Information Technology·Application Software·$50.1B
Autodesk Inc (ADSK) is a leading software company that provides design and engineering solutions across various industries, including architecture, construction, and manufacturing. With a market cap of $51 billion, Autodesk plays a crucial role in the growing demand for digital design tools, particularly as industries increasingly adopt cloud-based solutions and automation technologies.
Earnings Per Share (EPS)
EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue Growth
Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.
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Autodesk Inc (ADSK) is a leading software company that provides design and engineering solutions across various industries, including architecture, construction, and manufacturing. With a market cap of $51 billion, Autodesk plays a crucial role in the growing demand for digital design tools, particularly as industries increasingly adopt cloud-based solutions and automation technologies.
EPS Beat Streak
7Q
EPS Beat Rate
88%
Avg EPS Surprise
+46.67%
Avg Stock Reaction
+0.98%
In the last quarter, Autodesk reported an EPS of $2.85, significantly beating estimates by 47.52%. The stock reacted positively, gaining 3.84% the following day.
Management Promises & Guidance
Overall, expectations are high for Autodesk's upcoming earnings report, especially given its strong performance in recent quarters.
Bull Case
If Autodesk continues to beat EPS estimates and shows strong revenue growth, it could signal robust demand for its products and further validate its transition to a subscription model.
Bear Case
Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about its growth trajectory and market competition.
Earnings Per Share (EPS)
Expected to be around $2.85EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue Growth
N/ARevenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.
Subscription Growth
N/AAs Autodesk shifts towards a subscription-based model, tracking subscription growth will indicate customer retention and market demand.
The print will turn on these two things.
Q1
What is the projected subscription growth rate for the upcoming quarter?
Subscription growth is critical as it reflects customer retention and the success of Autodesk's transition to a recurring revenue model.
Q2
How does management plan to address competition in the software space?
Understanding Autodesk's strategy to combat competition will be essential for investors to gauge its future market position.
Why consensus could be wrong
The Street may be overly optimistic about Autodesk's subscription growth, failing to account for potential competitive pressures that could hinder growth.
Supporting Evidence
Options are pricing in a 13.41% move, which is significantly higher than the historical average of 1.38%.
The put/call ratio indicates a bearish sentiment, suggesting that some investors are hedging against potential downside risks.
Key Risk
If subscription growth falls below 15%, it could significantly shift market sentiment and expectations.
Pre-commit to what would confirm each case.
This quarter's performance will be closely watched as Autodesk navigates a competitive landscape while transitioning to a subscription-based model.
Bull Confirmed If
EPS growth of +50% YoY or better, indicating strong demand and effective cost management.
Bear Confirmed If
EPS growth below +20%, which could signal weakening demand or increased competition.
Implied Move
±13.41%
Historical Avg
±1.4%
The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings announcement.
Options are pricing ±13.4% while ADSK has averaged ±1.4% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Autodesk beats expectations, history suggests a potential stock increase of around +0.98%, confirming strong demand and effective management.
In-Line / Cautious
If results are in line with expectations, the market may react cautiously, leading to minimal movement as investors assess future guidance.
Miss
A miss could lead to a decline of about +1.00%, raising concerns about growth and market competition.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VIKING HLDGS LTD
May 19, 2026