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ADSK vs NTNX
Which Stock Would AI Choose? Autodesk (ADSK) vs. Nutanix (NTNX) Stock Comparison
Key Takeaways
- ADSK delivered 18.4% year-over-year revenue growth in its most recent reported quarter, outpacing NTNX’s 10% increase.
- ADSK completed its largest acquisition to date with MaintainX, expanding into operations software, while NTNX authorized an additional $750 million share repurchase program.
- Analyst consensus ratings remain positive for both, with ADSK carrying a Moderate Buy to Strong Buy rating and NTNX a Strong Buy rating.
- ADSK trades at a market capitalization of approximately $53.5 billion with a price near $254, compared with NTNX’s roughly $18 billion market cap and price near $67.
- NTNX has shown stronger year-to-date stock performance, while ADSK exhibits more stable long-term margins and cash-flow generation.
- Upcoming earnings for NTNX on August 26, 2026, and ADSK on August 27, 2026, will provide further clarity on momentum.
Introduction
Autodesk (ADSK) and Nutanix (NTNX) represent two distinct segments of the information technology sector: design and engineering software versus hybrid cloud infrastructure solutions. This comparison examines their recent financial results, stock behavior, and market positioning to assist institutional and retail investors evaluating relative value within software and cloud technology. Traders focused on earnings momentum and growth-oriented portfolios, as well as longer-term investors assessing sector exposure, may find the analysis relevant for portfolio construction decisions.
ADSK Overview and Recent Performance
Autodesk, Inc. provides design, engineering, and construction software solutions used across architecture, manufacturing, and media industries. In its most recent reported quarter, the company posted revenue of $1.93 billion, an 18.4% year-over-year increase, and earnings per share of $2.99, exceeding consensus estimates. Management issued fiscal 2027 EPS guidance of $12.40–$12.65. Shares have traded near $254 amid a 52-week range of $185.50 to $329.09, with a market capitalization of approximately $53.5 billion. Recent market activity reflects investor digestion of the completed MaintainX acquisition and strong recurring revenue trends, supporting generally positive analyst sentiment.
NTNX Overview and Recent Performance
Nutanix, Inc. delivers hybrid multicloud infrastructure software that enables enterprises to manage private and public cloud environments. In its fiscal third quarter, the company reported revenue of $703.1 million, up 10% year-over-year, with non-GAAP earnings per share of $0.47 that surpassed estimates. Full-year fiscal 2026 revenue guidance was raised to $2.82–$2.84 billion. Shares have recently traded near $67 within a 52-week range of $34.01 to $82.42, reflecting a market capitalization of roughly $18 billion. Recent market activity has been influenced by strong bookings, a $750 million share repurchase authorization, and anticipation of fourth-quarter results scheduled for August 26, 2026.
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Head-to-Head Comparison
Autodesk operates a high-margin, subscription-based software model with deep entrenchment in design workflows, while Nutanix focuses on infrastructure software that addresses enterprise cloud migration and private-cloud needs. Growth drivers differ: ADSK benefits from AI-enhanced product integrations and the recent MaintainX acquisition, whereas NTNX capitalizes on VMware customer migrations and AI-infrastructure demand. Recent momentum shows ADSK with more robust quarterly revenue expansion, while NTNX has delivered stronger year-to-date share-price gains. Risk factors include integration challenges for ADSK’s large acquisition and hardware supply constraints affecting NTNX revenue timing. Sector exposure places both in information technology, yet ADSK offers greater scale and cash-flow stability, while NTNX presents higher growth volatility.
Tickeron AI Verdict
Observable factors such as trend consistency in earnings beats, acquisition-driven catalysts, and relative positioning within the software sector indicate that Tickeron’s AI models would currently assign a modest probabilistic preference to ADSK over NTNX. Stronger recent revenue growth and established cash-flow generation provide greater stability signals, though NTNX’s bookings momentum and upcoming results could narrow the differential depending on execution.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ADSK is a StrongBuy and NTNX is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ADSK’s FA Score shows that 1 FA rating(s) are green whileNTNX’s FA Score has 0 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- NTNX’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ADSK’s TA Score shows that 5 TA indicator(s) are bullish while NTNX’s TA Score has 3 bullish TA indicator(s).
- ADSK’s TA Score: 5 bullish, 4 bearish.
- NTNX’s TA Score: 3 bullish, 4 bearish.
