Advertisement
ADSK vs ORCL
Which Stock Would AI Choose? Autodesk (ADSK) vs. Oracle (ORCL) Stock Comparison
Key Takeaways
- Autodesk delivered stronger-than-expected Q2 fiscal 2027 results with revenue of $2.05 billion and adjusted EPS of $3.30, though softer Q3 profit guidance weighed on near-term sentiment.
- Oracle reported robust cloud revenue growth and expanded its remaining performance obligations (RPO) backlog to record levels exceeding $638 billion, driven by AI infrastructure demand.
- ADSK stock has underperformed the broader market year-to-date, trading in a range with support near $245–$270, while ORCL has experienced volatility amid heavy capital spending on data centers.
- Autodesk’s recent acquisition of MaintainX represents its largest deal to date, expanding into maintenance software, whereas Oracle benefits from multi-year AI cloud contracts and supply-chain product momentum.
- Both companies operate in the software sector with high margins, but ORCL’s larger scale and AI-focused backlog contrast with ADSK’s design and engineering solutions emphasis.
- Market positioning favors stability in established enterprise relationships for Oracle versus growth through product ecosystem expansion for Autodesk in recent market activity.
Introduction
Autodesk (ADSK) and Oracle (ORCL) represent distinct segments within the information technology software industry, making their comparison relevant for investors and traders seeking exposure to design tools versus enterprise cloud and database solutions. Autodesk provides 3D design, engineering, and project lifecycle software used in architecture, manufacturing, and media, while Oracle delivers database management, cloud infrastructure, and enterprise applications. This analysis appeals to those evaluating relative performance, sector rotation within software, and how recent earnings momentum and backlog trends influence positioning in a market environment shaped by artificial intelligence adoption and capital expenditure cycles.
ADSK Overview and Recent Performance
Autodesk, Inc. develops software for design, engineering, and construction workflows across multiple industries. In recent weeks, the company reported fiscal second-quarter results for the period ended July 31, 2026, with revenue rising 16% year-over-year to $2.05 billion and non-GAAP EPS reaching $3.30, both exceeding consensus estimates. Management raised full-year revenue guidance while noting progress on sales reorganization and the integration of the MaintainX acquisition. Stock performance reflected mixed sentiment following the release, with shares declining after softer third-quarter profit guidance, though the name has shown historical support in the $245–$270 range amid broader market activity. Operating margins expanded, supported by recurring revenue growth in design and make segments.
ORCL Overview and Recent Performance
Oracle Corporation provides database software, cloud services, and enterprise applications, with increasing emphasis on artificial intelligence infrastructure. Recent market activity highlighted continued strength in cloud bookings, with remaining performance obligations (RPO) reaching record levels above $638 billion, fueled by multi-year AI training and inferencing contracts. The company raised fiscal 2027 revenue and adjusted EPS guidance in its latest reporting, reflecting demand that outpaces supply in certain cloud offerings. Shares have traded with volatility tied to capital expenditure concerns and debt levels, yet analysts noted potential catalysts from backlog conversion and supply-chain product recognition. Revenue growth in the most recent quarter exceeded 30% in key segments, underscoring positioning in enterprise technology.
Trending AI Robots
Tickeron’s Trending AI Robots page curates a selection of high-performing automated trading systems from hundreds of AI trading bots that cover thousands of tickers. Only those demonstrating superior suitability for prevailing market conditions, consistent risk-adjusted returns, and alignment with current volatility and trend environments earn placement in this section. Available bots span diverse strategies, timeframes, and performance metrics, with many showing win rates above 60% and varying drawdown profiles across equity, options, and multi-asset approaches. Investors and traders can review detailed statistics, backtested results, and ticker-specific suitability to identify systems that match their objectives. Explore the full selection on the Trending AI Robots page for data-driven insights into automated strategies.
Head-to-Head Comparison
Autodesk and Oracle differ markedly in business models: ADSK focuses on vertical design and engineering applications with high gross margins near 92%, while ORCL emphasizes horizontal enterprise infrastructure and cloud services with substantial scale. Growth drivers contrast as well—ADSK benefits from cross-selling within its ecosystem and tuck-in acquisitions such as MaintainX, whereas ORCL leverages expanding AI cloud demand and a massive contracted backlog. Recent momentum shows ADSK navigating post-earnings volatility and integration costs, while ORCL contends with elevated capital expenditures offset by accelerating revenue visibility. Risk factors include acquisition-related dilution for ADSK and debt-funded infrastructure buildout for ORCL. Sector exposure places both in software, yet ADSK offers more cyclical ties to construction and manufacturing cycles, and ORCL maintains broader enterprise and government contract stability. Market sentiment reflects caution around near-term profitability for ADSK versus longer-term optimism around Oracle’s AI positioning.
