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ADSK or NOW or PANW
Which Stock Would AI Choose? Autodesk (ADSK) vs. ServiceNow (NOW) vs. Palo Alto Networks (PANW) Stock Comparison
Key Takeaways
- Autodesk (ADSK) reported strong Q1 revenue growth of 18.4% year-over-year but saw its stock decline approximately 4% following the earnings release amid broader market volatility.
- ServiceNow (NOW) experienced a significant rally in recent market activity, with shares rising over 14% on May 29, 2026, reflecting positive sentiment in enterprise software demand.
- Palo Alto Networks (PANW) posted notable gains, closing up more than 9% on May 29, 2026, ahead of its scheduled fiscal Q3 earnings release on June 2, 2026.
- All three companies operate in high-growth technology segments—design software, IT service management, and cybersecurity—with varying exposure to AI-driven workflows and enterprise spending cycles.
- Relative performance in recent weeks has shown divergence, with NOW and PANW demonstrating stronger upward momentum compared to ADSK’s post-earnings pullback.
- Valuation sensitivity remains a key differentiator, as growth stocks in software and security sectors react sharply to earnings beats, guidance updates, and macroeconomic signals.
Introduction
Autodesk (ADSK), ServiceNow (NOW), and Palo Alto Networks (PANW) represent distinct yet interconnected segments of the enterprise technology market. Autodesk provides design and engineering software, ServiceNow delivers cloud-based IT service management platforms, and Palo Alto Networks specializes in cybersecurity solutions. This comparison targets institutional investors, active traders, and portfolio managers seeking to evaluate relative performance, sector positioning, and recent market dynamics among these software and infrastructure names. The analysis focuses on observable price behavior, earnings context, and broader sentiment drivers over recent weeks to inform objective assessment of their market positioning.
ADSK Overview and Recent Performance
Autodesk develops design and make software used across architecture, engineering, construction, manufacturing, and media industries. In recent market activity, the company reported first-quarter fiscal 2027 results that exceeded estimates, with revenue rising 18.4% year-over-year to $1.93 billion and adjusted earnings per share beating consensus. Despite the solid results and raised full-year guidance, shares declined approximately 4% in after-hours trading on May 28, 2026, closing at $231.31 on May 29. Broader market conditions and sector rotation appear to have influenced sentiment, contributing to volatility following the earnings release. The stock has traded within a range shaped by macroeconomic factors affecting capital expenditure in design and construction verticals.
NOW Overview and Recent Performance
ServiceNow provides a cloud platform for IT service management, digital workflows, and enterprise automation. Recent market activity featured a sharp upward move, with shares closing at $124.37 on May 29, 2026, representing a gain of more than 14% for the session. The advance built on prior weeks’ momentum, supported by ongoing demand for digital transformation solutions and AI-enhanced automation capabilities. Earlier in the quarter, the company had delivered first-quarter results that beat guidance across key metrics, including subscription revenue growth. Price behavior reflects sustained investor interest in enterprise software names demonstrating consistent execution and expanding addressable markets.
PANW Overview and Recent Performance
Palo Alto Networks delivers cybersecurity platforms focused on network security, cloud security, and security operations. In recent market activity, shares advanced notably, closing at $281.69 on May 29, 2026, up more than 9% for the day. The move occurred ahead of the company’s fiscal third-quarter 2026 earnings announcement scheduled for June 2. Broader sector tailwinds in cybersecurity spending, combined with positioning for AI-related security requirements, have contributed to sentiment. Price action in recent weeks has shown resilience relative to some technology peers, with the stock maintaining levels supported by recurring revenue visibility and platform expansion.
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Head-to-Head Comparison
Business models differ materially: Autodesk centers on perpetual and subscription design software with cyclical exposure to construction and manufacturing cycles, while ServiceNow emphasizes recurring subscription revenue from workflow automation and ServiceNow (NOW) platform adoption. Palo Alto Networks (PANW) generates primarily subscription and support revenue tied to cybersecurity platform sales, benefiting from persistent threat landscapes. Recent momentum has favored NOW and PANW, with both recording double-digit session gains, whereas ADSK faced post-earnings pressure. Risk factors include valuation multiples sensitive to growth expectations, competitive intensity in AI-augmented features, and macroeconomic impacts on IT budgets. Sector exposure places all three in software and technology infrastructure, though PANW offers distinct defensive characteristics through cybersecurity demand. Market sentiment has shifted toward names showing sustained upward price trends and upcoming catalysts, creating trade-offs between stability and momentum across the group.
Tickeron AI Verdict
Based on observable factors such as recent trend consistency, price stability, and positioning ahead of catalysts, Tickeron’s AI would currently assign a higher probabilistic weighting to ServiceNow (NOW) among the three. The stock’s pronounced upward movement in recent market activity aligns with stronger short-term momentum signals relative to peers. Palo Alto Networks (PANW) follows closely due to pre-earnings positioning, while Autodesk (ADSK) exhibits comparatively weaker recent trend consistency following its earnings reaction. These assessments remain probabilistic and subject to evolving market data.