Price Growth
ADSK (@Packaged Software) experienced а -16.40% price change this week, while NTNX (@Computer Communications) price change was -1.59% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.96%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +3.47%.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.84%. For the same industry, the average monthly price growth was -1.07%, and the average quarterly price growth was +15.21%.
Reported Earning Dates
ADSK is expected to report earnings on Dec 01, 2026.
NTNX is expected to report earnings on Dec 02, 2026.
Industries' Descriptions
@Packaged Software (-3.96% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
@Computer Communications (-1.84% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| ADSK | NTNX | ADSK / NTNX | |
| Capitalization | 45.5B | 18.4B | 247% |
| EBITDA | 2.38B | 373M | 637% |
| Gain YTD | -26.388 | 31.670 | -83% |
| P/E Ratio | 28.23 | 13.16 | 214% |
| Revenue | 7.79B | 2.75B | 283% |
| Total Cash | 4.16B | 2.02B | 206% |
| Total Debt | 3.71B | 1.53B | 242% |
ADSK | NTNX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 62 | |
SMR RATING 1..100 | 20 | 100 | |
PRICE GROWTH RATING 1..100 | 64 | 39 | |
P/E GROWTH RATING 1..100 | 96 | 100 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NTNX's Valuation (73) in the Packaged Software industry is in the same range as ADSK (75). This means that NTNX’s stock grew similarly to ADSK’s over the last 12 months.
NTNX's Profit vs Risk Rating (62) in the Packaged Software industry is somewhat better than the same rating for ADSK (100). This means that NTNX’s stock grew somewhat faster than ADSK’s over the last 12 months.
ADSK's SMR Rating (20) in the Packaged Software industry is significantly better than the same rating for NTNX (100). This means that ADSK’s stock grew significantly faster than NTNX’s over the last 12 months.
NTNX's Price Growth Rating (39) in the Packaged Software industry is in the same range as ADSK (64). This means that NTNX’s stock grew similarly to ADSK’s over the last 12 months.
ADSK's P/E Growth Rating (96) in the Packaged Software industry is in the same range as NTNX (100). This means that ADSK’s stock grew similarly to NTNX’s over the last 12 months.
| ADSK | NTNX | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 81% | 3 days ago 68% |
| Stochastic ODDS (%) | 3 days ago 77% | 3 days ago 87% |
| Momentum ODDS (%) | 3 days ago 70% | N/A |
| MACD ODDS (%) | 3 days ago 63% | 3 days ago 74% |
| TrendWeek ODDS (%) | 3 days ago 67% | 3 days ago 69% |
| TrendMonth ODDS (%) | 3 days ago 68% | 3 days ago 75% |
| Advances ODDS (%) | 11 days ago 64% | 4 days ago 75% |
| Declines ODDS (%) | 3 days ago 67% | 6 days ago 72% |
| BollingerBands ODDS (%) | 3 days ago 74% | 3 days ago 76% |
| Aroon ODDS (%) | 3 days ago 65% | 3 days ago 72% |
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ADSK and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADSK has been closely correlated with BSY. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADSK jumps, then BSY could also see price increases.
| Ticker / NAME | Correlation To ADSK | 1D Price Change % | ||
|---|---|---|---|---|
| ADSK | 100% | -8.26% | ||
| BSY - ADSK | 71% Closely correlated | -5.28% | ||
| PTC - ADSK | 67% Closely correlated | -6.04% | ||
| GWRE - ADSK | 67% Closely correlated | -19.93% | ||
| PCOR - ADSK | 67% Closely correlated | -4.26% | ||
| ASAN - ADSK | 64% Loosely correlated | -12.69% | ||
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NTNX and
Correlation & Price change
A.I.dvisor indicates that over the last year, NTNX has been loosely correlated with ADSK. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if NTNX jumps, then ADSK could also see price increases.
| Ticker / NAME | Correlation To NTNX | 1D Price Change % | ||
|---|---|---|---|---|
| NTNX | 100% | -0.03% | ||
| ADSK - NTNX | 61% Loosely correlated | -8.26% | ||
| NOW - NTNX | 60% Loosely correlated | -2.97% | ||
| HUBS - NTNX | 59% Loosely correlated | -2.95% | ||
| DDOG - NTNX | 58% Loosely correlated | -0.85% | ||
| ZS - NTNX | 55% Loosely correlated | -4.50% | ||
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