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

Baillie Gifford & Co. lowered its stake in Autodesk, Inc. (NASDAQ:ADSK) by 2.1% in the 3rd quarter, according to its most recent 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.’s holdings in Autodesk were worth $230,770,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the stock. Proffitt & Goodson Inc. acquired a new position in Autodesk in the third quarter worth about $27,000. Access Investment Management LLC acquired a new position in shares of Autodesk in the 2nd quarter worth approximately $28,000. Heartwood Wealth Advisors LLC bought a new stake in shares of Autodesk in the 3rd quarter valued at approximately $28,000. Tripletail Wealth Management LLC acquired a new stake in shares of Autodesk during the 3rd quarter valued at approximately $29,000. Finally, Hilltop National Bank bought a new position in Autodesk during the second quarter worth $31,000. Institutional investors and hedge funds own 90.24% of the company’s stock.

Autodesk Stock Up 0.1%

ADSK stock opened at $270.00 on Friday. The firm’s 50-day moving average is $290.33 and its two-hundred day moving average is $299.94. 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. Autodesk, Inc. has a 52 week low of $232.67 and a 52 week high of $329.09. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.86.

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

Wall Street Analysts Forecast Growth

Several research firms have weighed in on ADSK. Rothschild & Co Redburn began coverage on shares of Autodesk in a research note on Friday, January 9th. They set a “buy” rating and a $375.00 target price for the company. BTIG Research assumed coverage on shares of Autodesk in a research report on Tuesday, December 16th. They set a “buy” rating and a $365.00 price objective for the company. Arete Research raised their target price on shares of Autodesk from $430.00 to $460.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Hsbc Global Res upgraded Autodesk from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, October 1st. Finally, Piper Sandler reiterated an “overweight” rating on shares of Autodesk in a research report on Tuesday, January 13th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $369.97.

Autodesk News Summary

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

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.