AdobeADBE
ADBE
About: Adobe provides content creation, document management, and digital marketing and advertising software and services to creative professionals and marketers for creating, managing, delivering, measuring, optimizing, and engaging with compelling content multiple operating systems, devices, and media. The company operates with three segments: digital media content creation, digital experience for marketing solutions, and publishing for legacy products (less than 5% of revenue).
Employees: 29,945
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
17% more repeat investments, than reductions
Existing positions increased: 1,183 | Existing positions reduced: 1,007
12% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 179
1% more funds holding
Funds holding: 2,712 [Q2] → 2,734 (+22) [Q3]
4.71% less ownership
Funds ownership: 84.47% [Q2] → 79.76% (-4.71%) [Q3]
13% less capital invested
Capital invested by funds: $207B [Q2] → $181B (-$26.5B) [Q3]
32% less call options, than puts
Call options by funds: $5.38B | Put options by funds: $7.9B
37% less funds holding in top 10
Funds holding in top 10: 118 [Q2] → 74 (-44) [Q3]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$525
17%
upside
Avg. target
$601
34%
upside
High target
$650
45%
upside
14 analyst ratings
12 positive
86%
2 neutral
14%
0 negative
0%
DA Davidson Gil Luria 64% 1-year accuracy 27 / 42 met price target | 40%upside $625 | Buy Maintained | 12 Dec 2024 |
Bernstein Mark Moerdler 62% 1-year accuracy 8 / 13 met price target | 31%upside $587 | Outperform Maintained | 12 Dec 2024 |
Barclays Saket Kalia 61% 1-year accuracy 34 / 56 met price target | 44%upside $645 | Overweight Maintained | 12 Dec 2024 |
UBS Karl Keirstead 82% 1-year accuracy 14 / 17 met price target | 17%upside $525 | Neutral Maintained | 12 Dec 2024 |
RBC Capital Matthew Swanson 50% 1-year accuracy 15 / 30 met price target | 32%upside $590 | Outperform Maintained | 12 Dec 2024 |
Financial journalist opinion
Based on 91 articles about ADBE published over the past 30 days
Neutral
Invezz
10 hours ago
Adobe stock price recoiled in 2024: will it rebound in 2025?
Adobe stock price had a rough year as it became one of the worst-performing technology companies. ADBE plunged to a low of $445, its lowest level since July 2023, and 30% below its highest level this year.
Positive
Seeking Alpha
18 hours ago
Adobe: Monetization Meets Scalable Success
Adobe added $578M in Q4 Digital Media ARR and $2B for FY2024, supporting stable recurring revenues. FY2024 revenue grew 11% YoY to $21.51B, with Q4 revenue reaching $5.61B, driven by subscriptions. Firefly generated 16B assets, boosting adoption and enterprise wins and enhancing ARPU and cross-product monetization opportunities.
Positive
The Motley Fool
22 hours ago
2 Leading Tech Stocks to Buy in 2025
I've seen a lot of headlines about how the stock market is expensive. That could be true, but the market consists of thousands of individual companies trading at various prices and valuations at any given time.
Positive
Seeking Alpha
3 days ago
Adobe: A Firecracker With A Long Fuse
Adobe's extensive product variety and quality, particularly in digital media and experience segments, offers unique marketing solutions, helping with market retention (current users) and further market share growth (new users). Adobe Inc. is strategically positioned to leverage AI, with its multi-pronged approach to drive growth in 2025 across Creative, Experience, and Document clouds. The company's focus on AI integration and personalized solutions aims to enhance monetization and optimize margins, supporting long-term growth and market proliferation for the entire flow in the user funnel.
Positive
Seeking Alpha
4 days ago
Adobe: SaaS Leader At A Great Price
Adobe's strong financials and efficient operations position it for continued growth, despite recent share sell-offs. Fiscal year 2024 Q4 results exceeded expectations, but shares declined due to lowered guidance and concerns about AI investments paying off. Adobe's valuation is attractive, trading below historical averages, and potential returns could be double digits if growth targets are met.
Positive
Seeking Alpha
5 days ago
Adobe: Will Text-To-Image Disrupt Adobe's Business Model?
Adobe's FY2024 saw strong financial performance with revenue up 11%, adjusted EBIT up 16%, and adjusted EPS up 25%. Yet, the stock price dropped 27% over the past year. The disruption from AI-driven text-to-image/video tools impacts the lower-end segment of the content creation market, but Adobe's position in the high-end market remains resilient due to customization needs. AI integration in Adobe's core products in Document Cloud, including AI Assistant and Generative Summary, entrenches its dominant market position and competitive advantage.
Neutral
GlobeNewsWire
5 days ago
INVESTIGATION ALERT (NASDAQ: ADBE): DiCello Levitt LLP Is Investigating Investor Claims Against Adobe, Inc. and Encourages ADBE Investors with Losses to Contact the Firm
SAN DIEGO, Dec. 20, 2024 (GLOBE NEWSWIRE) -- DiCello Levitt LLP announces that it is investigating whether Adobe, Inc. (“Adobe” or the “Company”) (NASDAQ: ADBE) violated the federal securities laws, issued false and/or misleading statements, and/or failed to disclose information required to be disclosed to investors.
Neutral
Seeking Alpha
5 days ago
Adobe: Our Top Idea For 2025 Now Trading At A 30% Discount To SaaS Peers
Adobe, trading at 21.6x forward earnings, trades inline with the S&P 500 despite better growth and a superior business model. Microsoft and Salesforce trade at over 30x forward earnings, despite similar growth expectations for all three names in 2025. Adobe's Q4 results were solid with 11% YoY revenue growth, record Digital Media ARR, and strong EPS growth, despite market concerns. 2025 guidance was slightly below expectations, but Adobe's recurring revenue, pricing power, and AI advancements support continued growth and potential upside.
Neutral
Zacks Investment Research
6 days ago
Adobe Stock Slips 20% in a Week: Should You Brace for a Tough 2025?
ADBE shares are benefiting from strong demand for its creative products and expanding clientele amid increasing competition and stretched valuation.
Positive
The Motley Fool
1 week ago
Down 22%, Here's How Adobe Could Follow in Salesforce's Footsteps to Become a Strong Buy in 2025
With just a few weeks left in the year, the tech sector is shaping up to, once again, beat the S&P 500 (^GSPC -0.39%) largely thanks to gains from Nvidia and Broadcom in the semiconductor industry. The software industry also makes up a large share of the tech sector but has enjoyed mixed results on the year.
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