Autodesk: This AI-Era Software Bargain Is Too Cheap To Ignore

Autodesk is upgraded to ‘Strong Buy’ due to durable competitive advantages, robust growth, and a discounted 17x forward P/E multiple. ADSK’s MaintainX acquisition positions it to expand into operations and maintenance, creating a valuable feedback loop with core design products.

Fiscal Q1 2027 saw 16% YoY revenue growth, 15% billings growth, and a 2-point margin expansion, with management guiding for double-digit revenue and EPS growth this year. AI integration and proprietary engineering validation tools reinforce ADSK’s moat.

2026 hasn’t been kind to software stocks, as the tech sector has bifurcated between AI and non-AI. What gets lost in the narrative, however, are quality companies that stand to benefit from AI being integrated into their product.