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Salesforce (CRM) trades near $250 a share, close to its 52-week high after a fast three-month run. Selling a put pays you now for agreeing to buy it much lower later, and you keep the payment either way. The catch: you only want this if you would be glad to own Salesforce at that lower price. The open part of that answer is how much its new agent products can actually be charged for.
Adobe (ADBE) trades near $250, down about 28% over the past year while the S&P 500 gained about 16%. Over the past three months the stock has returned about 21%. The market pays 13.9 times trailing earnings for a company that just reported record quarterly revenue. A multiple that low prices Adobe as if meaningful growth is off the table. The scenario below tests that pricing, and its answer rests on whether Adobe's free users ever start paying.
Docusign's IAM mix, improving earnings outlook and discounted valuation support its growth case, while liquidity and pricing risks remain in focus.
Adobe has globally launched Student Spaces in Acrobat for free, providing students a trusted, AI-driven study platform that leverages decades of Adobe's document expertise. Initially released in beta in April 2026, the platform rapidly gained traction with more than 1 million monthly users, offering tools like adaptive flashcards, citation generation, and study guide creation to optimize learning. The latest features aim to enhance learning efficiency, ensure information authenticity, and...
Insider selling adds to investor concerns as Adobe navigates AI disruption and a CEO transition.
Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.
SNOW's faster growth, rising AI adoption, and customer expansion outpace ADBE, even as its shares command a far richer valuation.
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Workday (NasdaqGS:WDAY) has appointed Sarah Kennedy Ellis as Chief Marketing Officer, effective immediately. Ellis previously held senior marketing roles at Google and Adobe, bringing large scale enterprise software and cloud marketing experience. Her remit covers Workday's global marketing, brand narrative and go to market messaging for its AI focused product portfolio. The Sarah Kennedy Ellis CMO move only hints at how Workday may reshape its AI era marketing and growth story. We have also...
On CNBC’s Mad Money episode aired on September 11, Jim Cramer highlighted Intuit Inc. (NASDAQ:INTU) ahead of its upcoming analyst meeting and investor day. He stated: Thursday, we have two important analyst meetings… As for Intuit, the company behind TurboTax and QuickBooks, it gets a bum rep because everyone believes it will be disrupted by […]
In early September 2026, Adobe reported record third-quarter revenue of US$6.76 billion, modest growth in net income, issued fourth-quarter and full-year 2026 guidance, advanced its AI roadmap in Acrobat and Student Spaces, executed multi-billion-dollar share repurchases, and confirmed a leadership transition with Anil Chakravarthy set to become CEO on December 1, 2026. These updates highlight how Adobe is pairing AI-driven product expansion, such as Acrobat’s new productivity agent and...
During the September 11 episode of Mad Money, discussing Adobe Inc. (NASDAQ:ADBE), Jim Cramer said: I’ll tell you what, it was a true throwback day. Funnily enough, the tech rally had little to do with some things that confused me and a lot to do with positive statements by Adobe and Oracle, even as their stocks […]
Salesforce (CRM) trades near $260, about 98% of its 52-week high. Its newest AI product was built with Anthropic, and customers must move to the premium editions before they can get it. Nineteen in twenty of its sales and service users have not moved. Meanwhile the net margin is the widest in five years, and management's free-cash-flow growth guide for fiscal 2027 stands at half its earlier level.
Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.
Adobe Systems delivered strong revenue and free cash flow results. FCF margins were over 40% over the past year. ADBE stock is dirt cheap now. Shorting ADBE puts and put credit spreads work well here.
Software moved against the chip tape on September 14. Workday, Inc. (NASDAQ:WDAY) and Adobe Inc. (NASDAQ:ADBE) rose roughly 2.5% to 3% as chip stocks fell following calls to slow frontier AI development. The market has spent much of the year asking whether stronger models make incumbent software obsolete. A slower frontier suddenly makes the opposite question […]
Investors reassess AI disruption risks as software finds a fresh catalyst.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
On September 10, 2026, Adobe Inc. (NASDAQ:ADBE) reported third-quarter fiscal 2026 results for the period ended August 28, 2026, with revenue rising 13% to $6.76 billion, above the $6.70 billion analysts expected. Non-GAAP earnings per share came in at $6.13 versus a $6.09 estimate. Adobe Inc. (NASDAQ:ADBE) shares fell 1.9% in extended trading after Adobe […]
Investors rotated from AI hardware toward enterprise software as slower model development reduced fears of rapid software disruption.
Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.
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