Get emailed when ADSK changes direction
Insider selling: $30,885,070 sold by 20 insiders (30d)
Factor divergence:
DIVERGENCE: analyst_revisions bullish vs options_sentiment bearish
Est. revisions:
+0.0%
(22 up, 0 down in 30d)
Factor Model (net +1.1)
Factor Model
net +1.1 2.2 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0
Autodesk's cloud shift draws new capital
Watch: Q1 FY2027 earnings and management updates on subscription adoption and AI integration, which will confirm growth durability and competitive moat expansion.
Nightview Capital initiated a position in Autodesk during Q1 2026, endorsing its shift to a subscription-based cloud platform that adds earnings predictability. ADSK closed at $245.48 on April 21, gaining 4.27% over one month despite a 7.17% 52-week decline. Jefferies started coverage with a Buy rating, aligning with strong analyst bullish consensus and accelerating 19.4% revenue growth.
This shift strengthens Autodesk's recurring revenue base and operating leverage, supported by institutional confidence and robust financial momentum, making it a compelling growth play in the software sector.
Evidence
2h ago
Autodesk (ADSK) Strengthened from Its Transition to a Subscription-Based Cloud Platform
yahoo-finance
5d ago
Michael Burry buys the dip in Salesforce and other software stocks after AI-fueled sell-off
cnbc-finance
6d ago
Jefferies init ADSK: Buy
8d ago
Insider buy by HOPE STEPHEN W. (ADSK): $14,876
8d ago
Insider buy by CAHILL JOHN T (ADSK): $534,194
48d ago
Autodesk, Inc. (ADSK) Q4 Revenue Surges 19% YoY, Exceeds Guidance Across Key Metrics
yahoo-finance
2 older signals
Fundamentals & Data ▾
Autodesk, Inc.
Technology · Software - Application
Mkt Cap
$52B
P/E
46.9 fwd 17.4
Beta
1.43
52w Range
$214.10 - $329.09
Short Interest
6.1M 2.88%
Days to Cover
3.1 -3%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+7.4%
Insiders
buying
1B / 0S
Analysts
bullish
1 up / 0 down
EPS Estimate
$2.84
+0.0% 30d
22up / 0dn
Est. Dispersion
1%
25 analysts
Analyst Target
$327
$246 - $456
Options P/C
5.85
Insider Cluster
buy cluster
2B / 7S
Fund Convergence
strong
D.E. Shaw, Citadel, Bridgewater, Renaissance, Two Sigma
Financials
Revenue
$2.0B +19% YoY
FCF
$966M
Gross Margin
92%
Op Margin
27%
Momentum:
accelerating
Top Holders
D.E. Shaw
$553M
Citadel
$323M
Bridgewater
$55M
Renaissance
$12M
Two Sigma
$10M
Recent Filings & Data
insider trade
70
net selling
· $30,885,070 sold
· $549,070 bought
20 insiders · 70 transactions (30d)
Recent transactions
BLUM STEVEN M · award
ANAGNOST ANDREW J · award
MOORJANI JANESH · award
KEENE RUTH ANN · award
PEARCE REBECCA · award
BLUM STEVEN M · award
ANAGNOST ANDREW J · other
HOWARD AYANNA MACCALLA · sell · $298,025
BLUM STEVEN M · sell · $7,258,476
KEENE RUTH ANN · sell · $869,991
HOWARD AYANNA MACCALLA · sell · $1,026,675
PEARCE REBECCA · sell · $1,980,040
PEARCE REBECCA · sell · $1,024,065
PEARCE REBECCA · sell · $964,100
PEARCE REBECCA · sell · $775,920
FRENCH R REID JR · award
MILLIGAN STEPHEN D. · award
BLASING KAREN LOUISE · award
CAHILL JOHN T · award
EPSTEIN JEFFREY EMANUEL · award
HOWARD AYANNA MACCALLA · award
KRISHNAN RAM R, · award
SIMONS ANNA CHRISTINE · award
SMITH STACY J · award
IRVING BLAKE J · award
RAHIM RAMI · award
PEARCE REBECCA · sell · $145,800
HOPE STEPHEN W. · sell · $14,887
HOPE STEPHEN W. · sell · $655,395
ANAGNOST ANDREW J · award
HOPE STEPHEN W. · award
KEENE RUTH ANN · award
PEARCE REBECCA · award
BLUM STEVEN M · award
BLUM STEVEN M · other
CAHILL JOHN T · buy · $534,194
CAHILL JOHN T · award
KRISHNAN RAM R, · award
MOORJANI JANESH · award · $10,249,587
MOORJANI JANESH · award
NORRINGTON LORRIE M · sell · $542,948
NORRINGTON LORRIE M · sell · $543,926
MCDOWELL MARY THERESE · sell · $167,783
MCDOWELL MARY THERESE · sell · $156,920
HOPE STEPHEN W. · sell · $14,829
HOPE STEPHEN W. · sell · $78,604
HOPE STEPHEN W. · buy · $14,876
HOPE STEPHEN W. · award · $14,876
MCDOWELL MARY THERESE · sell · $146,025
BLUM STEVEN M · sell · $4,682,880
MCDOWELL MARY THERESE · sell · $136,499
FRENCH R REID JR · award
MILLIGAN STEPHEN D. · award
BLASING KAREN LOUISE · award
MCDOWELL MARY THERESE · award
RAFAEL ELIZABETH S · award
NORRINGTON LORRIE M · award
HOWARD AYANNA MACCALLA · award
SMITH STACY J · award
IRVING BLAKE J · award
RAHIM RAMI · award
MCDOWELL MARY THERESE · sell · $139,332
BLUM STEVEN M · sell · $4,923,250
HOPE STEPHEN W. · sell · $18,316
MCDOWELL MARY THERESE · sell · $378,081
BLUM STEVEN M · sell · $3,942,303
ANAGNOST ANDREW J · award
MOORJANI JANESH · award
KEENE RUTH ANN · award
PEARCE REBECCA · award
analyst rating
1
Jefferies
init
→ Buy
7d ago
10 signals · latest 2h ago
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