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 69% 1-year accuracy 29 / 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 63% 1-year accuracy 35 / 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 90 articles about ADBE published over the past 30 days
Positive
Seeking Alpha
16 hours 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
1 day 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
1 day 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
2 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
3 days 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.
Positive
The Motley Fool
4 days ago
3 Growth Stocks Down 21%, 22%, and 28% to Buy in December
This has been a phenomenal year for the broader indexes. But there are still plenty of opportunities for scooping up shares of out-of-favor stocks at compelling valuations.
Positive
Zacks Investment Research
4 days ago
Adobe Inc. (ADBE) is Attracting Investor Attention: Here is What You Should 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.
Negative
Forbes
4 days ago
Why Is Adobe Stock Down 15%?
Adobe stock has seen a 15% fall in a week after the company reported its Q4 results for fiscal 2024. Although the top and bottom-line figures were ahead of the street estimates, its fiscal 2025 guidance was underwhelming.
Positive
The Motley Fool
4 days ago
Down Over 13% in a Single Day, Is This Megacap Growth Stock Worth Buying in December?
Many tech stocks had epic runs in 2023 and have sustained the momentum this year. But not Adobe (ADBE -0.89%).
Neutral
Zacks Investment Research
5 days ago
Unlocking Adobe (ADBE) International Revenues: Trends, Surprises, and Prospects
Examine the evolution of Adobe's (ADBE) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
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