ADBE Adobe Inc.

Mentions (100)

• Newsmarketbeat.com·23h ago·Positive

  Follow the Money: 5 AI Stocks Buying Back Shares by the Billions Share buybacks matter for many reasons, including earnings-per-share boosts, dilution offsets, tax efficiency, shareholder leverage, and signals of management confidence. They matter much more for big tech companies because the industry is in the midst of a shift that amplifies these signals.

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• 4chan /biz/biz·1d ago·Positive

  >>62753522 Yea they are working on photoshop right now I think Adobe wouldnt let me out of my subscription for 3 years so this is welcomed by me

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• News (RSS)investing·1d ago·Neutral

  Adobe stock: Here are 5 strategic questions into new leadership

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• News (RSS)fool·1d ago·Positive

  Adobe Still Has $24.5 Billion Left for Buybacks. That's About a Quarter of the Company. At its current pace, the software giant could spend it all before 2030. What might that do to earnings per share?

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• Newsfool.com·2d ago·Positive

  Adobe Still Has $24.5 Billion Left for Buybacks. That's About a Quarter of the Company. Adobe bought back 26.1 million of its shares for $6.82 billion in the nine months through Aug. 28. Its diluted share count dropped about 7% from the year-ago quarter in fiscal Q3.

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• News247wallst.com·3d ago·Positive

  The Adobe Stock Debate Is About to Get Interesting Adobe beat earnings for the fifth straight quarter, yet the stock sits 31% in the hole for the year while a generative AI rival just torched its retail sentiment.

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• News (RSS)seekingalpha·4d ago·Positive

  Adobe Could Go Nowhere For A Long Time

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• News (Marketaux)seekingalpha.com·4d ago·Neutral

  Adobe Could Go Nowhere For A Long Time (NASDAQ:ADBE) Adobe Could Go Nowhere For A Long Time (NASDAQ:ADBE)

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• Newsmarketbeat.com·4d ago·Neutral

  Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks Being right about a technology and right about its stock price are two different trades. AI investors learned that distinction the hard way over the past year.

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• 4chan /biz/biz·5d ago·Positive

  …1----Vertex Pharmaceuticals----VRTX----Reshma Kewalramani----$133.74 Billion 12----Snowflake Inc.----SNOW----Sridhar Ramaswamy----$116.41 Billion 13----Adobe Inc.----ADBE----Shantanu Narayen----$90.75 Billion 14----Cadence Design Systems, Inc.----CDNS----Anirudh Devgan----$89.27 Billion 15----FedEx Corporation----FDX----Raj Subramaniam----$68.01 Billion 16----Flex Ltd.----FLEX----Revathi Advaithi----$40.08 Billion 17----NetApp, Inc.----NTAP----George Kurian----$40.15 Billion 18----Zscaler, Inc.-…

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• News247wallst.com·5d ago·Negative

  Unity Software Surges 5% as Traders Weigh Meta Platforms VR Glasses Support; Adobe Rises 3%, Intuit Adds 2% Unity Software (NYSE:U | U Price Prediction) stock rose 5% to $41.56 as traders weighed the company's newly announced day-one support for Meta VR Glasses.

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• News247wallst.com·6d ago·Neutral

  Adobe Has a Problem. It Also Has a Massive Opportunity Adobe's stock has collapsed while its revenue keeps hitting records, and Wall Street is stuck in a holding pattern. A specific combination of catalysts could change that calculus dramatically before 2027 is over.

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• 4chan /biz/biz·7d ago·Positive

  >>62735280 >>62735286 IF anything I see companies like Adobe having an AI agent helping you troubleshoot, making it easier to use your Adobe products, and then they can charge more, get more customers cause it become a more useful product. AI is actaully bullish for Adobe, Intuit, H&R block.. etc.. all the companies they though was a doomsday from AI i think will do even better.

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• 4chan /biz/biz·7d ago·Negative

  >>62735269 Exactly, what we're closer to is Adobe offering an 'MCP' or official 'skills' for the AIs to consume, so users can use it more efficiently/effectively, which may actually broaden their customer base as it becomes more accessible. I'm not an Adobe bull but thinking people will just vibecode their own SaaS's across the board is just delusional.

