​Adobe Inc. (NASDAQ:ADBE) is one of the Best Technology Stocks to Invest in for the Long Term. Adobe Inc. (NASDAQ:ADBE) is up around 4.38% since FQ3 2025 earnings release on September 11. Wall Street remains bullish on the stock, taking confidence from the company’s strong fundamentals. ​During the fiscal third quarter of 2025, the company posted a revenue of $5.99 billion, up 10.72% year-over-year and ahead of consensus by $79.47 million. The EPS of $5.31 also topped estimates by $0.13. Management noted ...

摩根士丹利将Adobe评级从"增持"下调至"持股观望"，目标价从520美元下调至450美元。 ...

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Core Insights - Adobe and Figma are leveraging AI to enhance their creative software offerings and improve workflow efficiency, with Adobe being a leader in the market and Figma gaining traction due to the demand for collaborative design platforms [1] Adobe Stock Analysis - Adobe's AI integration is driving growth, with annual recurring revenues (ARR) surpassing $5 billion in Q3 2025, and new AI-first products contributing over $250 million to ARR [2][3] - Digital Media ARR increased by 11.7% year over year, driven by demand for AI-powered Creative Cloud Pro and Acrobat, with generative AI usage accelerating significantly [3] - Adobe expects fiscal 2025 revenues between $23.65 billion and $23.7 billion, reflecting a growth from $21.51 billion in fiscal 2024 [4] Figma Stock Analysis - Figma launched four new products at its annual conference, doubling its product offerings, which is expected to enhance its market position [5] - Over 80% of Figma customers use two or more products, indicating strong customer engagement, and recent acquisitions are expected to strengthen its offerings [6][7] - Figma projects revenues between $1.021 billion and $1.025 billion for 2025, suggesting a 37% year-over-year growth [8] Earnings Estimates - The Zacks Consensus Estimate for Adobe's fiscal 2025 earnings is $20.75 per share, indicating a 12.7% increase over fiscal 2024 [9] - Conversely, Figma's earnings estimate has declined to 30 cents per share, following a loss of $3.74 per share in 2024 [10] Price Performance and Valuation - Adobe shares have seen a slight decline of 0.3% in the past month, while Figma shares have dropped significantly by 17.4% [11] - Both companies are considered overvalued, with Adobe trading at a forward price/sales ratio of 6.11X compared to Figma's 19.69X [14] Conclusion - Figma's growth prospects are bolstered by its expanding portfolio, while Adobe's focus on generative AI and innovation is noteworthy, but Figma currently has a slight edge in top-line growth potential [17]

Core Insights - Financial giants have shown a bullish sentiment towards Adobe, with 55% of traders being bullish and 44% bearish, indicating a strong interest in the stock [1] - The analysis of options history revealed 18 unusual trades, with a total value of $1,537,494, where calls accounted for $1,303,969 and puts for $233,525 [1] Projected Price Targets - Big players are targeting a price range for Adobe between $200.0 and $500.0 over the past quarter, reflecting significant interest in the stock's potential movement [2] Insights into Volume & Open Interest - Monitoring volume and open interest is crucial for understanding liquidity and interest in Adobe's options, particularly within the strike price range of $200.0 to $500.0 over the last 30 days [3] Significant Options Trades - A summary of significant options trades indicates a mix of bullish and bearish sentiments, with notable trades including: - A bullish call trade with a total value of $593.7K at a strike price of $500.00 [9] - A bearish put trade valued at $106.5K with a strike price of $340.00 [9] Current Market Status - Analysts have provided an average target price of $433.0 for Adobe, with individual targets ranging from $400 to $465, reflecting a generally positive outlook on the stock [12][13] - The current trading volume for Adobe is 1,920,514, with the stock price at $361.72, down by -1.14% [15]

Core Viewpoint - Analysts are closely monitoring Adobe Inc. (NASDAQ:ADBE) following its recent strong quarterly performance and the ongoing concerns regarding AI-related challenges in the market [1][2]. Group 1: Analyst Sentiment - Jim Lebenthal, a partner at Cerity Partners, expressed frustration with Adobe's stock performance despite the company's solid operational results, indicating that the stock has not received the respect it deserves [2]. - Lebenthal stated that he would give Adobe one more earnings report to determine if the stock will respond positively, highlighting the ongoing skepticism from the market [2]. Group 2: Financial Performance - Adobe reported an 11% year-over-year increase in revenue in its latest quarter, with Digital Media revenue also experiencing significant growth due to the adoption of AI tools like Acrobat AI Assistant and Firefly [2]. - The Diamond Hill Large Cap Fund initiated a new position in Adobe, citing a compelling valuation despite the market's volatility [3].

