Autodesk, Inc. $ADSK Shares Acquired by ANTIPODES PARTNERS Ltd

ANTIPODES PARTNERS Ltd increased its position in shares of Autodesk, Inc. (NASDAQ:ADSK) by 13,892.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 24,067 shares of the software company’s stock after acquiring an additional 23,895 shares during the quarter. ANTIPODES PARTNERS Ltd’s holdings in Autodesk were worth $7,646,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the business. Norges Bank purchased a new stake in shares of Autodesk in the second quarter valued at $777,202,000. Rakuten Investment Management Inc. acquired a new stake in Autodesk in the 3rd quarter worth about $268,649,000. Geode Capital Management LLC boosted its stake in Autodesk by 15.1% in the 2nd quarter. Geode Capital Management LLC now owns 5,606,264 shares of the software company’s stock worth $1,730,415,000 after buying an additional 734,449 shares during the last quarter. Massachusetts Financial Services Co. MA grew its holdings in Autodesk by 18.9% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 3,544,520 shares of the software company’s stock valued at $1,125,988,000 after buying an additional 564,136 shares during the period. Finally, Vontobel Holding Ltd. increased its stake in shares of Autodesk by 254.2% during the 3rd quarter. Vontobel Holding Ltd. now owns 676,701 shares of the software company’s stock valued at $214,968,000 after acquiring an additional 485,661 shares during the last quarter. 90.24% of the stock is currently owned by institutional investors and hedge funds.

Autodesk News Summary

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Autodesk committed $200M to World Labs as part of a $1B funding round and will advise the startup; the partnership aims to integrate World Labs’ 3D/spatial models with Autodesk workflows (initial focus: entertainment), signaling a push into spatial AI that supports long‑term product differentiation and new platform opportunities. World Labs lands $1B, with $200M from Autodesk, to bring world models into 3D workflows
• Positive Sentiment: Street momentum: several analysts (e.g., Berenberg reiterated Buy with a $370 PT; JPMorgan earlier upgraded) signal confidence in Autodesk’s enterprise traction and AI/cloud strategy, which can support multiple quarters of re-rating if execution continues. Street Confidence Builds as Autodesk, Inc. (ADSK) Gains Enterprise Traction
• Neutral Sentiment: Upcoming earnings/analysis: investors are focused on the company’s next report and commentary on cloud/AI transition (“SaaSpocalypse” pre‑earnings debate); results and guidance will be the immediate catalyst. Autodesk: Pre-Earnings Assessment Of ‘SaaSpocalypse’
• Neutral Sentiment: Reported short‑interest data for February appears internally inconsistent (zeros/NaN), so it’s not a reliable near‑term driver; ignore until clarified by exchanges or data providers.
• Negative Sentiment: Autodesk sued Google over the “Flow” trademark and announced a 7% global workforce reduction to reallocate resources toward cloud and AI — moves that could produce near‑term charges, execution risk, and customer/PR noise, pressuring sentiment. Autodesk Sues Google And Cuts Jobs As Shares Screen Undervalued
• Negative Sentiment: Loop Capital cut its price target to $250 and moved to a Hold, reducing visible upside from some benches and signaling more cautious near‑term expectations. Loop Capital cuts price target on Autodesk to $250 from $320, maintains Hold rating

Autodesk Stock Down 0.9%

Shares of Autodesk stock opened at $226.98 on Friday. Autodesk, Inc. has a twelve month low of $216.01 and a twelve month high of $329.09. The stock has a market cap of $48.12 billion, a price-to-earnings ratio of 43.99, a price-to-earnings-growth ratio of 1.60 and a beta of 1.45. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.86. The company has a fifty day moving average price of $267.77 and a 200 day moving average price of $292.15.

Autodesk (NASDAQ:ADSK) last released its quarterly earnings data 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 company had revenue of $1.85 billion for the quarter, compared to analyst estimates of $1.81 billion. During the same period last year, the company posted $2.17 earnings per share. The firm’s revenue was up 18.0% compared to the same quarter last year. Autodesk has set its FY 2026 guidance at 10.180-10.250 EPS and its Q4 2026 guidance at 2.590-2.67 EPS. Equities research analysts forecast that Autodesk, Inc. will post 5.76 earnings per share for the current fiscal year.

Analyst Ratings Changes

ADSK has been the topic of several research analyst reports. Robert W. Baird raised their target price on shares of Autodesk from $367.00 to $377.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 26th. The Goldman Sachs Group lifted their price target on shares of Autodesk from $320.00 to $330.00 and gave the company a “neutral” rating in a report on Wednesday, November 26th. Citigroup lowered their price objective on shares of Autodesk from $382.00 to $315.00 and set a “buy” rating for the company in a research note on Wednesday. Piper Sandler reaffirmed an “overweight” rating on shares of Autodesk in a research report on Tuesday, January 13th. Finally, BMO Capital Markets boosted their price target on Autodesk from $333.00 to $343.00 and gave the company a “market perform” rating in a research report on Wednesday, November 26th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $358.96.

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.