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ADBE or INTU or NOW
Adobe (ADBE) vs Intuit (INTU) vs ServiceNow (NOW) Earnings Recap: Recent AI-Driven Results and Growth Signals
Key Takeaways
- ADBE reported Q1 FY2026 revenue of $6.40 billion (up 12% YoY), non-GAAP EPS $6.06 (beat estimates), with ARR at $26.06 billion (up 10.9%).
- INTU Q2 FY2026 revenue $4.7 billion (up 17% YoY), non-GAAP EPS $4.15 (up 25%, beat), GAAP EPS $2.48 (up 49%).
- NOW Q4 FY2025 subscription revenue ~$3.57 billion (up ~21% YoY), non-GAAP EPS $0.92 (beat), strong AI momentum.
- All three showcased robust growth, AI integrations boosting adoption, with ADBE as the most recent reporter highlighting CEO transition amid strength.
Earnings Context and Competitive Landscape
These enterprise software leaders compete in cloud-based productivity, workflow automation, and financial tools, increasingly overlapping via AI enhancements. ADBE dominates creative and document tools, INTU financial management, and NOW IT service management. Recent earnings reveal AI as a shared growth driver amid economic uncertainty, with recurring revenue models providing stability. Timing of reports underscores sector momentum, enabling cross-comparisons on profitability and innovation.
Adobe Focus
Adobe's Q1 FY2026 (ended Feb 27, 2026; released March 12, 2026) delivered record revenue of $6.40 billion, up 12% YoY (11% CC), beating consensus of $6.28 billion. Non-GAAP EPS hit $6.06 (up 19%), surpassing $5.87 estimate; GAAP EPS $4.60. Operating margins expanded to 47.4% non-GAAP. Ending ARR reached $26.06 billion (up 10.9%), fueled by AI tools like Firefly tripling AI-first ARR. Q2 guidance: revenue $6.43-6.48 billion, non-GAAP EPS $5.80-5.85. CEO Shantanu Narayen announced transition, stock dipped despite beat.
Intuit Context
Intuit's Q2 FY2026 (ended Jan 31, 2026; released Feb 26, 2026) posted revenue $4.7 billion, up 17% YoY, topping $4.53-4.65 billion estimates. Non-GAAP EPS $4.15 (up 25% YoY, beat $3.66), GAAP EPS $2.48 (up 49%). Global Business Solutions up 18%, Online Ecosystem 21%. Reaffirmed FY2026 revenue $20.997-21.186 billion (~12-13% growth), non-GAAP EPS $22.98-23.18. AI agents and QuickBooks Live drove performance; next Q3 expected May 2026.
ServiceNow Context
ServiceNow's Q4 FY2025 (released Jan 28, 2026) reported subscription revenue $3.57 billion, up 21% YoY, beating $3.53 billion. Non-GAAP EPS $0.92 vs. $0.89 estimate. FY2026 guidance: subscription revenue $15.53-15.57 billion (19.5-20% CC growth), 32% non-GAAP op margin. Q1 2026 subscription $3.65-3.655 billion. AI partnerships and workflow demand strong; next Q1 FY2026 due April 2026.
Head-to-Head Earnings and Market Comparison
ADBE, INTU, NOW all beat EPS estimates recently, with beats of ~3%, 13%, 3% respectively. Growth: INTU led revenue at 17%, followed by NOW 21% subscription, ADBE 12%. Margins robust across (non-GAAP 47%, ~32%, 32%). AI signals strong in ARR/usage. Risks: ADBE CEO change, INTU Mailchimp drag, NOW valuation premium (P/E ~68). Sentiment positive on AI, NOW highest growth outlook.
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Tickeron AI Verdict
Tickeron AI favors NOW (65% probability) for superior subscription growth (20% FY2026 guide), consistent beats, and AI workflow dominance, outpacing peers' deceleration risks. ADBE (20%) solid but CEO shift weighs; INTU (15%) strong but seasonal.
Disclaimer
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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).
ADBE’s FA Score shows that 1 FA rating(s) are green whileINTU’s FA Score has 1 green FA rating(s), and NOW’s FA Score reflects 0 green FA rating(s).
- ADBE’s FA Score: 1 green, 4 red.
- INTU’s FA Score: 1 green, 4 red.
- NOW’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.
ADBE’s TA Score shows that 5 TA indicator(s) are bullish while INTU’s TA Score has 4 bullish TA indicator(s), and NOW’s TA Score reflects 4 bullish TA indicator(s).
- ADBE’s TA Score: 5 bullish, 3 bearish.
- INTU’s TA Score: 4 bullish, 4 bearish.
- NOW’s TA Score: 4 bullish, 4 bearish.
Price Growth
ADBE (@Packaged Software) experienced а -5.34% price change this week, while INTU (@Packaged Software) price change was -14.12% , and NOW (@Packaged Software) price fluctuated -11.95% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.82%. For the same industry, the average monthly price growth was -3.92%, and the average quarterly price growth was +13.48%.
Reported Earning Dates
ADBE is expected to report earnings on Jun 11, 2026.
INTU is expected to report earnings on May 21, 2026.