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• 4chan /biz/biz·7d ago·Positive

  >>62735234 Ai bulls thought AI would make it so you could vibe code your own Adobe knock offs, guess what? You cant, why? Ai is fake and gay

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• 4chan /biz/biz·7d ago·Neutral

  >>62735234 Because people are afraid of AI replacing Adobe tools, causing both normal holders to sell and some of the AI-pilled hedge funds to use ADBE as a funding short to go long semis. I own a few shares (in the red) because it's absurdly cheap and this could plausibly play out with corporate clients who cannot use AI potentially trained on patented content due to litigation risk using firefly (Adobe's AI) in their existing Adobe workflows to create content rather than risking going to an …

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• 4chan /biz/biz·7d ago·Neutral

  >>62735218 Why is Adobe down 30% YTD?

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• 4chan /biz/biz·7d ago·Neutral

  >>62735213 No that's a goy eliminator stock therefore it's great. >>62735214 Correct. What are you, an ADBE baggie or something?

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• 4chan /biz/biz·7d ago·Neutral

  >>62735208 Why don't we see these vibe coded slop apps stealing marketshare from Adobe yet boss?

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• 4chan /biz/biz·7d ago·Neutral

  Why ADBE, f****** why?

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• News (RSS)investing·7d ago·Neutral

  US holiday online sales to grow 6.7% as discounts attract shoppers, Adobe Analytics forecasts

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• News (RSS)channelnewsasia·7d ago·Neutral

  US holiday online sales to grow 6.7% as discounts attract shoppers, Adobe Analytics forecasts

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• Newsmarketbeat.com·7d ago·Negative

  3 Stocks Under the Microscope After Large Insider Sales Insiders are selling one of the top beneficiaries of the AI boom, a software behemoth facing a wave of negative sentiment, and an up-and-coming fintech name. Not only does the recent performance among these names differ significantly, but so do the details of their recent insider sales.

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• Newswsj.com·8d ago·Neutral

  Adobe Expects Record U.S. Holiday Online Shopping This Year Adobe's analytics division projected $275.1 billion in U.S. online sales between Nov. 1 and Dec. 31, up 6.7% from the same period last year.

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• Newsreuters.com·8d ago·Neutral

  US holiday online sales to grow 6.7% as discounts attract shoppers, Adobe Analytics forecasts US online sales will likely grow 6.7% this holiday season, nearly the same ​pace as last year, as promotions attract ‌deal-seeking shoppers, Adobe Analytics forecast on Monday.

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• News247wallst.com·8d ago·Positive

  Adobe's Rollercoaster Ride Continues: Who's Buying? Adobe keeps beating earnings estimates while its stock collapses, leaving investors to wonder whether Wall Street is pricing in a threat that may never materialize or a disruption that already has.

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• Newszacks.com·11d ago·Neutral

  Investors Heavily Search Adobe Inc. (ADBE): Here is What You Need to Know Adobe (ADBE) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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• News (RSS)fool·11d ago·Negative

  Prediction: Adobe Stock Trades Back Above $350 Before 2030 Getting back there takes roughly a 12% annualized gain -- less than the earnings growth the company is already guiding for this year.

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• Newsfool.com·11d ago·Negative

  Prediction: Adobe Stock Trades Back Above $350 Before 2030 Getting back there takes roughly a 12% annualized gain -- less than the earnings growth the company is already guiding for this year.

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• 4chan /biz/biz·11d ago·Neutral

  …IT SHOULD It's a better world where companies that push hardware to the leading edge of what is physically possible capture all the value and pissant companies like Adobe, Meta, Uber, that exist only online eat s*** as they should. Software has two narrow moats, data and network effect this will be difficult accept after two decades of software taking everything.

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• Newszacks.com·11d ago·Neutral

  Adobe Rises 24% in 3 Months: Should You Buy, Sell or Hold the Stock? ADBE shares jump 24.4% in three months as AI monetization, user growth and a raised fiscal 2026 outlook boost operating momentum.

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• News (RSS)forbes·12d ago·Neutral

  Adobe Closes Topaz Labs Deal, Adds AI Video-, Image-Enhancement Tools Adobe's highly strategic acquisition of Topaz Labs closed today, clearing the way for closer integration of Topaz's Emmy-winning video-enhancement software within Adobe.

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• Newszacks.com·12d ago·Negative

  ADBE Expands AI Customer Experience Push With Jet2: What's Ahead? Adobe's Jet2 partnership expands its AI-powered customer-experience push as CX momentum strengthens amid rising competition.

