Autodesk Inc

Autodesk shares climbed 2.86% to close at $209.00, outpacing a 0.25% decline in the S&P 500. The design software company is expected to report quarterly EPS of $3.07, up 14.98% from the prior-year quarter, on revenue of $2.13 billion, a 14.92% increase. For the full year, the Zacks Consensus Estimates project earnings of $12.64 per share and revenue of $8.32 billion, representing changes of +21.19% and +15.48%, respectively, from the prior year. Autodesk currently carries a Zacks Rank of #3 (Hold), and its consensus EPS projection has moved 0.04% higher over the past 30 days. The stock trades at a Forward P/E ratio of 16.08, a discount to its industry average of 18.78, and a PEG ratio of 1.03.

Arcadis is expanding its strategic collaboration with Autodesk to accelerate AI-driven design and engineering by combining automated digital workflows with human technical expertise. The partnership links Arcadis's engineering and sustainability expertise with Autodesk's Design and Make platform and Autodesk AI suite, and specifically connects Arcadis's Model Context Protocol with Autodesk Assistant, an AI tool that evaluates geometry, engineering intent, and project history. By embedding proprietary data and standards directly into the software, the initiative aims to speed decision-making and cut project risk while keeping human engineers in control. Under the "See Through Walls" initiative, the companies use AI, sensor data, and predictive analytics to inspect hidden building conditions, supporting decarbonization and material reuse, and the partnership also plugs Arcadis's broader network of tech startups into Autodesk's platform to build scalable tools across global markets. Across Arcadis's existing operations in North America and Europe, digital automation has already reduced standard quality review timelines from five days to approximately half a day on select projects, releasing technical capacity and accelerating client delivery schedules.

Autodesk previewed a next-generation, agentic version of Autodesk Assistant spanning its three industry clouds at Autodesk University 2026 in Las Vegas. The three clouds are Autodesk Forma for Architecture, Engineering, and Construction, Autodesk Fusion for Design and Manufacturing, and Autodesk Flow for Media and Entertainment, and the expanded experience is designed to extend across products, projects, and teams rather than inside a single tool. Autodesk Assistant is generally available today across many Autodesk products, including Fusion, Forma, and Flow, while the next-generation experience is not yet generally available and is planned to begin rolling out in 2027, with a standalone experience also planned for that year. The next generation is built around three priorities: Personal Pulse and Assistant Spaces to surface and investigate what needs attention, acting across workflows through natural-language and voice interaction, and Assistant Builder, which lets customers connect their own AI agents, tools and trusted partner services to Autodesk project context, with support planned for third-party agents from the Design & Make Marketplace. President and CEO Andrew Anagnost said the constraint in these industries has never been about ideas but capacity, and that the intelligence is grounded in more than four decades of Autodesk industry expertise. Autodesk said availability, rollout timing, subscription terms, and regional details for the next-generation capabilities will be announced in 2027, and that its 2027 State of Design & Make Report found 70% of Design and Make leaders and experts surveyed expect AI to reduce mundane and repetitive work.

HP Inc. announced the HP ZBook Ultra G3a, a 16-inch thin-and-light mobile workstation it describes as a personal AI factory for professionals, powered by AMD and enhanced by Perplexity. The system supports up to 300B-parameter large language models running locally, with up to 192GB of unified memory and 160GB dedicated to VRAM, and is built on up to an AMD Ryzen AI Max+ PRO 495 chip with a 55 TOPS NPU. Perplexity Computer comes preloaded, including supported integration for Autodesk Revit, and HP and Perplexity have co-developed task-based Skills available exclusively to HP customers. The workstation starts at 4.2 lbs. and 17.9 mm thin, and a new thermal design delivers up to 81.8% higher TDP, enabling up to 100W of performance. The HP ZBook Ultra G3a 16-inch is expected to be available in October 2026, with pricing to be provided closer to availability.

