Analyst Continues to Back Autodesk (ADSK) Amid Consistent Growth Momentum

Core Insights - Autodesk Inc. has shown strong operating consistency and is expected to sustain low-teens growth, supported by solid demand visibility and improved margins [1][2] - The company reported third-quarter fiscal 2026 results with an 18% constant-currency revenue growth, reaching $1.85 billion, and an adjusted EPS of $2.67 [2][3] - For the fourth quarter, Autodesk is guiding for approximately 11% adjusted revenue growth and 18% adjusted billings growth [2][3] Financial Performance - The company increased its fiscal 2026 operating margin guidance by 50 basis points to 37.5%, indicating strengthened margin performance due to efficiency improvements [4] - The demand momentum remains intact, with expectations that billings growth will initially remain elevated before normalizing [3][4] Analyst Perspective - UBS analyst Taylor McGinnis raised the price target for Autodesk from $385 to $400 while maintaining a Buy rating, reflecting confidence in the company's growth potential [1] - The analyst's review of the third-quarter results suggests that Autodesk's operational performance is robust and well-positioned for future growth [3][4]