Autodesk Posts Q4 Beat On AECO Strength; Comps Get Tougher In FY27, Analysts Say

2026-03-12 10:19:10

Autodesk (NASDAQ: ADSK) reported a strong fourth quarter, with revenues and earnings beating analyst expectations, primarily driven by its AECO division. While analysts noted robust growth in normalized revenue and billings, concerns were raised about tougher comparisons and dissipating transactional model tailwinds in fiscal year 2027. Despite these future challenges, analysts from DA Davidson, BTIG, and Rosenblatt Securities maintained Buy ratings, though some lowered price targets.

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