William Blair analyst Dylan Becker has maintained their bullish stance on ADSK stock, giving a Buy rating today.
Dylan Becker has given his Buy rating due to a combination of factors that underscore Autodesk’s strong financial performance and strategic positioning. The company reported impressive fourth-quarter results, with a 12% revenue growth in constant currency and an operating margin of 37%, showcasing its focus on operational efficiency. This growth was driven by widespread momentum across product segments and regions, along with robust renewal activity as clients continue to find value in Autodesk’s comprehensive platform.
Furthermore, Autodesk’s transition to a transactional model has provided a tailwind, although the core organic revenue growth remains solid at approximately 9%. Management’s guidance for fiscal 2026 reflects a stable macro environment and the company’s resilience, with expectations of core margins nearing 40%. Additionally, strategic moves such as a 9% reduction in workforce aim to streamline operations further. These factors collectively highlight Autodesk’s ability to leverage its tools across a diverse customer base, positioning it well to capitalize on industry digitization opportunities and support long-term growth.
In another report released today, KeyBanc also maintained a Buy rating on the stock with a $335.00 price target.