Core Insights - U.S. online holiday spending growth experienced a slowdown in the 2025 season, according to Adobe Analytics data, despite shoppers achieving record spending levels driven by significant discounts and increased adoption of buy-now-pay-later options [1] Group 1: Spending Trends - Online holiday spending growth decelerated in 2025 compared to previous years, indicating a shift in consumer behavior [1] - Shoppers set a record for online spending, highlighting a strong demand despite the overall growth slowdown [1] Group 2: Discounts and Payment Options - The record spending was supported by steep discounts offered by retailers, which played a crucial role in attracting consumers [1] - The wider use of buy-now-pay-later services contributed to the increased spending, suggesting a change in payment preferences among consumers [1]

KeyBanc分析指出："谷歌(GOOGL.US)、Meta(META.US)以及OpenAI等企业正在大力开发内容生成模 型，这些模型所覆盖的应用场景，要么是上述公司当前已占据的市场领域，要么(以OpenAI为例)是其未 来有望布局的赛道。我们认为，面对来自科技巨头与新兴企业的双线竞争，再加上Figma(FIG.US)、 Canva等传统竞争对手的夹击，2026年Adobe仍难以借助AI业务实现基本面的实质性改善。" 智通财经APP获悉，杰富瑞发表研报，将Adobe(ADBE.US)评级从"买入"下调至"持有"，理由是该机构 尚未观察到人工智能(AI)业务为公司带来任何显著的增长动力。 截至周一收盘，这家创意软件巨头的股价在过去一年中累计跌幅已超20%。 以Brent Thill为首的杰富瑞分析师团队在一份投资者报告中指出："自2023年初推出Firefly生成式AI工具 以来，Adobe在AI功能开发方面已取得重大进展。第三财季，其生成式AI服务的信用额度使用量环比增 长2倍，AI驱动的年度经常性收入(ARR)占公司整体业务的比重已超三分之一。" Thill进一步补充道："尽管重度AI用户需订阅付费计划， ...

Tech stock Adobe Inc (NASDAQ:ADBE) is slipping today, down 1.4% at $328.76 at last glance, after a downgrade from Jefferies to "hold" from "buy." The firm also lowered its price target by 20% to $400 from $500, citing AI competition and the likelihood of "gradual" AI monetization in 2026. On track for its fifth-straight loss after a 4.8% drop on Friday, Adobe stock is moving back down toward its Nov. 21, three-year low of $311.58. The shares have struggled to rebound over the past month, running into pressu ...

In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observers. In this article, we will conduct an extensive industry comparison, evaluating Adobe (NASDAQ:ADBE) in relation to its major competitors in the Software industry. Through a detailed examination of key financial metrics, market standing, and growth prospects, our objective is to provide valuable insights and illuminate company's performance in the industry.Ad ...

Jefferies upgrades shares of the tech giant while downgrading Adobe as part of its review of the software sector. ...

Group 1 - Top Wall Street analysts have revised their outlook on several prominent companies, indicating a shift in market sentiment [1] - The article suggests that investors consider buying ADBE stock, highlighting the positive perspective from analysts [1]

杰富瑞发表报告，建议投资者维持软件类股的减持比例，因增长动能减缓且落后于半导体等其他产业。 该行认为2026年将是人工智能逐步实现商业化的又一年，需更显著的增长贡献与加速表现才能缓解市场 对AI去中介化的担忧，因此投资策略需更具选择性。 该行首选股方面，巨型股为微软、META；大型股为Intuit、Atlassian Corporation、甲骨文；中型股为 Procore、Unity、Wix.com；小型股为Upwork。 在软件子领域中，该行上半年偏好基础设施而非应用程式，但认为普遍看淡应用程式的市场情绪与现实 脱节，预期下半年应用程式情绪将转好。该行将IBM评级由"持有"上调至"买入"，目标价由300美元上 调至360美元，并将Adobe评级由"买入"下调至"持有"，目标价由500美元降至400美元。 ...

