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 Rating Change for Autodesk Draws Attention as Market Data and Analyst Views Diverge

Wall Street Zen lowered its rating for Autodesk (NASDAQ:ADSK) to ‘Buy’. That move sits at the top of recent market chatter about the company and comes alongside a mix of other analyst upgrades and a spread of market data that show differing views on Autodesk’s near‑term prospects.

Key takeaway

The most immediate item is that Wall Street Zen lowered its rating for Autodesk (NASDAQ:ADSK) to ‘Buy’. At the same time, a separate report indicated A separate report said Wall Street Zen upgraded shares of Autodesk (ADSK) from a buy rating to a strong-buy rating. These two statements are inconsistent and underscore the need for investors to verify which report is current. The company presently has a consensus rating of ‘Moderate Buy’ and an average price target of $356.83.

Market prices and valuation

Recent intraday trading showed shares of ADSK traded down $1.18 during mid‑day trading on a referenced Friday, hitting $323.21. That session recorded 54,718 shares traded against an average volume cited at 1,618,795. Market capitalization figures differ across reports, appearing as $68.84 billion in one excerpt and $63.6 billion in another. Valuation metrics in one summary list a P/E ratio of 66.99, a P/E/G ratio of 2.86, and a beta of 1.49. The stock’s fifty‑day moving average was listed at $302.99 and the two‑hundred‑day moving average at $289.00, with a 52‑week low of $232.67 and a 52‑week high of $329.09.

Analyst actions and price targets

Multiple analyst houses updated price targets and ratings in recent months. Notable changes include a price objective increase from $370.00 to $385.00 with an overweight stance, a $370.00 objective set by another research group, an increase from $360.00 to $380.00 with an outperform view, and other increases to $375.00 and $300.00 with varied ratings. Across analysts, seventeen investment analysts have rated Autodesk with a Buy rating and seven have given a Hold rating. One consensus snapshot shows a Moderate Buy rating and an average price target of $356.83, while another analyst compilation counted 18 “Strong Buy”, 1 “Moderate Buy”, 7 “Holds” among 26 analysts.

Recent earnings, guidance and billings

Fiscal guidance and recent results have been mixed. Fiscal 2026 guidance included revenues 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. There are reports that in a recent quarter adjusted EPS came in at $2.17 with revenue of $1.6 billion, and shares moved sharply after that release. Other summary figures show expectations for fiscal year earnings growth and the consensus mark for fiscal 2026 earnings steady at $9.48 per share in one view.

Company profile, products and strategy

Autodesk, founded in 1982, is a global leader in design software and 3D modeling. Flagship products include AutoCAD, Revit, and Maya. The company offers a wide set of tools from AutoCAD Civil 3D for civil engineering to BuildingConnected as a SaaS preconstruction solution, AutoCAD LT for drafting, Fusion 360 for CAD/CAM/CAE workflows, and Industry Collections for professionals across architecture, engineering and construction, manufacturing, and media and entertainment. One summary notes the company has over 13 million users globally.

Growth drivers and investments

The company is investing in artificial intelligence (AI) and machine learning (ML), including the rollout of generative design features that let users explore many design alternatives from parameters. Cloud platforms such as Fusion and Forma have seen strong adoption. Autodesk added nearly 400 new construction customers in the fourth quarter of fiscal 2025 and is making progress in high‑growth segments like construction and manufacturing. Sustainability initiatives and expansion into emerging markets are also cited as strategic priorities.

Risks, insider moves and ownership

Key risks include market volatility, economic downturns, and changes in customer behavior tied to the subscription model. Insider transactions show EVP Ruth Ann Keene sold 2,761 shares on September 3, 2025 at an average price of $315.10, and Director Ayanna Howard sold 3,159 shares on August 29, 2025 at an average price of $325.00. Over the last quarter insiders sold 40,830 shares totaling about $13,123,341, and insiders were reported to own 0.15% of the stock. Institutional investors and hedge funds are reported to own a large majority of shares, with one summary showing 90.24% institutional ownership.

Competitive landscape

The company faces competition from other major software firms across design, manufacturing and creative tools. Competitors compete on software capabilities, customer experience and tool integration, while rivals are also expanding AI and cloud capabilities.

What to watch next

Investors should watch which version of the rating change is authoritative, track upcoming earnings and guidance updates, monitor adoption of AI and cloud features, and follow retention trends in subscription revenue. The mix of slightly divergent market‑cap figures and rating reports highlights the importance of checking primary filings and the most current analyst notes before acting.

FAQ

{
“@context”: “https://schema.org”,
“@type”: “FAQPage”,
“mainEntity”: [
{
“@type”: “Question”,
“name”: “What rating did Wall Street Zen give Autodesk?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Wall Street Zen lowered its rating for Autodesk (NASDAQ:ADSK) to ‘Buy’.”
}
},
{
“@type”: “Question”,
“name”: “Is there a conflicting report about Wall Street Zen’s action?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “A separate report said Wall Street Zen upgraded shares of Autodesk (ADSK) from a buy rating to a strong-buy rating.”
}
},
{
“@type”: “Question”,
“name”: “What is Autodesk’s consensus rating and average price target?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “The company presently has a consensus rating of “Moderate Buy” and an average price target of $356.83.”
}
},
{
“@type”: “Question”,
“name”: “What market capitalization figures are reported?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “The stock’s market capitalization is reported in different excerpts as $68.84 billion and $63.6 billion.”
}
},
{
“@type”: “Question”,
“name”: “How many users does Autodesk have?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “The text states Autodesk has “over 13 million users globally”.”
}
},
{
“@type”: “Question”,
“name”: “How many new construction customers were added in Q4 of fiscal 2025?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Autodesk added “nearly 400 new construction customers in the fourth quarter of fiscal 2025″.”
}
}
]
}

Key features and data at a glance

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 CA News

CALIFORNIA STAFF WRITER The CALIFORNIA STAFF WRITER represents the experienced team at constructioncanews.com, your go-to source for actionable local news and information in California and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as the Rose Parade, Coachella, Comic-Con, and the California State Fair. Our coverage extends to key organizations like the California Building Industry Association and Associated General Contractors of California, plus leading businesses in technology and entertainment that power the local economy such as Apple and Alphabet. As part of the broader network, including constructionnynews.com, constructiontxnews.com, and constructionflnews.com, we provide comprehensive, credible insights into the dynamic landscape across multiple states.