NOW is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@Packaged Software (+0.82% 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.
| ADBE | INTU | NOW | |
| Capitalization | 92.9B | 100B | 93.1B |
| EBITDA | 9.82B | 6.55B | 3.02B |
| Gain YTD | -34.301 | -45.129 | -41.373 |
| P/E Ratio | 13.40 | 23.53 | 53.78 |
| Revenue | 23.8B | 20.1B | 13.3B |
| Total Cash | 6.6B | N/A | 6.28B |
| Total Debt | 6.65B | 6.89B | 2.4B |
ADBE | INTU | NOW | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 58 | 60 | 56 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 69 Overvalued | 22 Undervalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | 100 | |
SMR RATING 1..100 | 18 | 38 | 52 | |
PRICE GROWTH RATING 1..100 | 65 | 65 | 65 | |
P/E GROWTH RATING 1..100 | 93 | 97 | 94 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 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.
INTU's Valuation (22) in the Packaged Software industry is somewhat better than the same rating for ADBE (69) in the Packaged Software industry, and is somewhat better than the same rating for NOW (78) in the Information Technology Services industry. This means that INTU's stock grew somewhat faster than ADBE’s and somewhat faster than NOW’s over the last 12 months.
INTU's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as ADBE (100) in the Packaged Software industry, and is in the same range as NOW (100) in the Information Technology Services industry. This means that INTU's stock grew similarly to ADBE’s and similarly to NOW’s over the last 12 months.
ADBE's SMR Rating (18) in the Packaged Software industry is in the same range as INTU (38) in the Packaged Software industry, and is somewhat better than the same rating for NOW (52) in the Information Technology Services industry. This means that ADBE's stock grew similarly to INTU’s and somewhat faster than NOW’s over the last 12 months.
ADBE's Price Growth Rating (65) in the Packaged Software industry is in the same range as INTU (65) in the Packaged Software industry, and is in the same range as NOW (65) in the Information Technology Services industry. This means that ADBE's stock grew similarly to INTU’s and similarly to NOW’s over the last 12 months.
ADBE's P/E Growth Rating (93) in the Packaged Software industry is in the same range as NOW (94) in the Information Technology Services industry, and is in the same range as INTU (97) in the Packaged Software industry. This means that ADBE's stock grew similarly to NOW’s and similarly to INTU’s over the last 12 months.
| ADBE | INTU | NOW | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 75% | 1 day ago 69% | 2 days ago 70% |
| Stochastic ODDS (%) | 1 day ago 74% | 1 day ago 72% | 2 days ago 76% |
| Momentum ODDS (%) | 1 day ago 76% | 1 day ago 65% | 2 days ago 63% |
| MACD ODDS (%) | 1 day ago 79% | 1 day ago 64% | 2 days ago 68% |
| TrendWeek ODDS (%) | 1 day ago 71% | 1 day ago 62% | 2 days ago 67% |
| TrendMonth ODDS (%) | 1 day ago 65% | 1 day ago 66% | 2 days ago 72% |
| Advances ODDS (%) | 4 days ago 62% | 10 days ago 65% | 24 days ago 70% |
| Declines ODDS (%) | 1 day ago 66% | 1 day ago 64% | 2 days ago 66% |
| BollingerBands ODDS (%) | 1 day ago 64% | 1 day ago 74% | 2 days ago 79% |
| Aroon ODDS (%) | 1 day ago 61% | 4 days ago 80% | 2 days ago 77% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CFIT | 25.30 | 0.03 | +0.12% |
| Cambria Fixed Income Trend ETF | |||
| EUSB | 43.64 | 0.03 | +0.07% |
| iShares ESG Advanced Universal USD BdETF | |||
| APRZ | 36.70 | N/A | N/A |
| TrueShares Structured Outcome April ETF | |||
| SPEM | 49.01 | -0.06 | -0.12% |
| State Street® SPDR® Portfolio EM ETF | |||
| RFDI | 85.72 | -0.35 | -0.41% |
| First Trust RiverFront Dyn Dev Intl ETF | |||
ADBE and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADBE has been closely correlated with CRM. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADBE jumps, then CRM could also see price increases.
| Ticker / NAME | Correlation To ADBE | 1D Price Change % | ||
|---|---|---|---|---|
| ADBE | 100% | -3.92% | ||
| CRM - ADBE | 71% Closely correlated | -2.89% | ||
| WDAY - ADBE | 63% Loosely correlated | -5.13% | ||
| FRSH - ADBE | 60% Loosely correlated | -1.24% | ||
| MANH - ADBE | 60% Loosely correlated | -6.75% | ||
| CLSK - ADBE | 60% Loosely correlated | +3.24% | ||
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INTU and
Correlation & Price change
A.I.dvisor indicates that over the last year, INTU has been loosely correlated with CLSK. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if INTU jumps, then CLSK could also see price increases.
| Ticker / NAME | Correlation To INTU | 1D Price Change % | ||
|---|---|---|---|---|
| INTU | 100% | -6.86% | ||
| CLSK - INTU | 65% Loosely correlated | +3.24% | ||
| ADSK - INTU | 64% Loosely correlated | -6.45% | ||
| COIN - INTU | 64% Loosely correlated | -3.47% | ||
| MANH - INTU | 61% Loosely correlated | -6.75% | ||
| WDAY - INTU | 60% Loosely correlated | -5.13% | ||
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