Primepoint has launched an integration with Autodesk Forma, the first end-to-end, cloud-based, AI-native platform built for architects, engineers, contractors, and owners, connecting its first-pass review workflows with Autodesk Forma projects. The integration is now available on the Autodesk Design and Make Marketplace and is free, requiring an existing Primepoint account. Primepoint can ingest drawings and other documents directly from Autodesk Forma to power its AI reviews, and the integration synchronizes reviews both ways, letting users create RFIs or issues in Forma in one click from Primepoint while submittal reviews post automatically to Forma. Primepoint is a construction intelligence platform founded in 2024 and headquartered in San Mateo, California, that serves large commercial general contractors and is SOC 2 Type II attested with single-tenant data isolation for each customer and no training on customer data. The company was designed by a team including Lubomir Bourdev, founding member of Facebook AI Research, Hamid Palo, formerly employee #5 at Trello, and Kamran Azarbal, who spent more than a decade at Webcor.

Autodesk reported strong second-quarter fiscal 2027 results, with revenue and earnings per share above the high end of guidance, and raised its full-year billings and revenue outlook. Total revenue grew 16% as reported and 14% in constant currency, with the new transaction model providing a tailwind of roughly 2 percentage points to revenue growth in the quarter. The company expects MaintainX to contribute approximately $60 million to second half fiscal '27 revenue and approximately $70 million to second half fiscal '27 billings, both weighted slightly towards the fourth quarter. Autodesk also announced that Amy Bunszel, EVP of Architecture, Engineering and Construction Solutions, plans to retire after an extraordinary 23 years with the company. The company raised fiscal '27 billings guidance to $8.575 billion to $8.65 billion and revenue guidance to $8.295 billion to $8.345 billion, reflecting the MaintainX contribution and stronger underlying expectations.

Nvidia reported revenue for the May-July quarter of $96.2 billion, up 106% from a year earlier and above analysts' expectations of $92 billion. The company also forecast revenue for the August-October quarter to surge to $108 billion, reflecting strong confidence in AI technology investment. This sent Nvidia shares up 8.7%, with AI-related stocks broadly higher, led by Autodesk up 6.2%, Adobe up 5.7%, and Broadcom up 4.5%, pushing the Philadelphia Semiconductor Index up 2.3%. In European markets, the STOXX 600 closed down 0.69% on French political concerns, but tech stocks helped support the market, with Nemetschek surging 9.9% after Bank of America Global Research said it found no disruption to software business. Pernod Ricard fell 4.6% after sales missed estimates. In Asia, markets opened lower, led by the KOSPI down 1.6%. The Thai market is expected to trade sideways, with AOT in focus after resolving the issue of overbooked flight slots, and passenger numbers in the first half of August grew 8%, with four new direct flight routes added.

All 18 S&P 500 companies that reported earnings last week beat Wall Street's EPS estimates and posted year-over-year earnings growth, with 17 of 18 also beating revenue estimates. Notable results included CrowdStrike, which surged after Q2 revenue rose 25.8% to $1.47B, and Nvidia, whose Q2 revenue more than doubled to $96.22B. HP lifted its FY2026 adjusted EPS outlook to $3.19-$3.29, while Best Buy raised its FY2027 revenue outlook to $42.3B-$42.8B. Marvell Technology delivered Q2 revenue of $2.74B, up 37% year-over-year, and Autodesk raised its FY2027 billings outlook to $8.575B-$8.65B. Intuit beat Q4 estimates but fell on softer FY2027 guidance. Upcoming reports include Palo Alto Networks, Broadcom, Medtronic, and lululemon athletica.

Autodesk is set to report its second-quarter fiscal 2027 results on August 27, 2026, with analysts expecting earnings of US$3.12 per share on US$2.01 billion in revenue, implying double-digit year-over-year growth in both metrics. The company raised its full-year guidance in May 2026, guiding revenue to US$8,155 million to US$8,215 million and GAAP operating margins of 26% to 28%. The upcoming report will test Autodesk's ability to support margins while scaling its subscription-based model and serving architecture, construction, manufacturing, and media customers that increasingly rely on its cloud and AI-enabled tools. Some of the most optimistic analysts were already penciling in revenues of about US$10.7 billion and earnings near US$2.9 billion by 2029, which paints a far more upbeat picture than the consensus.

Autodesk has joined the Alliance for OpenUSD, which has started the ISO certification process for the OpenUSD Core Specification 1.1, aiming to drive global 3D data interoperability and agentic AI workflows. The move ties Autodesk's software ecosystem more closely to OpenUSD as a common 3D data layer across gaming, XR, and enterprise use cases. Autodesk's stock closed at $205.26, down 28.4% year to date and 31.8% over the past year, with a five-year return down 36.0%. The ISO process could influence how quickly regulated industries adopt 3D and AI pipelines on this standard, potentially affecting Autodesk's integration into cross-platform workflows alongside competitors like Unity and NVIDIA.

