Wall Street Zen Lowers Autodesk Rating to Buy Amid Conflicting Upgrade

New York, United States, September 28, 2025

News Summary

Wall Street Zen lowered its rating for Autodesk (NASDAQ:ADSK) to Buy, while a separate item in compiled reports simultaneously claimed the firm upgraded the stock to Strong Buy, creating a direct inconsistency. The mixed messaging surfaced amid scrutiny of Autodesk’s recent financial performance, mixed quarterly results and modest revenue growth in core markets. Analysts remain broadly positive with multiple price-target raises and a moderate buy consensus, while guidance, recurring subscription revenue and AI-driven product investments are key offsets. Insider selling and valuation discrepancies add to investor uncertainty, prompting calls for deeper research before acting.

Autodesk Rating Change and Market Snapshot: Key Developments and Data

Summary: A recent analyst action has drawn attention to Autodesk’s near-term outlook amid mixed financial results and ongoing product investments. Below are the most important developments first, followed by supporting details and context.

Top lines

The text states Wall Street Zen “lowered its rating for Autodesk (NASDAQ:ADSK) to ‘Buy’.

Elsewhere in the provided text, a market-data report stated that Wall Street Zen upgraded shares of Autodesk (ADSK) from a buy rating to a strong-buy rating.

The company presently has a consensus rating of “Moderate Buy” and an average price target of $356.83.

Why this matters now

This rating change, and the conflicting report of an upgrade, signal shifting views among analysts about the company’s near-term performance after a period of mixed operating results. Investors may interpret changes in ratings as reflecting new assessments of revenue growth, product traction, and execution risk.

Company profile and product mix

Autodesk was founded in 1982. The company is a global leader in design software and 3D modeling, with flagship products that include AutoCAD, Revit, and Maya. Its product set spans 3D design, engineering and entertainment technology solutions worldwide and includes specialized tools such as AutoCAD Civil 3D, BuildingConnected (a SaaS preconstruction solution), AutoCAD LT, CAM software for CNC machining, and Fusion 360. Autodesk also offers Industry Collections tools for professionals in architecture, engineering and construction, product design and manufacturing, and media and entertainment. The text states Autodesk has over 13 million users globally.

Recent financial performance and trends

Autodesk has experienced fluctuations in its stock value reflecting broader market trends and company developments. The decision by Wall Street Zen followed scrutiny over Autodesk’s financial performance and growth potential. In the last fiscal year Autodesk reported a slight decrease in year‑over‑year revenue growth. Recent quarterly earnings reportedly showed challenges in revenue growth, particularly in its core markets, such as construction and manufacturing, while recurring revenue from subscription services has remained strong. The company’s overall revenue growth from new user acquisitions has slowed.

The company is investing heavily in innovation, particularly in artificial intelligence and machine learning. The text cites introduction of generative design features in Autodesk tools that allow users to explore many design alternatives when inputting parameters. Autodesk is said to be making progress in high‑growth segments like Construction and Manufacturing and added nearly 400 new construction customers in the fourth quarter of fiscal 2025. The company is also seeing strong adoption of its cloud-based platforms like Fusion and Forma. Autodesk tools cited as using AI include Fusion’s AutoConstrain feature. The text also says Autodesk is committing to sustainability initiatives and is expanding into emerging markets.

Analyst actions and price targets

Several analyst actions and price target changes appeared in the compiled material. Highlights include price objective increases and Outperform/Overweight designations from multiple major firms, and a mix of Buy and Hold ratings across the analyst community. The compiled material noted that seventeen investment analysts have rated Autodesk with a Buy rating and seven have given a Hold rating. The material also reported a consensus rating of “Moderate Buy” and an average price target of $356.83. Another mean price target figure cited in the material was $336.58, and a street-high price target of $400 was mentioned as implying potential upside.

Stock trading snapshot and valuation metrics

One trading snapshot in the compiled material showed shares of ADSK traded down $1.18 during mid‑day trading on a referenced Friday, hitting $323.21, with 54,718 shares traded and an average volume cited as 1,618,795. The stock’s fifty‑day moving average and two‑hundred‑day moving average were given as $302.99 and $289.00 respectively. The 52‑week low and high were reported as $232.67 and $329.09. Valuation metrics in the compiled material included a P/E ratio of 66.99, a P/E/G ratio of 2.86, and a beta of 1.49. Debt‑to‑equity, current ratio and quick ratio were cited as 0.91, 0.76 and 0.76 respectively. Market capitalization figures differed across the excerpts, with values of $68.84 billion and $63.6 billion both appearing in the compiled material.

