Autodesk Drops 4% Despite Strong Q4 Results and Upbeat 2026 Outlook

Autodesk (NASDAQ:ADSK) shares fell over 4% intra-day today despite the company delivering fourth-quarter earnings and revenue that exceeded Wall Street expectations. The company also provided an optimistic full-year forecast and unveiled a restructuring plan that includes job reductions.

For the quarter, Autodesk reported earnings per share of $2.29, surpassing analysts’ consensus estimate of $2.14. Revenue climbed to $1.64 billion, edging past the expected $1.63 billion. Looking ahead, Autodesk issued a robust forecast for the first quarter of fiscal 2026, projecting earnings per share between $2.14 and $2.17, ahead of analyst expectations of $2.07. Revenue is expected to range from $1.6 billion to $1.61 billion, aligning with forecasts.

For the full fiscal year, Autodesk anticipates earnings per share in the range of $9.34 to $9.67, exceeding the consensus estimate of $9.26. The company also projects annual revenue between $7.06 billion and $7.21 billion, well above analysts’ expectations of $6.89 billion.