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• 4chan /biz/biz·13d ago·Positive

  >>62715832 >Adobe It's hot garbage. 20 years ago I could buy a Creative Suite for $2000 and it was mine. About 15 years ago they introduced the Indian Subscription model where I end up paying the same amount, $2000 in two years, but if I stop paying I can't use it anymore. I still have CS4 on a CD. It's mine. I can install it on any pre-Windows 11 machine and use the full suite without paying Adobe another dime. And that's not to mention they nerfed features on the full professional/Prosumer ver…

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• 4chan /biz/biz·13d ago·Negative

  >>62715810 AI kills Adobe. People don't photoshop they prompt. It's also ran in a very short-sighted quarterly manner which makes their customer base dislike them.

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• 4chan /biz/biz·13d ago·Neutral

  What the f*** is happening to Adobe? Silly me, I should have bought overpriced d****** with everbody else.

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• News247wallst.com·13d ago·Negative

  Adobe Is Down 32% This Year: Is ADBE Stock Dead Money or Due for a Bounce? Something in Adobe (NASDAQ:ADBE | ADBE Price Prediction) has kept giving way this year. Adobe stock is at $239.29, and it's down 32% year to date, a slide that outpaces many software peers in this frame.

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• Newsfool.com·14d ago·Negative

  Adobe CEO Shantanu Narayen Sells $31.3 Million Stock The transactions involved ~125,000 shares executed at a weighted-average price of $250.76 per share, totaling approximately $31.3 million as of Sept. 17, 2026. The disposition represented a transaction size equal to 34% of the equity stake held before the filing.

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• Newszacks.com·17d ago·Positive

  Why Adobe Systems (ADBE) is a Top Value Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

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• PodcastCompound And Friends·18d ago·Positive

  …hat narrative that was a bad fairytale, because anyone that talked to any CIO or any user, and understanding where the models were going, I'm not saying that like an Adobe and an Intuit that they don't have structural issues because AI, but to view that it was going to wipe out service now, it was going to wipe out Salesforce, Palantir and Throp because it was going to eat their lunch. That was almost like bad comedy, the concept of it. And I think it just shows in this market, narratives, creat…

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• Newszacks.com·18d ago·Positive

  Here's Why Adobe Systems (ADBE) is a Strong Growth Stock Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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• News (RSS)yahoo·21d ago·Neutral

  Adobe (ADBE): A Billion Users, But Wall Street Wants Proof It Pays

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• Newsfool.com·21d ago·Positive

  Is Adobe Stock a Buy Right Now in September? Adobe (ADBE +5.30%) reported solid quarterly financial results.

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• News (RSS)seekingalpha·21d ago·Neutral

  Adobe: The Market Has Already Priced In An AI Disaster

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• Newsmarketbeat.com·21d ago·Neutral

  Analysts Are Punting Their Calls Into the Next Quarter After Adobe's Mixed Earnings The software business is a tough industry these days. A $100 billion company trading at 14 times earnings can report a double beat and raise guidance, and its stock still might sell off afterward.

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• News (RSS)economictimes·21d ago·Neutral

  US stocks today: US stocks slip as AI slowdown fears drag Nvidia and chipmakers US stocks fell on Monday as fears over a slowdown in AI model development hit Nvidia and chipmakers. Nvidia dropped 3.2%, while Intel, AMD and Marvell fell sharply. Defensive sectors gained, while software stocks including ServiceNow and Adobe rose as investors reassessed AI's market impact.

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• 4chan /biz/biz·21d ago·Positive

  >>62688761 Adobe is literally AI Why is everyone in this thread so f****** stupid all the time

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• 4chan /biz/biz·21d ago·Neutral

  >AI nigs melting down >meanwhile my ADBE is going up feels good

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• Newsglobenewswire.com·21d ago·Neutral

  Master your Classes and Prep for What's Next with Student Spaces in Acrobat Adobe's Student Spaces in Acrobat is now free & globally available – with AI flashcards, citations, note digitization & interview prep to help students.

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• Newsinvestopedia.com·21d ago·Neutral

  AI Trade Stumbles as CEOs Talk Model Slowdown Most of the AI trade is hitting the brakes this morning.

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• Newsseekingalpha.com·21d ago·Positive

  Adobe: The Market Has Already Priced In An AI Disaster Adobe Inc. trades at only ~10x FY2026 adjusted earnings despite 13% revenue growth and record Q3 cash flow. AI disruption fears have driven valuation compression, yet ADBE's AI-first ARR is growing 150%+ and total ARR stands at $27.5B. Freemium AI tools have expanded the user base to over one billion, supporting long-term monetization despite near-term ARR pressure.

