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ADSK or CRM or S
Which Stock Would AI Choose? Autodesk (ADSK) vs. Salesforce (CRM) vs. SentinelOne (S) Stock Comparison
Key Takeaways
- Autodesk (ADSK), Salesforce (CRM), and SentinelOne (S) are software-focused companies with upcoming earnings reports expected in late May 2026, drawing investor attention to growth trajectories in design, customer relationship management, and cybersecurity sectors.
- Recent market activity shows varied performance, with CRM demonstrating resilience amid AI-related sentiment shifts and substantial share repurchase programs, while ADSK and S reflect broader software sector volatility ahead of results.
- Business models differ markedly: ADSK emphasizes design and engineering software with recurring subscriptions, CRM centers on enterprise cloud platforms with expanding AI agent capabilities, and S targets endpoint security with annualized recurring revenue (ARR) expansion.
- Valuation sensitivity and market positioning highlight trade-offs, as larger-scale operators like CRM benefit from buyback support, whereas growth-oriented names like S and ADSK face scrutiny over execution in competitive AI-adjacent markets.
- Sector exposure to technology and software remains a common thread, yet relative momentum depends on earnings consistency, macroeconomic factors, and AI integration progress across the trio.
- Analyst coverage indicates mixed but generally constructive views, with attention on forward revenue guidance and margin stability in the current environment.
Introduction
This comparison examines Autodesk (ADSK), Salesforce (CRM), and SentinelOne (S) to provide traders and investors with a factual overview of their relative positioning in the software and technology sectors. These stocks represent distinct segments—design and engineering tools, enterprise customer management platforms, and cybersecurity solutions—making the analysis relevant for those evaluating diversification within growth-oriented equities. Market participants focused on earnings momentum, AI developments, and valuation metrics may find the side-by-side review useful for assessing trade-offs in the prevailing environment. The discussion draws on observable performance patterns and recent developments without projecting future outcomes.
ADSK Overview and Recent Performance
Autodesk (ADSK) develops design, engineering, and entertainment software solutions primarily through subscription-based models serving architecture, manufacturing, and media industries. In recent weeks, the stock has traded in a range influenced by broader technology sector movements and anticipation surrounding its fiscal first-quarter results, scheduled for May 28, 2026. Analysts project revenue growth around 16% and earnings per share (EPS) expansion of approximately 24% year-over-year. Performance has shown relative stability within a 52-week range of roughly $214 to $329, with year-to-date returns near 18.6% amid mixed sentiment tied to software demand and macroeconomic conditions. Positive analyst initiations, including Buy ratings citing AI advantages, have supported positioning, though the shares have occasionally lagged broader market gains.
CRM Overview and Recent Performance
Salesforce (CRM) provides cloud-based customer relationship management (CRM) platforms and has expanded into AI-driven agentic solutions for enterprise clients. Recent market activity reflects resilience, with the stock closing near $180 on May 22, 2026, supported by ongoing share repurchase initiatives, including a $25 billion program, and a quarterly dividend. Year-to-date returns have varied in reports but indicate recovery elements amid AI-related discussions. Upcoming fiscal first-quarter earnings on May 27, 2026, coincide with analyst focus on revenue guidance and operating margins. Sentiment has incorporated both enthusiasm for platform enhancements and caution regarding competitive pressures, resulting in price fluctuations within a 52-week band of approximately $164 to $288.
S Overview and Recent Performance
SentinelOne (S) offers AI-powered endpoint security and threat detection platforms aimed at enterprise and government customers. The company has reported steady ARR growth, with recent figures showing expansion near 24% year-over-year alongside revenue increases. In recent weeks, the stock has exhibited volatility, closing around $18.71 on May 22, 2026, within a 52-week range of about $12 to $21. Year-to-date returns stand near 24.7%, influenced by cybersecurity demand trends and sector rotation. Fiscal first-quarter results are anticipated on May 28, 2026, with attention on margin progression and competitive positioning in the evolving threat landscape. Broader market activity has contributed to price swings without clear directional dominance.
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Head-to-Head Comparison
Autodesk (ADSK), Salesforce (CRM), and SentinelOne (S) operate in overlapping yet differentiated software domains, creating distinct contrasts. Business models range from ADSK’s focus on specialized design tools with high switching costs to CRM’s expansive platform serving sales, service, and marketing functions, and S’s niche in proactive security. Growth drivers include subscription renewals for ADSK, AI feature adoption for CRM, and threat intelligence advancements for S. Recent momentum varies, with CRM benefiting from capital return programs while ADSK and S align more closely with earnings anticipation. Risk factors encompass execution on AI initiatives across all three, alongside sector-wide sensitivity to interest rates and enterprise spending. Valuation multiples reflect differing scale and growth profiles, with larger entities like CRM showing greater resilience to sentiment shifts. Market positioning underscores trade-offs between established enterprise exposure and emerging cybersecurity opportunities.
