Autodesk Q2: Unstoppable In The Medium-Term
Summary
Autodesk continues to deliver accelerating revenue growth, benefiting directly from AI adoption and maintaining a domina...
Autodesk continues to deliver accelerating revenue growth, benefiting directly from AI adoption and maintaining a dominant market position. Recent results beat expectations, with FQ2 2026 revenue up 17% year-over-year and EPS exceeding analyst forecasts by $0.17. Despite a post-earnings stock surge and somewhat premium valuation, I see ADSK as a Buy due to sustained double-digit growth and operational improvements.