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• Newszacks.com·22d ago·Positive

  Should You Play Adobe's Q3 Earnings With ETFs? Adobe's Q3 earnings beat estimates, but cautious guidance and rising competition cloud its AI growth outlook. Explore ETFs for diversified exposure to ADBE.

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• Newszacks.com·22d ago·Neutral

  Adobe Inc. (ADBE) is Attracting Investor Attention: Here is What You Should Know Recently, Zacks.com users have been paying close attention to Adobe (ADBE). This makes it worthwhile to examine what the stock has in store.

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• Newsseekingalpha.com·22d ago·Neutral

  Adobe Gave Away Its Growth On Purpose Adobe reported record third quarter revenue of $6.76 billion, up 13%, with non-GAAP earnings of $6.13 up 15%, a 44% operating margin, record quarterly operating cash flow of $2.52 billion,. Adobe stock fell anyway, on two figures: net new annual recurring revenue declined 36-37% year over year, and remaining performance obligations grew 8%, the first single-digit reading since early fiscal. Management attributes both to a deliberate freemium pivot that has t…

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• Newsfool.com·22d ago·Positive

  Why It May Finally Be Time to Buy Adobe Stock Adobe exited its fiscal third quarter with $27.50 billion of total annualized recurring revenue. Revenue set a record in fiscal Q3, rising 13% year over year to $6.76 billion.

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• News (RSS)thestreet·22d ago·Neutral

  JPMorgan lowers Adobe stock price target JPMorgan cut its Adobe stock price target to $315 from $340, but kept an Overweight rating, calling the shares cheap ahead of a monetization recovery.

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• News (RSS)yahoo·22d ago·Neutral

  Adobe’s (ADBE) AI Bet Is Finally Showing Up In Revenue

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• News (RSS)yahoo·23d ago·Positive

  Adobe: After Lifting Guidance, Is the Beaten-Down Stock Ready to Break Out?

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• News (RSS)fool·23d ago·Positive

  Adobe: After Lifting Guidance, Is the Beaten-Down Stock Ready to Break Out? Adobe continues to deliver consistent revenue growth.

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• Newsfool.com·23d ago·Positive

  Adobe: After Lifting Guidance, Is the Beaten-Down Stock Ready to Break Out? Adobe is trying to balance near-term revenue growth with customer acquisition through its freemium model. The stock looks very cheap at current levels.

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• News (RSS)seekingalpha·23d ago·Positive

  Adobe: Alpha Opportunity Given Triple-Digit AI-First ARR Growth

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• Newsseekingalpha.com·24d ago·Positive

  Adobe: Alpha Opportunity Given Triple-Digit AI-First ARR Growth Adobe delivered record Q3 results, beating revenue and EPS estimates, driven by robust AI product momentum and strong MAU growth. Adobe's AI-first business achieved over $650 million in annual recurring revenues, supporting triple-digit ARR growth and strong gross profit growth. Shares trade at a compelling 9.1x FY2028 P/E, about half their 3-year average, with a $25B buyback underway and significant revaluation potential.

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• News (RSS)yahoo·24d ago·Positive

  Adobe Beat and Raised but Fell. Salesforce Shows What Investors Now Demand From AI Software

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• News (RSS)yahoo·24d ago·Neutral

  Adobe Stock In Penalty Box As Investors Await New CEO's Strategy

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• 4chan /biz/biz·24d ago·Positive

  >>62681778 PATH. NVAX. ADBE. ORCL. FISV. PYPL.

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• 4chan /biz/biz·24d ago·Positive

  ADBE didn't drop... I wanted to buy some cheap.

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• Newsfool.com·24d ago·Positive

  Adobe vs. Salesforce: Which Software Stock Is a Better Buy in 2026? Adobe maintains high profitability with a net margin of 30% as it integrates generative AI into its creative suite. Salesforce dominates the CRM market and generated nearly $14.4 billion in free cash flow during its latest fiscal year.

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• News247wallst.com·24d ago·Negative

  Cramer Warned Google Was Coming for Adobe, and Now Gemini Is Inside Hollywood's Editing Software Hollywood film editing bays just got a little more crowded. Jim Cramer's September 1 warning that Google (NASDAQ:GOOGL | GOOGL Price Prediction) was coming for Adobe (NASDAQ:ADBE)'s turf now has a case study behind it.

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• 4chan /biz/biz·24d ago·Negative

  I don't really care for OpenAI but I hate Adobe too so you pick your battles.

