Wall Street Zen Lowers Autodesk Rating to Buy Amid Conflicting Upgrade

New York, United States, September 28, 2025

News Summary

Wall Street Zen lowered its rating for Autodesk (NASDAQ:ADSK) to Buy, while a separate item in compiled reports simultaneously claimed the firm upgraded the stock to Strong Buy, creating a direct inconsistency. The mixed messaging surfaced amid scrutiny of Autodesk’s recent financial performance, mixed quarterly results and modest revenue growth in core markets. Analysts remain broadly positive with multiple price-target raises and a moderate buy consensus, while guidance, recurring subscription revenue and AI-driven product investments are key offsets. Insider selling and valuation discrepancies add to investor uncertainty, prompting calls for deeper research before acting.

Wall Street Zen Lowers Rating for Autodesk (NASDAQ: ADSK) to Buy

Wall Street Zen lowered its rating for Autodesk (NASDAQ: ADSK) to Buy, a move that could signal a shift in how some market watchers view the company’s near‑term prospects. This change comes amid mixed quarterly results, executive stock sales, and differing analyst views about the firm’s growth path and valuation.

Key market reaction and data

Shares traded down $1.18 during mid‑day trading on a recent Friday, hitting $323.21, with 54,718 shares changing hands and an average volume listed at 1,618,795. Market capitalization figures in available summaries vary, showing $68.84 billion in one place and $63.6 billion in another. Valuation metrics include a P/E ratio of 66.99, a P/E/G of 2.86 and a beta of 1.49. The stock’s fifty‑day moving average stood near $302.99 and the two‑hundred‑day moving average near $289.00, with a 52‑week low of $232.67 and a 52‑week high of $329.09.

Analyst landscape and price targets

Analyst actions have been mixed. A number of firms raised price targets and maintained positive stances, including increases to targets in the mid‑to‑high $300s from multiple large sell‑side firms, while another major firm raised a target to $300 and kept a neutral view. Overall counts show seventeen investment analysts have rated Autodesk with a Buy rating and seven have given a Hold rating. The consensus rating across analysts is reported as Moderate Buy with an average price target near $356.83. A reported mean price target in another summary was $336.58, while the street‑high price target cited was $400, implying a potential upside from then‑current price levels.

Company performance, guidance and earnings

Autodesk, founded in 1982, is a global leader in design software and 3D modeling with more than 13 million users globally at one point. Flagship products include AutoCAD, Revit and Maya, along with a range of cloud and industry tools such as Fusion 360, Forma, AutoCAD Civil 3D, BuildingConnected, AutoCAD LT and computer‑aided manufacturing software.

Recent reported results have been mixed. In a November quarter summary, Autodesk reported adjusted EPS of $2.17 and revenue of $1.6 billion, and the shares fell roughly 8.6% the following trading day. Quarterly guidance for the subsequent period showed Q4 EPS guidance of $2.10–$2.16 and a revenue guidance midpoint described as only narrowly above the forecast. Fiscal guidance for the following fiscal year included revenue targets between $6.895 billion and $6.965 billion, billings estimated at $7.06 billion–$7.21 billion, and non‑GAAP earnings of $9.34–$9.67 per share.

Growth drivers, technology and strategy

Recurring revenue from subscription services has remained strong, while overall revenue growth from new user acquisitions has slowed. Autodesk is investing heavily in innovation, particularly in artificial intelligence and machine learning, and has introduced generative design features that let users explore many design alternatives from a set of parameters. AI‑driven tool features cited include fusion tool suggestions intended to simplify sketching and modeling workflows.

The rise of Building Information Modeling (BIM) and cloud‑based collaboration has increased demand for Autodesk software but also intensified competition. Autodesk reported progress in higher‑growth segments such as Construction and Manufacturing, adding nearly 400 new construction customers in the fourth quarter of fiscal 2025 and seeing strong adoption of cloud platforms such as Fusion and Forma. The company has also signaled commitments to sustainability initiatives aimed at reducing carbon footprints in construction projects and is expanding into emerging markets.

Risks, insider activity and ownership

Key investment risks include market volatility, economic downturns and changes in customer behavior. The transition to a subscription model brings retention risk that can affect revenue stability. Recent executive and director sales were notable: an executive vice president sold 2,761 shares at an average price of $315.10, and a director sold 3,159 shares at an average price of $325.00. Across the last quarter, insiders reportedly sold 40,830 shares worth $13,123,341, and insiders are reported to own 0.15% of the outstanding stock. Institutional and hedge fund ownership remains high at about 90.24%.

Market context and comparisons

Over a 52‑week span the stock had increased by 15.8% in one summary while the benchmark index gained 22.8%, and year‑to‑date comparisons showed a milder gain for Autodesk versus the broader market. Competitors in the 3D design and creative software space include major players focused on user experience, integration, and manufacturing capabilities. Valuation concerns have been flagged in some analyses, with forward price/sales multiples and value scores described as elevated.

What this means for investors

The rating change by Wall Street Zen is one data point among many. Investors should weigh mixed recent results, guidance that was close to expectations, active investments in AI and cloud platforms, insider sales, and a broad set of analyst price targets that range widely. Readers are advised to conduct thorough research and consider personal risk tolerance before making investment decisions.

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Key Features Summary

Deeper Dive: News & Info About This Topic

Additional Resources

• MarketBeat: Wall Street Zen Lowers Autodesk Rating to Buy (Sep 28, 2025)
• Wikipedia: Autodesk
• Seeking Alpha: “Autodesk — New Growth Unstoppable”
• Google Scholar: Autodesk generative design
• MarketBeat: Wall Street Zen Raises Autodesk to Strong Buy (Sep 20, 2025)
• Google Search: Autodesk Wall Street Zen
• NASDAQ: Are Wall Street Analysts Bullish Autodesk Stock?
• Encyclopedia Britannica: Autodesk
• Futunn: Is Autodesk (ADSK) Potentially Undervalued?
• Google News: Autodesk

Author: Construction TX News

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