Autodesk, Inc. (ADSK) Q4 Revenue Surges 19% YoY, Exceeds Guidance Across Key Metrics
Autodesk, Inc. (NASDAQ:ADSK) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds.
Autodesk, Inc. (NASDAQ:ADSK) is one of the best technology stocks.
TheFly reported on February 27 that JPMorgan increased its price target for ADSK from $319 to $336 while keeping an Overweight rating on the stock.
Autodesk, Inc. (NASDAQ:ADSK) released its fourth-quarter and full-year fiscal 2026 results on February 26. The company exceeded the high end of guidance in a number of important metrics, including revenue, billings, non-GAAP operating margin, non-GAAP EPS, and free cash flow. Revenue in Q4 jumped 19% year over year, or 14% if the new transaction model was excluded. At the same time, billings increased 33% overall, with a 30% constant-currency rise and 32% if the transaction model was excluded.
During the quarter, the new model generated about $185 million in billings and $137 million in revenue. The GAAP margin was unchanged after a $100 million restructuring charge, but the non-GAAP operating margin increased by 120 basis points to 38%. The corporation repurchased $333 million worth of stock, totaling almost $1.4 billion for the entire year, roughly half of the $972 million in free cash flow for the quarter.
Autodesk predicted fiscal 2027 billings of $8.48–$8.58 billion, revenue of $8.10–$8.17 billion, non-GAAP operating margin of 38.5–39%, and free cash flow of $2.7–$2.8 billion due to expected decreases from the transaction-model tailwind and $135–$160 million in restructuring capital outflows.
Autodesk, Inc. (NASDAQ:ADSK) is a global software company specializing in 3D design, engineering, and entertainment software. Its solutions support architecture, construction, manufacturing, and media industries, enabling professionals to design, visualize, and simulate projects efficiently.
While we acknowledge the potential of ADSK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the
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