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ADSK vs PANW
Which Stock Would AI Choose? Autodesk (ADSK) vs. Palo Alto Networks (PANW) Stock Comparison
Key Takeaways
- Autodesk (ADSK) delivered Q1 fiscal 2027 earnings that beat estimates with revenue of $1.93 billion, up 18.43% year-over-year, though shares declined following announcement of a $3.6 billion acquisition of MaintainX.
- Palo Alto Networks (PANW) stock surged approximately 55% over the past 30 days amid robust cybersecurity demand and sector rotation into artificial intelligence-related names.
- ADSK trades at a market capitalization of roughly $48.8 billion with a price-to-earnings ratio near 33.8, reflecting software-industry valuation norms.
- PANW commands a significantly larger market capitalization of approximately $230 billion and has posted stronger year-to-date returns exceeding 50%.
- Recent market activity shows contrasting momentum: ADSK experienced post-earnings pressure, while PANW benefited from sustained upward price action and elevated trading volume.
- Both companies operate in technology sectors with exposure to digital transformation, yet PANW’s cybersecurity focus has aligned more closely with prevailing market sentiment in recent weeks.
Introduction
Autodesk (ADSK) and Palo Alto Networks (PANW) represent distinct segments of the technology sector—design software and cybersecurity, respectively—making their comparison relevant for investors seeking exposure to enterprise digitalization trends. Traders monitoring relative performance may find this analysis useful for assessing sector rotation, earnings reactions, and momentum differentials in the current environment. The comparison highlights observable differences in business models, recent price behavior, and market positioning without implying directional forecasts.
ADSK Overview and Recent Performance
Autodesk (ADSK) provides design and engineering software solutions primarily for architecture, engineering, construction, and manufacturing industries. In recent market activity, the company reported first-quarter fiscal 2027 results that exceeded expectations, with revenue reaching $1.93 billion. Despite the earnings beat, shares declined following the announcement of a $3.6 billion cash acquisition of MaintainX, as investors evaluated integration costs and strategic fit. Over the past several weeks, ADSK has traded within a range influenced by broader software-sector volatility, with the stock closing at $231.31 on May 29 after a 4% session decline amid elevated volume.
PANW Overview and Recent Performance
Palo Alto Networks (PANW) delivers cybersecurity platforms and services to enterprises worldwide. The stock has exhibited strong upward momentum in recent weeks, rising approximately 55% over the trailing 30 days to close at $281.69 on May 29. This advance coincided with heightened demand for cybersecurity solutions and investor rotation into artificial intelligence-adjacent technologies. Trading volume expanded notably during the rally, and the company maintains elevated expectations for upcoming quarterly results, with analysts projecting robust year-over-year revenue growth.
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Head-to-Head Comparison
Autodesk (ADSK) and Palo Alto Networks (PANW) differ markedly in business models: ADSK focuses on subscription-based design and simulation software with exposure to construction and manufacturing cycles, while PANW centers on network security platforms with recurring revenue from subscriptions and services. Growth drivers contrast as well—ADSK benefits from digital design adoption, tempered recently by acquisition-related scrutiny, whereas PANW gains from escalating cybersecurity threats and artificial intelligence integration. Recent momentum favors PANW, with substantial price appreciation over the past month compared with ADSK’s post-earnings consolidation. Risk factors include ADSK’s balance-sheet impact from the MaintainX deal and PANW’s premium valuation amid rapid gains. Sector exposure places ADSK in broader software and PANW in cybersecurity, influencing sensitivity to macroeconomic and regulatory developments. Market sentiment has tilted toward PANW’s defensive growth profile in recent trading sessions.
Tickeron AI Verdict
Based on observable trend consistency, relative price stability, and alignment with prevailing sector catalysts, Tickeron’s AI models currently assign a higher probabilistic preference to Palo Alto Networks (PANW) over Autodesk (ADSK). PANW’s sustained upward trajectory and elevated volume in recent weeks reflect stronger short-term momentum signals within the evaluated parameters. This assessment remains probabilistic and draws solely from quantitative factors such as performance consistency and market positioning.
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 PANW is a Hold.
