ADBE Stock Recent News

It's not surprising that near term technicals are bearish but the indicators suggest a bottom is near with bullish divergence signals. Despite the negative reaction, most recent earnings and guidance figures were actually quite fair. Cash from operations showed impressive growth. The major contraction in the P/CFO ratio leads me to conclude that the stock is undervalued at current levels.

Adobe Inc (NASDAQ:ADBE) wants to reignite growth, and Goldman thinks artificial intelligence could be the breakthrough it needs. The investment bank believes the software giant is on the verge of delivering consistent double-digit revenue growth, powered by deeper AI integration across its portfolio.

Palantir Technologies (PLTR 4.06%) has been one of the hottest artificial intelligence (AI) stocks on Wall Street, but it has become a bit overheated. This has caused the stock to sell off 30% from its all-time highs.

Adobe's fundamentals remain strong despite the share price drop, portraying that the market fears the company is getting disrupted. Management started disclosing new metrics this quarter which demonstrate that the company is doing fine even among low-end consumers. Management is putting their actions behind their words by repurchasing shares and some insiders are buying.

The March-quarter earnings season will really get underway once the big banks start reporting results, though we've already seen quarterly results from a few companies, including Adobe and Oracle.

Adobe's 1Q FY2025 earnings beat expectations, but weak 2Q guidance points to a continued growth slowdown and margin contraction despite improving GenAI monetization. Management reiterated its FY2025 outlook despite delivering better-than-expected 1Q FY2025 earnings. 1Q FY2025 total bookings declined 1.9% YoY, marking the first negative growth since 2Q FY2022 and raising concerns about weaker demand.

Adobe Chair and CEO Shantanu Narayen joins 'Closing Bell Overtime' to talk AI integration, new products, tariff impacts, and more.

David Wadhwani, president of Adobe's Digital Media Business, says the company's new AI products will allow it to deliver most free and paid tier options for users. He joins Caroline Hyde and Tim Stenovec on “Bloomberg Technology.

The Investment Committee debate the latest Calls of the Day.

Adobe Inc. (NASDAQ:ADBE ) Adobe Summit 2025 Investor Meeting Conference Call March 18, 2025 5:00 PM ET Company Participants Steve Day - Head, Investor Relations Shantanu Narayen - Chairman and Chief Executive Officer David Wadhwani - President, Digital Media Business Anil Chakravarthy - President, Digital Experience Business Dan Durn - Chief Financial Officer and Executive Vice President, Finance, Technology, Security & Operations Conference Call Participants Jackson Ader - KeyBanc Capital Markets Jay Vleeschhouwer - Griffin Securities Brad Sills - Bank of America Brad Zelnick - Deutsche Bank Saket Kalia - Barclays Keith Weiss - Morgan Stanley Kash Rangan - Goldman Sachs Alex Zukin - Wolfe Research Brent Thill - Jefferies Mark Murphy - JPMorgan Steve Day Welcome, everybody, to Adobe Summit 2025 Investor Meeting. I'm Steve Day.