Autodesk Inc is expected to report Q4 fiscal 2026 revenue of $1.91 billion and adjusted EPS of $2.63, with its current $220.94 share price trading significantly below the $350.42 average analyst price target.
Investors are primarily focused on billings performance under the company’s new transaction model, which transitions customers to a direct-billing relationship with Autodesk.
Management recently highlighted strong momentum in the Autodesk Construction Cloud and expanded AI capabilities through a $200 million investment in World Labs for spatial AI.
However, the stock has hit 52-week lows this month as the market monitors whether the transition to the new model might weigh on near-term cash flow and reported margins.