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 whileNOW’s FA Score has 0 green FA rating(s), and PANW’s FA Score reflects 3 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- NOW’s FA Score: 0 green, 5 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 2 TA indicator(s) are bullish while NOW’s TA Score has 6 bullish TA indicator(s), and PANW’s TA Score reflects 3 bullish TA indicator(s).
- ADSK’s TA Score: 2 bullish, 6 bearish.
- NOW’s TA Score: 6 bullish, 4 bearish.
- PANW’s TA Score: 3 bullish, 5 bearish.
Price Growth
ADSK (@Packaged Software) experienced а -9.32% price change this week, while NOW (@Packaged Software) price change was -15.95% , and PANW (@Computer Communications) price fluctuated -11.37% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -8.72%. For the same industry, the average monthly price growth was -3.62%, and the average quarterly price growth was -15.48%.
The average weekly price growth across all stocks in the @Computer Communications industry was -12.46%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +14.38%.
Reported Earning Dates
ADSK is expected to report earnings on Aug 27, 2026.
NOW is expected to report earnings on Jul 29, 2026.
PANW is expected to report earnings on Aug 24, 2026.
Industries' Descriptions
@Packaged Software (-8.72% 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 (-12.46% 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 | NOW | PANW | |
| Capitalization | 47.5B | 118B | 217B |
| EBITDA | 2.33B | 3.24B | 1.99B |
| Gain YTD | -23.976 | -25.459 | 44.587 |
| P/E Ratio | 32.85 | 67.97 | 231.59 |
| Revenue | 7.51B | 14B | 10.6B |
| Total Cash | 2.92B | 5.18B | 3.11B |
| Total Debt | 2.72B | 2.43B | 2.07B |
ADSK | NOW | PANW | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 61 | 25 | 90 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 80 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 90 | 14 | |
SMR RATING 1..100 | 20 | 54 | 87 | |
PRICE GROWTH RATING 1..100 | 63 | 58 | 5 | |
P/E GROWTH RATING 1..100 | 93 | 94 | 10 | |
SEASONALITY SCORE 1..100 | n/a | 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 (77) in the Packaged Software industry is in the same range as NOW (80) in the Information Technology Services industry, and is in the same range as PANW (87) in the Computer Communications industry. This means that ADSK's stock grew similarly to NOW’s and similarly to PANW’s over the last 12 months.
PANW's Profit vs Risk Rating (14) in the Computer Communications industry is significantly better than the same rating for NOW (90) in the Information Technology Services industry, and 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 NOW’s and significantly faster than ADSK’s over the last 12 months.
ADSK's SMR Rating (20) in the Packaged Software industry is somewhat better than the same rating for NOW (54) in the Information Technology Services industry, and is significantly better than the same rating for PANW (87) in the Computer Communications industry. This means that ADSK's stock grew somewhat faster than NOW’s and 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 NOW (58) in the Information Technology Services industry, and is somewhat better than the same rating for ADSK (63) in the Packaged Software industry. This means that PANW's stock grew somewhat faster than NOW’s and 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 (93) in the Packaged Software industry, and is significantly better than the same rating for NOW (94) in the Information Technology Services industry. This means that PANW's stock grew significantly faster than ADSK’s and significantly faster than NOW’s over the last 12 months.
| ADSK | NOW | PANW | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 59% | 2 days ago 67% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 71% | 2 days ago 63% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 71% | N/A |
| MACD ODDS (%) | 2 days ago 60% | 7 days ago 65% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 69% | 2 days ago 65% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 63% | 2 days ago 76% |
| Advances ODDS (%) | 22 days ago 64% | 9 days ago 70% | 9 days ago 77% |
| Declines ODDS (%) | 2 days ago 66% | 7 days ago 68% | 2 days ago 64% |
| BollingerBands ODDS (%) | N/A | 2 days ago 62% | 2 days ago 70% |
| Aroon ODDS (%) | 2 days ago 74% | 2 days ago 67% | 2 days ago 69% |
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NOW and
Correlation & Price change
A.I.dvisor indicates that over the last year, NOW has been closely correlated with CRWD. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if NOW jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To NOW | 1D Price Change % | ||
|---|---|---|---|---|
| NOW | 100% | +1.55% | ||
| CRWD - NOW | 68% Closely correlated | -1.82% | ||
| TEAM - NOW | 67% Closely correlated | -1.59% | ||
| MSFT - NOW | 67% Closely correlated | -1.18% | ||
| PANW - NOW | 62% Loosely correlated | -2.10% | ||
| NTNX - NOW | 59% Loosely correlated | -3.34% | ||
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