Advertisement
ADSK or CDNS or ORCL
Which Stock Would AI Choose? Autodesk (ADSK) vs. Cadence Design Systems (CDNS) vs. Oracle (ORCL) Stock Comparison
Key Takeaways
- ADSK trades at a trailing P/E of around 47 with forward P/E near 20, reflecting steady revenue growth of 17.5% but year-to-date declines amid broader software sector pressures.
- CDNS leads recent momentum with Q1 2026 revenue up 18.6% to $1.47 billion driven by AI demand, trading at a high trailing P/E of 82 but strong backlog of $8 billion supports outlook.
- ORCL shows robust cloud growth with recent quarterly revenue up 21.7%, market cap over $530 billion, and forward P/E around 24, buoyed by AI infrastructure catalysts.
- All three enjoy "Buy" or "Strong Buy" analyst consensus, but CDNS exhibits superior short-term price gains of over 25% in recent weeks.
- Sector exposure differs: ADSK in design software, CDNS in EDA (electronic design automation) for semis, and ORCL in enterprise cloud.
- Relative performance highlights CDNS and ORCL benefiting most from AI trends in recent market activity.
Introduction
This comparison examines Autodesk (ADSK), Cadence Design Systems (CDNS), and Oracle (ORCL), three leaders in software for design, semiconductors, and enterprise cloud infrastructure. Investors tracking technology sectors, particularly those exposed to AI and digital transformation, will find value in understanding their relative performance, growth drivers, and market positioning. Amid recent volatility, these stocks highlight contrasts in momentum, valuation, and catalysts, aiding decisions on portfolio allocation in a dynamic market environment.
ADSK Overview and Recent Performance
Autodesk (ADSK), a leader in 3D design, engineering, and entertainment software, serves architecture, manufacturing, and media industries with tools like AutoCAD and Fusion 360. In recent market activity, ADSK shares have shown modest gains of about 3-4% over the past month but remain down roughly 15-17% year-to-date, trading around $247-249 amid broader sector corrections. Revenue reached $7.21 billion trailing twelve months (TTM), up 17.5%, with net income at $1.12 billion. Sentiment reflects steady subscription growth but pressure from economic slowdowns in construction and manufacturing. Analysts maintain a "Buy" consensus with targets around $330-335, signaling potential upside from current levels.
CDNS Overview and Recent Performance
Cadence Design Systems (CDNS) provides electronic design automation (EDA) software, IP, and analysis tools critical for semiconductor and systems-on-chip (SoC) development. Recent weeks have seen strong performance, with shares up over 25% in the past month and 13% year-to-date, trading near $353. Q1 2026 revenue hit $1.47 billion, up 18.6% year-over-year, fueled by AI-driven demand and a record $8 billion backlog; full-year guidance raised to $6.18 billion. TTM revenue stands at $5.53 billion, with EPS at $4.28. Positive sentiment stems from AI chip design boom, though high valuation (trailing P/E ~82) tempers gains. Analysts rate "Strong Buy" with targets averaging $379-384.
ORCL Overview and Recent Performance
Oracle (ORCL) delivers cloud infrastructure, database software, and enterprise applications. Shares have surged about 25% in recent weeks and are up 22% over the past year, though down 4-11% year-to-date, trading around $185. Recent quarterly revenue grew 21.7% to $17.19 billion, with cloud infrastructure up 84%, driven by AI workloads. Market cap exceeds $530 billion, with TTM EPS at $5.58. Sentiment benefits from massive remaining performance obligations (RPO) backlog and AI deals, despite high capex. Consensus "Buy" rating features targets near $241-260.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the top 25 AI trading bots selected from over 351 total bots, curated by AI analysis for the most promising performers suited to current market volatility across sectors like semiconductors, industrials, and AI infrastructure. These bots deliver impressive stats: annualized returns up to 169%, win rates of 51-88%, and profit factors reaching 11.7, with strategies spanning trend analysis, multi-agent setups, and timeframes from 5 minutes to 60 minutes. Trading stocks, ETFs, and crypto with diverse styles—such as TP/SL corridors or fundamental scans—they cover thousands of tickers in high-growth areas. Explore these for potential edge in dynamic conditions; subscribe to copy top performers directly.
Head-to-Head Comparison
ADSK, CDNS, and ORCL operate in interconnected software ecosystems but diverge in focus: ADSK's design tools target AEC (architecture, engineering, construction) and manufacturing (cyclical exposure), while CDNS thrives in EDA for AI/semiconductor boom, and ORCL leads in cloud/enterprise with diversified revenue. Growth drivers favor CDNS (AI chip design) and ORCL (cloud IaaS up 84%), outpacing ADSK's 17% TTM growth. Recent momentum is strongest for CDNS (+27% monthly) and ORCL (+26%), versus ADSK's flat gains. Valuation: ADSK forward P/E ~20, ORCL ~24, CDNS ~44—balancing growth premiums. Risks include ADSK's cyclicality, CDNS's semi downturns, and ORCL's capex intensity. Market sentiment tilts toward AI-exposed plays.
Tickeron AI Verdict
Tickeron’s AI currently favors CDNS due to consistent trend strength from AI-driven EDA demand, superior recent momentum (25%+ monthly gains), and a record backlog signaling sustained growth amid semiconductor upcycle. While ORCL offers scale and cloud catalysts, and ADSK attractive valuation, CDNS' relative positioning and analyst upside (to $380) suggest higher probability of outperformance in the near term, barring broader tech pullbacks.
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 Disclaimers and Limitations.
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 whileCDNS’s FA Score has 2 green FA rating(s), and ORCL’s FA Score reflects 1 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- CDNS’s FA Score: 2 green, 3 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 CDNS’s TA Score has 5 bullish TA indicator(s), and ORCL’s TA Score reflects 6 bullish TA indicator(s).