Core Insights - American Express has announced significant upgrades to its U.S. Platinum cards, adding new perks valued at over $3,500 annually while increasing the annual fee by $200 to $895 [1][3]. Summary by Categories Perks and Benefits - The updated perks include dining credits via Resy, shopping credits at Lululemon, and Uber One memberships, along with enhanced hotel and entertainment benefits [2]. - Platinum Business cardholders will receive new credits for Dell and Adobe purchases, a $600 hotel credit, and up to $3,600 in additional statement credits for top spenders [2]. Financial Implications - The increase in annual fee to $895 is expected to provide a long-term boost to American Express's financial results [3]. - The company believes that the value provided through the new perks significantly exceeds the annual fee, enhancing customer satisfaction and retention [3]. Target Demographics - The card refresh aligns with American Express's strategy to target affluent customers, particularly Millennials and Gen Z, who are comfortable with credit card fees and view them as subscription-like products [5][6]. - Millennials and Gen Z account for 35% of all U.S. consumer spending for American Express, a significant increase from 19% in 2019 [7]. Spending Trends - Since the launch of Resy benefits, Amex cardholders have increased their spending at participating U.S. restaurants by 25%, making them attractive to restaurant partners [4]. - The trend indicates a strong willingness among customers to pay for premium card benefits, as evidenced by record increases in card fees reported in Q2 earnings [7].

Core Insights - Figma and Adobe could have merged into one company if not for a failed acquisition attempt by Adobe, which was valued at $20 billion but was blocked by regulators due to competition concerns [1] Company Overview Figma - Figma has a market capitalization of approximately $26 billion and focuses on user-friendly design software that emphasizes collaboration [2] - The pricing of Figma's software is significantly lower than Adobe's, with plans starting at less than $20 per month compared to Adobe's Creative Cloud Pro options that exceed $60 per month [4] - Figma reported sales of $249.6 million for the quarter ending June 30, reflecting a year-over-year growth of 41% [5] - The company achieved an operating profit of just under $2.1 million for the same quarter and generated adjusted free cash flow of $60.6 million [5] - Figma's net dollar retention rate stands at 129% for customers with annual recurring revenue of $10,000 or more, indicating strong growth potential [6] Adobe - Adobe, valued at nearly $150 billion, is a well-established tech giant known for its premium software, including Photoshop, which is a leading choice for professionals [2][7] - Adobe's revenue for the quarter ending August 29 was just under $6 billion, with an 11% year-over-year increase [9] - The company's operating income was $2.2 billion, representing 36% of its revenue, showcasing strong margins that provide flexibility for future pricing strategies [9]

Core Insights - Qualcomm has selected Adobe GenStudio to enhance its content supply chain using generative AI, indicating a strategic partnership aimed at improving content creation workflows [2] Company Developments - The collaboration between Qualcomm and Adobe focuses on accelerating various aspects of content creation, including resizing and localizing marketing assets [2]

Core Viewpoint - Adobe is identified as a high-potential stock in the Nasdaq market, with analysts maintaining a "buy" rating and setting target prices at $540 and $570 respectively from JPMorgan and Goldman Sachs [1][2] Group 1: Revenue Performance - Adobe is expected to achieve approximately 9% year-over-year revenue growth, driven by new product launches, the implementation of AI solutions, and price increases in its Creative Cloud subscription plan [1] - The company has demonstrated a strong revenue performance, meeting or exceeding expectations in the past [1] Group 2: Analyst Ratings and Price Targets - JPMorgan analyst Mark Murphy maintains a "buy" rating with a target price of $540, citing Adobe's solid revenue foundation and attractive entry point for investors due to its current valuation being below normal levels [1] - Goldman Sachs analyst Kash Rangan also reiterates a "buy" rating with a target price of $570, emphasizing that AI is a key driver for boosting annual recurring revenue in the digital media business [2] Group 3: Financial Outlook - Adobe's Q3 report indicates strong revenue, profit margins, and cash flow performance, with a positive outlook for future quarters, particularly due to investments in AI features [1]