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ADSK or GWRE or WK
Which Stock Would AI Choose? Autodesk (ADSK) vs. Guidewire Software (GWRE) vs. Workiva (WK) Stock Comparison
Key Takeaways
- Autodesk delivered 16% year-over-year revenue growth in its fiscal second quarter but saw shares decline after issuing softer third-quarter profit guidance amid acquisition costs and broader AI disruption concerns.
- Guidewire Software has attracted positive analyst revisions, including a raised price target from Guggenheim, as it advances cloud migration and AI agent capabilities ahead of its fiscal fourth-quarter results.
- Workiva posted 19% revenue growth in its second quarter with strong subscription momentum and expanded AI features for regulatory reporting, contributing to recent share price gains.
- The three companies operate in distinct software verticals—design and engineering for Autodesk, insurance platforms for Guidewire, and compliance and reporting for Workiva—offering differentiated exposure within the broader technology sector.
- Recent market activity shows varying momentum, with Guidewire benefiting from institutional interest and upward target adjustments while Autodesk faced post-earnings volatility.
- Valuation sensitivity differs, as smaller-capitalization names like Workiva may exhibit higher percentage moves tied to growth metrics compared with larger peers.
Introduction
Autodesk, Guidewire Software, and Workiva represent three publicly traded software companies with specialized platforms serving architecture and engineering, insurance operations, and regulatory compliance needs, respectively. Investors and traders focused on technology sector dynamics, subscription-based revenue models, and the integration of artificial intelligence often examine these names for relative positioning. This comparison highlights observable differences in business focus, recent performance trends, and market sentiment to assist in evaluating their distinct risk-return profiles within current market conditions.
ADSK Overview and Recent Performance
Autodesk provides design, engineering, and construction software used across architecture, manufacturing, and media industries. In recent weeks, the company reported fiscal second-quarter results with revenue reaching $2.05 billion, reflecting 16% year-over-year growth and exceeding analyst expectations. Billings guidance for the full fiscal year was raised, supported by strength in construction and emerging markets. However, third-quarter adjusted profit guidance came in below consensus estimates, citing higher costs associated with the recent MaintainX acquisition, which contributed to share price pressure in extended trading. Sentiment has reflected both underlying operational leverage and investor caution around near-term margins and potential AI-related disruption to specialized design workflows.
GWRE Overview and Recent Performance
Guidewire Software develops core platforms for property and casualty insurers, emphasizing cloud migration and operational efficiency. Recent market activity has featured institutional accumulation and analyst support, including a price target increase from Guggenheim. The company continues to report progress in annual recurring revenue growth and cloud adoption, with upcoming fiscal fourth-quarter results expected to provide further visibility. AI-related releases have been highlighted as differentiators for insurer workflows. Share performance in recent weeks has shown resilience amid broader sector movements, supported by recurring-revenue visibility and pipeline commentary.
WK Overview and Recent Performance
Workiva offers a platform for regulatory reporting, compliance, and data management used by enterprises. Its fiscal second-quarter results showed total revenue of $255 million, up 19% year over year, with subscription growth and margin expansion exceeding expectations. Recent product updates have included specialized AI agents aimed at high-stakes reporting processes. Shares have experienced upward movement in recent market activity, including gains following earnings and analyst commentary. The smaller market capitalization relative to peers has contributed to more pronounced percentage price responses tied to growth metrics and retention rates.
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Head-to-Head Comparison
Autodesk operates a broad horizontal design platform with significant scale, while Guidewire focuses on a vertical insurance market and Workiva targets compliance workflows. Growth drivers include AI feature adoption across all three, though Autodesk faces near-term integration costs from its recent acquisition, Guidewire emphasizes cloud and agentic AI transitions in insurance, and Workiva highlights specialized reporting intelligence. Recent momentum has favored Guidewire through analyst target increases, contrasted with Autodesk’s post-earnings volatility and Workiva’s continued subscription expansion. Risk factors differ by exposure: Autodesk contends with acquisition-related margin pressure and AI substitution concerns, Guidewire with services business variability, and Workiva with smaller scale and retention sensitivity. Sector exposure remains software-centric, yet valuation sensitivity appears higher for the lower-capitalization names amid shifting growth perceptions.
