Autodesk Inc (ADSK) FY2026Q3 Earning Prediction
Autodesk Inc (ADSK) is set to release its FY2026Q3 earnings performance on 11/25 16:01:00 ET in After Hours trading. Consensus forecasts predict a revenue of 1.81B and an earnings per share (EPS) of 2.50 for the FY2026Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
The earnings forecast predicts a Beat based on strong revenue growth, margin expansion, and EPS improvements driven by share buybacks and cost discipline.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
Key Fact Data Analysis
- Revenue Growth:
Positive Drivers:
Strong Q2 performance ("clean beat and raise") and raised outlook (Morgan Stanley, Berenberg) suggest momentum from the new transaction model.
Long-term partnership with Kraft Group/Patriots signals confidence in enterprise adoption, though immediate revenue impact may be limited.
Risks:
Citi’s reseller survey noted mixed demand trends, raising questions about billings consistency.
- Operating Margins:
- Analysts highlight ~400 bps margin expansion by FY29 (Berenberg) and AI-driven efficiency gains (HSBC, Morgan Stanley). Cost discipline and operating leverage likely drove incremental improvements.
- EPS:
- Share repurchases (ongoing activity implied by analyst notes) reduce share count, boosting EPS. Margin expansion further supports earnings.
- Free Cash Flow:
- Annual billings shift and cash flow management (no negative signals) likely sustained strong liquidity.
Consensus Context
- Stock underperformed S&P 500 (- 8.33% vs. + 2.36%), reflecting lowered expectations. Flat EPS/revenue estimate revisions (- 0.017%) imply low bar for upside surprise.
Tactical Strategy Recommendations
- Bullish Play: Buy November $290 calls or shares ahead of earnings. Margin expansion and buybacks provide asymmetric upside.
- Hedged Play: Straddle with $285 puts/calls (IV likely elevated post-Q2 beat).
- Avoid: Short-term puts (low probability of Strong Miss).
Rationale: Underperformance vs. S&P 500 creates a "low bar" setup. Analysts’ focus on AI monetization and margin discipline aligns with likely EPS beat, while revenue upside hinges on transaction model durability.
Earnings Surprise Analysis
ADSK Transcript
The earnings call summary and Q&A indicate strong financial performance, increased guidance, and positive business momentum. Raised revenue, billings, and share buyback targets signal confidence. The Q&A highlighted management's strategic focus on AI, automation, and margin expansion, although some uncertainties remain. Overall, the sentiment is positive, with potential for stock price growth.
ADSK Slides
ADSK Report
Frequently Asked Questions
What is the Autodesk Inc FY2026Q3 Earnings Release Date and Time?
Autodesk Inc (ADSK) is scheduled to release its FY2026Q3 earnings report onNov 25, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Autodesk Inc FY2026Q3 Revenue and EPS?
Analysts' consensus predicts 1.81B in revenue and an EPS of 2.50 for Autodesk Inc's FY2026Q3.
What Does Intellectia's AI Predict for Autodesk Inc FY2026Q3 Earnings?
Intellectia's exclusive AI algorithms forecast a Beat forAutodesk Inc's FY2026Q3 earnings, with a prediction date of Nov 25, 2025. Autodesk Inc The earnings forecast predicts a Beat based on strong revenue growth, margin expansion, and EPS improvements driven by share buybacks and cost discipline.
How Can I Use This Earnings Prediction to Trade ADSK Stock?
Leverage Intellectia's AI forecast to position trades ahead of theNov 25, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Autodesk Inc FY2026Q3?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
