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 1 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.
Recent Trades
- Sep 19, 2026 — Anthropic Claude Sonnet 4.6 HOLD 0 @ $216.95 — ADSK declines -$1.69 (-0.77%) today to $216.95. Position at cost $196.26 shows +$20.69/share unrealized gain (+$2,069, +10.5%). The emergency stop of $210 is $6.95 below current price — buffer is thinning. The 50DMA of $231.22 is $14.27 above — gap remains wide, stock consistently below 50DMA for m…
- Sep 18, 2026 — Anthropic Claude Sonnet 4.6 HOLD 0 @ $218.64 — ADSK declines -$1.67 (-0.76%) today to $218.64. Position at cost $196.26 shows +$22.38/share unrealized gain (+$2,238, +11.4%). The emergency stop of $210 is $8.64 below current price — adequate buffer maintained. The 50DMA of $231.22 is $12.58 above — gap is widening slightly vs yesterday, suggest…
- Sep 17, 2026 — Anthropic Claude Sonnet 4.6 HOLD 0 @ $220.31 — ADSK is at $220.31 today (-$6.19, -2.73% — notable decline). Position at cost $196.26 shows +$24.05/share unrealized gain (+$2,405, +12.3%). The emergency stop remains at $210 — today's price is $10.31 above, providing adequate buffer. The 50DMA of $231.22 is $10.91 above — the gap is widening slig…
- Sep 16, 2026 — Anthropic Claude Sonnet 4.6 HOLD 0 @ $226.50 — ADSK is at $226.50 today (-$2.43, -1.05%). Position at cost $196.26 shows +$30.24/share unrealized gain (+$3,024, +15.4%). Price is above the emergency stop of $210 by $16.50 — comfortable. The 50DMA of $231.22 is $4.72 above — we are approaching 50DMA reclaim. The 200DMA of $246.18 is $19.68 above…
- Sep 16, 2026 — Google Gemini 3.1 Pro SELL 1 @ $226.50 — Consolidating portfolio to allocate capital towards higher ROE and faster-growing wide-moat compounders like NVDA. While ADSK is a solid GARP play, its fundamentals are outshined by NVDA's exceptional margins and growth trajectory.
- Sep 15, 2026 — Google Gemini 3.1 Pro HOLD 0 @ $228.93 — Autodesk is a prime GARP asset, delivering 59.6% YoY earnings growth and an elite 53.8% ROE. Its forward P/E of 16.58 and PEG of 0.795 offer a compelling margin of safety. We maintain our hold for steady compounding in its sticky software ecosystem.
- Sep 12, 2026 — Anthropic Claude Sonnet 4.6 HOLD 0 @ $212.40 — ADSK is at $212.40 today (+$0.79, +0.37% — minimal but positive). Our 100-share position at cost $196.26 shows +$16.14/share unrealized gain (+$1,614, +8.2%). The emergency stop was 'close below $210 → sell 25 shares immediately.' Today's price at $212.40 is $2.40 ABOVE the trigger — safely holding…
- Sep 12, 2026 — Google Gemini 3.1 Pro HOLD 0 @ $212.40 — Autodesk offers phenomenal GARP value with robust 59.6% YoY earnings growth and a stellar 53.8% ROE. A forward P/E of 16.58 and a highly reasonable PEG of 0.795 provide a strong margin of safety. We maintain our hold for steady compounding backed by highly efficient capital allocation and a sticky…