Core Insights - Autodesk is set to announce its earnings on May 22, 2025, with historical data indicating a balanced trend in stock performance post-earnings announcements, showing a 50% chance of positive returns and a 50% chance of negative returns [1][7] - Consensus forecasts predict Autodesk will report revenues of $1.61 billion and earnings per share of $2.15 for the upcoming quarter, reflecting an increase from the previous year's revenues of $1.42 billion and earnings per share of $1.87 [2] Financial Performance - Autodesk currently has a market capitalization of $64 billion, with $6.1 billion in revenue, an operating profit of $1.4 billion, and a net income of $1.1 billion over the past twelve months [3] Earnings Reaction History - Over the past five years, Autodesk has recorded 20 earnings data points, with 10 positive and 10 negative one-day returns, indicating a 50% occurrence of positive returns, which increases to 58% when considering the last three years [7] - The median of positive one-day returns is 1.7%, while the median of negative returns is -6.3% [7] Trading Strategies - Traders may consider pre-earnings positioning based on historical probabilities of positive and negative reactions, as well as post-earnings positioning to analyze immediate market responses and adjust trades accordingly [6] - A strategy involving correlation analysis between short-term and medium-term returns post-earnings can be employed to identify trading opportunities [5][6]

Core Viewpoint - Autodesk (ADSK) is expected to report quarterly earnings of $2.14 per share, reflecting a 14.4% increase year over year, with revenues projected at $1.61 billion, a 13.4% increase compared to the previous year [1]. Group 1: Earnings and Revenue Projections - The consensus EPS estimate for the quarter has not changed over the past 30 days, indicating stability in analysts' projections [1]. - Analysts predict 'Net Revenue- Maintenance' to reach $10.02 million, showing a decline of 8.9% year over year [4]. - 'Net Revenue- Other' is expected to be $82.74 million, indicating an increase of 8.9% from the year-ago quarter [4]. - 'Net Revenue- Subscription' is projected at $1.51 billion, reflecting a year-over-year increase of 13.8% [4]. Group 2: Total Revenue and Product Family Insights - 'Net Revenue- Total subscription and maintenance revenue' is estimated to reach $1.52 billion, indicating a 13.6% increase year over year [5]. - 'Net revenue by product family- M&E (Media and Entertainment)' is forecasted at $87.01 million, showing a significant increase of 22.6% from the prior-year quarter [5]. - 'Net revenue by product family- Other' is expected to be $33.91 million, reflecting a 21.1% increase from the previous year [6]. - 'Net revenue by product family- AEC (Architecture, Engineering and Construction)' is projected at $781.97 million, indicating a 16% increase year over year [6]. Group 3: Additional Product Family Metrics - 'Net revenue by product family- MFG (Manufacturing)' is expected to reach $293.71 million, reflecting a 9.6% increase year over year [7]. - 'Net revenue by product family- AutoCAD and AutoCAD LT' is projected at $404.87 million, indicating a 7.7% increase from the prior year [7]. Group 4: Billings and Market Performance - Analysts predict 'Billings' to reach $1.44 billion, compared to $1.11 billion reported in the same quarter last year [8]. - Autodesk shares have increased by 14.9% in the past month, outperforming the Zacks S&P 500 composite's 13.1% increase [8].

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures related to the author's position and affiliations [1][2]. Group 1 - No stock, option, or similar derivative positions are held by the author in any mentioned companies, nor are there plans to initiate such positions in the near future [1]. - The article expresses the author's personal opinions and is not influenced by compensation from any company [1]. - The views presented may not reflect those of Seeking Alpha as a whole, indicating a potential variance in perspectives among different analysts [2].

Core Viewpoint - Autodesk (ADSK) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended April 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The earnings report is scheduled for release on May 22, 2025, and could lead to a stock price increase if the results exceed expectations, while a miss could result in a decline [2]. - The consensus estimate for Autodesk's quarterly earnings is $2.14 per share, reflecting a year-over-year increase of +14.4%, with revenues projected at $1.61 billion, up 13.4% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.08% over the last 30 days, indicating a reassessment by analysts [4]. - The Zacks Earnings ESP model suggests that the Most Accurate Estimate is higher than the consensus, resulting in a positive Earnings ESP of +0.05%, indicating a likelihood of beating the consensus EPS estimate [10][11]. Earnings Surprise History - Autodesk has a history of exceeding consensus EPS estimates, having beaten expectations in the last four quarters, including a +7.51% surprise in the most recent quarter [12][13]. Industry Comparison - Domo (DOMO), another player in the Zacks Internet - Software industry, is expected to report earnings of $0.20 per share for the same quarter, representing a year-over-year change of +39.4%, but with a projected revenue decline of 2.8% [17]. - Domo's consensus EPS estimate has been revised down by 2.4% in the last 30 days, resulting in a negative Earnings ESP of -2.50%, making it challenging to predict a beat against the consensus [18].

