Equity Profile

ADSK

Autodesk, Inc.

Information TechnologyApplication Software$44.8B

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 application software for design and engineering....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and can influence investor sentiment significantly.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and innovate, which is vital for its long-term success.

N/A

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 application software for design and engineering. Its products are widely used in industries like architecture, construction, and manufacturing, making it a key player in the ongoing digital transformation and automation trends.

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 investment in cloud-based solutions.
Focus on enhancing customer experience and product offerings.
Commitment to maintaining strong profitability.

Expectations

Wall Street Expectations

Investors are generally optimistic about Autodesk's upcoming earnings, given its strong track record of beating EPS estimates. However, concerns about broader economic conditions could temper enthusiasm.

Bull Case

If Autodesk continues its trend of strong earnings surprises, it could lead to increased investor confidence and a significant stock price rally.

Bear Case

Conversely, any signs of slowing revenue growth or increased competition could lead to a negative reaction from the market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Autodesk's EPS exceed $3.00, maintaining its streak of strong earnings surprises?

A strong EPS could reinforce investor confidence and lead to a positive stock reaction.

What are the expectations for revenue growth in the upcoming quarter?

Revenue growth is critical for assessing the company's market position and future prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Autodesk's ability to leverage its strong software portfolio for continued growth despite economic challenges.

Supporting Evidence

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

Options pricing suggests a higher volatility expectation than historical averages, indicating potential for a significant move.

Recent trends in digital transformation could lead to increased demand for Autodesk's products.

Key Risk

If revenue growth comes in below 10%, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Autodesk's ability to sustain its growth trajectory against potential economic headwinds.

Bull Confirmed If

EPS exceeding $3.00 with revenue growth above 15% year-over-year would confirm the bull case.

Bear Confirmed If

Any EPS below $2.80 or revenue growth below 10% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.74%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential 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 the stock could rise by about 1.06%, confirming the strength of its business model.

In-Line / Cautious

A cautious inline report could lead to muted stock movement as investors reassess growth prospects.

Miss

If Autodesk misses expectations, the stock could drop, potentially reflecting the average move of around 1.06% when they miss.

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 economic conditions and its impact on future growth.
4Details on cost management strategies and their effect on profitability.
5Any commentary on competitive pressures and how Autodesk plans to address them.

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Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and can influence investor sentiment significantly.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and innovate, which is vital for its long-term success.

N/A

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 investment in cloud-based solutions.
Focus on enhancing customer experience and product offerings.
Commitment to maintaining strong profitability.

Expectations

Wall Street Expectations

Bull Case

If Autodesk continues its trend of strong earnings surprises, it could lead to increased investor confidence and a significant stock price rally.

Bear Case

Conversely, any signs of slowing revenue growth or increased competition could lead to a negative reaction from the market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Autodesk's EPS exceed $3.00, maintaining its streak of strong earnings surprises?

A strong EPS could reinforce investor confidence and lead to a positive stock reaction.

What are the expectations for revenue growth in the upcoming quarter?

Revenue growth is critical for assessing the company's market position and future prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Autodesk's ability to leverage its strong software portfolio for continued growth despite economic challenges.

Supporting Evidence

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

Options pricing suggests a higher volatility expectation than historical averages, indicating potential for a significant move.

Recent trends in digital transformation could lead to increased demand for Autodesk's products.

Key Risk

If revenue growth comes in below 10%, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Autodesk's ability to sustain its growth trajectory against potential economic headwinds.

Bull Confirmed If

EPS exceeding $3.00 with revenue growth above 15% year-over-year would confirm the bull case.

Bear Confirmed If

Any EPS below $2.80 or revenue growth below 10% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.74%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential 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 the stock could rise by about 1.06%, confirming the strength of its business model.

In-Line / Cautious

A cautious inline report could lead to muted stock movement as investors reassess growth prospects.

Miss

If Autodesk misses expectations, the stock could drop, potentially reflecting the average move of around 1.06% when they miss.

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 economic conditions and its impact on future growth.
4Details on cost management strategies and their effect on profitability.
5Any commentary on competitive pressures and how Autodesk plans to address them.