AUTODESK, INC.
In the published model solve dated 2026-Q2, anchored at $260.10, AUTODESK, INC. (ADSK) is priced for +29.5% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Most of next year's revenue is already contracted rather than sold: the FY2026 10-K states ⟦"We expect to recognize $5.48 billion or 66% of our remaining performance obligations as revenue during the next 12 months"⟧, with the balance landing after that. • The risk is what the multiple already assumes. At about 26 times company-wide operating income the price requires operating profit to compound near 30% a year and to keep doing it across a five-year run, a pace only about 27 in 100 comparab
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1,273 institutional managers reported holding ADSK in 13F filings for the quarter ended 2026-03-31. Together they hold about 87% of the company; the top 10 hold 41%. 114 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 7.5M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ADSK has cut its share count 4% over the past five years, spending $5.53B on repurchases. It pays no dividend. Cash returned over the past three years: $2.98B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ADSK over the trailing three years: 2025: 1 buy totaling $534k; 2026: 4 buys totaling $2.17M. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ADSK's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-02 | +1.1% | -1.3% |
| 2023-08-30 | +4.0% | -10.2% |
| 2023-12-05 | -7.8% | +15.2% |
| 2024-06-11 | +5.2% | +15.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ADSK's latest 8-K filings: 2026-08-27 (items 2.02, 7.01, 9.01); 2026-08-03 (items 8.01); 2026-07-13 (items 8.01); 2026-06-18 (items 5.03, 5.07, 9.01); 2026-06-15 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.