ADBEAdobe

Ranked by relevance and recency.

• 🔥🔥🔥#1Impact2.69%bullishDirectAdobe posts record quarter, lifts guidance as AI push pays off28d ago

  Record quarterly revenue and raised full-year guidance, with AI monetization landing to ease the core fear of GenAI eroding subscriptions; still, the modest average miss over the past four quarters means the guidance credibility is what drives the re-rating.

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  Also named: FIG · CRM · NOW · MSFT

• 🔥🔥#2Impact1.66%bullishDirectADBE Q3 Earnings Beat Estimates, Revenues Rise on Subscription Growth27d ago

  Q3 revenue and EPS both beat, reversing the recent trend of slight misses; subscription growth is solid, but the beat is modest and AI-displacement fears persist.

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  Also named: FIGMA · CRM

• 🔥#3Impact1.66%bearishDirectAdobe Stock Faces Mixed Analyst Takeaways as AI ARR Soars, Overall Growth Slows27d ago

  Soaring AI ARR is a long-term positive, but slowing overall growth and a recent track record of small misses leave analysts divided, capping near-term multiple expansion.

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  Also named: CRM · FIGS

• #4Impact1.66%bullishDirectAdobe Just Reported Earnings. Here's What Investors Need to Know.27d ago

  As the reporting company, +12.7% revenue growth and 89% gross margin show a solid core, but a slight average miss over the past four quarters keeps the AI-monetization narrative the key valuation swing factor.

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  Also named: CRM · FIGM

• #5Impact1.62%bullishDirectAdobe Reports Record Q3 Results28d ago

  Record Q3 signals healthy subscription momentum, but with an average 0.6% miss over the past four quarters and no breakthrough AI monetization, the beat offers limited new information.

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  Also named: CRM · CRWD · FIGMA

• #6Impact1.61%bearishDirectAdobe set for inline Q3 results as new CEO era begins amid AI valuation reset28d ago

  An inline result offers no upside catalyst; the AI-native threat to the Creative Cloud narrative keeps the multiple compressed, and a new CEO has yet to prove out strategy.

  Impact chain →

  Also named: ADSK · MSFT

• #7Impact1.1%bullishDirectAdobe to offer free access to AI tools in Saudi Arabia in $4 billion deal38d ago

  A $4bn deal is material against $23.8bn annual revenue and bolsters the AI-monetisation narrative, easing concerns over Firefly's monetisation pace

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  Also named: CRM · MSFT · AMZN

• #8Impact0.83%bearishDirectBrace for Crude Oil Volatility, ORCL Tops Earnings & ADBE Slides27d ago

  Slowing growth and AI monetization concerns keep pressuring the valuation, extending a pattern of modest misses over recent quarters

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  Also named: ORCL · NVDA · MSFT · CRM · USO · XOM

• #9Impact0.82%bearish2nd-orderMeta's Muse agent is attacking one of the economy's most profitable weak spots11d ago

  As agencies and design workflows get replaced by AI generation, demand for Adobe's creative tools is indirectly weakened.

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  Also named: META · WPP · OMC · IPG · SNAP · PINS

• #10Impact0.8%bullishDirectADBE 8-K — Results of Operations and Financial Condition28d ago

  Revenue +12.7% YoY and 89.3% gross margin show a solid subscription base, but with an average beat of only 0.4% over four quarters, results are largely priced into the high-reliability consensus from 12 analysts

  Impact chain →

  Also named: FIGM · CRM · MSFT