Adobe (NASDAQ: ADBE) Stock Rating: Accumulate After Q3 FY11/26 Earnings
Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.
NASDAQ
Adobe INC.
ADBE
31 stories
$90B Market cap · 2026-10-07
Ian Bezek on X
@teechongyen Terry Smith: Owned $ADBE much higher already sold. Recently bought $FICO and $APP just before they crashed. Man doesn't miss.
Adobe 3Q26 Update
Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.
Adobe 3Q26 Update: Nothing Broken, Nothing Explained
Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.
Adobe, Oracle, and Druckenmiller (NOTW#107)
Adobe’s RPO and ARR growth continue to decelerate, while Oracle’s AI cloud capex economics face a supply-normalization test.
Trevor Scott on X
my mistake $ADBE has a Nov year end. so it's 12x nov 2027, 14x nov 2026.
Trevor Scott on X
I'll never understand going long $ADBE at 14x '27 when you can buy $CSU.TO at 15x '27. Maybe because it's Canadian listed.
Negligible Capital on X
I simply refuse to believe that $ADBE has over 1 billion monthly active users https://t.co/U7tgBRDhM2
Trevor Scott on X
@FindleysFinance If you liked $ADBE, you ought to love $CSU.TO
Adobe Investment Case Summary
Adobe investment case summary.
Adobe Investment Case Summary
Adobe’s investment case centers on its software business.
ADBE · long Adobe INC
Adobe's dual network effects and platform entrenchment make AI fears a buying opportunity for the software compounder.
Adobe Inc.
Adobe’s 11x P/E reflects AI disruption fears, but its creative standards, product bundling and Firefly monetisation support the case for…
Adobe Inc.
Adobe’s valuation fell from 70x earnings in 2020 to 11x as generative AI challenges its creative-software franchise; product standards,…
Raging Capital Ventures on X
Sold my $BILL on this 50%+ run off the lows, and continue to actively trade around core $HUBS and $WDAY positions by regularly writing calls or shorting puts (and sometimes boxing my longs). The volatility has been insane. Sold $ESTC for now. Also, I’m now short a small amount of $ADBE, $NOW, $TEAM, $CXM and $YEXT into July’s de-grossing/de-leveraging squeeze.
Under the Hood - Adobe Inc. ($ADBE)
Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…
Q2 2026 Investor and Subscriber call
Jenga IP’s Q2 2026 investor call covers software research on Microsoft and Intuit, upcoming Adobe coverage, and portfolio changes on July…
Q2 2026 Investor and Subscriber call
Jenga IP’s Q2 2026 investor call covers Microsoft, Intuit and upcoming Adobe research, plus portfolio changes, on July 30.
DOMO Capital Management, LLC on X
AI won't kill $ADBE... whewh, so glad we know this now... 😆 https://t.co/U0J97P1Zpn
Adobe Business History
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
Precision AI
Adobe’s licensed vector data, corporate workflow integration and compliance framework could give it an edge in precision AI as frontier…
Adobe
Adobe’s bear case is that generative AI breaks new-user habit formation, leaving its professional base sticky but aging as growth slows and…
Adobe Deep Dive
Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…
Adobe Deep Dive
Adobe trades at 14 times earnings after a 65% decline, while AI, Canva and Figma threaten subscriptions, customer acquisition and its…
Investor Letters
Letters that discuss ADBE.
- Harry Qelm Baabsman 2026 Half-year Investment portfolio report 2026 Half-year ACN $118BADBE $90BCRM $183B
- RGA Investment Advisors AI Bottleneck Mania: Crashing Up, and the Opportunities Left Behind Q2 2026 ADBE $90BADYEN $31BFOX $24B
- Polaris Capital Management Second Quarter 2026 Global Equity Composite Commentary SECOND QUARTER 2026 ADBE $90BBABA $270BBKNG $118B
- Patient Capital Management 2Q26 Portfolio Activity & Attribution second quarter of 2026 ADBE $90BADYEN $31BBIIB $33B
- RiverPark Funds RiverPark Long/Short Opportunity Fund First Quarter 2026 Performance Summary First Quarter 2026 ADBE $90BADSK $46BAMAT $404B
- Patient Capital Management 1Q26 Portfolio Activity & Attribution 1Q26 ADBE $90BCHYM $11BIBIT $173B
- PenderFund Capital Management Ltd. Pender Small Cap Opportunities Fund - August 2026 August 2026 TGMPF $187MVHI $332M
- Andrew Hill Investment Advisors 2024 Q1 Client Letter 1st Quarter of 2024 CEG $95BDELL $368BEQT $33B
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