Adobe Inc. (ADBE)
Adobe: Strong Q4 Bookings Growth Signals Resilient Demand (Rating Upgrade)
Adobe's stock dropped 13% post-earnings as strong Digital Media ARR and backlog growth in 4Q FY2024 were offset by weaker-than-expected revenue guidance for FY2025. Revenue growth continues to show YoY deceleration, despite strong demand for GenAI-related products. The margin outlook remains healthy, though there are no clear signs of expansion.
S&P 500 Gains and Losses Today: Adobe Stock Falls as Guidance Blurs AI Outlook
Major U.S. equities indexes moved lower Thursday after the Producer Price Index report showed an unanticipated uptick in wholesale inflation during November.
Adobe falls on Q4 results, AI concerns
Seema Mody dives into Adobe's sharp move lower, and what investors are expecting from Broadcom as it tries to compete with Nvidia.
Adobe Q4: Higher-Priced Firefly Subscription Could Be Coming
Adobe reported an 11% constant revenue growth and 13% adj. EPS growth in Q4 FY24, with a lower-than-expected guidance for FY25. I believe the broad availability of Firefly Video Model in early 2025, and the upcoming higher-priced Firefly subscription, could potentially accelerate its revenue growth. Adobe is guiding for around 8.8% revenue growth and around 10.2% adjusted EPS growth for FY25, slightly lower than the market expectations.
ADBE A.I. Catalyst Driver for Robust Growth
Adobe (ADBE) became the biggest laggard on the S&P 500 with investors not responding well to the company's earnings. Sandra Cho argues it comes down to the company's lack of A.I.
Adobe shares plunge 13% on disappointing revenue guidance
Adobe shares tumbled after the software vendor issued revenue guidance that fell short of analysts' estimates. Adobe said it expects revenue for the fiscal first quarter of $5.63 billion to $5.68 billion.
Chart of the Day: Adobe
Adobe is our Chart of the Day after tumbling on disappointing guidance. Jim Lebenthal owns it and isn't selling, he discusses why.
Adobe: Panic Will Pass - Initiating With A Buy
I'm initiating Adobe with a buy after a 12% sell-off post-Q4 so far because I see an opportunity in the market's not-so-optimistic outlook on the business and its AI monetization. Adobe didn't guide too well for two quarters in a row compared to Mr. Market's expectations, and I think the company is more likely to outperform expectations in 2025. I believe Adobe's focus on quality and usability over immediate profits in AI will play off big time down the road.
Why Analysts Can't Quit Adobe Even After Disappointing Revenue Guidance
Adobe (ADBE) shares dropped Thursday after the company's results the day before came with an underwhelming revenue outlook, but analysts still have largely bullish, if tempered, expectations for artificial intelligence (AI) monetization by the company.
Gold Falls Sharply; Adobe Shares Dip After Weak Revenue Outlook
U.S. stocks traded lower midway through trading, with the Dow Jones index falling by 0.2% on Thursday.
Adobe Investors Impatient For AI Monetization
Adobe stock fell Thursday as investors reacted to the company's disappointing 2025 guidance and slow monetization of AI. The post Adobe Investors Impatient For AI Monetization appeared first on Investor's Business Daily.
Why Adobe Stock Crashed 12% After Earnings
Adobe (ADBE -12.72%) stock tumbled 12.4% through 10:30 a.m. ET Thursday despite beating earnings in its fiscal Q4 2024 report last night.
