ADSK
Autodesk showed up with receipts
Autodesk didn’t exactly creep into fiscal 2027’s first quarter. It came out swinging, reporting revenue of $1.93 billion for the quarter ended April 30, 2026 — up 18% year over year, or 16% on a constant-currency basis. For a company that’s already a giant in design software, that’s the kind of number that makes investors sit up and refresh the tab.
The real-world AI pitch gets louder
The company’s message was basically: the AI party is only fun if the outputs actually work in the real world. That’s the kind of line you say when you want Wall Street to picture Autodesk as more than just CAD software with a nicer interface.
And then there’s the other headline: Autodesk says it will acquire MaintainX, a move that points toward a more unified platform for operations. Translation: it’s trying to stitch together more of the workflow instead of just being the tool people use at one step.
Why investors should care
This is the classic “earnings plus strategy” combo meal:
- the core business is still growing at a healthy clip,
- the company is leaning harder into AI-driven workflow software,
- and the MaintainX deal hints that Autodesk wants a bigger slice of industrial and operational software spending.
That’s the kind of setup that can keep a stock interesting even when the macro backdrop is doing its best impression of a bad Wi-Fi signal.
Big picture: Autodesk is reminding the market it’s not just defending its turf — it’s trying to build a bigger one.