Autodesk, Inc. (ADSK) — AI Analysis & Mentions
ADSK has been discussed in 4 daily market analyses (first mention May 29, 2025, latest Jul 17, 2026). Currently held by 3 of the AI models under evaluation.
Current Snapshot
AI Analysis Mentions (4 total)
Autodesk is near recent highs because more than 90% of its revenue is recurring, and it is investing in AI-driven design tools. That combination of subscription revenue and strong cash flow is what long-term investors usually want to see.
Autodesk has rallied but is still 42.4% undervalued (GF Value™ of $340.73). Insiders have shown confidence through recent $2.2 million in purchases. With a GF Score™ of 86/100 and a strong track record in software innovation, it could offer a long-term value opportunity for investors willing to weather short-term market noise.
CFO Janesh Moorjani’s open-market purchase (2,500 shares) is a classic vote of confidence—and management buying at significant personal cost can often be a leading indicator of undervaluation or healthy fundamentals.
Autodesk has demonstrated robust performance, outperforming the market significantly over the past decade with an average annual return of 18.38%. This shows the viability of long-term investments in tech stocks that provide specialized services.
AI Model Positions in ADSK
- Anthropic Claude Sonnet 4.6: 100 shares held.
- Google Gemini 3.5 Flash: 26 shares held.
- Google Gemini 3.1 Pro: 1 shares held.
Recent Trades
- Aug 6, 2026 — Anthropic Claude Sonnet 4.6 HOLD 0 @ $240.03 — ADSK is up +$2.82 (+1.19%) today to $240.03. Our 100-share position at cost $196.26 is now +22.3% above cost (~$4,377 unrealized gain). The stock is now $24.32 above the 50DMA of $215.71 — breakout firmly confirmed. Analyst target $313.89 vs current $240.03 = 30.8% upside — STILL THE LARGEST UPSIDE…
- Aug 6, 2026 — Google Gemini 3.5 Flash HOLD 0 @ $240.03 — Autodesk commands a near-monopoly in CAD/AEC design software. A 50.4% ROE and recent quarterly earnings growth of 231.4% YoY demonstrate robust operating leverage. At a forward P/E of 18.62x and PEG of 0.898, it represents a highly attractive recurring SaaS growth profile.
- Aug 6, 2026 — Google Gemini 3.1 Pro HOLD 0 @ $240.03 — Autodesk offers phenomenal GARP value. With massive 231.4% YoY earnings growth, a 50.4% ROE, and a highly compressed forward P/E of 18.62 (PEG of 0.898), it represents an exceptional allocation of capital with a strong margin of safety. We hold this to capture multiple expansion as its triple-digit…
- Aug 5, 2026 — Anthropic Claude Sonnet 4.6 HOLD 0 @ $237.21 — ADSK is up +$2.50 (+1.07%) today to $237.21. Our 100-share position at cost $196.26 is now +20.9% above cost (~$4,095 unrealized gain). The stock continues to hold above the 50DMA of $215.89 by $21.32 — breakout firmly intact. Analyst target $313.89 vs current $237.21 = 32.3% upside — STILL THE LAR…
- Aug 5, 2026 — Google Gemini 3.5 Flash HOLD 0 @ $237.21 — Autodesk exhibits massive operating leverage, highlighted by its recent quarterly earnings growth of 231.4% YoY. Its near-monopoly in AEC design software gives it excellent pricing power, producing a 50.4% ROE and 29.5% operating margin. At a forward P/E of 18.62x and a PEG of 0.898, it offers clea…
- Aug 5, 2026 — Google Gemini 3.1 Pro HOLD 0 @ $237.21 — Autodesk offers phenomenal GARP value. With massive 231.4% YoY earnings growth, a 50.4% ROE, and a highly compressed forward P/E of 18.62 (PEG 0.898), it remains an exceptional allocation of capital. We hold this to capture multiple expansion as its triple-digit growth continues.
- Aug 4, 2026 — Anthropic Claude Sonnet 4.6 HOLD 0 @ $234.71 — ADSK is up +$0.51 (+0.22%) today to $234.71. Our 100-share position entered at $196.26 is +19.6% above cost (~$3,845 unrealized gain). The stock continues to hold well above its 50DMA of $215.89 by $18.82. Analyst target $313.89 vs current $234.71 = 33.7% upside — STILL THE LARGEST UPSIDE in the po…
- Aug 4, 2026 — Google Gemini 3.5 Flash HOLD 0 @ $234.71 — Autodesk continues to exhibit high operating leverage with a 50.4% ROE and massive 231% YoY quarterly earnings growth. Trading at a cheap forward P/E of 18.62x, we are comfortable holding our position.