ADSK
ACCE-researchedOverview
ACCE thesis
Autodesk creates design software that architects, engineers, and media creators use to build everything from skyscrapers to Hollywood blockbusters, with flagship products like AutoCAD and Maya dominating their respective niches. The company benefits from sticky subscription relationships and high switching costs-once a team learns Fusion 360 or Revit, migrating to competitors becomes prohibitively expensive and disruptive. Management expects AI-powered design tools to drive the next growth wave, with early products like Autodesk Assistant already generating user engagement. The forward PE of 17.5x looks reasonable given 19.4% revenue growth and a gross margin above 92%, especially as the subscription transition nears completion and cash generation accelerates.
- moderateMomentum score very lowMomentum sub-score is only 17/100, signaling weak near-term price action despite strong fundamentals and a 21-point overall score recovery.
- moderateQoQ revenue decelerationSequential quarterly revenue declined -1.2%, a potential early sign of growth stalling despite strong 18.4% YoY headline number.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| WDAY | Workday Inc. Class A Common Stock | $46.7B | 40.6 | 16.0% | 0.40 | 0.0% | - | Compare |
| CSU.TO | Constellation Software | $43.0B | 45.0 | 23.3% | 1.50 | 0.1% | - | Compare |
| TEAM | Atlassian Corporation Class A Common Stock | $48.6B | - | -4.5% | 0.98 | 0.0% | - | Compare |
| PAYX | Paychex Inc. Common Stock | $41.3B | 23.8 | 44.8% | 1.23 | 3.8% | - | Compare |
| ROP | Roper Technologies Inc. Common Stock | $36.9B | 15.6 | 13.1% | 0.47 | 0.9% | - | Compare |
| MSTR | Strategy Inc Common Stock Class A | $61.1B | - | -63.6% | 0.16 | 0.0% | - | Compare |
Sector report card
Where ADSK ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- PR Newswire•Sep 15, 2026Autodesk Advances Agentic AI in Its Three Industry Clouds
- PR Newswire•Sep 15, 2026Autodesk Advances Agentic AI in Its Three Industry Clouds
- GlobeNewswire•Sep 14, 2026Primepoint Brings Traceable Construction AI to the Field with New Autodesk Forma Integration
Ask anything, Pro feature
Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.
Recent performance
SEC filings
Recent ACCE blog coverage
- $ADSK Score Jumps +16 to 80 as Quality and Growth ShineAutodesk's ACCE composite score rose from 64 to 80. Here's what the data shows about growth, quality, and where the caution flags still sit.2026-07-02