Equity Profile

ADSK

Autodesk, Inc.

Information TechnologyApplication Software$44.8B

Aug27Thu

Pre-Earnings Brief

UpcomingQ2-2027After Close5:00 PM EDT

Company Snapshot

Autodesk, Inc. (ADSK) is a leading software company in the Information Technology sector, specializing in design software for architecture, engineering, construction, and manufacturing....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well Autodesk is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is crucial for sustaining long-term growth.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ADSK Q2-2027 Earnings Preview

Context

Company Snapshot

Autodesk, Inc. (ADSK) is a leading software company in the Information Technology sector, specializing in design software for architecture, engineering, construction, and manufacturing. As industries increasingly adopt digital tools, Autodesk's solutions are essential for enhancing productivity and innovation.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+52.12%

Avg Stock Reaction

+1.06%

Last Quarter Recap

In Q1-2027, Autodesk reported an impressive earnings surprise of 41.04% with an EPS of $2.99, significantly exceeding expectations. The stock reacted positively, gaining 1.67% the following day.

Management Promises & Guidance

Focus on enhancing cloud-based solutions.
Commitment to expanding customer engagement.
Plans to invest in AI-driven features.

Expectations

Wall Street Expectations

Investors are optimistic ahead of Autodesk's earnings report, given the company's strong track record of beating estimates. However, there is caution due to the lack of specific guidance this quarter.

Bull Case

If Autodesk continues its trend of strong earnings surprises, it could indicate robust demand for its software solutions, leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a sharp decline in stock price, especially given the high implied volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Autodesk's EPS exceed $3.00 this quarter?

Exceeding this EPS threshold would reinforce the company's strong performance and growth trajectory, potentially boosting investor confidence.

What specific revenue growth rates can Autodesk report?

Understanding revenue growth will provide insights into market demand for Autodesk's products and its competitive positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Autodesk's ability to leverage AI in its software, which could drive higher-than-expected demand and revenue growth this quarter.

Supporting Evidence

The company has consistently exceeded EPS estimates, indicating strong operational execution.

Recent trends in digital transformation suggest increased spending on design software.

Options pricing reflects high volatility, indicating investor uncertainty that may not align with Autodesk's growth potential.

Key Risk

If Autodesk reports an EPS below $2.80, it could signal a significant slowdown in growth, contradicting the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether Autodesk can maintain its growth momentum amidst a competitive landscape.

Bull Confirmed If

An EPS of $3.00 or higher would confirm strong operational performance and growth potential.

Bear Confirmed If

An EPS below $2.80 would raise concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.74%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±9.7% while ADSK has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

34.4%

Calls (342K)P/C Ratio: 2.49Puts (245K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Autodesk beats expectations, history suggests a stock increase of around 1.06%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may experience muted movement as investors reassess growth outlook.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 1.06% or more.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

Senate only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

I-MEJr. Angus S KingSen.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth in key segments like architecture and manufacturing.
2Updates on customer adoption rates for cloud-based solutions.
3Insights into the impact of AI features on product demand.
4Management's outlook on market conditions and competitive landscape.
5Any changes in guidance for future quarters.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Autodesk, Inc. (ADSK) is a leading software company in the Information Technology sector, specializing in design software for architecture, engineering, construction, and manufacturing....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well Autodesk is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is crucial for sustaining long-term growth.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ADSK Q2-2027 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+52.12%

Avg Stock Reaction

+1.06%

Last Quarter Recap

In Q1-2027, Autodesk reported an impressive earnings surprise of 41.04% with an EPS of $2.99, significantly exceeding expectations. The stock reacted positively, gaining 1.67% the following day.

Management Promises & Guidance

Focus on enhancing cloud-based solutions.
Commitment to expanding customer engagement.
Plans to invest in AI-driven features.

Expectations

Wall Street Expectations

Bull Case

If Autodesk continues its trend of strong earnings surprises, it could indicate robust demand for its software solutions, leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a sharp decline in stock price, especially given the high implied volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Autodesk's EPS exceed $3.00 this quarter?

Exceeding this EPS threshold would reinforce the company's strong performance and growth trajectory, potentially boosting investor confidence.

What specific revenue growth rates can Autodesk report?

Understanding revenue growth will provide insights into market demand for Autodesk's products and its competitive positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Autodesk's ability to leverage AI in its software, which could drive higher-than-expected demand and revenue growth this quarter.

Supporting Evidence

The company has consistently exceeded EPS estimates, indicating strong operational execution.

Recent trends in digital transformation suggest increased spending on design software.

Options pricing reflects high volatility, indicating investor uncertainty that may not align with Autodesk's growth potential.

Key Risk

If Autodesk reports an EPS below $2.80, it could signal a significant slowdown in growth, contradicting the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether Autodesk can maintain its growth momentum amidst a competitive landscape.

Bull Confirmed If

An EPS of $3.00 or higher would confirm strong operational performance and growth potential.

Bear Confirmed If

An EPS below $2.80 would raise concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.74%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±9.7% while ADSK has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

34.4%

Calls (342K)P/C Ratio: 2.49Puts (245K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Autodesk beats expectations, history suggests a stock increase of around 1.06%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may experience muted movement as investors reassess growth outlook.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 1.06% or more.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

Senate only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

I-MEJr. Angus S KingSen.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth in key segments like architecture and manufacturing.
2Updates on customer adoption rates for cloud-based solutions.
3Insights into the impact of AI features on product demand.
4Management's outlook on market conditions and competitive landscape.
5Any changes in guidance for future quarters.