Core Viewpoint - Adobe Inc. has experienced a downgrade from Jefferies, impacting investor sentiment, while some institutional investors continue to show confidence in the company's long-term potential [1][6]. Group 1: Company Overview - Adobe Inc. is a leading software company known for its creative and digital marketing solutions, including products like Adobe Photoshop, Illustrator, and Acrobat [1]. - The company competes with major players such as Microsoft and Salesforce in the software industry [1]. Group 2: Recent Developments - Jefferies downgraded Adobe from a "Buy" to a "Hold" rating, with the stock currently priced at $333.30 [1][6]. - Miracle Mile Advisors LLC reduced its stake in Adobe by 56.7%, selling 3,961 shares and retaining 3,021 shares valued at approximately $1.07 million [2]. - Despite the downgrade, Norges Bank acquired a new stake worth over $2 billion, indicating confidence in Adobe's long-term potential [3]. - Assenagon Asset Management S.A. increased its holdings by over 300% in the second quarter, now owning more than 3.1 million shares valued at approximately $1.2 billion [3]. Group 3: Stock Performance - Adobe's stock has decreased by 4.77%, with a price drop of $16.69, fluctuating between $331.65 and $351.12 during the day [4]. - Over the past year, the stock reached a high of $465.70 and a low of $311.59, reflecting significant volatility [4]. - The company's market capitalization is approximately $139.52 billion, with a trading volume of 5,643,504 shares, indicating a strong market presence despite recent fluctuations [5][6].

在新年开端，奥多比（ADBE）股价继续下滑，1月2日下降了4.77%，这标志着连续四天的跌势，累计 下跌5.79%。这一波动引起了市场的广泛关注，也为投资者带来了不少困惑。 奥多比这家应用软件公司以其强大的产品和服务组合而闻名，面向创意专业人士、营销人员、知识工作 者等众多群体。然而，近日股价的疲软或许并不单单源于公司本身的运作情况。近期经济数据的披露以 及行业趋势的转变都可能对此产生影响。 来源：市场资讯 （来源：美股情报站） 对于投资者而言，面临这样的市场波动，保持灵活的投资策略尤为重要。那些关注长期增长的投资者或 许可以考量奥多比的市场地位和技术创新能力，以此作为关注点。而对短期投资者来说，市场的短期波 动提供了机会，但亦需承担相应的风险。 综上所述，奥多比的股价跌势受多种因素影响，包括全球经济环境变化、行业技术革新以及公司自身发 展的调整。投资者需综合考虑市场动向，以及公司在未来一段时间内可能采取的战略措施，以确保其投 资决策的合理性。 全球经济的波动通常会影响科技公司的股价。在最近的市场环境下，许多投资者开始关注宏观经济指 标，如就业数据、通货膨胀率及利率调整等。这些因素都会直接或间接影响到消费者及 ...

Group 1 - Adobe Inc. ranks among the best AI stocks to buy, with Piper Sandler reaffirming its Overweight rating and $470 price target following the company's fiscal year 2025 results [1] - The company reported a revenue beat of $94 million, surpassing the previous four-quarter average record of $77 million [1] - Adobe anticipates fiscal first-quarter revenue between $6.25 billion and $6.3 billion, exceeding Wall Street projections of $6.23 billion [2] Group 2 - For the full fiscal year, Adobe expects revenue to be around $25.9 billion to $26.1 billion, slightly above analysts' projections of $25.89 billion [2] - The company is targeting a record $2.6 billion in net new Digital Media ARR for fiscal year 2026 [3] - Adobe's AI operations have gained significant traction, with AI credit consumption increasing threefold quarter-over-quarter, and AI-influenced annual recurring revenue exceeding $8 billion [3] Group 3 - Adobe specializes in creating, publishing, and promoting digital content, offering tools like Photoshop, Illustrator, Acrobat, and Premiere Pro, often bundled in the Adobe Creative Cloud subscription [4]