Tickeron AI Verdict
Based on observable factors such as trend consistency in recent market activity, earnings visibility, and relative stability indicators, Tickeron’s AI models would currently assign a probabilistic edge to CRM among the three. This assessment incorporates CRM’s scale, ongoing capital allocation through buybacks, and positioning within enterprise software, though outcomes remain contingent on upcoming results and broader conditions. ADSK and S present comparable catalysts via near-term earnings but exhibit higher short-term variability in 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.
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 whileCRM’s FA Score has 1 green FA rating(s), and S’s FA Score reflects 1 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- CRM’s FA Score: 1 green, 4 red.
- S’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 2 TA indicator(s) are bullish while CRM’s TA Score has 3 bullish TA indicator(s), and S’s TA Score reflects 3 bullish TA indicator(s).
- ADSK’s TA Score: 2 bullish, 6 bearish.
- CRM’s TA Score: 3 bullish, 7 bearish.
- S’s TA Score: 3 bullish, 6 bearish.
Price Growth
ADSK (@Packaged Software) experienced а -3.62% price change this week, while CRM (@Packaged Software) price change was -10.33% , and S (@Computer Communications) price fluctuated -9.26% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.48%. For the same industry, the average monthly price growth was +0.58%, and the average quarterly price growth was -12.70%.
The average weekly price growth across all stocks in the @Computer Communications industry was -6.52%. For the same industry, the average monthly price growth was -0.00%, and the average quarterly price growth was +19.24%.
Reported Earning Dates
ADSK is expected to report earnings on Aug 27, 2026.
CRM is expected to report earnings on Sep 02, 2026.
S is expected to report earnings on Aug 27, 2026.
Industries' Descriptions
@Packaged Software (-3.48% 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 (-6.52% 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 | CRM | S | |
| Capitalization | 46.7B | 140B | 5.07B |
| EBITDA | 2.33B | 13.7B | -245.49M |
| Gain YTD | -25.246 | -35.319 | -1.400 |
| P/E Ratio | 32.30 | 19.81 | N/A |
| Revenue | 7.51B | 42.8B | 1.05B |
| Total Cash | 2.92B | 11.8B | 657M |
| Total Debt | 2.72B | 41.9B | 15M |
ADSK | CRM | S | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 59 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 15 Undervalued | 54 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | 93 | |
SMR RATING 1..100 | 20 | 52 | 97 | |
PRICE GROWTH RATING 1..100 | 63 | 63 | 59 | |
P/E GROWTH RATING 1..100 | 93 | 95 | 1 | |
SEASONALITY SCORE 1..100 | 85 | 50 | 81 |
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.
CRM's Valuation (15) in the Packaged Software industry is somewhat better than the same rating for S (54) in the Wireless Telecommunications industry, and is somewhat better than the same rating for ADSK (77) in the Packaged Software industry. This means that CRM's stock grew somewhat faster than S’s and somewhat faster than ADSK’s over the last 12 months.
S's Profit vs Risk Rating (93) in the Wireless Telecommunications industry is in the same range as CRM (100) in the Packaged Software industry, and is in the same range as ADSK (100) in the Packaged Software industry. This means that S's stock grew similarly to CRM’s and 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 CRM (52) in the Packaged Software industry, and is significantly better than the same rating for S (97) in the Wireless Telecommunications industry. This means that ADSK's stock grew similarly to CRM’s and significantly faster than S’s over the last 12 months.
S's Price Growth Rating (59) in the Wireless Telecommunications industry is in the same range as ADSK (63) in the Packaged Software industry, and is in the same range as CRM (63) in the Packaged Software industry. This means that S's stock grew similarly to ADSK’s and similarly to CRM’s over the last 12 months.
S's P/E Growth Rating (1) in the Wireless Telecommunications industry is significantly better than the same rating for ADSK (93) in the Packaged Software industry, and is significantly better than the same rating for CRM (95) in the Packaged Software industry. This means that S's stock grew significantly faster than ADSK’s and significantly faster than CRM’s over the last 12 months.
| ADSK | CRM | S | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 59% | 1 day ago 78% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 68% | 1 day ago 82% |
| Momentum ODDS (%) | 1 day ago 63% | 1 day ago 64% | 1 day ago 79% |
| MACD ODDS (%) | 1 day ago 65% | 1 day ago 60% | 1 day ago 90% |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 65% | 1 day ago 78% |
| TrendMonth ODDS (%) | 1 day ago 69% | 1 day ago 69% | 1 day ago 76% |
| Advances ODDS (%) | 24 days ago 64% | 11 days ago 69% | 21 days ago 76% |
| Declines ODDS (%) | 1 day ago 66% | 1 day ago 63% | 1 day ago 79% |
| BollingerBands ODDS (%) | N/A | 1 day ago 60% | 1 day ago 71% |
| Aroon ODDS (%) | 1 day ago 74% | 1 day ago 82% | 1 day ago 71% |
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