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• 4chan /biz/biz·24d ago·Positive

  >>62681083 Adobe is obsolete as f***. Astra already can create you a pocket photoshop if you burn enough tokens. In 2 years its cash cow will be slained. you are literally buying Kodak after digital cameras where released

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• News247wallst.com·24d ago·Negative

  Price Prediction: Adobe Stock Could Hit $300 Sooner Than You Think Adobe just topped one billion monthly active users and posted a blowout quarter, yet the stock sits near multi-year lows.

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• 4chan /biz/biz·24d ago·Negative

  >Leopold comes back into the market >Adobe starts irrationally going down on good news again I hate this f****** sperg.

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• Newsinvezz.com·24d ago·Neutral

  Analyst: Adobe stock's post-earnings dip isn't about AI disruption fears only Adobe (ADBE) stock opened lower on September 11, and D.A. Davidson senior analyst Gil Luria believes the decline was justified.

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• Newsfool.com·24d ago·Positive

  Adobe vs. Ciena: Which Technology Stock Is a Better Buy in 2026? Adobe maintains high profitability with a 30% net margin and generated nearly $9.9 billion in free cash flow. Ciena is experiencing double-digit revenue growth as it provides critical networking infrastructure for cloud providers and hyperscalers.

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• News (RSS)barrons·24d ago·Neutral

  Tech, Media & Telecom Roundup: Market Talk Find insight on Apple, CyberAgent, Adobe and more in the latest Market Talks covering Technology, Media and Telecom.

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• Newszacks.com·24d ago·Neutral

  ADBE Q3 Earnings Beat Estimates, Revenues Rise on Subscription Growth Adobe's Q3 fiscal 2026 earnings and revenues beat estimates as subscription growth and surging AI-first ARR powered results and lifted full-year targets.

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• News (RSS)zerohedge·24d ago·Neutral

  …OMC meeting In premarket trading, Mag 7 are mostly higher (Nvidia +0.7%, Amazon +0.7%, Meta +1.1%, Alphabet +0.5%, Tesla -0.2%, Microsoft +0.3%, Apple -0.06%) Adobe (ADBE) falls 4% after the company gave an outlook for sales that narrowly missed analysts’ estimates, adding fuel to concerns that artificial intelligence upstarts are hurting the software maker’s business. Copart (CPRT) rises 4% as the vehicle auction firm is set to acquire all outstanding shares of ACV Auctions for $10.50 per share…

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• Newszacks.com·24d ago·Neutral

  Adobe Q3 Earnings Call Centers on Agentic AI and Freemium Adobe is betting on agentic AI and freemium growth, prioritizing user adoption as AI-first ARR surges and management raises its fiscal 2026 outlook.

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• News (RSS)yahoo·24d ago·Neutral

  Adobe Q3 2026 earnings: 1 billion users, raised guidance

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• Newsschaeffersresearch.com·24d ago·Negative

  Put Traders Target Adobe Stock After Earnings Beat Adobe (NASDAQ:ADBE) stock is slightly lower today, down 0.1% to trade at $248.54 after paring earlier losses.

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• News247wallst.com·24d ago·Positive

  Adobe Just Fell Off Another Cliff: Why One Wall Street Manager Remains Resolute That It Will Increase 55% Soon Adobe keeps beating earnings and raising guidance, yet its stock has collapsed nearly 29% this year while one analyst holds a price target that implies a 55% surge.

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• Newsseekingalpha.com·25d ago·Positive

  Adobe: The Market May Actually Be Right About AI Adobe is priced at ~10x free cash flow, reflecting market skepticism about its growth amid AI disruption and executive turnover. ARR growth has decelerated for ten consecutive quarters, with recent figures buoyed by the Semrush acquisition rather than organic momentum. Management's shift to a freemium strategy and price freeze signals competitive pressure at the lower end, raising questions about Adobe's pricing power and moat.

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• News247wallst.com·25d ago·Neutral

  Adobe Pulls Back, Then Recovers as CEO Handoff Meets Soft Q4 Outlook; Intuit and ServiceNow Hold Steady Adobe Inc. (NASDAQ:ADBE | ADBE Price Prediction) stock declined 3% to $241.52 in early Friday trading before recovering to $248, practically unchanged on the session, in an earnings reaction that runs against a firmer session for large-cap technology.

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• Newsseekingalpha.com·25d ago·Positive

  Adobe: Buy Post-Earnings Adobe delivered a double beat on revenue and EPS, with robust 12.9% Y/Y growth and raised FY26 guidance. Firefly ARR surged 40% sequentially, Creative freemium MAU crossed 100M, and total MAU exceeded 1B, supporting the growth thesis. Gross margin remains strong at 88.7% despite inference cost pressures, and ADBE repurchased $2.23B in stock this quarter.

