Autodesk stock rating reiterated at Outperform by William Blair

Published 29/08/2025, 12:10
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Investing.com - William Blair has reiterated its Outperform rating on Autodesk (NASDAQ:ADSK), the $62.28 billion software giant, following the company’s quarterly earnings report that exceeded market expectations. According to InvestingPro data, analysts maintain a bullish consensus with price targets ranging from $271 to $430.

The software company reported 11% revenue growth in constant currency, excluding benefits from its new transaction model, while achieving an operating margin of 39%, both figures surpassing analyst forecasts. The company maintains impressive gross profit margins of 92%, reflecting its strong market position. InvestingPro analysis reveals 15+ additional key insights about Autodesk’s financial health and market position.

William Blair attributed the strong performance to stability in the demand environment, business diversification, favorable deal timing, and stronger upfront revenue, which led management to raise guidance based on first-half business strength.

Autodesk management also introduced a fiscal 2029 operating margin target of 41%, signaling confidence in sustained operational leverage over the coming years.

The research firm maintains its positive outlook on Autodesk, citing the company’s diversified revenue base, sustained demand momentum, and operational optimization efforts that position it well to benefit from digitization initiatives across manufacturing, construction, and entertainment markets.

In other recent news, Autodesk reported its financial results for the second quarter of fiscal year 2026, surpassing Wall Street expectations. The company achieved an earnings per share of $2.62, exceeding the forecast of $2.45. Revenue also outperformed predictions, reaching $1.76 billion compared to the anticipated $1.72 billion. This revenue represents an 11% growth when adjusted for currency effects and Autodesk’s new transaction model. In light of these results, KeyBanc raised its price target for Autodesk to $365 from $350, maintaining an Overweight rating. Meanwhile, Loop Capital reiterated its Hold rating and maintained a price target of $320. These developments reflect a positive reception of Autodesk’s financial performance by analysts.

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