Autodesk Stock (ADSK) Jumps as Analysts Praise Its Q4 Results

FomoAnxiety · 2026-02-27T18:02:24+00:00

Autodesk's fourth-quarter Fiscal 2026 results indicate strong growth driven by artificial intelligence, despite temporary disruptions from a sales strategy overhaul. Analysts maintain a positive outlook with a Buy consensus on the stock, citing robust performance and future revenue expectations.

FomoAnxiety

2026-02-27 18:02:24

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Autodesk’s ADSK +5.29% ▲ fourth-quarter Fiscal 2026 results, along with its outlook for Fiscal 2027, suggest the company is not only adapting to the rise of artificial intelligence but also benefiting from it. At the same time, Autodesk has finished a major overhaul of its sales strategy, known as its go-to-market optimization. However, this transition could temporarily disrupt billings early in Fiscal 2027 as the company adjusts to new processes and structures. Nevertheless, management emphasized that the underlying business momentum should remain strong.

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Interestingly, J.P. Morgan JPM -2.65% ▼ analysts, led by four-star analyst Alexei Gogolev, noted that the company’s guidance is intentionally cautious because of potential short-term disruptions from the sales restructuring. Despite these headwinds, Autodesk continues to invest heavily in artificial intelligence by using its specialized industry data and software expertise to build advanced AI tools designed for engineering and construction workflows. As a result, J.P. Morgan reaffirmed its Buy rating on the stock and raised its price target to $336 from $319.

Meanwhile, BTIG’s Nick Altmann kept his Buy rating but lowered their price target to $300 from $365, due to the conservative outlook. Still, they highlighted that recent results were stronger than expected, with revenue growth of 14% and billings growth of 32%, both well above their forecasts. This performance was supported by strong contract renewals and steady sales patterns, as well as solid growth in future contracted revenue. Looking ahead, Autodesk expects Fiscal 2027 revenue of about $8.1 billion to $8.17 billion, which equates to roughly 12% to 13% growth.

Is ADSK Stock a Good Buy?

Turning to Wall Street, analysts have a Strong Buy consensus rating on ADSK stock based on 19 Buys, two Holds, and zero Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average ADSK price target of $331.17 per share implies 36% upside potential.

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