Notícias

Adobe (NasdaqGS:ADBE) has agreed a multi year partnership with Jet2 to deploy agentic AI for personalized holiday planning. The two companies plan to create a joint Customer Experience Lab to test and refine AI driven travel booking journeys. Adobe and other large software providers are cutting prices on generative AI services to stay competitive in a crowded market. Adobe's Jet2 alliance and AI price cuts matter, but the wider Adobe story runs well beyond this single update. We have also...

Dynatrace, with a $17B market cap, ranks much ahead of the $95B Adobe.

Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.

Market uncertainty persists, but Zacks highlights strong gains across key portfolios and stocks, including PBF, PLTR and ADBE

Several tech and political leaders have called for a pause on the development of advanced AI. While that is wishful thinking at best, "AI loser" Adobe is a "Buy" anyway.

A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.

Atlassian opened the year looking like a poster child for Wall Street's fears about AI eating up the software market. Atlassian — a maker of software tools focused on workplace projects and collaboration — has been on a bounce-back rally since tumbling almost 60% during the first three months of the year. With a slight gain in Thursday's trading, Atlassian is ahead almost 19% on the year.

Docusign's IAM mix, improving earnings outlook and discounted valuation support its growth case, while liquidity and pricing risks remain in focus.

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.

AI safety debate splits software trade as cybersecurity demand stays in focus.

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...

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.

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.

Investors rotated from AI hardware toward enterprise software as slower model development reduced fears of rapid software disruption.

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

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.

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

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.

Adobe continues to deliver consistent revenue growth.

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 […]

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

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.

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

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.