StreetInsider.com News Articles

Form 4 ADOBE INC. For: Sep 16 Filed by: NARAYEN SHANTANU

Fri, 18 Sep 2026 18:18:00 -0400

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Form 4 ADOBE INC. For: Sep 15 Filed by: Day Steven

Thu, 17 Sep 2026 16:31:00 -0400

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Form 4 ADOBE INC. For: Sep 15 Filed by: Forusz Jillian

Thu, 17 Sep 2026 16:31:00 -0400

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Form 4 ADOBE INC. For: Sep 15 Filed by: Pentland Adele Louise

Thu, 17 Sep 2026 16:31:00 -0400

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Form 144 ADOBE INC. Filed by: NARAYEN SHANTANU

Wed, 16 Sep 2026 15:48:00 -0400

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Adobe (ADBE) PT Lowered to $373 at Bernstein SocGen Group

Mon, 14 Sep 2026 08:59:37 -0400

Bernstein SocGen Group analyst Mark Moerdler lowered the price target on Adobe (NASDAQ: ADBE) to $373.00 (from $379.00) while maintaining a Outperform rating.

Stifel Reiterates Hold Rating on Adobe (ADBE) on 'Muted' Near-Term Upside Potential

Fri, 11 Sep 2026 09:29:00 -0400

Stifel analyst Parker Lane reiterated a Hold rating and $225.00 price target on Adobe (NASDAQ: ADBE).

The analyst commented, "In line with our preview, ADBE delivered more modest upside to revenue expectations than recent trends and maintained its full year ARR outlook, sending shares ~2% lower A-Hs.While the company delivered solid MAU growth, the lack of ARR raise underscores the company's focus and strategy of optimizing its goto-market approach for MAU growth, not near-term monetization. With an uncertain timeline for a shift in that focus or a meaningful pickup in freemium conversion, we see more muted upside potential for the business

Adobe (ADBE) PT Raised to $255 at UBS Following Q3 Results

Fri, 11 Sep 2026 09:16:19 -0400

(Updated - September 11, 2026 9:16 AM EDT)

UBS analyst Karl Keirstead raised the price target on Adobe (NASDAQ: ADBE) to $255.00 (from $225.00) while maintaining a Neutral rating.

The analyst commented, "In our view Adobe’s 3Q/Aug results and guide landed about in-line or slightly below expectations, marked by in-line revs growth of 12%, a reaffirm of the 10% ARR growth guide for FY26 and modest shortfalls in margins, core Creative growth and in cRPO growth (which decelerated to 9%). While on a positive note the results reinforce the growing view that the SaaS/apps layer is showing resiliency in the face of

Adobe (ADBE) PT Raised to $255 at UBS Following Q3 Results

Fri, 11 Sep 2026 09:16:19 -0400

(Updated - September 11, 2026 9:16 AM EDT)

UBS analyst Karl Keirstead raised the price target on Adobe (NASDAQ: ADBE) to $255.00 (from $225.00) while maintaining a Neutral rating.

Adobe (ADBE) PT Raised to $250 at Piper Sandler

Fri, 11 Sep 2026 08:11:30 -0400

Piper Sandler analyst Billy Fitzsimmons raised the price target on Adobe (NASDAQ: ADBE) to $250.00 (from $240.00) while maintaining a Neutral rating.

Adobe (ADBE) PT Raised to $270 at BMO Capital

Fri, 11 Sep 2026 08:10:15 -0400

BMO Capital analyst Keith Bachmann raised the price target on Adobe (NASDAQ: ADBE) to $270.00 (from $230.00) while maintaining a Market Perform rating.

Adobe (ADBE) PT Raised to $250 at Baird

Fri, 11 Sep 2026 07:17:22 -0400

(Updated - September 11, 2026 7:17 AM EDT)

Baird analyst Rob Oliver raised the price target on Adobe (NASDAQ: ADBE) to $250.00 (from $230.00) while maintaining a Neutral rating.

The analyst commented: "Adobe reported a mixed quarter. Beneath headline beat and raise in revenue and earnings, ARR decelerated again and net new ARR was weak. Incoming CEO Anil Chakravarthy was "introduced" to the Street (internal promotion), and will assume the role on Dec 1. Transition overhang remains given that and interim CFO position yet to be filled. Given ADBE's historical leadership in the market and massive leveragable installed base, we look forward

Adobe (ADBE) PT Raised to $250 at Baird

Fri, 11 Sep 2026 07:17:22 -0400

(Updated - September 11, 2026 7:17 AM EDT)

Baird analyst Rob Oliver raised the price target on Adobe (NASDAQ: ADBE) to $250.00 (from $230.00) while maintaining a Neutral rating.

Oppenheimer on Adobe (ADBE): 'Monetization Activity Remains a Show Me Story'

Fri, 11 Sep 2026 07:11:26 -0400

Oppenheimer analyst Brian Schwartz reiterated a Perform rating on Adobe (NASDAQ: ADBE).

