BMO Capital reiterates Market Perform rating on Autodesk stock

Published 29/08/2025, 13:16
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Investing.com - BMO Capital maintained its Market Perform rating and $333.00 price target on Autodesk (NASDAQ:ADSK) following the company’s quarterly results. According to InvestingPro data, Autodesk currently trades near its Fair Value, with the stock demonstrating its position as a prominent player in the software industry.

The research firm described Autodesk’s performance as a "good quarter," highlighting stable underlying growth despite macroeconomic concerns and strong cash generation as key drivers of the positive results. The company maintains impressive gross profit margins of 92% and generated $1.6 billion in free cash flow over the last twelve months.

BMO Capital noted that Autodesk declared its fiscal year 2029 EBIT margin goal of approximately 41% earlier than expected, which aligned with the firm’s previous projections and provides what they termed a constructive "north star" for investors.

The research firm indicated that Autodesk shares have been on their "shopping list" and they maintain a generally constructive outlook on the stock, though they acknowledged the shares had risen significantly in after-hours trading.

BMO Capital emphasized that the upcoming analyst day will serve as an important opportunity to evaluate the sustainability of Autodesk’s growth vectors in what they described as a "still uneven" macroeconomic environment. InvestingPro analysis shows the company maintains a "GOOD" overall financial health score, with particularly strong marks in profitability metrics. For deeper insights into Autodesk’s financial health and growth potential, access the comprehensive Pro Research Report available on InvestingPro.

In other recent news, Autodesk has reported strong financial performance, leading to multiple analyst firms raising their price targets for the company. Stifel increased its price target to $375, noting the company’s better-than-expected quarterly results and an upward revision of its fiscal year guidance. Similarly, Rosenblatt raised its target to $355, highlighting a 17% year-over-year revenue growth and a 36% increase in total billings. Mizuho also set its price target at $375, attributing Autodesk’s revenue beat to substantial growth in the Architecture, Engineering, Construction, and Operations segment. Additionally, Goldman Sachs adjusted its target to $320, acknowledging Autodesk’s revenue and earnings per share that exceeded consensus estimates. Piper Sandler raised its target to $373, citing improvements in Autodesk’s fiscal year 2026 revenue, billings, operating margin, and free cash flow forecasts. These developments reflect strong investor confidence in Autodesk’s ongoing financial performance.

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