- Prev close
- $219.62
- Day range
- $215.21 – $222.00
- From 52-wk high
- -32.7%
- Next earnings
- in 62 days
Autodesk is moving mainly on stock-specific digestion of AI and valuation concerns while peers like CDNS +4.2% and SNPS +4.4% are stronger; the setup looks mixed rather than broken, with 17.9% TTM revenue growth and 91.3% gross margin supporting the case but the shares still 33.0% below the 52-week high.
ADSK
AUTODESK INC
As of Sep 21, 2026
61/100
Worth keeping an eye onHealth ScoreWhy it moved
ADSK finished +0.9% in a session when the S&P 500 was +1.6% and the Nasdaq 100 was +2.8%, so the broad tape was supportive. But same-sector peers were stronger — INTU +0.3%, CDNS +4.2%, and SNPS +4.4% — which points away from a pure sector move and toward stock-specific digestion of the late-August selloff and AI-disruption debate. The session path also looks constructive rather than panicked: it opened at $216.16, traded down to $213, then recovered to $219.7 before closing at $218.85, so the key read is a stock-specific rebound inside a firm market, not a broad-market explanation.
Normal volatility?
This looks like ordinary but elevated volatility for a name with beta 1.31 and a valuation that still leaves room for sharp swings. The business fundamentals are intact — revenue is +17.9% YoY (TTM), the latest quarter was +16.1% YoY, EPS is +59.9% YoY (TTM), gross margin is +91.3%, operating margin is +26.2%, and net margin is +21.1% — so there is no earnings deterioration to match a sharp rerating. At the same time, the stock is not cheap at PE 27.3 and forward PE 17.5; PEG 2.25 means investors are paying 2.25x the growth rate, so strong growth is already priced in and moves can be magnified in either direction. On that basis, the recent drift lower over 1w -4.4% and 1m -12.8% looks more like a valuation and sentiment reset than a fundamental break.
Earnings preview
The next earnings date is 2026-11-23. The facts here do not include Street consensus for the upcoming quarter, so I cannot state expected revenue or EPS growth for that report; the durable guideposts available are the company’s recent TTM revenue growth of +17.9%, latest-quarter revenue growth of +16.1% YoY, and EPS growth of +59.9% YoY (TTM), alongside gross margin of +91.3% and operating margin of +26.2%. The market will be focused on three things: whether AI-related disruption is pressuring the core design franchise, whether growth stays near the +16.1% to +17.9% range, and whether margins remain in the +91.3% gross and +26.2% operating band. I do not have prior-print reaction data in the facts set, so I won’t invent a pattern.
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