ADBE

Adobe Inc (ADBE) | Rumor.io

Adobe

ADBE

Attention (50-day avg)0.35%

Attention rank (50-day avg)#45

Bullish sentiment (50-day avg)74%

Price to earnings ratio13.1

Market capitalization91.8B

Earnings per share17.9

Dividend yield (TTM)0.01%

Revenue (annual)23.8B

Net income (annual)7.1B

Social

What share of all stock conversation is about ADBE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.09% +0.02	0.22% +0.01	0.51% +0.34	0.3% +0.13

Sep 30

Adobe's stock price has been affected by its slow growth compared to other companies, with one investor noting a 50% decrease in value.
Some investors believe that Adobe's Creative Cloud will not be disrupted by image-generating AI, and one investor considers the stock a "steal" at current prices.
Adobe's stock price is expected to increase to $320 by mid-November, according to one prediction.

Generated by AI

Sentiment

Of the messages about ADBE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	44.06% +4.5	38.67% -40.21	65.53% +11.14	64.01% -12.94
Bearish	55.94% -4.5	61.33% +40.21	34.47% -11.14	35.99% +12.94

Bullish· Sep 29

Adobe is using its depressed share price to buy back 8.1% of its float this year, which will be extremely accretive and boost EPS.
Adobe's buybacks will be highly accretive, and the company's fundamentals continue to hit all-time highs, with revenue and free cash flow growing consistently year after year.
Adobe's valuation looks incredibly cheap, with a P/FCF of just 8.5x, and the company's buyback yield is roughly 9%, making it an attractive value stock.

Bearish· Sep 29

ADEBE's stock price has dropped by approximately 50% from $280 to $230, with one individual selling the stock at a 123% gain.
The stock's performance is negatively correlated with the S&P 500, and a break of the $230 price barrier could lead to further downside with increasing negative gamma exposure.
ADEBE's earnings report was not bad, but the stock has been experiencing a downtrend since the report, possibly due to forced selling, with a forward P/E ratio of 8.73.

Generated by AI

Topics

Of the messages about ADBE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	19.05%	10.22%	34.73%	17.84%
Technical Analysis	7.14%	1.38%	1.09%	2.85%
Macro	50%	14.61%	32.85%	41.54%
Announcements	5.95%	10.42%	3.59%	11.2%
Analysts	17.86%	63.38%	27.67%	26.23%
Controversies	0%	0%	0.08%	0.34%

Earnings· Sep 13

Adobe reported a strong Q3 with revenue of $6.76B, up 13% YoY, and AI-first ARR growing over 150%.
Despite the strong numbers, the stock still faced pressure, with investors wanting to see clearer evidence that AI adoption can translate into revenue.
Q4 guidance of $6.80B-$6.85B left investors unimpressed, with many questioning whether AI users will convert into real revenue growth.

Analysts· Sep 11

RBC keeps Outperform with a $315 price target on Adobe, citing the company's growth engines, including a 70% YoY increase in Freemium MAUs and a 150% YoY increase in AI ARR to $650M.
JPMorgan lowered Adobe's price target to $315 from $340, but maintains an Overweight rating, citing the company's robust Q3 results and modest earnings beat, despite a deceleration in revenue growth in fiscal 2027.
Morgan Stanley reiterates an Underweight rating on Adobe, citing limited financial inflection and weaker growth visibility, despite the company's adoption gains, and maintains a price target of $240.

Announcements· Sep 25

A new app has been created to replace Adobe tools, with plans to recreate Photoshop, Illustrator, and other Adobe software, potentially affecting Adobe's revenue.
The app's creator suggests that Adobe's revenue may not be as stable as thought, with a significant portion coming from individual users rather than companies, and that the company's business model may be disrupted.
Industry insiders believe that the app's creator may have a point, and that Adobe's market share may be threatened by the rise of AI-powered software alternatives, potentially leading to a decline in the company's competitiveness.

Controversies· Mar 13

Adobe Inc. (ADBE) has agreed to pay $150M to settle a lawsuit with the US Department of Justice (DOJ) and Federal Trade Commission (FTC) over alleged deceptive subscription practices.
The settlement includes $75M in civil penalties and $75M in free services for customers, resolving allegations that Adobe hid hefty early termination fees and made it difficult for customers to cancel subscriptions.
The lawsuit and settlement are a result of the DOJ's investigation into Adobe's practices under the Restore Online Shoppers' Confidence Act (ROSCA), which aims to protect consumers from unfair online business practices.