The Alliance for OpenUSD has added ByteDance, Huawei, Physicl, and Unity as General Members, expanding its reach into gaming, consumer XR platforms, and large-scale enterprise digital transformation. The organization has also begun the ISO certification process for Core Specification 1.1, the first step toward international standardization, and launched a GitHub repository to give developers direct input into the specification's evolution. OpenUSD is emerging as the 3D data layer for agentic AI workflows, with early implementations from Cesium, PTC, and NVIDIA demonstrating how AI agents can understand, navigate, and modify 3D environments built on the Core Specification. AOUSD and member companies including Pixar, NVIDIA, Autodesk, and Epic Games will present sessions at SIGGRAPH 2026 in Los Angeles from July 19 to 23.

Autodesk’s discounted cash flow model estimates an intrinsic value of about $364 per share, implying the stock is 43.4% undervalued relative to its current price. The company generated approximately $2.7 billion in free cash flow over the latest twelve months, and the two-stage free cash flow to equity framework assumes continued growth. However, Autodesk trades at a price-to-earnings ratio of about 29.7 times, close to the software industry average of roughly 28.8 times and a peer group average of about 28.7 times, while a tailored fair P/E ratio stands at about 30.5 times, suggesting the stock is broadly in line with what its earnings profile would typically justify. The divergence between the DCF-based undervaluation signal and the about-right P/E multiple reflects differing judgments on the durability of Autodesk’s cash generation. Broader valuation checks show a mixed picture, with the stock screening as undervalued in four of six checks.

The U.S. Federal Trade Commission has granted early termination of the waiting period for Autodesk’s planned $3.6 billion cash acquisition of MaintainX. Autodesk announced the deal in late May, aiming to strengthen its Autodesk Operations Solutions business by connecting operations workflows with the broader lifecycle. The early termination notice was issued less than two months after the acquisition was disclosed. Autodesk shares rose 1.2% in premarket trading on Tuesday.

The global artificial intelligence in interior design market is projected to grow from $1.39 billion in 2025 to $4.55 billion by 2030, at a compound annual growth rate of 26.8%, according to a new report from ResearchAndMarkets.com. The expansion is driven by integration with augmented and virtual reality tools, rising demand for personalized interiors, smart home proliferation, remote design services, and sustainability-focused practices. Key trends include AI-powered space planning, virtual interior visualization, personalized design recommendations, material optimization, and smart home integration. North America was the largest regional market in 2025, with significant growth also expected in Asia-Pacific, South East Asia, and Western Europe. Leading companies such as Wayfair Inc., Autodesk Inc., and Houzz Inc. are innovating with generative AI tools, while tariffs on visualization hardware are pushing the industry toward software-centric and cloud-based solutions.

Autodesk announced a $350 million, multi-year global initiative to expand free access, training, and certification for AI-powered design and manufacturing skills. The program targets 60 million students and educators and aims to train nearly one million individuals in AI-driven workflows. The initiative will run worldwide in partnership with major educational and industrial training institutions. Autodesk's stock has faced pressure, with the share price at $187.72 and the company down 22.1% over the past 30 days and 34.5% year to date.

Autodesk has committed $350 million to provide AI training, access, and credentials to the next generation. Chief marketing and commercial officer Dara Treseder highlighted the initiative, which aims to upskill future talent in artificial intelligence. Internally, Treseder achieved full participation in a new AI Academy, underscoring the company's broader push to integrate AI across its operations.

Autodesk has amended its credit agreements to secure financing for its $3.6 billion all-cash acquisition of MaintainX Inc. The company increased its unsecured revolving credit facility to $2 billion from $1.5 billion with Citibank N.A. as administrative agent, providing streamlined borrowing of up to $1 billion for the purchase. Autodesk also entered into a Term Loan Credit Agreement for an additional $1 billion unsecured 364-day delayed draw term loan facility, maturing 364 days after the acquisition closes. The deal is expected to expand Autodesk's reach across customer segments, geographies, and adjacent use cases, while granting access to data on asset history, inspections, maintenance patterns, and real-world performance.