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 whilePANW’s FA Score has 3 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- PANW’s FA Score: 3 green, 2 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 4 TA indicator(s) are bullish while PANW’s TA Score has 3 bullish TA indicator(s).
- ADSK’s TA Score: 4 bullish, 6 bearish.
- PANW’s TA Score: 3 bullish, 6 bearish.
Price Growth
ADSK (@Packaged Software) experienced а -13.71% price change this week, while PANW (@Computer Communications) price change was +2.78% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.27%. For the same industry, the average monthly price growth was +0.37%, and the average quarterly price growth was -8.09%.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.12%. For the same industry, the average monthly price growth was +2.86%, and the average quarterly price growth was +21.28%.
Reported Earning Dates
ADSK is expected to report earnings on Aug 27, 2026.
PANW is expected to report earnings on Aug 24, 2026.
Industries' Descriptions
@Packaged Software (-2.27% 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 (-1.12% 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 | PANW | ADSK / PANW | |
| Capitalization | 41.9B | 228B | 18% |
| EBITDA | 2.33B | 1.99B | 117% |
| Gain YTD | -32.965 | 51.802 | -64% |
| P/E Ratio | 28.97 | 243.15 | 12% |
| Revenue | 7.51B | 10.6B | 71% |
| Total Cash | 2.92B | 3.11B | 94% |
| Total Debt | 2.72B | 2.07B | 132% |
ADSK | PANW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 13 | |
SMR RATING 1..100 | 20 | 87 | |
PRICE GROWTH RATING 1..100 | 65 | 5 | |
P/E GROWTH RATING 1..100 | 95 | 10 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
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.
ADSK's Valuation (76) in the Packaged Software industry is in the same range as PANW (87) in the Computer Communications industry. This means that ADSK’s stock grew similarly to PANW’s over the last 12 months.
PANW's Profit vs Risk Rating (13) in the Computer Communications industry is significantly better than the same rating for ADSK (100) in the Packaged Software industry. This means that PANW’s stock grew significantly 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 PANW (87) in the Computer Communications industry. This means that ADSK’s stock grew significantly faster than PANW’s over the last 12 months.
PANW's Price Growth Rating (5) in the Computer Communications industry is somewhat better than the same rating for ADSK (65) in the Packaged Software industry. This means that PANW’s stock grew somewhat faster than ADSK’s over the last 12 months.
PANW's P/E Growth Rating (10) in the Computer Communications industry is significantly better than the same rating for ADSK (95) in the Packaged Software industry. This means that PANW’s stock grew significantly faster than ADSK’s over the last 12 months.
| ADSK | PANW | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 69% | 4 days ago 63% |
| Stochastic ODDS (%) | 4 days ago 72% | 4 days ago 69% |
| Momentum ODDS (%) | 4 days ago 61% | 4 days ago 68% |
| MACD ODDS (%) | 4 days ago 60% | 4 days ago 67% |
| TrendWeek ODDS (%) | 4 days ago 67% | 4 days ago 74% |
| TrendMonth ODDS (%) | 4 days ago 69% | 4 days ago 76% |
| Advances ODDS (%) | 28 days ago 64% | 4 days ago 77% |
| Declines ODDS (%) | 4 days ago 66% | 8 days ago 64% |
| BollingerBands ODDS (%) | 4 days ago 73% | 4 days ago 67% |
| Aroon ODDS (%) | 4 days ago 78% | 4 days ago 71% |
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ADSK and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADSK has been loosely correlated with CLSK. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if ADSK jumps, then CLSK could also see price increases.
| Ticker / NAME | Correlation To ADSK | 1D Price Change % | ||
|---|---|---|---|---|
| ADSK | 100% | -3.47% | ||
| CLSK - ADSK | 63% Loosely correlated | +1.92% | ||
| CRWD - ADSK | 63% Loosely correlated | -1.26% | ||
| BSY - ADSK | 63% Loosely correlated | +0.33% | ||
| CRM - ADSK | 63% Loosely correlated | -0.34% | ||
| PANW - ADSK | 62% Loosely correlated | +0.03% | ||
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