Macro· Sep 25

The decline in Adobe's top-line growth from 20%+ YoY to 10% is a key concern, as it may lead to a loss of premium and separate Adobe from outstanding companies.
The increasing popularity of alternatives such as Affinity and Figma may dent Adobe's competitiveness, particularly in UI design, and could potentially lead to a meaningful loss of market share.
Adobe's reliance on subscription-based models and its slow adoption of AI may put the company at risk of losing market share and revenue, especially as AI-powered tools become more accessible and user-friendly.

Technical Analysis· Sep 11

$ADBE's chart is showing a potential bottoming pattern, with a target of around $320.
The stock is forming an ABCD bull pattern, with resistance at $242.90 and the potential to break through and continue upward.
Despite beating earnings expectations, $ADBE's price is pulling back, making it a buy-the-dip candidate if macro/CPI data plays in its favor.

Generated by AI

Community

Of the messages about ADBE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	79.4%	76.33%	50.59%	59.01%
Newcomers	20.6%	23.67%	49.41%	40.99%

Regulars· Sep 29

Adobe Inc. is buying back 8.1% of its float this year, which will be extremely accretive if the AI disruption narrative fades and boosts EPS.
The company's buyback strategy makes it a good option for patient money, with a record Q3 FY2026 revenue of $6.76B and a 41% free cash flow yield.
Adobe's fundamentals continue to hit all-time highs, with revenue and free cash flow growing consistently year after year, and the company's valuation looks incredibly cheap at a P/FCF of 8.5x.

Newcomers· Sep 29

Many newcomers are focused on Adobe's high revenue, with one noting that the company has a quarterly revenue of $6 billion+, while another emphasizes the disconnect between this operational success and the recent downward pressure on its valuation.
Some newcomers are concerned about Adobe's price, with one stating that the software is too expensive, while another suggests that the stock needs to break below $240 for a potential move.
A few newcomers are concerned about the company's future, with one stating that Adobe is a loser in the AI space, and another noting that the company's high revenue is not translating to a strong stock price.

Generated by AI

In today's rapidly changing and highly competitive business world, it is vital for investors and industry enthusiasts to carefully assess companies. In this article, we will perform a comprehensive industry

2h agoBenzinga

Where Could Adobe's Next Growth Come From?

Adobe’s revenue grew 12% over the last year, slower than most of its big software peers. The share price appears to assume that its growth is fading. Over the last year, the stock fell 35%, while the S&P 500 returned 17.7%. Adobe (ADBE) trades at 12.5 times its earnings, against 22.1 for the index. Management pointed to a small, fast-growing line on its fiscal Q3 2026 call. Is that going to be enough? Where could Adobe’s next real growth come from.

17h agoYahoo Finance

Understanding Adobe's Position In Software Industry Compared To Competitors - Adobe (NASDAQ:ADBE)

In today's fast-paced and highly competitive business world, it is crucial for investors and industry followers to conduct comprehensive company evaluations. In this article, we will delve into an extensive industry

1d agoBenzinga

AI & Tech Brief: The intelligence explosion

Plus, an interview with Adobe’s chief legal officer on new intellectual property rights for artists.

1d agoThe Washington Post

Adobe Inc. stock underperforms Monday when compared to competitors

1d agoMarketWatch

US holiday online sales to grow 6.7% as discounts attract shoppers, Adobe Analytics forecasts By Reuters

1d agoInvesting.com

Also Discussed

Investors talking about ADBE also mention

#	Name	Attention
1	salesforce.com IncCRM	0.01%-0.02
2	Figma Inc. Class A Common StockFIG	0.02%-0.01
3	Autodesk IncADSK	0%+0
4	ServiceNow Inc.NOW	0.01%-0.04
5	Intuit Inc.INTU	0.02%+0.01
6	Palo Alto Networks, Inc.PANW	0.06%-0.09
7	Duolingo, Inc. Class A Common StockDUOL	0%-0.01
8	Workday Inc Class A Common StockWDAY	0.01%+0.01
9	monday.com Ltd.MNDY	0%+0
10	DocuSign Inc.DOCU	0%0

