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BMO Capital Sees Impressive Guidance and Construction Cloud Momentum at Autodesk (ADSK)

Autodesk Inc. (NASDAQ:ADSK) is one of the best growth stocks to buy in 2026. On November 26, BMO Capital raised the firm’s price target on Autodesk to $343 from $333 and kept a Market Perform rating on the shares. Despite a difficult sales environment, Autodesk delivered strong Q3 2025 results marked by improving growth and impressive Q4 guidance. BMO Capital remains optimistic due to the continued success of Construction Cloud and the company’s ongoing efforts to unify siloed workflows for its industrial and construction clients.

A day before this rating, the company announced its Q3 2025 earnings results. Autodesk reported non-GAAP EPS of $2.67, which exceeded analyst expectations of $2.50. Total revenue grew 18% year-over-year to $1.85 billion. This performance was supported by a $124 million contribution from the company’s new transaction model; excluding this impact and currency fluctuations, underlying revenue growth remained a healthy 12%.

Strategic momentum at Autodesk was driven by the convergence of design and make workflows within the Autodesk Construction Cloud/ACC and the integration of AI-powered automations. In the Architecture, Engineering, Construction, and Operations/AECO segment, revenue remained strong as investments in data centers and infrastructure offset softness in commercial sectors. Management highlighted that AI adoption is yielding tangible productivity gains, noting that the acceptance rate for AI-powered auto-constraints in Fusion has surpassed 60%, with 90% of those sketches becoming fully constrained.

Autodesk Inc. (NASDAQ:ADSK) provides 3D design, engineering, and entertainment technology solutions worldwide.

While we acknowledge the potential of ADSK to grow, 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 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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

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  • 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.

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