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Adobe is one of the most attractively priced software stocks in the market right now, while CrowdStrike commands a premium valuation that reflects one of the strongest growth trajectories in cybersecurity.
For now, Adobe's emphasis is on its freemium product.
Adobe's Q3 fiscal 2026 earnings and revenues beat estimates as subscription growth and surging AI-first ARR powered results and lifted full-year targets.
Adobe keeps beating earnings and raising guidance, yet its stock has collapsed nearly 29% this year while one analyst holds a price target that implies a 55% surge. Something in the market's reaction does not add up, and the answer reveals a high-stakes bet on whether Adobe's AI strategy is a trap or a springboard.
Adobe is betting on agentic AI and freemium growth, prioritizing user adoption as AI-first ARR surges and management raises its fiscal 2026 outlook.
Adobe beat estimates and raised its full-year outlook, yet the stock still stumbled out of the gate Friday morning. A soft Q4 guide and a simultaneous CEO and CFO transition are now weighing on a franchise already down 30% for the year.
Record Q3 results and AI-driven ARR growth fuel guidance raise.
Adobe stock fell Friday after the digital media and marketing software firm beat fiscal third-quarter estimates but disappointed with its outlook.
Adobe Raises 2026 Earnings Outlook
News of the day for Sept. 11, 2026
Stock markets rebound ahead of the CPI inflation report, diesel prices soar, and more news to start your day.
The software company posted record quarterly revenue of $6.76 billion and beat analyst estimates, but its stock fell after hours
Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter reve
Adobe Inc. (NASDAQ:ADBE) reported third-quarter earnings and revenue above analyst estimates and raised its fiscal 2026 guidance, while its fourth-quarter revenue forecast came in slightly below consensus.
Adobe raised full-year revenue and earnings targets after record third-quarter revenue. Jefferies and Citi cut price targets, according to TheFly.
↗️ Oracle (ORCL): Shares in the database and cloud-computing company jumped 7% in premarket trading after it reported sharply higher quarterly profit and revenue. Sales from Oracle’s cloud-infrastructure business more than doubled.
US stock futures moved higher on Friday as investors awaited August consumer inflation data ahead of the Federal Reserve’s interest-rate decision next week. At 02:57 ET (06:57 GMT), Dow futures were up 232 points, or 0.
Adobe Inc (ADBE) posted record Q3 revenue of $6.76 billion and raised full-year targets, even as net new ARR declined amid an intentional freemium shift.
The August Producer Price Index from the U.S. Bureau of Labor Statistics showed a monthly expansion of 0.4%, lifting headline figures to an annual rate of 5.4%.
Dan Ives says Oracle's earnings and a string of AI-fueled beats give software stocks their clearest signal yet.
Autodesk (ADSK) shares fell 16.6% in the eight days from their Sep 1 close to Wednesday, Sep 9, ending at $206.62 while the S&P 500 gained 0.1%. The drop came less than two weeks after the software company reported revenue and earnings per share above the top of its guidance and raised its full-year outlook for billings and revenue. For a shareholder, the live question is what Autodesk's growth looks like without a one-time boost to fiscal 2027 revenue.
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