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Get what investors say about ADSK next
Follow ADSK free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what ADSK did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about ADSK
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-09-11 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Autodesk's CAD and engineering design software is a direct tool for AI data center construction and… |
| 2025-07-24 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Autodesk is a technology holding Wellum considers attractively valued within the secular AI/software growth… |
| 2024-11-16 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Autodesk's CAD and design software is mission-critical infrastructure for engineers and construction… |
| 2024-11-13 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Dominant CAD and design software platform used across engineering and construction creates durable switching… |
Next report: 24 Nov 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Aug 2026 | after the close | 3.30 vs 3.19 | +1.3% |
Notable options days
Sessions in the last 120 where ADSK’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-16 | ||||||
| 2026-09-04 | ||||||
| 2026-08-27 | ||||||
| 2026-06-15 | ||||||
| 2026-06-01 | ||||||
| 2026-05-29 | ||||||
| 2026-05-28 |
ADSK on the Wheel
ADSK passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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