Autodesk (NASDAQ:ADSK) Upgraded by JPMorgan Chase & Co. to Overweight Rating

JPMorgan Chase & Co. upgraded shares of Autodesk (NASDAQ:ADSK) from a neutral rating to an overweight rating in a research note released on Monday morning, Marketbeat Ratings reports. The firm currently has $319.00 price target on the software company’s stock.

Several other research firms also recently issued reports on ADSK. Arete Research raised their price target on shares of Autodesk from $430.00 to $460.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Rothschild & Co Redburn began coverage on Autodesk in a report on Friday, January 9th. They issued a “buy” rating and a $375.00 price objective for the company. BMO Capital Markets lifted their target price on Autodesk from $333.00 to $343.00 and gave the stock a “market perform” rating in a report on Wednesday, November 26th. Bank of America upped their price target on Autodesk from $360.00 to $365.00 and gave the company a “neutral” rating in a research report on Wednesday, November 26th. Finally, Rothschild Redb raised Autodesk to a “strong-buy” rating in a research note on Friday, January 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $371.31.

Autodesk Trading Up 1.1%

Shares of ADSK stock opened at $255.57 on Monday. The firm has a market capitalization of $54.18 billion, a P/E ratio of 49.53, a P/E/G ratio of 2.05 and a beta of 1.45. Autodesk has a twelve month low of $232.67 and a twelve month high of $329.09. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.86. The stock’s fifty day simple moving average is $286.93 and its 200 day simple moving average is $298.67.

Autodesk (NASDAQ:ADSK) last posted its earnings results on Tuesday, November 25th. The software company reported $2.67 EPS for the quarter, beating the consensus estimate of $2.50 by $0.17. Autodesk had a return on equity of 52.06% and a net margin of 16.09%.The firm had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $1.81 billion. During the same period last year, the company earned $2.17 earnings per share. The business’s quarterly revenue 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. As a group, sell-side analysts predict that Autodesk will post 5.76 EPS for the current fiscal year.

Institutional Investors Weigh In On Autodesk

Several institutional investors and hedge funds have recently made changes to their positions in ADSK. Principal Financial Group Inc. increased its holdings in Autodesk by 4.2% in the fourth quarter. Principal Financial Group Inc. now owns 316,225 shares of the software company’s stock worth $93,606,000 after purchasing an additional 12,766 shares in the last quarter. QRG Capital Management Inc. grew its position in shares of Autodesk by 23.8% during the 4th quarter. QRG Capital Management Inc. now owns 16,809 shares of the software company’s stock worth $4,976,000 after buying an additional 3,234 shares during the period. Intact Investment Management Inc. acquired a new stake in shares of Autodesk during the 4th quarter worth approximately $89,000. CENTRAL TRUST Co increased its stake in shares of Autodesk by 6.2% in the 4th quarter. CENTRAL TRUST Co now owns 759 shares of the software company’s stock valued at $225,000 after acquiring an additional 44 shares in the last quarter. Finally, PKO Investment Management Joint Stock Co lifted its position in shares of Autodesk by 114.3% during the 4th quarter. PKO Investment Management Joint Stock Co now owns 6,000 shares of the software company’s stock valued at $1,776,000 after acquiring an additional 3,200 shares during the period. Institutional investors own 90.24% of the company’s stock.

Key Autodesk News

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: J.P. Morgan upgraded ADSK from “neutral” to “overweight” and set a $319 price target (about ~25% upside from recent levels), citing AI-driven demand for design software and calling this a “buy the dip” opportunity. This upgrade is the primary catalyst for the stock’s upward move today. JPMorgan upgrade coverage
• Positive Sentiment: Autodesk is executing cost realignment — earlier this quarter the company announced a ~7% workforce reduction to free up spending for cloud and AI initiatives. Investors often view targeted cuts that fund higher‑growth areas as margin and execution positives if product investment accelerates. Workforce cut coverage
• Neutral Sentiment: Autodesk scheduled its Q4 FY2026 earnings conference call for Feb. 26 — investors will be watching revenue, margin progress, and any commentary on AI product monetization and subscription growth. The call timing can cause short‑term trading before the print. Earnings call notice
• Neutral Sentiment: Market writeups noted ADSK closed higher today vs. the prior session, a direct reflection of the analyst upgrade and coverage. Short‑term price moves are being reported in market summaries. Zacks price recap
• Neutral Sentiment: Reported short‑interest data appears to show zero shares (and NaN changes), likely a reporting anomaly; current days‑to‑cover metrics are effectively meaningless until corrected. This looks like a data glitch rather than a real change in short positioning.

About Autodesk

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.