Adobe’s (ADBE) AI Program Firefly Has Become a Huge Success Story
July 3, 2023
Adobe’s (ADBE) new Artificial Intelligence app Firefly is a huge success already. But the company’s future relies on acquiring Figma.
Research Reports
Adobe’s (ADBE) Software Business is Proving to Be Quite Resilient
April 18, 2023
Adobe (ADBE) delivered a surprisingly strong quarter as its software is proving to be quite resilient in weak economic times.
Adobe (ADBE) Profit Estimates Dropped for the 5th Consecutive Qtr
January 18, 2023
Adobe’s (ADBE) growth rate has been falling. But with a P/E of only 21, and an estimated growth rate of 14%, the stock looks good.
Adobe (ADBE) is Paying Big Bucks for Figma to Allow Users to Collaborate
September 29, 2022
Adobe (ADBE) is making waves with its planned acquisition of Figma, which will allow designers to collaborate simultaneously.
Adobe’s (ADBE) Stock May Be Down, But its Certainly Not Out
July 19, 2022
Adobe’s (ADBE) stock lost half its value from peak to trough. But this company has what it takes (real profits) to bounce back.
Post-COVID Adobe’s (ADBE) Sales Growth Rate Simmers Down
April 11, 2022
Adobe’s (ADBE) quarterly revenue growth just slid from 20% two qtr ago to 9% last qtr, but the stock is cheaper than it used to be.
Investors Flee Adobe as the Growth Rate Slows
January 31, 2022
Investors fled Adobe (ADBE) stock ths past qtr after profit growth slowed from 21% to 14%. Now with a 36 P/E it seems undervalued.
The Paper-to-PDF Revolution is Helping Adobe Thrive
November 22, 2021
The paper-to-pdf revolution is helping Adobe (ADBE) thrive, as its Document Cloud business grew revenue 31% last quarter.
Adobe Stock Soars as Creative Cloud is a Catalyst
August 10, 2021
Adobe (ADBE) stock soared last qtr as Creative Cloud is the gold standard for movie makers as well as digital marketers.
Adobe is a Monster in Movies, PDFs, Ecommerce, and Online Marketing
May 25, 2021
Adobe (ADBE) delivered 43% profit growth last qtr. Amazing. But with a P/E around 40, the stock is close to my Fair Value.
Adobe’s Valuation Seems to be Keeping the Stock in Check
February 20, 2021
Adobe (ADBE) is growing good — 23% profit growth last qtr — but with a P/E of 44, the stock seems fairly valued here.
Adobe’s PDF Software is Thriving During Work-From-Home
November 6, 2020
While offices around the world are closed due to COVID-19, Adobe’s (ADBE) PDF document software is in-demand.
Adobe’s Expected to Have Profit Growth Slow Due to Advertising
July 27, 2020
Adobe (ADBE) is having a slowdown in its advertising cloud due to COVID-19, which might slow ADBE’s profit growth.
Adobe Has Been a Warrior During this Epidemic
April 29, 2020
Adobe (ADBE) has seen little-if-any big drop-off in business through the Coronavirus. Wow. Let’s look at the stock.
Adobe Moves into Digital Marketing with Marketo
February 5, 2020
Adobe (ADBE) moves into digital marketing with its acquisition of Marketo. Here’s my updated Fair Value on ADBE stock.
Adobe’s Slowing Growth Rumers are Fake News
October 18, 2019
Adobe (ADBE) came under pressure after management lowered sales guidance. But profit growth looks to accelerate.
Does Adobe’s Slower Growth Mean We Should Sell?
August 5, 2019
Adobe Systems (ADBE) delivered 6% and 10% profit growth the past 2 qtrs. Does slower growth mean we should sell?
Investors Blow Off Adobe’s Sluggish Growth
May 8, 2019
Adobe (ADBE) grew profits just 6% last qtr, with just 7% growth estimated for this qtr. Investors shrugged off the news.
Adobe Provides the End-to-End Solution for the Internet
January 18, 2019
Adobe (ADBE) was already the leader in image and movie making software. Now the company can offer website development and marketing automation software.
Putting Pen to Paper on Adobe’s Potential
October 24, 2018
Adobe (ADBE) management is forecasting 20% revenue growth in 2019 (+ acquisitions). I’ll put pen to paper to estimate profit growth.
Adobe’s Numbers Look Sensational
July 30, 2018
Adobe Systems (ADBE) has been on fire the past five years — going from $50 to $250 — and even now the numbers still look sensational.
Is Adobe’s Run Close to Being Done?
May 15, 2018
Adobe Systems (ADBE) just went up five-fold in five years. So I’m questioning whether the run is close to being done. Let’s take a look.
Adobe Systems Profits Soared 44% in 2017
January 29, 2018
Adobe Systems (ADBE) closed out fiscal 2017 with a bang, as profits jumped 44% for the year. The stock soared 70% last year. Here’s my take on ADBE stock headed into 2018.
Adobe’s Numbers Look Amazing
November 28, 2017
Adobe System’s (ADBE) numbers look amazing. But I’m a bit cautious on the stock after its recent runup. Adobe’s P/E had gone from 35 to 42 since last qtr.
Adobe’s Subscription Revenue Continues to Shine
August 8, 2017
Adobe Systems (ADBE) is continuing to thrive with its subscription revenue model. Subscription revenue is now 84% of sales, up from 78% a year-ago.
Adobe Systems Isn’t Getting the Respect it Deserves
May 22, 2017
Adobe (ADBE) just delivered another amazing quarter with more than 40% profit growth. But at 33x earnings, this stock isn’t getting the respect it deserves.
Adobe Helps People Deliver in a Digital Age
January 21, 2017
Adobe Systems (ADBE) is thriving in this new digital age as it not only helps people with digital ads, movies and videos, but also helps digital marketers as well.
Adobe Systems is Thriving in a Digital Age
October 22, 2016
Adobe Systems (ADBE) is thriving in a digital age as its video and image producing software is bringing in the profits on a more consistent basis.
Adobe Continues to Deliver Growth at A Value
August 4, 2016
Adobe Systems (ADBE) continues to deliver strong results, but ADBE continues to be a value because stock growth Mhasn’t kept up with profit growth.
Adobe Continues to Impress Investors With Rapid Growth
April 28, 2016
Adobe Systems (ADBE) continues to impress investors as its subscription model is delivering impressive results.
Adobe (ADBE) is a Leader in this Digital Age
January 15, 2016
We are in a digital age, and business today is done with Adobe (ADBE) which will be added to the Growth Portfolio and Aggressive Growth Portfolio.