$ADSK

Autodesk (ADSK) was named a Leader in the IDC MarketScape: Worldwide Construction Management Software 2026 Vendor Assessment. The company's strengths include a design-to-operate platform, embedded AI agents, and an open partner ecosystem. IDC noted Autodesk's broad construction management capabilities and investments in AI, which are important for improving collaboration and project delivery.

Autodesk's construction software, Forma, was placed in the Leaders category by IDC MarketScape. The assessment highlights Autodesk's strengths in construction industry experience, AI agents, and an open partner ecosystem. Forma supports over 400 integrations and aims to connect workflows across the AEC project lifecycle. Autodesk announced new features like Forma Bid, AI-powered insights, and the Daily Log Agent.

Autodesk plans to integrate NVIDIA's technologies into its NavPack software, enhancing AI model architectures and GPU-accelerated workflows for automotive designers. The collaboration aims to bring predictive engineering insights earlier into the design process, improving decision-making and reducing iteration costs. Autodesk's NavPack uses AI models trained on simulation data to evaluate design changes' impact on vehicle performance.

Autodesk Inc. disclosed $190,000 in lobbying expenses for Q3 2026, focusing on software market access, AI, and infrastructure. Insiders made 5 purchases totaling $2,265,171. Hedge funds showed mixed activity, with some adding significant shares. Analysts set price targets ranging from $252 to $369.

Mensch und Maschine Software SE reported 9M 2026 revenue growth of 6.9% and EBITDA growth of 3.3%, but net profit declined by 3.7% due to Autodesk-related gross profit pressures. The company expects a strong Q4 to meet the lower half of its 2026 EPS and EBIT targets.

PTC (PTC) reported $600M revenue, down 6.8% YoY, missing estimates. Procore (PCOR) reported $375.2M revenue, up 15.8% YoY, beating estimates. Autodesk (ADSK) reported $2.05B revenue, up 16.1% YoY, beating revenue estimates but missing EPS guidance. PTC's stock is up 45.7%, Procore's up 13.6%, and Autodesk's down 12% since reporting.

Autodesk (ADSK) and Fair Isaac (FICO) both show accelerating sales growth. Autodesk raised its revenue forecast to $8.32B but lowered its operating margin forecast. Fair Isaac raised all forecasts and expects $2.53B in revenue. Autodesk has higher cash reserves and lower debt, while Fair Isaac is more profitable. ADSK trades at 29.6x earnings, FICO at 20.0x.

Autodesk's 2027 report highlights challenges in Australian Design and Make industries, including supply chain fragility (55% of firms) and cost control (39%). Digital adoption lags due to talent shortages, with 35% citing lack of skilled workers as the biggest barrier. AI adoption is growing, but 52% struggle with implementation. Dr. Haren Sam, Autodesk's Regional Director, notes these issues impact major projects and productivity.

Autodesk's 2026 report shows 64% of Indian firms have met or are nearing AI goals, with 88% expecting AI to enhance their industry. 57% use AI in design, 44% in automation, and 58% invest in AI training. Digital transformation boosts productivity, innovation, and profitability, but skills shortages persist. 86% link sustainability to business value, with 33% expecting 10%+ revenue from it.

Autodesk (ADSK) and Intuit (INTU) are among the Nasdaq 100's top gainers this week, with ADSK up 10% and INTU up 8%, despite a broader market downturn. ADSK's rally followed Schneider Electric's acquisition of PTC, while INTU's advance comes amid a recovery in investor sentiment. Both companies reported strong business fundamentals, with ADSK's Q2 revenue up 16% and INTU expecting moderated growth. Analysts' price targets suggest significant upside for both stocks.