Group 1 - Johnson Fistel, PLLP is investigating Autodesk, Inc. to determine if there have been violations of federal and/or state laws by its executive officers or associated parties [1][2] - The investigation focuses on Autodesk's corporate governance practices and whether they comply with established legal precedents regarding fiduciary duties [2] - Johnson Fistel is a nationally recognized law firm specializing in shareholder rights, representing both individual and institutional investors in securities class action lawsuits [3] Group 2 - In 2024, Johnson Fistel was ranked in the Top 10 Plaintiff Law Firms by ISS Securities Class Action Services, highlighting its effectiveness in advocating for investors [4] - The firm has recovered approximately $90,725,000 for clients in cases where it served as lead or co-lead counsel, marking its eighth recognition as a top plaintiffs' securities law firm in the U.S. [4]

Market Capitalization Changes - Tesla's market capitalization increased by 6.75% to $1,025.4 billion [3] - TSMC's market capitalization rose by 5.93% to $969.7 billion [3] - Tencent's market capitalization grew by 4.66% to $609.8 billion [3] - Netflix's market capitalization decreased by 2.65% to $472.3 billion [3] - Oracle's market capitalization increased by 4.58% to $440.8 billion [3] Notable Performers - Shopify saw a significant increase of 13.7% in market capitalization, reaching $136.2 billion [4] - AppLovin experienced a remarkable rise of 89% to $1.177 billion [4] - AMD's market capitalization increased by 5.13% to $175.3 billion [5] - Uber's market capitalization rose by 6.39% to $184.2 billion [5] Decliners - Pinduoduo's market capitalization fell by 6.14% to $165.2 billion [4] - Xiaomi's market capitalization decreased by 2.11% to $163.4 billion [4] - Spotify's market capitalization declined by 4.23% to $127.3 billion [4] Other Companies of Interest - Adobe's market capitalization increased by 3.3% to $168.7 billion [4] - Qualcomm's market capitalization rose by 4.78% to $167.0 billion [4] - Intel's market capitalization increased by 3.55% to $96.7 billion [5] - Airbnb's market capitalization grew by 5.64% to $828 million [5]

Group 1: Company Performance - Autodesk's stock closed at $293.20, reflecting a +1.99% change from the previous day, underperforming compared to the S&P 500's gain of 3.26% [1] - Over the past month, Autodesk shares have increased by 11.23%, while the Computer and Technology sector gained 4.76% and the S&P 500 gained 3.78% [1] Group 2: Earnings Projections - Autodesk is set to release its earnings report on May 22, 2025, with projected earnings of $2.14 per share, indicating a year-over-year growth of 14.44% [2] - The consensus estimate for quarterly revenue is $1.61 billion, which represents a 13.39% increase from the same period last year [2] - For the full year, analysts expect earnings of $9.48 per share and revenue of $6.92 billion, marking changes of +11.92% and +12.84% respectively from the previous year [3] Group 3: Analyst Estimates and Valuation - Changes in analyst estimates for Autodesk are crucial as they reflect near-term business trends, with positive revisions indicating a favorable business outlook [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Autodesk as 3 (Hold), with the consensus EPS estimate moving 0.5% lower over the last 30 days [6] - Autodesk's Forward P/E ratio stands at 30.32, which is a premium compared to the industry's average Forward P/E of 28.5 [7] - The company has a PEG ratio of 1.96, which is lower than the Internet - Software industry's average PEG ratio of 2.23 [8] Group 4: Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 94, placing it in the top 39% of over 250 industries [9] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

Core Insights - Autodesk has launched a significant brand transformation with the "Let There Be Anything" campaign, celebrating human ingenuity and the technology that supports design and creation [1][6] - The campaign marks Autodesk's evolution into a platform company serving professionals across various Design and Make industries, moving beyond its traditional identity as the maker of AutoCAD [2][8] Campaign Details - The campaign features a U.S.-only 60-second advertisement starring Emmy-winner Tony Hale, which will air during the NBA Playoffs, showcasing the creativity of Autodesk customers [3][4] - The ad employs humor and metaphor to engage audiences, bridging the brand and product in a fresh and entertaining manner [5] Customer Impact - The campaign will include a global storytelling series highlighting real Autodesk customers making significant impacts in their fields, such as architecture and adaptive design [7][9] - Notable examples include Noella Nibakuze, who optimized performance for a regenerative agriculture university, and Noel Joyce, who designed an adaptive mountain bike for wheelchair users [9] Industry Context - Over 300 million professionals work in the Design and Make industries, which are projected to reach a global value of $30 trillion by 2027 [8] - Autodesk aims to unify its brand across these industries, showcasing its comprehensive portfolio and the transformative impact of its technology [8][10]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Autodesk (ADSK) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider.This design software company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 5.18%.For the most recent quarter ...

Company Performance - Autodesk closed the latest trading day at $272.89, reflecting a +0.52% change from the previous session, which lagged behind the S&P 500's gain of 0.58% [1] - Over the past month, Autodesk shares gained 3.69%, outperforming the Computer and Technology sector's gain of 0.6% and the S&P 500's loss of 0.84% [1] Upcoming Financial Results - Autodesk is expected to report an EPS of $2.14, representing a 14.44% increase compared to the same quarter last year, with anticipated revenue of $1.61 billion, indicating a 13.39% rise [2] - For the entire fiscal year, earnings are projected at $9.48 per share and revenue at $6.92 billion, reflecting changes of +11.92% and +12.84% respectively from the prior year [3] Analyst Estimates and Valuation - Recent changes to analyst estimates indicate a positive outlook for Autodesk's business operations and profit generation [4] - The Zacks Rank system, which assesses estimate changes, currently ranks Autodesk at 3 (Hold), with the consensus EPS estimate moving 0.44% lower over the past month [6] - Autodesk is trading at a Forward P/E ratio of 28.63, which is a premium compared to the industry average of 25.98, and has a PEG ratio of 1.85, below the Internet - Software industry's average of 2.2 [7] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, which has a Zacks Industry Rank of 143, placing it in the bottom 43% of over 250 industries [8]