Autodesk shares jump as Q4 results beat expectations and FY2027 outlook comes in strong

Autodesk (ADSK) is up 4.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Autodesk’s fiscal Q4 2026 earnings release, which showed better-than-expected profitability and revenue, alongside an upbeat fiscal 2027 outlook. Strong billings growth and cash generation likely reinforced investor confidence in demand and operating leverage.

Details:

Autodesk reported fiscal Q4 2026 revenue of $1.96 billion, up 19% year over year, with non-GAAP EPS of $2.85.

Billings were $2.80 billion in the quarter (up 33% year over year), signaling solid forward demand even as the company works through sales optimization changes.

Fiscal 2027 guidance called for revenue of $8.10–$8.17 billion and non-GAAP EPS of $12.29–$12.56, implying continued growth and margin durability.

Cash generation remained a highlight, with Q4 free cash flow of $972 million (up 43% year over year) and FY2027 free cash flow guided at $2.7–$2.8 billion.

Sources:

Autodesk, Zacks, StreetInsider

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ADSK Insider Trading Activity

$ADSK insiders have traded $ADSK stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 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 2 sales selling 6,129 shares for an estimated $1,980,040.
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.

$ADSK Hedge Fund Activity

We have seen 679 institutional investors add shares of $ADSK stock to their portfolio, and 702 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 10,158,819 shares (-76.3%) from their portfolio in Q4 2025, for an estimated $3,007,112,012
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 2,275,384 shares (+44345.8%) to their portfolio in Q4 2025, for an estimated $673,536,417
JANUS HENDERSON GROUP PLC removed 1,831,079 shares (-88.7%) from their portfolio in Q4 2025, for an estimated $542,017,694
FARALLON CAPITAL MANAGEMENT LLC removed 1,662,852 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $492,220,820
FMR LLC added 1,244,920 shares (+30.3%) to their portfolio in Q4 2025, for an estimated $368,508,769
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 952,343 shares (+46.8%) to their portfolio in Q4 2025, for an estimated $281,903,051
WELLINGTON MANAGEMENT GROUP LLP added 950,149 shares (+103.5%) to their portfolio in Q4 2025, for an estimated $281,253,605

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

$ADSK Analyst Ratings

Wall Street analysts have issued reports on $ADSK in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 12/17/2025
Deutsche Bank issued a "Buy" rating on 11/26/2025
Rosenblatt issued a "Buy" rating on 11/26/2025
Macquarie issued a "Outperform" rating on 11/26/2025
Baird issued a "Outperform" rating on 11/26/2025
Citigroup issued a "Buy" rating on 11/14/2025
RBC Capital issued a "Outperform" rating on 10/06/2025

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

$ADSK Price Targets

Multiple analysts have issued price targets for $ADSK recently. We have seen 17 analysts offer price targets for $ADSK in the last 6 months, with a median target of $343.0.

Here are some recent targets:

Nick Altmann from BTIG set a target price of $300.0 on 02/27/2026
Blair Abernethy from Rosenblatt set a target price of $330.0 on 02/24/2026
Ken Wong from Oppenheimer set a target price of $325.0 on 02/24/2026
Taylor McGinnis from UBS set a target price of $290.0 on 02/23/2026
Adam Borg from Stifel set a target price of $285.0 on 02/23/2026
Keith Weiss from Morgan Stanley set a target price of $350.0 on 02/23/2026
Saket Kalia from Barclays set a target price of $300.0 on 02/20/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.