The last time I wrote about Adobe Inc (NASDAQ: ( ADBE )), in June 2025, I analyzed the company’s second quarter results and examined the key takeaways, with a particular emphasis on how the company’sAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where ...

Core Insights - GreensKeeper Asset Management's Value Fund achieved a +4.0% gain in Q3 2025, with a year-to-date return of +0.2% net of fees and expenses, despite a -3.7% negative impact from the US dollar [1] - The market rally in 2025 was primarily driven by AI, cryptocurrency, and speculative investments [1] Company Summary: Adobe Inc. (NASDAQ:ADBE) - Adobe Inc. operates in Digital Media, Digital Experience, and Publishing and Advertising sectors, with a one-month return of 11.36% and a 52-week loss of 20.46% [2] - As of December 16, 2025, Adobe's stock closed at $347.89 per share, with a market capitalization of $147.575 billion [2] - GreensKeeper made a new purchase of Adobe Inc. in Q3 2025, citing concerns over AI products threatening its core franchises, but believes Adobe is well-positioned to integrate AI into its Creative Cloud suite [3] - Adobe reported revenue of $23.77 billion for the financial year 2025, reflecting an 11% year-over-year growth [4] - Adobe is ranked 13th among the 30 Most Popular Stocks Among Hedge Funds, with 88 hedge fund portfolios holding its stock at the end of Q3 2025, down from 104 in the previous quarter [4]

Adobe Inc. (NASDAQ:ADBE) is one of the Trending AI Stocks on Wall Street. On December 12, Bernstein analyst Mark Moerdler reduced the price target on the stock to $506.00 from $508.00 while maintaining an “Outperform” rating. The rating affirmation follows a “solid” Q4 2025 report. According to the firm, performance for the software maker exceeded both consensus estimates and the high end of Adobe’s own guidance. Looking ahead, it also provided first-quarter fiscal 2026 guidance slightly above consensus e ...

此外，应用还新增了时间轴视图功能。这一功能为用户提供了更加直观、便捷的操作界面，用户可以轻 松调整画面帧、音频以及其他视频属性。 为了进一步提升应用的创作能力，Adobe 在此次更新中引入了多款用于图像和视频生成的第三方模型。 其中，Black Forest Labs 的 FLUX.2 图像生成模型即将登陆该应用，这将为用户带来更加丰富多样的图 像生成效果，满足不同场景下的创作需求。同时，Topaz Labs 的 Astra 模型也加入了应用阵营，用户目 前可借助该模型将视频分辨率提升至 1080P 或 4K 标准，让视频画质更加清晰、细腻，提升观众的观看 体验。 除了第三方模型，Adobe 自研的 Firefly Video 模型也发挥了重要作用。用户现在可以上传起始帧与一段 包含镜头运动轨迹的参考视频，应用便能据此复刻出相同的镜头角度，并应用到正在制作的视频中。 来源：环球网 【环球网科技综合报道】12月17日消息，创意软件公司 Adobe 宣布为其人工智能视频生成应用 Firefly 推送重要更新，新增支持基于文本指令精准编辑的视频编辑器功能。 据悉，在传统视频编辑过程中，创作者往往需要手动进行各种复杂 ...

It was just less than two years ago that Adobe Inc. ( ADBE ) mounted what seemed like a breathtaking comeback against all odds, as it recovered from the 2022/23 bear market. It appeared toJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potent ...

Core Insights - Adobe Inc. has made a significant recovery from the 2022/23 bear market, showcasing a remarkable comeback in less than two years [1] Group 1: Company Performance - Adobe Inc. mounted a breathtaking comeback against all odds, recovering from the bear market [1] Group 2: Analyst Recognition - JR Research has been recognized as a Top Analyst by TipRanks and Seeking Alpha for his expertise in Technology, Software, and Internet sectors, as well as for Growth and GARP [1] - The analyst focuses on identifying attractive risk/reward opportunities supported by robust price action to potentially generate alpha above the S&P 500 [1] Group 3: Investment Strategy - The investment strategy emphasizes growth investing opportunities with significant upside potential, avoiding overhyped and overvalued stocks [1] - The approach combines sharp price action analysis with fundamentals investing, targeting well-beaten contrarian plays with an 18 to 24 month outlook [1]

This article focuses on Adobe Inc. ( ADBE ) versus Salesforce, Inc. ( CRM ), two very different companies, but both are facing potential displacement from Generative Artificial Intelligence (“AI”). I favor Salesforce for several reasons cited in the article. InDom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Bloc ...

Core Viewpoint - The article compares Adobe Inc. (ADBE) and Salesforce, Inc. (CRM), highlighting that both companies are at risk of being displaced by Generative Artificial Intelligence (AI), with a preference for Salesforce due to various reasons mentioned in the article [1]. Company Comparison - Adobe Inc. (ADBE) and Salesforce, Inc. (CRM) are positioned differently in the market, with both facing challenges from the rise of Generative AI [1]. - The article suggests that Salesforce may have a competitive edge over Adobe in adapting to the changes brought by AI [1]. Analyst Background - The analyst has an MBA in Management and a B.S. in Finance from Manhattan College, with additional training in credit at New York University [1]. - The analyst holds the Financial Risk Manager (FRM) designation from GARP and has expertise in Exponential Age, SaaS software, and Blockchain [1].

Financial giants have made a conspicuous bearish move on Adobe. Our analysis of options history for Adobe (NASDAQ:ADBE) revealed 26 unusual trades.Delving into the details, we found 26% of traders were bullish, while 57% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $463,851, and 19 were calls, valued at $1,464,143.Predicted Price RangeAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band bet ...

Key Takeaways ADBE saw 15% user growth across key platforms and now targets 10.2% ARR growth in fiscal 2026. Adobe's AI tools like Firefly, Acrobat AI and GenStudio are gaining adoption among professionals.Despite a strong AI push, ADBE faces stiff competition and trades at a higher valuation than peers. Adobe’s (ADBE) fourth-quarter fiscal 2025 results reflected the benefits of the ongoing AI push that has been helping in advancing the company’s footprint among business, creative and marketing professional ...