Autodesk, Inc. $ADSK Shares Sold by Baillie Gifford & Co.

Baillie Gifford & Co. cut its stake in Autodesk, Inc. (NASDAQ:ADSK) by 2.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 726,446 shares of the software company’s stock after selling 15,387 shares during the period. Baillie Gifford & Co. owned approximately 0.34% of Autodesk worth $230,770,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Proffitt & Goodson Inc. acquired a new stake in shares of Autodesk during the 3rd quarter worth $27,000. Heartwood Wealth Advisors LLC acquired a new stake in Autodesk during the third quarter worth about $28,000. Tripletail Wealth Management LLC purchased a new position in shares of Autodesk in the 3rd quarter worth about $29,000. Access Investment Management LLC purchased a new position in shares of Autodesk in the 2nd quarter worth about $28,000. Finally, E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Autodesk by 67.8% in the 2nd quarter. E Fund Management Hong Kong Co. Ltd. now owns 99 shares of the software company’s stock valued at $31,000 after purchasing an additional 40 shares in the last quarter. Institutional investors and hedge funds own 90.24% of the company’s stock.

Autodesk Stock Performance

Autodesk stock opened at $270.00 on Friday. Autodesk, Inc. has a 12-month low of $232.67 and a 12-month high of $329.09. The company has a market capitalization of $57.24 billion, a price-to-earnings ratio of 52.33, a price-to-earnings-growth ratio of 2.19 and a beta of 1.46. The company has a debt-to-equity ratio of 0.86, a current ratio of 0.82 and a quick ratio of 0.82. The firm’s fifty day moving average price is $290.33 and its 200 day moving average price is $299.94.

Autodesk (NASDAQ:ADSK) last posted its quarterly earnings data on Tuesday, November 25th. The software company reported $2.67 earnings per share for the quarter, beating analysts’ consensus estimates of $2.50 by $0.17. Autodesk had a net margin of 16.09% and a return on equity of 52.06%. The company had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $1.81 billion. During the same period in the prior year, the company posted $2.17 EPS. The firm’s revenue for the quarter was up 18.0% on a year-over-year basis. Autodesk has set its FY 2026 guidance at 10.180-10.250 EPS and its Q4 2026 guidance at 2.590-2.67 EPS. On average, research analysts forecast that Autodesk, Inc. will post 5.76 EPS for the current fiscal year.

Autodesk News Roundup

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Company announced a global restructuring and said it has raised its financial outlook, framing the 7% reduction as a move to streamline customer engagement and improve long‑term efficiency. This underpins the bullish case that margin expansion and free‑cash‑flow upside could follow. Autodesk Announces Global Restructuring and Raises Financial Outlook
• Positive Sentiment: Market reaction: multiple outlets report ADSK shares jumped after the workforce‑reduction plan and guidance update, showing investors initially rewarded the cost‑savings and clearer outlook. Autodesk stock rises after announcing 7% workforce reduction, guidance update
• Positive Sentiment: Analyst support: at least one major shop (William Blair) reiterated/maintained a Buy on the thesis that restructuring improves efficiency and long‑term FCF; Rothschild also published a buy view citing market outgrowth potential. Analyst backing reduces near‑term downside from the move. Autodesk: Restructuring-Driven Efficiency, Reinforced Outlook, and Long-Term FCF Upside Support Buy Rating
• Neutral Sentiment: Earnings preview: several previews expect double‑digit bottom‑line growth into Q4 2026, so upcoming results will be key to confirm that revenue and margin trajectory justify the restructuring. Autodesk’s Q4 2026 Earnings: What to Expect
• Neutral Sentiment: Investor guidance pieces weigh whether ADSK’s risk/reward improved after the cuts — useful reading but not new facts; traders will watch upcoming quarterly results and guidance cadence. As Autodesk Slashes Jobs, Should You Buy, Sell, Or Hold ADSK Stock?
• Negative Sentiment: Layoffs coverage: major outlets report ~1,000 job cuts (about 7% of workforce), largely in sales/customer‑facing roles — this raises execution risk around customer relationships and sales momentum if not managed carefully. Autodesk to cut 1,000 workers as the tech company bets on AI
• Negative Sentiment: Further reporting (Reuters/WSJ/Fast Company) emphasizes the scale and concentration of reductions in customer‑facing teams — a potential near‑term headwind to bookings and customer service if transition is rocky. Autodesk to lay off about 7% of workforce

Analysts Set New Price Targets

Several research analysts recently commented on ADSK shares. Deutsche Bank Aktiengesellschaft upgraded shares of Autodesk from a “hold” rating to a “buy” rating and raised their price target for the company from $345.00 to $375.00 in a report on Wednesday, November 26th. Robert W. Baird raised their target price on shares of Autodesk from $367.00 to $377.00 and gave the company an “outperform” rating in a research note on Wednesday, November 26th. Piper Sandler restated an “overweight” rating on shares of Autodesk in a report on Tuesday, January 13th. Wells Fargo & Company increased their price target on Autodesk from $375.00 to $380.00 and gave the company an “overweight” rating in a report on Wednesday, November 26th. Finally, Wolfe Research boosted their price objective on Autodesk from $370.00 to $390.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 26th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $369.97.

Autodesk Profile

Autodesk, Inc (NASDAQ: ADSK) is a software company that develops design and creation tools for the architecture, engineering and construction (AEC), manufacturing, and media and entertainment industries. Headquartered in San Rafael, California, the company was founded in 1982 and is best known for pioneering CAD (computer-aided design) software. Autodesk sells products and services to a global customer base, including architects, engineers, contractors, product designers, and content creators.

The company’s product portfolio includes industry-standard design and modeling applications such as AutoCAD, Revit, Inventor, Fusion 360, Maya and 3ds Max, as well as cloud-based collaboration and project management platforms like BIM 360 and Autodesk Construction Cloud.