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ADBE
NASDAQNext earningsDec 9AnalystsHold32+14%Information Technology · Application Software
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Creative-software incumbent (Photoshop, Acrobat, Experience Cloud) re-rated to ~10x fwd P/E on AI-displacement fears. Q2 FY26 (reported 2026-06-11): record rev $6.62B (+13%), non-GAAP EPS $5.96, both above guide; total ARR $27.10B; AI-first ARR tripled YoY past $500M; Creative & Marketing subscription $4.54B (+13%).
FY26 targets raised (rev $26.50-26.60B). The print refutes the acute AI-displacement case (creative book grew) but not the long-run one. Caveats: GAAP $0.17/sh goodwill impairment on Publishing & Advertising; CFO Dan Durn departing 2026-06-15; ~$480M of ARR is acquired (Semrush); Firefly still cannibalizing Adobe Stock.
It reads our $ADBE data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Long-form analysis touching ADBE
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.