3 EPS指引不及预期，情绪偏空
D1 +0.2% · +5d +1.6%
4 waves of this story
- 2026-08-24 Multiple sources confirm ADSK reports Thursday after close, a key focus this week
- 2026-08-25 Q2 results hinge on sales reorganization, transaction-model shift, and momentum in AECO/emerging markets
- 2026-08-27 Ahead of earnings, options imply notable move; multiple sources flag the report
- 2026-08-28 公司上调财年指引但Q3 EPS指引不及预期，情绪偏空
2026-08-27Earnings
Earnings report
第二财季总营收同比增长16%（按报告口径），按固定汇率增长14%，每股收益和营收均超出指引区间上限。
D1 +6.2% · +5d -12.2%

5 earlier events

2026-08-11Analyst
Goldman Sachs Initiates Neutral on Autodesk, PT $260
GS sees a strong, defensible franchise but awaits clearer evidence that newer growth drivers can materially accelerate growth.
D1 -1.7% · +5d -1.9%
2026-08-11Analyst
Goldman Sachs upgrades to Neutral
D1 -1.7% · +5d -1.9%
2026-08-038-K filing
8-K: Item 8.01
D1 +0.2% · +5d +9.1%
2026-07-18EarningsBear
Autodesk Q2 2026 Revenue Declines to $1.9B for First Time Due to Sales Team Reorganization
Contrasts with Adobe's eight consecutive quarters of growth, highlighting Autodesk's revenue decline
D1 -0.3% · +5d +3.7%
2026-07-138-K filing
8-K: Item 8.01
D1 +1.8% · +5d +2.6%

$ADSK (Autodesk, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 62.1%)

Most active credible voices on $ADSK

Recent headlines featuring $ADSK

$ADSK (Autodesk, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 62.1%)

Most active credible voices on $ADSK

Recent headlines featuring $ADSK

Event thread

Autodesk Advances Agentic AI in Three Industry Clouds; Assistant Rollout Planned for 2027

8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01

8-K: Item 2.02, Item 7.01, Item 9.01

ADSK Q2 Beat但Q3指引弱于预期，盘后股价下跌

Earnings report

Goldman Sachs Initiates Neutral on Autodesk, PT $260

Goldman Sachs upgrades to Neutral

8-K: Item 8.01

Autodesk Q2 2026 Revenue Declines to $1.9B for First Time Due to Sales Team Reorganization

8-K: Item 8.01

Bull vs bear

Discussion

Event thread

Autodesk Advances Agentic AI in Three Industry Clouds; Assistant Rollout Planned for 2027

8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01

8-K: Item 2.02, Item 7.01, Item 9.01

ADSK Q2 Beat但Q3指引弱于预期，盘后股价下跌

Earnings report

Goldman Sachs Initiates Neutral on Autodesk, PT $260

Goldman Sachs upgrades to Neutral

8-K: Item 8.01

Autodesk Q2 2026 Revenue Declines to $1.9B for First Time Due to Sales Team Reorganization

8-K: Item 8.01