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• Newsseekingalpha.com·25d ago·Neutral

  Adobe: I Was Extremely Bullish, But One Figure Ruined The Party Adobe delivered another record quarter, yet one key metric unexpectedly weakened and now challenges the growth narrative. The company's moats, margins, and AI momentum remain intact, but a critical leading indicator flipped for the first time in years. I'm still bullish, but this new development forces a more cautious stance until Q4 confirms whether the slowdown is temporary.

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• Newsseekingalpha.com·25d ago·Positive

  Adobe Post Q3: The $25B Buyback Cannot Mask An Infrastructure Dead End Adobe Inc. reported solid Q3 FY26 results, but near-term financials are irrelevant amid existential business challenges. ADBE's forward P/E compression to 10–12 is not a bargain but a value trap, reflecting market skepticism about its AI competitiveness. Massive buybacks are failing to generate shareholder value, serving only as a temporary support while institutional investors exit.

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• News (RSS)investing·25d ago·Neutral

  Why is Adobe stock sliding today?

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• Newsinvestopedia.com·25d ago·Negative

  …ece of major economic data before the Fed makes a decision on interest rates next week; Oracle shares are soaring after a strong earnings report from the tech giant; Adobe shares are falling despite better-than-expected results from the software maker; and Kroger stock is sinking after the grocery chain released its earnings report . Here's what you need to know today.

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• News (RSS)investing·25d ago·Neutral

  U.S. CPI looms large; Oracle, Adobe report - what’s moving markets

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• Newsbenzinga.com·25d ago·Neutral

  Adobe Reports Robust Q3, Raises Guidance — Stock Falls Anyway Adobe Inc. (NASDAQ:ADBE) shares continue to fall Friday despite reporting better-than-expected third-quarter financial results on Thursday after the market closed.

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• News (RSS)seekingalpha·25d ago·Neutral

  Adobe Q3: AI Is Starting To Pay Off

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• 4chan /biz/biz·25d ago·Positive

  >>62680097 Seeing Astra 6 and being bullish on Adobe is pure mental gymnastics. At the pace GPT evolves itbwill be able to create inside your computer all its products in 2 hours

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• 4chan /biz/biz·25d ago·Positive

  I'm bullish on Adobe. I hope it dips today.

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• News (Marketaux)seekingalpha.com·25d ago·Neutral

  Adobe targets Q4 revenue of $6.8B-$6.85B while raising FY 2026 EPS targets (NASDAQ:ADBE) Adobe targets Q4 revenue of $6.8B-$6.85B while raising FY 2026 EPS targets (NASDAQ:ADBE)

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• News (RSS)seekingalpha·25d ago·Positive

  Adobe Inc. (ADBE) Q3 2026 Earnings Call Transcript

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• Newsinvezz.com·25d ago·Positive

  Why is Adobe stock falling despite a revenue and earnings beat? Adobe beat Wall Street estimates for third-quarter revenue on Thursday as demand for its AI-integrated products continued to grow, but a softer-than-expected fourth-quarter outlook raised fresh questions about the software maker's competitive position. Shares of the San Jose, California-based company fell 2.5% during premarket trading on Friday.

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• News (RSS)seekingalpha·25d ago·Neutral

  Adobe: Time To Be Greedy

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• Newsseekingalpha.com·25d ago·Neutral

  Adobe Q3: AI Is Starting To Pay Off Adobe remains attractively valued, trading at a 10x earnings multiple with robust double-digit revenue and EPS growth. ADBE's Q3 results were solid but not surprising; AI-first revenue surged 150% YoY, while total ARR grew 11.2%, reflecting healthy business momentum. Freemium MAUs reached 100 million, up 70% YoY, signaling both growth opportunity and new monetization challenges amid evolving competition.

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• Newsseekingalpha.com·25d ago·Positive

  Adobe Inc. (ADBE) Q3 2026 Earnings Call Transcript Adobe Inc. (ADBE) Q3 2026 Earnings Call Transcript

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• Newsseekingalpha.com·25d ago·Neutral

  Adobe: Time To Be Greedy Adobe Inc. delivered a double beat in fiscal Q3, raising full-year guidance. ADBE's revenue reached a record $6.8B, with growth accelerating to nearly 13%, the highest since fiscal Q2 2022. AI-driven offerings are fueling rapid expansion, with AI-first annual recurring revenues up 150% and outpacing overall company growth by 10x.

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