- ADSK’s TA Score: 5 bullish, 5 bearish.
- CDNS’s TA Score: 5 bullish, 5 bearish.
- ORCL’s TA Score: 6 bullish, 4 bearish.
Price Growth
ADSK (@Packaged Software) experienced а -3.22% price change this week, while CDNS (@Packaged Software) price change was -4.26% , and ORCL (@Computer Communications) price fluctuated -1.53% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.73%. For the same industry, the average monthly price growth was -0.94%, and the average quarterly price growth was +43.76%.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.90%. For the same industry, the average monthly price growth was +7.61%, and the average quarterly price growth was +10.99%.
Reported Earning Dates
ADSK is expected to report earnings on May 28, 2026.
CDNS is expected to report earnings on Jul 27, 2026.
ORCL is expected to report earnings on Jun 16, 2026.
Industries' Descriptions
@Packaged Software (-4.73% 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 (-1.90% 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 | CDNS | ORCL | |
| Capitalization | 50B | 95.8B | 555B |
| EBITDA | 1.99B | 1.98B | 30.6B |
| Gain YTD | -20.064 | 11.088 | -0.397 |
| P/E Ratio | 45.24 | 80.94 | 34.64 |
| Revenue | 7.21B | 5.53B | 64.1B |
| Total Cash | 2.6B | 1.41B | 39.1B |
| Total Debt | 2.73B | 3.08B | 153B |
ADSK | CDNS | ORCL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 73 | 24 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 87 Overvalued | 65 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 26 | 63 | |
SMR RATING 1..100 | 23 | 45 | 17 | |
PRICE GROWTH RATING 1..100 | 61 | 20 | 44 | |
P/E GROWTH RATING 1..100 | 73 | 48 | 57 | |
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.
ORCL's Valuation (65) in the Packaged Software industry is in the same range as ADSK (80) in the Packaged Software industry, and is in the same range as CDNS (87) in the Electronic Production Equipment industry. This means that ORCL's stock grew similarly to ADSK’s and similarly to CDNS’s over the last 12 months.
CDNS's Profit vs Risk Rating (26) in the Electronic Production Equipment industry is somewhat better than the same rating for ORCL (63) in the Packaged Software industry, and is significantly better than the same rating for ADSK (100) in the Packaged Software industry. This means that CDNS's stock grew somewhat faster than ORCL’s and significantly faster than ADSK’s over the last 12 months.
ORCL's SMR Rating (17) in the Packaged Software industry is in the same range as ADSK (23) in the Packaged Software industry, and is in the same range as CDNS (45) in the Electronic Production Equipment industry. This means that ORCL's stock grew similarly to ADSK’s and similarly to CDNS’s over the last 12 months.
CDNS's Price Growth Rating (20) in the Electronic Production Equipment industry is in the same range as ORCL (44) in the Packaged Software industry, and is somewhat better than the same rating for ADSK (61) in the Packaged Software industry. This means that CDNS's stock grew similarly to ORCL’s and somewhat faster than ADSK’s over the last 12 months.
CDNS's P/E Growth Rating (48) in the Electronic Production Equipment industry is in the same range as ORCL (57) in the Packaged Software industry, and is in the same range as ADSK (73) in the Packaged Software industry. This means that CDNS's stock grew similarly to ORCL’s and similarly to ADSK’s over the last 12 months.
| ADSK | CDNS | ORCL | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 58% | 2 days ago 47% | 2 days ago 59% |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 67% | 2 days ago 63% |
| Momentum ODDS (%) | 2 days ago 66% | 4 days ago 69% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 68% | 2 days ago 67% | 2 days ago 66% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 63% | 2 days ago 65% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 68% | 2 days ago 64% |
| Advances ODDS (%) | 2 days ago 64% | 6 days ago 70% | 3 days ago 66% |
| Declines ODDS (%) | 4 days ago 65% | 2 days ago 61% | 5 days ago 64% |
| BollingerBands ODDS (%) | 6 days ago 71% | 2 days ago 64% | 2 days ago 60% |
| Aroon ODDS (%) | 2 days ago 63% | 2 days ago 65% | 2 days ago 59% |
Advertisement
CDNS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CDNS has been closely correlated with SNPS. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if CDNS jumps, then SNPS could also see price increases.
| Ticker / NAME | Correlation To CDNS | 1D Price Change % | ||
|---|---|---|---|---|
| CDNS | 100% | -1.59% | ||
| SNPS - CDNS | 84% Closely correlated | -1.49% | ||
| S - CDNS | 59% Loosely correlated | +2.12% | ||
| MSFT - CDNS | 58% Loosely correlated | +3.05% | ||
| ORCL - CDNS | 58% Loosely correlated | -1.36% | ||
| MANH - CDNS | 57% Loosely correlated | +1.76% | ||
More | ||||
ORCL and
Correlation & Price change
A.I.dvisor indicates that over the last year, ORCL has been loosely correlated with CDNS. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if ORCL jumps, then CDNS could also see price increases.
| Ticker / NAME | Correlation To ORCL | 1D Price Change % | ||
|---|---|---|---|---|
| ORCL | 100% | -1.36% | ||
| CDNS - ORCL | 54% Loosely correlated | -1.59% | ||
| ADSK - ORCL | 54% Loosely correlated | +1.18% | ||
| DSGX - ORCL | 51% Loosely correlated | +0.61% | ||
| PDFS - ORCL | 47% Loosely correlated | -3.01% | ||
| QTWO - ORCL | 47% Loosely correlated | +0.18% | ||
More | ||||