Equity Profile

ADSK

Autodesk, Inc.

Information TechnologyApplication Software$48.6B

Aug27Thu

Pre-Earnings Brief

UpcomingQ2-2027After Close5:00 PM EDT

Company Snapshot

Autodesk, Inc. (ADSK) is a leading software company in the Information Technology sector, specializing in design software for architecture, engineering, and construction....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well Autodesk is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is vital to assess the company's ability to expand its market share and innovate within its product offerings.

N/A

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

ADSK Q2-2027 Earnings Preview

Context

Company Snapshot

Autodesk, Inc. (ADSK) is a leading software company in the Information Technology sector, specializing in design software for architecture, engineering, and construction. Its products are essential for professionals in these industries, making it a key player in the ongoing digital transformation and adoption of cloud-based solutions.

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 Q1-2027, Autodesk reported an EPS of $2.99, significantly beating estimates by 41%. The stock reacted positively, gaining 1.67% the following day.

Management Promises & Guidance

Continued focus on cloud-based solutions.
Investment in AI-driven features to enhance product offerings.
Commitment to improving customer support and retention.

Expectations

Wall Street Expectations

Overall expectations are cautiously optimistic, given Autodesk's strong track record of beating EPS estimates in recent quarters. Investors are looking for continued growth in revenue and customer engagement.

Bull Case

If Autodesk continues to outperform expectations with strong EPS and revenue growth, it could signal robust demand for its software, driving the stock higher.

Bear Case

Conversely, if the company fails to meet even its historical performance levels, it may raise concerns about market saturation and competitive pressures.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2027?

Given Autodesk's history of beating EPS estimates, this figure will be crucial for assessing the company's ongoing profitability.

What are the latest customer retention rates?

High retention rates are essential for subscription-based models, and any decline could signal potential challenges ahead.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Autodesk's ability to leverage AI in its product offerings, which could drive higher demand than anticipated.

Supporting Evidence

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

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

Recent trends in the industry show increasing demand for design software, which Autodesk is well-positioned to capture.

Key Risk

If customer retention rates decline significantly, it could undermine the entire growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Autodesk's ability to maintain its growth trajectory amidst increasing competition in the software space.

Bull Confirmed If

An EPS of $3.10 or higher would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $2.80 could indicate potential issues with revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±9.74%

Historical Avg

±1.5%

Pricing rich

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

Options are pricing ±9.7% while ADSK has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

34.4%

Calls (342K)P/C Ratio: 2.49Puts (245K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Autodesk beats expectations, history suggests a potential stock increase of around 1.06%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may react neutrally, reflecting investor uncertainty.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of around 1.06%, raising concerns about future growth.

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

1Updates on AI integration in product lines.
2Insights into customer feedback and satisfaction levels.
3Any changes in pricing strategy or subscription models.
4Details on competitive landscape and market share.
5Future guidance on revenue expectations.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Autodesk, Inc. (ADSK) is a leading software company in the Information Technology sector, specializing in design software for architecture, engineering, and construction....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well Autodesk is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is vital to assess the company's ability to expand its market share and innovate within its product offerings.

N/A

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

ADSK Q2-2027 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 Q1-2027, Autodesk reported an EPS of $2.99, significantly beating estimates by 41%. The stock reacted positively, gaining 1.67% the following day.

Management Promises & Guidance

Continued focus on cloud-based solutions.
Investment in AI-driven features to enhance product offerings.
Commitment to improving customer support and retention.

Expectations

Wall Street Expectations

Bull Case

If Autodesk continues to outperform expectations with strong EPS and revenue growth, it could signal robust demand for its software, driving the stock higher.

Bear Case

Conversely, if the company fails to meet even its historical performance levels, it may raise concerns about market saturation and competitive pressures.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2027?

Given Autodesk's history of beating EPS estimates, this figure will be crucial for assessing the company's ongoing profitability.

What are the latest customer retention rates?

High retention rates are essential for subscription-based models, and any decline could signal potential challenges ahead.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Autodesk's ability to leverage AI in its product offerings, which could drive higher demand than anticipated.

Supporting Evidence

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

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

Recent trends in the industry show increasing demand for design software, which Autodesk is well-positioned to capture.

Key Risk

If customer retention rates decline significantly, it could undermine the entire growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Autodesk's ability to maintain its growth trajectory amidst increasing competition in the software space.

Bull Confirmed If

An EPS of $3.10 or higher would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $2.80 could indicate potential issues with revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±9.74%

Historical Avg

±1.5%

Pricing rich

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

Options are pricing ±9.7% while ADSK has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

34.4%

Calls (342K)P/C Ratio: 2.49Puts (245K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Autodesk beats expectations, history suggests a potential stock increase of around 1.06%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may react neutrally, reflecting investor uncertainty.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of around 1.06%, raising concerns about future growth.

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

1Updates on AI integration in product lines.
2Insights into customer feedback and satisfaction levels.
3Any changes in pricing strategy or subscription models.
4Details on competitive landscape and market share.
5Future guidance on revenue expectations.