Notícias

Adobe rose to $262.83 as investors rotated toward software, while AI-first ARR surged more than 150% in the latest quarter.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.

Most of the AI trade is hitting the brakes this morning.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Anthropic's CEO just handed enterprise software names an unexpected lifeline while hammering AI hardware stocks, and the split inside technology this Monday morning signals something bigger than a single day's rotation.

CrowdStrike and Palo Alto Networks are leading a software rally as concerns about AI safety give cybersecurity stocks an added boost.

Companies in The News Are: KR, CPRT, ADBE, TMUS

Recently, Zacks.com users have been paying close attention to Adobe (ADBE). This makes it worthwhile to examine what the stock has in store.

Adobe's Q3 earnings beat estimates, but cautious guidance and rising competition cloud its AI growth outlook. Explore ETFs for diversified exposure to ADBE.

Adobe (NASDAQ:ADBE) shares rose 2. 2% in pre-market trading as investors continued to assess the software company’s fiscal third-quarter 2026 results and updated full-year guidance.

Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease.

At the pace management is targeting, the milestone is about a year away -- and the stock trades at a single-digit multiple of next year's expected earnings.

Freemium adoption crossed a milestone this quarter, but one Wall Street bank says that’s still not the metric that matters.

JPMorgan cut its Adobe stock price target to $315 from $340, but kept an Overweight rating, calling the shares cheap ahead of a monetization recovery.

On September 10, Adobe (NASDAQ:ADBE) posted record third-quarter revenue of $6.76 billion, up 13% year over year, and raised its full-year revenue and profit targets. Non-GAAP EPS climbed 15% to $6.13, while GAAP EPS rose 11% to $4.62. Buried inside those headline numbers was a sharper story: AI-first ending ARR topped $650 million, growing more […]

Adobe continues to deliver consistent revenue growth.

For a stock that is down by more than 27% over the past year, Adobe Inc. (NASDAQ:ADBE)’s shares were a breath of fresh air on Friday as they closed 1.4% higher. The day was quite eventful for the firm as it saw action by several analysts. For instance, investment bank Morgan Stanley recommended selling the […]

Creative software giant Adobe (NASDAQ:ADBE) reported Q3 CY2026 results exceeding the market’s revenue expectations, with sales up 12% year on year to $6.76 billion. The company expects next quarter’s revenue to be around $6.83 billion, close to analysts’ estimates. Its non-GAAP profit of $6.13 per share was 0.7% above analysts’ consensus estimates.

Adobe Inc. (NASDAQ:ADBE) delivered another quarter showing that artificial intelligence can strengthen incumbent software companies. Investors still want more proof. Reuters reported September 10 that Adobe’s third-quarter revenue rose to $6.76 billion, beating the $6.70 billion consensus estimate. Adjusted earnings of $6.13 per share also topped expectations. Adobe also raised its full-year revenue and earnings […]

Steady results still leave one hurdle for Adobe investors.

JPMorgan sees plenty of users. The harder part is turning them into paying customers.

AI-first ARR grew more than 150% and monthly active users passed one billion

Adobe's biggest growth opportunity remains its biggest question

Adobe is one of the most attractively valued software stocks in the market, but Salesforce is generating more cash than ever and signing bigger deals.

Salesforce (CRM) trades at 20.6 times earnings, below the S&P 500 median of 22.6, after losing 2.8% over the past twelve months while the index gained 17.9%. A profitable software company priced under the market is the setup value buyers wait for. The question is whether that is a good business on sale or a fair price for a legacy platform facing disintermediation from next-generation AI architectures.

Adobe's (ADBE) fiscal Q3 results strengthened the view that its software business is showing resilie

Jim Cramer called it months ago, and now Google has planted its AI inside the same Hollywood editing software that Adobe has long called home territory. The question is whether this is a one-off partnership or the opening move in a much larger creative software takeover.

Adobe just topped one billion monthly active users and posted a blowout quarter, yet the stock sits near multi-year lows. There is a specific combination of catalysts that could close that gap by 2027, and the math is simpler than most analysts admit.

Adobe offers proven profitability at a historically low valuation, while Ciena offers explosive growth at a premium price.