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Right now, Adobe (NASDAQ: ADBE ) is trading at $450, but I think the market is completely missing the bigger picture. There’s a lot of noise about competition, AI disruption and a failed acquisition, but if you actually dig into the numbers and whatMotti Sapir is an economist and financial analyst with over 15 years of experience in financial markets. He holds a degree in economics and has a talent for simplifying complex financial concepts into plain English. His focus is on uncovering market trends, analy ...

In the latest market close, Adobe Systems (ADBE) reached $458.82, with a +1.71% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.03%. At the same time, the Dow added 0.28%, and the tech-heavy Nasdaq lost 0.36%.The software maker's shares have seen an increase of 10.43% over the last month, surpassing the Computer and Technology sector's gain of 2.31% and the S&P 500's gain of 4.19%.Analysts and investors alike will be keeping a close eye on the performance of Adobe Sys ...

It’s official, Adobe (NASDAQ: ADBE ) is now a victim of generative AI. Or at least that certainly seems to be the conclusion from Wall Street, with the stock being left out of the broader tech rally. Investors may be disappointed to see revenueJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles ...

Core Viewpoint - Adobe's stock has underperformed in 2024 despite strong growth and profitability, primarily due to market uncertainty regarding its AI strategy [1][2] Group 1: Adobe's AI Leadership - Adobe has maintained a global leadership position in software for over 30 years, with products like Photoshop and Illustrator recognized as industry standards [3] - The company has integrated AI and machine learning features across its applications, enhancing productivity and user experience [4] - Adobe's comprehensive offerings provide a significant advantage over specialized AI companies, positioning it well for future growth [5][6] Group 2: Strong Growth Outlook - In Q4 of fiscal 2024, Adobe's sales increased by 11% year over year, with adjusted EPS rising by 13% [7] - Remaining performance obligations (RPO) reached $19.96 billion, a 16% increase from the previous year, indicating strong future growth potential [8] - For 2025, Adobe targets revenue growth of 8.3% to 9.5% and adjusted EPS between $20.20 and $20.50, reflecting positive operating momentum [9][11] Group 3: Bargain Valuation - Adobe's shares are trading at under 22 times forward earnings, significantly lower than its historical average of about 46 [12] - The stock is considered undervalued given its potential for double-digit earnings growth and strong positioning in AI [13] - Compared to other tech companies, Adobe stands out as a value stock, with a more attractive P/E ratio [13]

In Brief Adobe’s chief strategy officer Scott Belsky announced this week that he will be joining A24, the independent movie studio behind “Civil War,” “Everything Everywhere All At Once,” and many more titles.Belsky first joined Adobe in 2012 through the acquisition of Behance, leaving briefly in 2016 to become a VC at Benchmark but eventually returning Adobe, where he also served as executive vice president of design and emerging products. A24, meanwhile, was founded in 2012 and quickly attracted a devote ...

Core Viewpoint - Adobe's stock has underperformed in the past year, declining 29.8%, while facing increasing competition in the Generative AI space and challenges in monetizing its AI solutions [1][20]. Financial Performance - For fiscal 2025, Adobe expects Digital Media Annual Recurring Revenue to grow approximately 11%, with segment revenues projected between $17.25 billion and $17.40 billion, indicating a 9% growth at the mid-point compared to fiscal 2024 [2]. - Total revenues for fiscal 2025 are anticipated to be between $23.30 billion and $23.55 billion, compared to $21.51 billion in fiscal 2024, with a negative impact of $200 million from unfavorable forex and subscription transitions [3]. - Non-GAAP earnings for fiscal 2025 are expected to range between $20.20 and $20.50 per share, up from $18.42 in fiscal 2024 [6]. Earnings Estimates - The Zacks Consensus Estimate for fiscal 2025 earnings is $20.39 per share, reflecting a 10.69% growth from fiscal 2024, but has been revised down by 0.7% over the past 60 days [7]. - The consensus estimate for fiscal 2025 revenues is $23.45 billion, suggesting a 9.04% growth from fiscal 2024 [9]. Valuation Metrics - Adobe's stock is considered overvalued, with a Value Score of D, and a forward 12-month price/sales ratio of 8X, higher than the sector's 7.17X [10]. Product and Market Developments - Adobe's strong portfolio, including Creative Cloud, Document Cloud, and Adobe Experience Cloud, is expected to drive top-line growth [12]. - New AI product releases, such as Firefly Image Model 3 and enhancements to existing models, are anticipated to improve market share and monetization [13][14]. - Adobe Express has seen strong adoption among businesses, with integrations into major applications like ChatGPT and Google, expanding its customer reach [15]. Client Acquisition - Adobe has successfully added significant clients in both Creative Cloud and Document Cloud segments, including major corporations and government agencies [18][19]. Competitive Landscape - Adobe's focus on Generative AI and its innovative product portfolio are seen as key growth catalysts, although competition from OpenAI poses challenges [20].

Group 1 - Adobe Systems' stock closed at $437.28, showing a slight decline of -0.01% from the previous day, underperforming compared to the S&P 500's gain of 0.53% [1] - The stock has decreased by 2.37% over the past month, while the Computer and Technology sector gained 3.02% and the S&P 500 increased by 2.69% [1] Group 2 - Upcoming financial results for Adobe are expected to show an EPS of $4.97, a 10.94% increase year-over-year, with projected revenue of $5.65 billion, reflecting a 9.11% rise [2] - Full-year estimates predict earnings of $20.39 per share and revenue of $23.45 billion, indicating year-over-year changes of +10.69% and +9.04% respectively [3] Group 3 - Recent analyst estimate revisions for Adobe indicate evolving short-term business trends, with positive revisions suggesting confidence in the company's performance [4] - Adjustments in estimates are linked to stock price performance, and investors can utilize the Zacks Rank for actionable insights [5] Group 4 - Adobe currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having increased by 0.07% in the past month [6] - The company has a Forward P/E ratio of 21.44, which is lower than the industry's average of 31.4, and a PEG ratio of 1.73 compared to the industry's average PEG ratio of 2.46 [7] Group 5 - The Computer - Software industry, which includes Adobe, ranks 165 in the Zacks Industry Rank, placing it in the bottom 35% of over 250 industries [8]

Core Insights - Adobe's user base is no longer growing, which is critical for its products [1] - The company's stock has decreased over 30% in the past year due to slowing revenue growth and increased competition from lower-cost and AI tools [1] Company Performance - Adobe's stock price has fallen over 30% in the last year [1] - Revenue growth is slowing, indicating potential challenges in maintaining market share [1] Competitive Landscape - Competition is intensifying from lower-cost alternatives and artificial intelligence tools, impacting Adobe's market position [1]

Core Insights - Recent updates regarding Adobe (ADBE) have been discussed, highlighting the company's performance and market position [1] Company Overview - Adobe's stock price was noted as of January 17, 2025, indicating the company's valuation at that time [1] Market Context - The video aims to provide insights into Adobe's recent developments, suggesting a focus on the company's strategic direction and potential growth opportunities [1]