Adobe Inc. (ADBE)
Adobe hit with proposed class-action, accused of misusing authors' work in AI training
Like pretty much every other tech company in existence, Adobe has leaned heavily into AI over the past several years. The software firm has launched a number of different AI services since 2023, including Firefly—its AI-powered media-generation suite.
Adobe's Moat Is Being Deeply Misunderstood. Fears Are Well Overcooked
Adobe (ADBE) trades at a stunningly low forward earnings multiple as compared to software peers, reflecting deep market skepticism despite resilient earnings and sector-leading margins. ADBE is expected to maintain free cash flow margins close to 40% and is integrating AI quickly, including partnerships with OpenAI and other leading AI models. AI disruption fears have driven ADBE's valuation to a >50% discount versus software peers, yet its business model and profitability remain incredibly robust.
Adobe Vs. Salesforce: In The Age Of Agentic AI
Adobe Inc. and Salesforce, Inc. both face real AI disruption risks, but CRM demonstrates stronger resilience and integration into enterprise workflows. CRM's accelerating RPO growth, robust AI-centric revenues, and higher customer stickiness position it better to cross the AI chasm than ADBE. ADBE maintains superior margins and Rule of 40 metrics, yet lacks transparency on AI revenue and faces greater SMB/consumer churn risk.
AI Push to Drive Adobe's Prospects in 2026: Buy or Hold the Stock?
ADBE eyes 10.2% ARR growth in FY26 as AI-powered tools gain traction, but tough competition and valuation loom large.
Here is What to Know Beyond Why Adobe Inc. (ADBE) is a Trending Stock
Adobe (ADBE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Is Adobe Really Getting Disrupted by AI, Or Should Investors Buy the Stock?
Adobe turned in another solid quarter of revenue growth. The company continues to dispel the notion that its business is getting disrupted by AI.
Adobe Gets Post-Earnings Lift: Long-Term Outlook Favors Upside
For software behemoth Adobe NASDAQ: ADBE, 2025 has been anything but a good year. Year-to-date, shares are down 21%, trading near $350—a massive 45% decline from their all-time high of $635, reached in February 2024.
Adobe: The New PayPal Or The Next Google?
Adobe Inc. just delivered double-digit revenue growth, rising ARR, and expanding AI adoption, yet trades at a compressed multiple as investor sentiment sours. ADBE's Q4 revenue reached $6.19B (+10% YoY), non-GAAP EPS $5.50 (+14%), and operating cash flow exceeded $10B, with over $12B in share repurchases. AI-influenced ARR now exceeds one-third of the total, generative credit consumption tripled QoQ, and enterprise AI deals hit records, signaling robust AI monetization.
Adobe Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
ADBE tops fiscal Q4 estimates with $5.50 EPS and 10.5% revenue growth, as AI-driven ARR now fuels over a third of its business.
Adobe: Textbook Value Trap Despite Strong Fundamentals
I remain bearish on Adobe Inc. despite strong Q4 FY25 earnings results, which proved that fundamentals aren't deteriorating despite the pessimism surrounding the stock. Despite 11% FY25 revenue growth, 35% EPS growth, and a below-sector P/E, ADBE stock has fallen over 20% YTD. This pattern is typical of value traps with a poor narrative. In my view, tools like Sora, Veo, Nano Banana Pro, and Midjourney could lead creators to bypass Photoshop, Premiere, and After Effects for most work, reducing time inside Adobe's ecosystem.
Adobe: The Most Overlooked AI Turnaround In The Market (Rating Upgrade)
Adobe (ADBE) is upgraded from Hold to Buy as management actively addresses existential AI threats and repositions for growth. ADBE posted 10% Q4 revenue growth, driven by AI-powered tools, and targets 10% revenue and ARR growth for FY2026. Strategic partnerships with OpenAI, Microsoft, and Google, plus the Semrush acquisition, expand ADBE's relevance and future revenue streams.
Adobe Inc. (ADBE) Q4 2025 Earnings Call Transcript
Adobe Inc. (ADBE) Q4 2025 Earnings Call Transcript
