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Autodesk, Inc. (ADSK) Q4 Revenue Surges 19% YoY, Exceeds Guidance Across Key Metrics

Autodesk, Inc. (NASDAQ:ADSK) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds.

Autodesk, Inc. (NASDAQ:ADSK) is one of the best technology stocks.

TheFly reported on February 27 that JPMorgan increased its price target for ADSK from $319 to $336 while keeping an Overweight rating on the stock.

Autodesk, Inc. (NASDAQ:ADSK) released its fourth-quarter and full-year fiscal 2026 results on February 26. The company exceeded the high end of guidance in a number of important metrics, including revenue, billings, non-GAAP operating margin, non-GAAP EPS, and free cash flow. Revenue in Q4 jumped 19% year over year, or 14% if the new transaction model was excluded. At the same time, billings increased 33% overall, with a 30% constant-currency rise and 32% if the transaction model was excluded.

During the quarter, the new model generated about $185 million in billings and $137 million in revenue. The GAAP margin was unchanged after a $100 million restructuring charge, but the non-GAAP operating margin increased by 120 basis points to 38%. The corporation repurchased $333 million worth of stock, totaling almost $1.4 billion for the entire year, roughly half of the $972 million in free cash flow for the quarter.

Autodesk predicted fiscal 2027 billings of $8.48–$8.58 billion, revenue of $8.10–$8.17 billion, non-GAAP operating margin of 38.5–39%, and free cash flow of $2.7–$2.8 billion due to expected decreases from the transaction-model tailwind and $135–$160 million in restructuring capital outflows.

Autodesk, Inc. (NASDAQ:ADSK) is a global software company specializing in 3D design, engineering, and entertainment software. Its solutions support architecture, construction, manufacturing, and media industries, enabling professionals to design, visualize, and simulate projects efficiently.

While we acknowledge the potential of ADSK as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ADSK and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 14 Best GARP Stocks to Buy According to Analysts and 14 Best Affordable Dividend Stocks to Buy According to Analysts.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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