Adobe Inc

Technology
Software - Application

Adobe Inc. is a global software company that provides tools and services for content creation, digital document management, and marketing workflows. Its products are widely used by creative professionals, businesses, educators, and enterprises to design graphics, edit images and video, manage documents, and deliver personalized digital experiences across web, mobile, and other channels. The company’s portfolio centers on digital media and digital experience solutions, supported by publishing and advertising products for specialized and legacy use cases. Adobe Inc. plays a significant role in the software market by connecting creative production, customer engagement, and document productivity within a single ecosystem. Headquartered in San Jose, California, Adobe Inc. remains a key provider of applications and cloud-based services for modern content and marketing operations.

Website

Location

345 Park Avenue

San Jose, CA, 95110-2704

United States

Social

What share of all stock conversation is about ADBE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.09% +0.02	0.22% +0.01	0.51% +0.34	0.3% +0.13

Sep 30

Adobe's stock price has been affected by its slow growth compared to other companies, with one investor noting a 50% decrease in value.
Some investors believe that Adobe's Creative Cloud will not be disrupted by image-generating AI, and one investor considers the stock a "steal" at current prices.
Adobe's stock price is expected to increase to $320 by mid-November, according to one prediction.

Generated by AI

Sentiment

Of the messages about ADBE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	44.06% +4.5	38.67% -40.21	65.53% +11.14	64.01% -12.94
Bearish	55.94% -4.5	61.33% +40.21	34.47% -11.14	35.99% +12.94

Bullish· Sep 29

Adobe is using its depressed share price to buy back 8.1% of its float this year, which will be extremely accretive and boost EPS.
Adobe's buybacks will be highly accretive, and the company's fundamentals continue to hit all-time highs, with revenue and free cash flow growing consistently year after year.
Adobe's valuation looks incredibly cheap, with a P/FCF of just 8.5x, and the company's buyback yield is roughly 9%, making it an attractive value stock.

Bearish· Sep 29

ADEBE's stock price has dropped by approximately 50% from $280 to $230, with one individual selling the stock at a 123% gain.
The stock's performance is negatively correlated with the S&P 500, and a break of the $230 price barrier could lead to further downside with increasing negative gamma exposure.
ADEBE's earnings report was not bad, but the stock has been experiencing a downtrend since the report, possibly due to forced selling, with a forward P/E ratio of 8.73.

Generated by AI

Topics

Of the messages about ADBE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	19.05%	10.22%	34.73%	17.84%
Technical Analysis	7.14%	1.38%	1.09%	2.85%
Macro	50%	14.61%	32.85%	41.54%
Announcements	5.95%	10.42%	3.59%	11.2%
Analysts	17.86%	63.38%	27.67%	26.23%
Controversies	0%	0%	0.08%	0.34%

Earnings· Sep 13

Adobe reported a strong Q3 with revenue of $6.76B, up 13% YoY, and AI-first ARR growing over 150%.
Despite the strong numbers, the stock still faced pressure, with investors wanting to see clearer evidence that AI adoption can translate into revenue.
Q4 guidance of $6.80B-$6.85B left investors unimpressed, with many questioning whether AI users will convert into real revenue growth.

Analysts· Sep 11

RBC keeps Outperform with a $315 price target on Adobe, citing the company's growth engines, including a 70% YoY increase in Freemium MAUs and a 150% YoY increase in AI ARR to $650M.
JPMorgan lowered Adobe's price target to $315 from $340, but maintains an Overweight rating, citing the company's robust Q3 results and modest earnings beat, despite a deceleration in revenue growth in fiscal 2027.
Morgan Stanley reiterates an Underweight rating on Adobe, citing limited financial inflection and weaker growth visibility, despite the company's adoption gains, and maintains a price target of $240.

Announcements· Sep 25

A new app has been created to replace Adobe tools, with plans to recreate Photoshop, Illustrator, and other Adobe software, potentially affecting Adobe's revenue.
The app's creator suggests that Adobe's revenue may not be as stable as thought, with a significant portion coming from individual users rather than companies, and that the company's business model may be disrupted.
Industry insiders believe that the app's creator may have a point, and that Adobe's market share may be threatened by the rise of AI-powered software alternatives, potentially leading to a decline in the company's competitiveness.

