Equity Profile

ADSK

Autodesk, Inc.

Information TechnologyApplication Software$48.6B

May28Thu

Post-Earnings Recap

ReportedQ1-2027After Close4:03 PM EDT

Autodesk Beats on EPS, Stock Up 1.67%

Metric	Actual	Expected	Surprise
EPS	$2.99	$2.84	+41.04%
Revenue	N/A	$1.9B	N/A

management commentary, guidance changes, and full analysis available with Pro.

Autodesk Beats on EPS, Stock Up 1.67%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$2.99	$2.84	+41.04%
Revenue	N/A	$1.9B	N/A

Management Commentary

Tone: Unknown

No transcript is on record for this earnings call, and the analysis is based solely on numerical results.

What It Means

Autodesk's strong EPS performance exceeded expectations, contributing to a 1.67% increase in stock price. However, the lack of revenue data and guidance leaves some uncertainty about future performance. Investors may be encouraged by the earnings beat but will likely seek more information in future reports.

Company Snapshot

Autodesk, Inc. (ADSK) is a leader in application software, primarily known for its design software used in architecture, engineering, and construction....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and is closely watched by investors.

$2.84

Revenue

Revenue growth reflects the company's ability to expand its customer base and increase sales.

$1.9B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Autodesk, Inc. (ADSK) is a leader in application software, primarily known for its design software used in architecture, engineering, and construction. With a market cap of $51 billion, Autodesk plays a crucial role in the growing sectors of digital design and construction technology, which are increasingly important as industries adopt more advanced technologies like AI and cloud computing.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+52.12%

Avg Stock Reaction

+1.06%

Last Quarter Recap

In Q4 2026, Autodesk reported an EPS of $2.85, significantly beating estimates by 47.52%. The stock reacted positively, gaining 3.84% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Autodesk to continue its strong performance with an EPS of $2.84 and revenue of $1.9 billion. The company has a solid track record of beating earnings estimates.

Bull Case

If Autodesk can maintain its momentum and deliver another earnings surprise, it could see a strong stock price reaction, especially given its recent performance.

Bear Case

Conversely, if the company fails to meet expectations or provides cautious guidance, it could trigger a negative reaction from investors, especially given the high implied volatility.

Key Metrics to Watch

EPS

$2.84

Earnings per share is a key indicator of profitability and is closely watched by investors.

Revenue

$1.9B

Revenue growth reflects the company's ability to expand its customer base and increase sales.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Autodesk's EPS exceed the consensus estimate of $2.84?

A beat on EPS would reinforce the company's strong earnings momentum and could lead to a positive stock reaction.

What guidance will Autodesk provide for future revenue growth?

Investors will be closely watching for any signs of slowing growth or challenges in the market, which could impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street is overly focused on EPS alone, but Autodesk's revenue growth potential, especially in emerging markets, could exceed expectations.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational performance.

Options pricing suggests a higher expected move than historical averages, indicating potential for a surprise.

Recent trends in digital transformation could drive higher demand for Autodesk's software solutions.

Key Risk

If revenue growth comes in below $1.85 billion, it could challenge the bullish narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Autodesk can sustain its recent growth trajectory amid increasing competition and economic pressures.

Bull Confirmed If

An EPS of $2.90 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $2.80 would confirm the bear case, suggesting potential weaknesses in sales or higher costs.

Pre-Earnings Positioning

Options Market

Implied Move

±7.72%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±7.7% while ADSK has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

35.0%

Calls (77K)P/C Ratio: 3.15Puts (211K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 7 of 18 (39%)

This setup has occurred 30 times across Information Technology in the last 2 years. 11 of 18 (61%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 5.9%, with a raw directional average of -0.1% (roughly flat historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Autodesk beats expectations, history suggests the stock could rise by about 0.98%, confirming the bullish sentiment.

In-Line / Cautious

If results are in line with expectations but management's commentary is cautious, the stock may react neutrally or slightly down.

Miss

A miss on earnings could lead to a decline, with historical data suggesting an average drop of around 1.00%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

Senate only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

I-MEJr. Angus S KingSen.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or enhancements to existing software.
2Insights into customer demand trends, particularly in key sectors like construction and manufacturing.
3Management's outlook on competitive pressures and how they plan to address them.
4Comments on international market performance and growth opportunities.
5Any changes in pricing strategy or subscription models.

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Company Snapshot

Autodesk, Inc. (ADSK) is a leader in application software, primarily known for its design software used in architecture, engineering, and construction....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and is closely watched by investors.

$2.84

Revenue

Revenue growth reflects the company's ability to expand its customer base and increase sales.

$1.9B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+52.12%

Avg Stock Reaction

+1.06%

Last Quarter Recap

In Q4 2026, Autodesk reported an EPS of $2.85, significantly beating estimates by 47.52%. The stock reacted positively, gaining 3.84% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Autodesk to continue its strong performance with an EPS of $2.84 and revenue of $1.9 billion. The company has a solid track record of beating earnings estimates.

Bull Case

If Autodesk can maintain its momentum and deliver another earnings surprise, it could see a strong stock price reaction, especially given its recent performance.

Bear Case

Conversely, if the company fails to meet expectations or provides cautious guidance, it could trigger a negative reaction from investors, especially given the high implied volatility.

Key Metrics to Watch

EPS

$2.84

Earnings per share is a key indicator of profitability and is closely watched by investors.

Revenue

$1.9B

Revenue growth reflects the company's ability to expand its customer base and increase sales.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Autodesk's EPS exceed the consensus estimate of $2.84?

A beat on EPS would reinforce the company's strong earnings momentum and could lead to a positive stock reaction.

What guidance will Autodesk provide for future revenue growth?

Investors will be closely watching for any signs of slowing growth or challenges in the market, which could impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street is overly focused on EPS alone, but Autodesk's revenue growth potential, especially in emerging markets, could exceed expectations.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational performance.

Options pricing suggests a higher expected move than historical averages, indicating potential for a surprise.

Recent trends in digital transformation could drive higher demand for Autodesk's software solutions.

Key Risk

If revenue growth comes in below $1.85 billion, it could challenge the bullish narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Autodesk can sustain its recent growth trajectory amid increasing competition and economic pressures.

Bull Confirmed If

An EPS of $2.90 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $2.80 would confirm the bear case, suggesting potential weaknesses in sales or higher costs.

Pre-Earnings Positioning

Options Market

Implied Move

±7.72%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±7.7% while ADSK has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

35.0%

Calls (77K)P/C Ratio: 3.15Puts (211K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 7 of 18 (39%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Autodesk beats expectations, history suggests the stock could rise by about 0.98%, confirming the bullish sentiment.

In-Line / Cautious

If results are in line with expectations but management's commentary is cautious, the stock may react neutrally or slightly down.

Miss

A miss on earnings could lead to a decline, with historical data suggesting an average drop of around 1.00%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

Senate only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

I-MEJr. Angus S KingSen.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or enhancements to existing software.
2Insights into customer demand trends, particularly in key sectors like construction and manufacturing.
3Management's outlook on competitive pressures and how they plan to address them.
4Comments on international market performance and growth opportunities.
5Any changes in pricing strategy or subscription models.