Autodesk makes the design software architects, engineers, and filmmakers use to draft buildings, machines, and movie effects—think of it as the digital pencil for the physical world.
Money comes from subscription licenses for products like AutoCAD and Fusion 360, with gross margins around 91% and recurring revenue from annual contracts. Net income hit USD 1.12B in fiscal 2026.
Switching costs are huge because firms build decades of work in Autodesk formats, and its tools are taught in schools. But cloud rivals like Trimble and PTC are pushing cheaper, collaborative alternatives, eroding its lock-in.
Hold (sector percentile 58) — value B, growth B, profitability A, momentum C, revisions C+. Updated daily, sector-relative, identical for every user.
Key events, in time order
GS sees a strong, defensible franchise but awaits clearer evidence that newer growth drivers can materially accelerate growth.
Contrasts with Adobe's eight consecutive quarters of growth, highlighting Autodesk's revenue decline
Deal brings Autodesk design software to AWS Marketplace, expanding cloud distribution
M1 cites record operating margins, incremental to existing earnings event.
M3 and M6 both cite Piper cutting PT to $369 with Buy, incremental to M&A event line.
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