Controversies· Mar 13

Adobe Inc. (ADBE) has agreed to pay $150M to settle a lawsuit with the US Department of Justice (DOJ) and Federal Trade Commission (FTC) over alleged deceptive subscription practices.
The settlement includes $75M in civil penalties and $75M in free services for customers, resolving allegations that Adobe hid hefty early termination fees and made it difficult for customers to cancel subscriptions.
The lawsuit and settlement are a result of the DOJ's investigation into Adobe's practices under the Restore Online Shoppers' Confidence Act (ROSCA), which aims to protect consumers from unfair online business practices.

Macro· Sep 25

The decline in Adobe's top-line growth from 20%+ YoY to 10% is a key concern, as it may lead to a loss of premium and separate Adobe from outstanding companies.
The increasing popularity of alternatives such as Affinity and Figma may dent Adobe's competitiveness, particularly in UI design, and could potentially lead to a meaningful loss of market share.
Adobe's reliance on subscription-based models and its slow adoption of AI may put the company at risk of losing market share and revenue, especially as AI-powered tools become more accessible and user-friendly.

Technical Analysis· Sep 11

$ADBE's chart is showing a potential bottoming pattern, with a target of around $320.
The stock is forming an ABCD bull pattern, with resistance at $242.90 and the potential to break through and continue upward.
Despite beating earnings expectations, $ADBE's price is pulling back, making it a buy-the-dip candidate if macro/CPI data plays in its favor.

Generated by AI

Community

Of the messages about ADBE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	79.4%	76.33%	50.59%	59.01%
Newcomers	20.6%	23.67%	49.41%	40.99%

Regulars· Sep 29

Adobe Inc. is buying back 8.1% of its float this year, which will be extremely accretive if the AI disruption narrative fades and boosts EPS.
The company's buyback strategy makes it a good option for patient money, with a record Q3 FY2026 revenue of $6.76B and a 41% free cash flow yield.
Adobe's fundamentals continue to hit all-time highs, with revenue and free cash flow growing consistently year after year, and the company's valuation looks incredibly cheap at a P/FCF of 8.5x.

Newcomers· Sep 29

Many newcomers are focused on Adobe's high revenue, with one noting that the company has a quarterly revenue of $6 billion+, while another emphasizes the disconnect between this operational success and the recent downward pressure on its valuation.
Some newcomers are concerned about Adobe's price, with one stating that the software is too expensive, while another suggests that the stock needs to break below $240 for a potential move.
A few newcomers are concerned about the company's future, with one stating that Adobe is a loser in the AI space, and another noting that the company's high revenue is not translating to a strong stock price.

Generated by AI

Adobe

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Sep 13

Analysts· Sep 11

Announcements· Sep 25

Controversies· Mar 13

Macro· Sep 25

Technical Analysis· Sep 11

Regulars· Sep 29

Newcomers· Sep 29

Market Analysis: Adobe And Competitors In Software Industry - Adobe (NASDAQ:ADBE)

Where Could Adobe's Next Growth Come From?

Understanding Adobe's Position In Software Industry Compared To Competitors - Adobe (NASDAQ:ADBE)

AI & Tech Brief: The intelligence explosion

Adobe Inc. stock underperforms Monday when compared to competitors

US holiday online sales to grow 6.7% as discounts attract shoppers, Adobe Analytics forecasts By Reuters

Also Discussed

Adobe Inc

Company Information

Location

Market Analysis: Adobe And Competitors In Software Industry - Adobe (NASDAQ:ADBE)

Where Could Adobe's Next Growth Come From?

Understanding Adobe's Position In Software Industry Compared To Competitors - Adobe (NASDAQ:ADBE)

AI & Tech Brief: The intelligence explosion

Adobe Inc. stock underperforms Monday when compared to competitors

US holiday online sales to grow 6.7% as discounts attract shoppers, Adobe Analytics forecasts By Reuters

Also Discussed

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Sep 13

Analysts· Sep 11

Announcements· Sep 25

Controversies· Mar 13

Macro· Sep 25

Technical Analysis· Sep 11

Regulars· Sep 29

Newcomers· Sep 29