Adobe Inc. (ADBE)
Adobe: A Rare 40% Repricing Window You Don't Want To Miss
Adobe Inc. is the most overlooked AI turnaround, trading at a deep discount despite robust financials and AI-driven growth. ADBE delivered record Q3 2026 results: 13% YoY revenue growth, 15% non-GAAP EPS growth, and strong cash flow with aggressive buybacks. Freemium tiers and AI initiatives are expanding the user base and monetization, with AI-first ARR up 150% YoY and over 1 billion monthly active users.
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.
AI Trade Stumbles as CEOs Talk Model Slowdown
Most of the AI trade is hitting the brakes this morning.
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.
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.
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.
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 taken creative freemium users past 100 million, up 70%, and total monthly active users beyond a billion.
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.
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.
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.
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.
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.