Earnings, guidance and billings

The compiled material included fiscal guidance and consensus estimates. Fiscal 2026 guidance cited revenues between $6.895 billion and $6.965 billion, billings estimated at $7.06 billion–$7.21 billion, and non‑GAAP earnings of $9.34–$9.67 per share. The Zacks consensus mark for Autodesk fiscal 2026 earnings was reported as steady at $9.48 per share. Historical patterns in the compiled material show both Adobe and Autodesk beat consensus estimates in trailing quarters and were leveraging AI in product roadmaps.

Recent earnings reaction and execution concerns

One quarterly report noted in the compiled material showed Q3 2025 adjusted EPS of $2.17 and revenue of $1.6 billion reported on Nov. 26, with shares tumbling 8.6% the following day. Q4 EPS guidance of $2.10–$2.16 was described as only narrowly meeting consensus and revenue guidance midpoint as barely above the forecast. The compiled material noted investor concerns related to a new CFO announcement and cited execution risks and reduced visibility for fiscal 2026.

Insider and institutional activity

Insider transactions in the compiled material included executive and director sales of shares. The compiled material reported that an EVP sold 2,761 shares on a referenced September date at an average price of $315.10 and that a director sold 3,159 shares on a referenced August date at an average price of $325.00. After those sales, ownership levels and percentage decreases in positions were provided. The compiled material also reported that insiders sold 40,830 shares over the last quarter valued at $13,123,341 and that company insiders own 0.15% of the stock. Hedge funds and institutional investors were reported to own 90.24% of the stock, with several small institutional buys and raises listed for the first quarter in the compiled material.

Risks and investor considerations

The compiled material listed key investment risks including market volatility, economic downturns, and changes in consumer behavior. The transition to a subscription-based model was noted as a risk because fluctuations in customer retention can affect revenue stability. The compiled material advised investors to conduct thorough research and consider risk tolerance.

Competitive landscape

Competitors named in the compiled material included major firms in 3D design and creative software. Competition centers on software capabilities, customer experience and tool integration. The compiled material noted that competitors are expanding AI features and cloud capabilities.

Conflicting statements in the compiled material

The compiled material contains inconsistent statements about the same analyst group: one statement indicated a downgrade to Buy, while a separate statement indicated an upgrade from Buy to Strong-Buy. The presence of both statements in the same pool of compiled facts highlights a need for investors to verify the current published rating directly with the analyst group before acting.

Source notes and data caveats

Data in the compiled material came from multiple reports and market summaries, including delayed market data and separate analyst research notes. Some market-cap and metric figures differed across reports. Market data in the compiled material was described as delayed and provided for informational purposes; the compiled material also included standard third-party content disclaimers and editorial notes about authorship and disclosures.

What to watch next

• Upcoming quarterly results and any changes to fiscal 2026 guidance.
• Customer additions, especially in Construction and Manufacturing segments.
• Adoption rates for cloud and AI-driven features in core products.
• Insider transaction patterns and any further large institutional moves.
• Clarification from the analyst group regarding the conflicting rating statements.

FAQ

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Key features table

Deeper Dive: News & Info About This Topic

Additional Resources

• MarketBeat: Wall Street Zen Lowers Autodesk Rating to Buy (Sep 28, 2025)
• Wikipedia: Autodesk
• Seeking Alpha: “Autodesk — New Growth Unstoppable”
• Google Scholar: Autodesk generative design
• MarketBeat: Wall Street Zen Raises Autodesk to Strong Buy (Sep 20, 2025)
• Google Search: Autodesk Wall Street Zen
• NASDAQ: Are Wall Street Analysts Bullish Autodesk Stock?
• Encyclopedia Britannica: Autodesk
• Futunn: Is Autodesk (ADSK) Potentially Undervalued?
• Google News: Autodesk

Author: Construction NY News

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