Tickeron AI Verdict
Based on observable factors such as trend consistency in backlog growth, stability from recurring enterprise contracts, and relative positioning amid AI infrastructure demand, Tickeron’s AI models currently assign a higher probabilistic preference to ORCL over ADSK. Oracle’s record remaining performance obligations and raised guidance provide clearer visibility into sustained momentum compared with Autodesk’s mixed post-earnings reaction and integration variables. This assessment remains probabilistic and subject to evolving market conditions rather than a definitive ranking.
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 Buy and ORCL is a Buy.
ADSK | ORCL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 72 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 46 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 81 | |
SMR RATING 1..100 | 20 | 24 | |
PRICE GROWTH RATING 1..100 | 61 | 60 | |
P/E GROWTH RATING 1..100 | 96 | 98 | |
SEASONALITY SCORE 1..100 | 50 | 17 |
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.
ORCL's Valuation (46) in the Packaged Software industry is in the same range as ADSK (75). This means that ORCL’s stock grew similarly to ADSK’s over the last 12 months.
ORCL's Profit vs Risk Rating (81) in the Packaged Software industry is in the same range as ADSK (100). This means that ORCL’s stock grew similarly to ADSK’s over the last 12 months.
ADSK's SMR Rating (20) in the Packaged Software industry is in the same range as ORCL (24). This means that ADSK’s stock grew similarly to ORCL’s over the last 12 months.
ORCL's Price Growth Rating (60) in the Packaged Software industry is in the same range as ADSK (61). This means that ORCL’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 ORCL (98). This means that ADSK’s stock grew similarly to ORCL’s over the last 12 months.
| ADSK | ORCL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 66% | N/A |
| Stochastic ODDS (%) | 2 days ago 72% | 2 days ago 69% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 61% | 2 days ago 68% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 68% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 71% |
| Advances ODDS (%) | 4 days ago 65% | 4 days ago 69% |
| Declines ODDS (%) | 2 days ago 67% | 2 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 60% | 2 days ago 52% |
| Aroon ODDS (%) | 2 days ago 74% | 2 days ago 67% |
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 overvalued. 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 while ORCL’s FA Score has 1 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- ORCL’s FA Score: 1 green, 4 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 ORCL’s TA Score has 4 bullish TA indicator(s).
- ADSK’s TA Score: 5 bullish, 5 bearish.
- ORCL’s TA Score: 4 bullish, 5 bearish.
Price Growth
ADSK (@Packaged Software) experienced а -3.33% price change this week, while ORCL (@Computer Communications) price change was -7.34% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +3.62%. For the same industry, the average monthly price growth was -4.14%, and the average quarterly price growth was +10.44%.
The average weekly price growth across all stocks in the @Computer Communications industry was +0.43%. For the same industry, the average monthly price growth was -3.47%, and the average quarterly price growth was +26.64%.
Reported Earning Dates
ADSK is expected to report earnings on Dec 01, 2026.
ORCL is expected to report earnings on Dec 14, 2026.
Industries' Descriptions
@Packaged Software (+3.62% 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 (+0.43% 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.
Advertisement
ADSK and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADSK has been closely correlated with PTC. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADSK jumps, then PTC could also see price increases.
| Ticker / NAME | Correlation To ADSK | 1D Price Change % | ||
|---|---|---|---|---|
| ADSK | 100% | -2.67% | ||
| PTC - ADSK | 72% Closely correlated | -2.13% | ||
| BSY - ADSK | 70% Closely correlated | -2.51% | ||
| APPF - ADSK | 67% Closely correlated | -2.66% | ||
| GWRE - ADSK | 67% Closely correlated | -1.24% | ||
| PCOR - ADSK | 67% Closely correlated | -3.06% | ||
More | ||||
ORCL and
Correlation & Price change
A.I.dvisor indicates that over the last year, ORCL has been loosely correlated with CRWV. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if ORCL jumps, then CRWV could also see price increases.
| Ticker / NAME | Correlation To ORCL | 1D Price Change % | ||
|---|---|---|---|---|
| ORCL | 100% | -3.47% | ||
| CRWV - ORCL | 58% Loosely correlated | +3.72% | ||
| CDNS - ORCL | 54% Loosely correlated | +4.18% | ||
| ADSK - ORCL | 54% Loosely correlated | -2.67% | ||
| DSGX - ORCL | 51% Loosely correlated | -0.14% | ||
| DOCN - ORCL | 48% Loosely correlated | +0.25% | ||
More | ||||