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Sentiment · FY2027 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Joe Vruwink | Robert W. Baird | 13 | 8% |
| Jay Vleeschhouwer | Griffin Securities | 13 | 0% |
| Jason Celino | KeyBanc Capital Markets | 13 | 15% |
| Adam Borg | Stifel | 12 | 0% |
| Saket Kalia | Barclays | 11 | 9% |
| Tyler Radke | Citigroup | 11 | 0% |
| Elizabeth Porter | Morgan Stanley | 10 | 10% |
| Joshua Tilton | Wolfe Research | 10 | 20% |
| Ken Wong | Oppenheimer | 10 | 0% |
| Bhavin Shah | Deutsche Bank | 9 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| KeyBanc Capital Markets | 1 | 13 | 15% |
| Griffin Securities | 1 | 13 | 0% |
| Robert W. Baird | 1 | 13 | 8% |
| Stifel |
| 1 |
| 12 |
| 0% |
| Barclays | 1 | 11 | 9% |
| Citigroup | 1 | 11 | 0% |
| Wolfe Research | 1 | 10 | 20% |
| Morgan Stanley | 1 | 10 | 10% |
Autodesk opened fiscal 2027 with revenue up 18% as reported and 16% in constant currency to $1.934 billion, and both revenue and earnings per share landed above the high end of guidance. Growth was helped by a roughly 3.5 percentage point tailwind from the new transaction model and continued strength in AECO, particularly construction and emerging markets, while non-GAAP operating margin expanded approximately two points to 39% on operating leverage and sales-optimization savings. Management raised full-year revenue guidance to $8.155 billion to $8.215 billion and lifted the low ends of its billings and free cash flow ranges, with first quarter free cash flow of $876 million. The headline strategic event was a definitive agreement to acquire MaintainX, Autodesk's largest deal ever, which extends the company into asset operations and maintenance and is expected to unlock a $40 billion TAM. The sales reorganization continued to weigh modestly on new subscription growth as planned, but renewal rates remained strong.
Revenue Growth | Competitive Dynamics | Demand | Guidance Reliability | Cloud & AI | Margin | Macroeconomic | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 8 | 6 | 6 | 3 | 1 | 2 | 2 | |
| 2025Q4 | 11 | 6 | 4 | 4 | 2 | 8 | 1 | 2 |
| 2026Q1 | 9 | 6 | 4 | 4 | 3 | 3 | 4 | 2 |
| 2026Q2 | 9 | 4 | 7 | 6 | 4 | 4 | 3 | |
| 2026Q3 | 13 | 8 | 5 | 6 | 6 | 1 | 2 | 3 |
| 2026Q4 | 7 | 5 | 4 | 5 | 7 | 3 | 2 | |
| 2027Q1 | 2 | 4 | 3 | 3 | 1 | 2 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 8 | 11 | 9 | 9 | 13 | 7 | 2 |
| Competitive Dynamics | 6 | 6 | 6 | 4 | 8 | 5 | |
| Demand | 6 | 4 | 4 | 7 | 5 | 4 | 4 |
| Guidance Reliability | 3 | 4 | 4 | 6 | 6 | 5 | 3 |
| Cloud & AI | 1 | 2 | 3 | 4 | 6 | 7 | 3 |
| Margin | 2 | 8 | 3 | 4 | 1 | 3 | 1 |
| Macroeconomic | 2 | 1 | 4 | 3 | 2 | ||
| Pricing | 2 | 2 | 3 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |