Erste Asset Management GmbH Has $78.06 Million Stock Holdings in Autodesk, Inc. $ADSK

Erste Asset Management GmbH grew its holdings in Autodesk, Inc. (NASDAQ:ADSK) by 192.8% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 242,463 shares of the software company’s stock after purchasing an additional 159,668 shares during the quarter. Autodesk makes up 0.8% of Erste Asset Management GmbH’s investment portfolio, making the stock its 27th largest position. Erste Asset Management GmbH’s holdings in Autodesk were worth $78,060,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Bridgewater Advisors Inc. boosted its holdings in Autodesk by 2.2% in the second quarter. Bridgewater Advisors Inc. now owns 1,567 shares of the software company’s stock worth $474,000 after purchasing an additional 34 shares in the last quarter. Clarity Wealth Advisors LLC lifted its position in shares of Autodesk by 2.3% in the second quarter. Clarity Wealth Advisors LLC now owns 1,535 shares of the software company’s stock worth $475,000 after buying an additional 35 shares during the last quarter. Patron Partners LLC lifted its position in shares of Autodesk by 0.8% in the third quarter. Patron Partners LLC now owns 4,295 shares of the software company’s stock worth $1,364,000 after buying an additional 35 shares during the last quarter. Fulton Bank N.A. increased its holdings in shares of Autodesk by 4.6% during the 3rd quarter. Fulton Bank N.A. now owns 812 shares of the software company’s stock valued at $258,000 after acquiring an additional 36 shares during the last quarter. Finally, Wedbush Securities Inc. raised its stake in shares of Autodesk by 2.6% in the 2nd quarter. Wedbush Securities Inc. now owns 1,484 shares of the software company’s stock valued at $459,000 after acquiring an additional 37 shares in the last quarter. Institutional investors own 90.24% of the company’s stock.

Wall Street Analysts Forecast Growth

ADSK has been the topic of several analyst reports. The Goldman Sachs Group increased their price target on Autodesk from $320.00 to $330.00 and gave the company a “neutral” rating in a report on Wednesday, November 26th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Autodesk in a report on Wednesday, January 21st. BMO Capital Markets lifted their target price on shares of Autodesk from $333.00 to $343.00 and gave the stock a “market perform” rating in a report on Wednesday, November 26th. Arete Research upped their price target on shares of Autodesk from $430.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Finally, Robert W. Baird lifted their price objective on Autodesk from $367.00 to $377.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 26th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $347.89.

Autodesk News Summary

Here are the key news stories impacting Autodesk this week:

• Positive Sentiment: Autodesk beat Q4 estimates: non‑GAAP EPS $2.85 vs. $2.63 consensus and revenue $1.96B (up 19.4% YoY), showing robust demand and margin expansion. Read More.
• Positive Sentiment: Company raised outlook sharply — Q1 EPS guide of $2.820–2.860 (well above street) and FY 2027 EPS guide $12.290–12.560 (vs. lower analyst consensus), with revenue guidance above expectations; this forward visibility likely drove optimism. Read More.
• Positive Sentiment: Strategic product/AI development: Autodesk’s partnership to apply its Fusion AI-enabled platform to prosthetics (BioDapt) highlights real‑world AI use cases and the Manufacturing Cloud’s addressable market. Read More.
• Neutral Sentiment: Analyst and media coverage compares ADSK to peers and reviews value propositions (APPS vs. ADSK), useful for relative valuation but not an immediate catalyst. Read More.
• Neutral Sentiment: Company provided investor materials (press release, slide deck, conference call) for the quarter — important for detail but incremental to the headline beat. Read More.
• Negative Sentiment: Short interest rose materially earlier in February (reported ~6.4M shares as of Feb. 13, ~3% of float, days‑to‑cover ~2.3), which can increase volatility and downside pressure if negative sentiment accelerates. (short‑interest reports)
• Negative Sentiment: Some analysts trimmed price targets after the quarter (examples: Rosenblatt and Stifel cuts), reflecting mixed views on valuation despite the beat. Read More. Read More.

Autodesk Stock Performance

NASDAQ:ADSK opened at $233.45 on Friday. The firm’s 50-day moving average is $262.12 and its 200-day moving average is $290.14. The company has a market cap of $49.49 billion, a price-to-earnings ratio of 45.24, a PEG ratio of 1.57 and a beta of 1.45. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.82 and a current ratio of 0.82. Autodesk, Inc. has a 52-week low of $215.01 and a 52-week high of $329.09.

Autodesk (NASDAQ:ADSK) last released its earnings results on Thursday, February 26th. The software company reported $2.85 earnings per share for the quarter, topping analysts’ consensus estimates of $2.63 by $0.22. Autodesk had a return on equity of 52.06% and a net margin of 16.09%.The business had revenue of $1.96 billion for the quarter, compared to the consensus estimate of $1.91 billion. During the same period last year, the business earned $2.29 earnings per share. The firm’s revenue for the quarter was up 19.4% compared to the same quarter last year. Autodesk has set its FY 2027 guidance at 12.290-12.560 EPS and its Q1 2027 guidance at 2.820-2.860 EPS. Equities research analysts anticipate that Autodesk, Inc. will post 5.76 earnings per share for the current year.

Autodesk Profile

Autodesk, Inc (NASDAQ: ADSK) is a software company that develops design and creation tools for the architecture, engineering and construction (AEC), manufacturing, and media and entertainment industries. Headquartered in San Rafael, California, the company was founded in 1982 and is best known for pioneering CAD (computer-aided design) software. Autodesk sells products and services to a global customer base, including architects, engineers, contractors, product designers, and content creators.

The company’s product portfolio includes industry-standard design and modeling applications such as AutoCAD, Revit, Inventor, Fusion 360, Maya and 3ds Max, as well as cloud-based collaboration and project management platforms like BIM 360 and Autodesk Construction Cloud.