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Autodesk Climbs as PTC Buyout Sparks Peer Repricing

Investivoq PriceTracker

Autodesk (ADSK) is up 5.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The clearest catalyst appears to be a valuation read-through from Schneider Electric’s agreement to buy PTC, a close peer in engineering and product lifecycle software, at a large premium. That deal likely led investors to reassess what comparable software assets such as Autodesk could be worth, while the company’s already solid recent operating performance may have added support.

Details:

  • Schneider Electric agreed to acquire PTC for $205 per share in cash, valuing the target at about $22.6 billion and putting a sizable premium on a direct peer in design and industrial software.
  • PTC and Autodesk are viewed as comparable companies in parts of engineering software, which can cause takeover prices for one firm to lift sentiment and valuation expectations for the other.
  • Autodesk’s most recent quarterly release showed revenue growth of 16% year over year to $2.05 billion, giving investors a stronger fundamental backdrop for a peer-driven rally.
  • The company has also been highlighting newer AI capabilities across its product suite, which could have reinforced optimism as investors looked again at strategic value across the sector.

    • Sources:

    Autodesk Investor Relations, SEC, AP News

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $ADSK Insider Trading Activity

    ADSK Insider Trades

    $ADSK insiders have traded $ADSK stock on the open market 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $ADSK stock by insiders over the last 6 months:

    • STACY J SMITH has made 2 purchases buying 3,435 shares for an estimated $794,054 and 0 sales.
    • ANDREW ANAGNOST (President and CEO) purchased 2,460 shares for an estimated $498,543
    • JANESH MOORJANI (EVP, Chief Financial Officer) purchased 2,500 shares for an estimated $494,174
    • JOHN T CAHILL purchased 2,000 shares for an estimated $378,400

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $ADSK Hedge Fund Activity

    We have seen 477 institutional investors add shares of $ADSK stock to their portfolio, and 744 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • INVESCO LTD. added 5,212,399 shares (+198.0%) to their portfolio in Q2 2026, for an estimated $1,013,394,613
    • JPMORGAN CHASE & CO added 5,023,243 shares (+inf%) to their portfolio in Q2 2026, for an estimated $976,618,904
    • ARISTOTLE CAPITAL MANAGEMENT, LLC added 3,559,201 shares (+240324.2%) to their portfolio in Q2 2026, for an estimated $691,979,858
    • BLACKROCK, INC. added 2,906,639 shares (+13.3%) to their portfolio in Q2 2026, for an estimated $565,108,754
    • BROWN ADVISORY INC removed 2,143,840 shares (-83.6%) from their portfolio in Q2 2026, for an estimated $416,805,372
    • MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,763,160 shares (-51.6%) from their portfolio in Q2 2026, for an estimated $342,793,567
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,714,536 shares (+inf%) to their portfolio in Q2 2026, for an estimated $333,340,089

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $ADSK Price Targets

    Multiple analysts have issued price targets for $ADSK recently. We have seen 13 analysts offer price targets for $ADSK in the last 6 months, with a median target of $305.0.

    Here are some recent targets:

    • Andrew DeGasperi from BNP Paribas set a target price of $295.0 on 06/18/2026
    • Blair Abernethy from Rosenblatt set a target price of $330.0 on 06/01/2026
    • Tyler Radke from Citigroup set a target price of $252.0 on 06/01/2026
    • Clarke Jeffries from Piper Sandler set a target price of $369.0 on 05/29/2026
    • Nick Altmann from BTIG set a target price of $300.0 on 05/29/2026
    • Daniel Jester from BMO Capital set a target price of $262.0 on 05/29/2026
    • Matthew Hedberg from RBC Capital set a target price of $305.0 on 05/29/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.