Adobe Stock News

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 ...

Adobe (ADBE 1.48%) continues to impress with its profit margins and cash flow, but investors remain concerned about top-line growth.

Adobe turned in another solid quarter of revenue growth. The company continues to dispel the notion that its business is getting disrupted by AI.

I have historically avoided Big Tech stocks, focusing instead on value and dividend investments outside the information technology sector. My investment approach is shaped by skepticism toward Big Tech's vulnerability to rapid disruption and intense competition. Despite not holding Big Tech, I have outperformed the market since 2021 by prioritizing value stocks amid inflation and cyclical drawd...

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 stock is on the rebound after its Q4 report showed the software firm is making progress with its AI strategy.

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 triple...

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 Mi...