Tickeron AI Verdict
Based on observable factors such as recent analyst target revisions, recurring-revenue consistency, and positioning within AI-enabled vertical workflows, Tickeron’s AI models may currently assign relatively higher probabilistic weight to GWRE compared with the other two names. Autodesk shows scale advantages offset by near-term guidance dynamics, while Workiva demonstrates growth but operates from a smaller base. Any such assessment reflects statistical patterns in available data rather than definitive outcomes.
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).
ADSK’s FA Score shows that 1 FA rating(s) are green whileGWRE’s FA Score has 0 green FA rating(s), and WK’s FA Score reflects 0 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- GWRE’s FA Score: 0 green, 5 red.
- WK’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.
ADSK’s TA Score shows that 5 TA indicator(s) are bullish while GWRE’s TA Score has 4 bullish TA indicator(s), and WK’s TA Score reflects 2 bullish TA indicator(s).
- ADSK’s TA Score: 5 bullish, 4 bearish.
- GWRE’s TA Score: 4 bullish, 5 bearish.
- WK’s TA Score: 2 bullish, 5 bearish.
Price Growth
ADSK (@Packaged Software) experienced а -16.40% price change this week, while GWRE (@Packaged Software) price change was -21.10% , and WK (@Packaged Software) price fluctuated -3.28% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.96%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +3.47%.
Reported Earning Dates
ADSK is expected to report earnings on Dec 01, 2026.
GWRE is expected to report earnings on Dec 03, 2026.
WK is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Packaged Software (-3.96% 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.
| ADSK | GWRE | WK | |
| Capitalization | 45.5B | 13.5B | 4.17B |
| EBITDA | 2.33B | 200M | 41M |
| Gain YTD | -26.388 | -19.198 | -11.246 |
| P/E Ratio | 28.23 | 87.32 | 91.13 |
| Revenue | 7.51B | 1.42B | 926M |
| Total Cash | 2.92B | 750M | 863M |
| Total Debt | 2.72B | 704M | 793M |
ADSK | GWRE | WK | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 63 | 22 | 95 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 80 Overvalued | 99 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 80 | 100 | |
SMR RATING 1..100 | 20 | 65 | 100 | |
PRICE GROWTH RATING 1..100 | 64 | 53 | 38 | |
P/E GROWTH RATING 1..100 | 96 | 99 | 96 | |
SEASONALITY SCORE 1..100 | n/a | 21 | 5 |
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 (75) in the Packaged Software industry is in the same range as GWRE (80) in the Information Technology Services industry, and is in the same range as WK (99) in the Information Technology Services industry. This means that ADSK's stock grew similarly to GWRE’s and similarly to WK’s over the last 12 months.
GWRE's Profit vs Risk Rating (80) in the Information Technology Services industry is in the same range as ADSK (100) in the Packaged Software industry, and is in the same range as WK (100) in the Information Technology Services industry. This means that GWRE's stock grew similarly to ADSK’s and similarly to WK’s over the last 12 months.
ADSK's SMR Rating (20) in the Packaged Software industry is somewhat better than the same rating for GWRE (65) in the Information Technology Services industry, and is significantly better than the same rating for WK (100) in the Information Technology Services industry. This means that ADSK's stock grew somewhat faster than GWRE’s and significantly faster than WK’s over the last 12 months.
WK's Price Growth Rating (38) in the Information Technology Services industry is in the same range as GWRE (53) in the Information Technology Services industry, and is in the same range as ADSK (64) in the Packaged Software industry. This means that WK's stock grew similarly to GWRE’s and similarly to ADSK’s over the last 12 months.
WK's P/E Growth Rating (96) in the Information Technology Services industry is in the same range as ADSK (96) in the Packaged Software industry, and is in the same range as GWRE (99) in the Information Technology Services industry. This means that WK's stock grew similarly to ADSK’s and similarly to GWRE’s over the last 12 months.
| ADSK | GWRE | WK | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 81% | 2 days ago 50% | 2 days ago 73% |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 63% | 2 days ago 72% |
| Momentum ODDS (%) | 2 days ago 70% | 2 days ago 59% | N/A |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 67% | 2 days ago 66% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 67% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 68% | 2 days ago 71% | 2 days ago 74% |
| Advances ODDS (%) | 10 days ago 64% | 9 days ago 69% | 6 days ago 71% |
| Declines ODDS (%) | 2 days ago 67% | 4 days ago 66% | 4 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 74% | 2 days ago 76% | 2 days ago 88% |
| Aroon ODDS (%) | 2 days ago 65% | 2 days ago 69% | 2 days ago 75% |
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