Forbes·2025-12-09 12:10Core Insights - Salesforce's shares increased by approximately 13% following a strong Q3 fiscal 2026 earnings report, which included an earnings surprise and an updated revenue forecast [2] - Adobe's stock rose by 10% ahead of its Q4 fiscal 2025 earnings report, driven by optimistic analyst projections for revenue and earnings [2] - Both companies are experiencing positive sentiment from institutional investors, anticipating potential earnings surprises [2] Financial Comparison - Adobe's quarterly revenue growth was reported at 10.7%, compared to Salesforce's 8.6% [9] - Over the last 12 months, Adobe's revenue growth also stood at 10.7%, surpassing Salesforce's 8.4% [9] - Adobe demonstrated superior profitability with a margin of 36.2% for the last twelve months and a three-year average margin of 35.4% [9] Investment Considerations - There is a debate regarding which stock presents a better value, with some analysts suggesting that Adobe may offer a more attractive investment opportunity compared to Salesforce [3][4] - A side-by-side comparison of critical fundamental metrics indicates that Adobe is more favorably positioned relative to Salesforce [4]