Autodesk (ADSK) Earnings — Q3 2026: Revenue Up, EPS Misses

Autodesk Inc. (ADSK) — Q3 2026 highlights

Revenue increased 18.0% year‑over‑year to $1.85 billion (consensus estimate: $1.84 billion).

Gross profit rose 18.6% to $1.69 billion.

Operating profit grew 35.8% to $470 million.

Net income attributable to common shareholders climbed 24.7% to $343 million.

Diluted earnings per share were $1.60, up 26.0% year‑over‑year but below the estimate of $2.55.

Cash flow and liquidity

Cash from operating activities surged 110.1% year‑over‑year to $439 million, supporting stronger cash generation.

Purchases of property, plant and equipment declined to -$9 million (down 10.0% YoY).

Cash and cash equivalents on the balance sheet totaled $1.99 billion, up 38.4% year‑over‑year.

Balance sheet and cost trends

Total liabilities increased 11.0% to $8.31 billion.

Cost of sales rose 12.2% to $165 million, while gross margins expanded in line with revenue gains.

Takeaways

Autodesk (ADSK) delivered a solid top‑line beat with double‑digit revenue growth and expanding operating profitability. Cash flow improved markedly, bolstering the company’s liquidity position. However, reported diluted EPS of $1.60 missed the consensus expectation of $2.55, a key point for investors to consider alongside the otherwise strong operational results.

Autodesk Inc. Insider Trading Activity

Autodesk Inc. insiders have traded $ADSK stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.

Here’s a breakdown of recent trading of $ADSK stock by insiders over the last 6 months:

STEVEN M BLUM (EVP, Chief Operating Officer) has made 0 purchases and 4 sales selling 22,420 shares for an estimated $7,258,475.
REBECCA PEARCE (EVP, Chief People Officer) has made 0 purchases and 6 sales selling 15,520 shares for an estimated $4,889,925.
AYANNA HOWARD has made 0 purchases and 2 sales selling 4,076 shares for an estimated $1,324,700.
RUTH ANN KEENE (EVP, Corp Affairs, CLO) sold 2,761 shares for an estimated $869,991

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Autodesk Inc. Hedge Fund Activity

We have seen 699 institutional investors add shares of Autodesk Inc. stock to their portfolio, and 661 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 3,342,602 shares (-99.1%) from their portfolio in Q3 2025, for an estimated $1,061,844,377
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,708,941 shares (+68.6%) to their portfolio in Q3 2025, for an estimated $860,549,287
MERITAGE GROUP LP removed 1,138,082 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $352,316,044
AXA S.A. removed 888,404 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $282,219,298
RAKUTEN INVESTMENT MANAGEMENT, INC. added 818,084 shares (+2964.0%) to their portfolio in Q3 2025, for an estimated $259,880,744
VICTORY CAPITAL MANAGEMENT INC removed 745,224 shares (-60.1%) from their portfolio in Q3 2025, for an estimated $236,735,308
WELLINGTON MANAGEMENT GROUP LLP added 702,974 shares (+326.9%) to their portfolio in Q3 2025, for an estimated $223,313,750

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Autodesk Inc. Congressional Stock Trading

Members of Congress have traded $ADSK stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $ADSK stock by members of Congress over the last 6 months:

SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 07/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Autodesk Inc. Analyst Ratings

Wall Street analysts have issued reports on $ADSK in the last several months. We have seen 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Rosenblatt issued a "Buy" rating on 11/24/2025
Baird issued a "Outperform" rating on 11/18/2025
Citigroup issued a "Buy" rating on 11/14/2025
RBC Capital issued a "Outperform" rating on 10/06/2025
HSBC issued a "Buy" rating on 10/01/2025
Morgan Stanley issued a "Overweight" rating on 09/02/2025
Macquarie issued a "Outperform" rating on 08/29/2025

To track analyst ratings and price targets for Autodesk Inc., check out Quiver Quantitative's $ADSK forecast page.

Autodesk Inc. Price Targets

Multiple analysts have issued price targets for $ADSK recently. We have seen 20 analysts offer price targets for $ADSK in the last 6 months, with a median target of $375.0.

Here are some recent targets:

Blair Abernethy from Rosenblatt set a target price of $355.0 on 11/24/2025
Joe Vruwink from Baird set a target price of $367.0 on 11/18/2025
Tyler Radke from Citigroup set a target price of $370.0 on 11/14/2025
Matthew Hedberg from RBC Capital set a target price of $380.0 on 10/06/2025
Stephen Bersey from HSBC set a target price of $388.0 on 10/01/2025
Keith Weiss from Morgan Stanley set a target price of $385.0 on 09/02/2025
Adam Borg from Stifel set a target price of $375.0 on 08/29/2025