AutodeskADSK
ADSK
About: Founded in 1982, Autodesk is an application software company that serves industries in architecture, engineering, and construction; product design and manufacturing; and media and entertainment. Autodesk software enables design, modeling, and rendering needs of these industries. The company has over 4 million paid subscribers across 180 countries.
Employees: 14,100
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 15 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
134% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 86
11% more funds holding in top 10
Funds holding in top 10: 18 [Q3] → 20 (+2) [Q4]
10% more capital invested
Capital invested by funds: $51.7B [Q3] → $57.1B (+$5.39B) [Q4]
8% more funds holding
Funds holding: 1,172 [Q3] → 1,267 (+95) [Q4]
1.49% more ownership
Funds ownership: 87.6% [Q3] → 89.09% (+1.49%) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 433
36% less call options, than puts
Call options by funds: $705M | Put options by funds: $1.09B
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$265
2%
upside
Avg. target
$325
25%
upside
High target
$370
43%
upside
15 analyst ratings
12 positive
80%
3 neutral
20%
0 negative
0%
Morgan Stanley Keith Weiss 29% 1-year accuracy 10 / 35 met price target | 27%upside $330 | Overweight Maintained | 16 Apr 2025 |
Keybanc Jason Celino 33% 1-year accuracy 17 / 52 met price target | 24%upside $323 | Overweight Maintained | 16 Apr 2025 |
Mizuho Siti Panigrahi 47% 1-year accuracy 14 / 30 met price target | 35%upside $350 | Outperform Maintained | 15 Apr 2025 |
DA Davidson William Jellison 40% 1-year accuracy 2 / 5 met price target | 2%upside $265 | Neutral Maintained | 14 Apr 2025 |
Barclays Saket Kalia 50% 1-year accuracy 28 / 56 met price target | 25%upside $325 | Overweight Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 9 articles about ADSK published over the past 30 days
Neutral
PRNewsWire
4 days ago
Autodesk's 3rd Annual State of Design & Make Report Reveals AI Skills are Top Hiring Priority as Leaders Face Talent Shortages
Nearly 6,000 global industry leaders, futurists, and experts across Design and Make industries share insights and solutions in third annual survey SAN FRANCISCO , April 16, 2025 /PRNewswire/ -- Autodesk, Inc. (NASDAQ: ADSK) released the 2025 State of Design & Make report today, exploring sentiments from leaders across Design and Make industries on managing cost control, embracing emerging technologies, and addressing the talent and skills gaps. Despite experiencing geopolitical and economic uncertainty, the majority of leaders continue to invest in AI and technology advancement, acquisitions, and sustainability across the board.
Negative
Reuters
6 days ago
T. Rowe Price Investment Management to back Starboard in Autodesk proxy fight, source says
T. Rowe Price Investment Management, one of Autodesk's biggest investors, plans to vote for activist investor Starboard Value's director nominees in a boardroom challenge at the software-design company, a person familiar with the matter told Reuters.
Negative
Zacks Investment Research
1 week ago
Autodesk Dips 10% in 6 Months: Should You Hold or Fold the Stock?
ADSK shows mixed signals. AI investments offer promise, but restructuring-related headwinds suggest a hold stance is prudent for now.
Positive
Seeking Alpha
1 week ago
Autodesk: Solid Business Trading At The Low End Of Its Trading Band
Despite macro challenges, Autodesk's strong product stickiness, network effects, and low valuation make it a compelling buy. Exposure to growing markets like AEC, manufacturing, and AI infrastructure, coupled with secular tailwinds, supports long-term growth potential. High switching costs and strong network effects, especially in AutoCAD, ensure ADSK's market leadership and user retention.
Neutral
PRNewsWire
2 weeks ago
Autodesk announces Betsy Rafael to step down from Board of Directors
SAN FRANCISCO , April 2, 2025 /PRNewswire/ -- Autodesk, Inc. (NASDAQ: ADSK) today announced that Elizabeth "Betsy" Rafael has informed the Autodesk Board of Directors of her intention not to seek re-election at the company's 2025 Annual Meeting of Stockholders. Ms. Rafael joined the Autodesk Board in September 2013, served as Audit Committee chair from March 2016 to May 2024 and served as Interim CFO from May 31, 2024, until December 16, 2024.
Neutral
PRNewsWire
3 weeks ago
Autodesk issues statement in response to comments by Starboard Value
SAN FRANCISCO , March 26, 2025 /PRNewswire/ -- Autodesk, Inc. (NASDAQ: ADSK) today issued the following statement in response to comments made by Starboard Value LP ("Starboard"): "Autodesk is delivering strong business and financial results, positioning us to drive significant shareholder value. Our strategy is working, as evidenced by our recent performance.
Neutral
WSJ
3 weeks ago
Starboard Nominates Directors for Autodesk's Board
The activist investor is trying to boost the software-design maker's share price.
Neutral
Reuters
3 weeks ago
Activist Starboard nominates three directors to Autodesk's board
Starboard Value is nominating three directors to design and engineering software maker Autodesk's board, the activist investor said on Wednesday, rekindling its proxy battle with the company over margin concerns.
Neutral
Business Wire
3 weeks ago
Starboard Delivers Letter to Autodesk Shareholders
NEW YORK--(BUSINESS WIRE)--Starboard Value LP (together with its affiliates, “Starboard”), a significant stockholder of Autodesk, Inc. (“Autodesk” or the “Company”) (NASDAQ: ADSK), with an ownership stake valued at more than $500 million, today announced that it has delivered a letter to the Company's shareholders. The full text of the letter to the Company's shareholders can be viewed here. About Starboard Value LP Starboard Value LP is an investment adviser with a focused and differentiated f.
Positive
Schwab Network
1 month ago
The Big 3: DASH, META, ASDK
As uncertainty continues to grip markets, @ProsperTradingAcademy's Charles Moon turns to three stocks he's confident will rebound to former all-time highs. He talks about the signs of reversal he sees in Doordash (DASH), Meta Platforms (META) and Autodesk (ADSK).
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