Autodesk (ADSK) Stock Forecast & Price Target

Autodesk's positive outlook is supported by a robust and growing Enterprise Business Agreement (EBA) pipeline, which historically maintains nearly 100% renewal rates, coupled with significant increases in customer spending of 40-50% upon transitioning to EBAs. The company is well-positioned to capitalize on the integration of AI into its platform and the growing demand for infrastructure related to AI developments, which could enhance its revenue streams. Additionally, long-term growth is projected to include approximately 5% from market factors and another 2-3% driven by opportunities in construction and manufacturing, reflecting a diverse and resilient business model.

The financial analysis indicates a negative outlook for Autodesk primarily due to projected lower EPS growth, estimated at 500 basis points less than current forecasts for the years 2025-2026, resulting in an EPS estimate of $9.96 for CY26. Additionally, the company anticipates experiencing short-term weaknesses in the construction sector, which is expected to impact approximately 7% of its revenue. These factors contribute to a scenario reflecting significant downward potential in Autodesk's financial performance.