Editor’s Note: The article has been updated with the impact of AdobeApple Inc. (NASDAQ:AAPL) shares are trading relatively flat on Tuesday after the iPhone maker launched Apple Creator Studio, a new subscription bundle designed for creators across Mac, iPad, and iPhone. Adobe Inc. (NASDAQ:ADBE) stock is reacting negatively to the news.The move expands Apple's creative software lineup and drew supportive commentary from Wall Street as the suite heads to the App Store later this month.Apple said it will offer ...

Apple is launching a subscription plan for its creative software apps. ...

From pages to decisions. I am bullish ZETA…SEO Was Built for PagesSEO, or Search Engine Optimization, was designed around keywords, links, and rankings. Platforms like (NASDAQ:GOOGL), (NASDAQ:META), and (NYSE:RDDT) monetized attention by positioning themselves between the user and the answer.The goal was traffic, clicks, and time spent, with value captured before a decision was ever made.GEO Is Built for ConversationsGEO, or Generative Experience Optimization, shifts the battleground from pages to outcomes ...

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned -6.2% in the December quarter and a 0.3% return in December. Since its inception, the fund has produced a cumulative return of 11.9%, net of fees.  In 2025, market trends intensified, with perceived AI winners rallying, while stocks considered "cheap" dropped even further if labeled as AI losers. In addition, please check the ...

Adobe Inc. (NASDAQ:ADBE) is one of the most undervalued blue chip stocks to buy now. Jefferies Cautious on Adobe (ADBE) As It Updates Outlook on Software Sector Copyright: photogearch / 123RF Stock Photo On January 5, 2026, TheFly reported that Jefferies downgraded Adobe Inc. (NASDAQ:ADBE) from ‘Buy’ to ‘Hold’, while reducing its price target from $500 to $400. The update comes as part of the firm’s 2026 software sector “playbook.” The firm sees increasing competitive pressure in the lower-end segment. ...

Adobe Inc. (NASDAQ:ADBE) reported strong fourth-quarter fiscal 2025 results with non-GAAP earnings of $5.50 per share and total revenues of $6.194 billion.The stock has seen a decline of approximately 3.3% since its last earnings report, underperforming the S&P 500, partly due to a downgrade by BMO Capital Markets.Adobe faces increasing competition, notably from Canva, as over 50% of students and nearly half of freelancers prefer Canva over Adobe.Adobe Inc. (NASDAQ:ADBE) is a leading software company known ...

EQUITY RESEARCH | January 11, 2026 | 5:39PM EST Assuming Software Sector Coverage into the Decade of Agentic Workflow: Buy MSFT, ORCL & NOW; Sell ADBE & DDOG AMERICAS TECHNOLOGY: SOFTWARE We assume coverage of the Software Sector and 12 additional stocks. We are constructive on AI adoption being a positive tailwind to the Software TAM over the next 5-10 years. Datapoints in any given year may be uneven as the ecosystem matures and as competition evolves; nonetheless, we expect signals on uptake will be more ...

Core Insights - The market has been challenging for certain companies in 2026, particularly those affected by the AI arms race that began in 2023, leading to potential value investment opportunities as some stocks are undervalued [1] Group 1: The Trade Desk - The Trade Desk has disrupted itself by launching its AI-powered ad-buying platform, Kokai, which received mixed reviews, resulting in customer attrition and reduced usage [3] - The entry of Amazon into the advertising market has further impacted The Trade Desk, as Amazon possesses superior consumer data [4] - The Trade Desk's stock has declined over 70% from its all-time high, currently trading at 18.5 times forward earnings, which is below the S&P 500 average of 22.1 times [6][9] - Despite challenges, The Trade Desk's revenue grew 18% year over year in Q3, with Wall Street projecting 16% growth for 2026, indicating potential for recovery [9] Group 2: Adobe - Adobe is perceived to be at risk of disruption from generative AI, yet it has integrated these tools into its platform, maintaining its relevance in creative design [10][13] - The company continues to grow despite market skepticism, trading at a low valuation of 14.4 times forward earnings, making it an attractive value investment [14] Group 3: PayPal - PayPal is currently the cheapest stock among the three, trading at just 10 times forward earnings, while managing to maintain mid- to high-single-digit growth [15] - The company is actively repurchasing its stock at depressed prices, which is expected to enhance its diluted earnings per share (EPS) significantly [16] - PayPal's strategy positions it well for future appreciation, making it a compelling buy for investors [17]

Adobe Inc. (NASDAQ:ADBE) is one of the AI Stocks Analysts Are Watching Closely. On January 5, Jefferies downgraded the stock to “Hold” from Buy with a price target of $400, down from $500. While Adobe’s AI tools show adoption and increasing usage, it has had limited monetization amid competition. The rating downgrade comes as part of the firm’s adjusted ratings in the software sector. The firm believes that investors should stay underweight in software as growth slows and lags other sectors such as semico ...

It has been about a month since the last earnings report for Adobe Systems (ADBE) . Shares have lost about 3.3% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Adobe due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Adobe Inc. before we dive into how investors and analysts have reacted as ...