The analyst comments "We maintain our Perform rating on Adobe after good F3Q results. In our view, the quarter results show encouraging early traction from its AI and freemium initiatives. Specifically, the freemium strategy continues expanding the user base, AI-first ARR is growing rapidly, and consensus estimates are moving modestly higher. The strong AI-first revenue and MAU growth trajectories suggest meaningful upside and potential future revenue acceleration as adoption broadens and conversion rates improve. While F3Q RPO moderated versus the past four quarters and net-new ARR softened, these trends

Adobe (ADBE) PT Raised to $270 at Wells Fargo

Fri, 11 Sep 2026 05:32:24 -0400

Wells Fargo analyst Michael Turrin raised the price target on Adobe (NASDAQ: ADBE) to $270.00 (from $250.00) while maintaining a Overweight rating.

The analyst comments "FQ3 results were largely in-line with FQ4 NNARR improvement expected given enterprise seasonality and recent product announcements. Investors likely to turn focus towards FY27 growth algo as co transitions to new CEO (CFO still unnamed). PT to $270 Puts and Takes to the FQ4 NNARR Setup: Mgmt noted the FQ4 NNARR ramp is largely driven by innovation, enterprise and user acq rather than freemium conversion w/ FQ4 seasonally weighted to enterprise and strength in CXO pipeline

Adobe (ADBE) PT Raised to $270 at Wells Fargo

Fri, 11 Sep 2026 05:32:24 -0400

Wells Fargo analyst Michael Turrin raised the price target on Adobe (NASDAQ: ADBE) to $270.00 (from $250.00) while maintaining a Overweight rating.

Adobe (ADBE) Reiterated at Market Perform by Citizens: Driving MAUs with Freemium Model

Fri, 11 Sep 2026 05:15:25 -0400

Citizens analyst Patrick Walravens reiterated a Market Perform rating on Adobe (NASDAQ: ADBE).

The analyst commented, "Adobe is demonstrating signs of success in pursuing its strategy of driving monthly active users (MAUs) under its freemium model in advance of converting those users to ARR and with newer AI products gaining traction: creative freemium MAUs surpassed 100 million in F3Q26, up over 70% y/y, while Firefly ARR across the app and credit packs grew 40% q/q, and we like the appointment of CEOdesignate Anil Chakravarthy, who has spent the last six and a half years at Adobe leading what is now the

Citi lowers Adobe price target to $250 amid slowing growth

Fri, 11 Sep 2026 04:36:33 -0400

Citi analyst Tyler Radke lowered the price target on Adobe (NASDAQ: ADBE) to $250 from $301, while maintaining a Neutral rating on the stock.

Radke cited slowing ARR growth and sequential declines in RPO and cRPO as factors behind the adjustment, noting that Adobe continues to face pressure in its Creative business. Calculated net new ARR of $400 million missed Citi's estimate by approximately 10%, representing a 39% year-over-year decline.

The analyst noted that Adobe's unchanged annual ARR guidance of 10.2% makes the fourth-quarter outlook appear more demanding, absent improvement in demand or seasonality factors. The revised price target is based on

Adobe (ADBE) PT Lowered to $315 at JPMorgan

Fri, 11 Sep 2026 03:24:22 -0400

JPMorgan analyst Arti Vula lowered the price target on Adobe (NASDAQ: ADBE) to $315.00 (from $340.00) while maintaining a Overweight rating.

The analyst comments: “At the surface, Adobe’s F3Q26 results were robust and beat expectations modestly, allowing it to raise its full-year targets, but at the same time the strain on near-term trajectory from the focus on user acquisition is still evident in the F4Q guide. Adobe's decision to prioritize user acquisition and engagement ahead of monetization is expanding the funnel, with Creative freemium MAUs surpassing 100M (+70% y/y), AI-first ARR exceeding $650M (+150% y/y), and Firefly ending ARR across the

Adobe (ADBE) PT Lowered to $315 at JPMorgan

Fri, 11 Sep 2026 03:24:22 -0400

JPMorgan analyst Arti Vula lowered the price target on Adobe (NASDAQ: ADBE) to $315.00 (from $340.00) while maintaining a Overweight rating.

Morgan Stanley Reiterates Underweight Rating on Adobe (ADBE)

Fri, 11 Sep 2026 02:24:39 -0400

Morgan Stanley analyst Adam Wood reiterated an Underweight rating and $240.00 price target on Adobe (NASDAQ: ADBE)

The analyst comments: “After Adobe’s Q2 print crystallized the materiality of the company’s freemium reset—and our move to UW—investors entered Q3 looking for evidence that rapid user growth was beginning to translate into a credible path to FY27 ARR stabilization. The quarter offered stronger adoption signals and solid near-term execution, but limited incremental evidence of a financial inflection to serve as a positive catalyst. Revenue grew 13% YoY / 12% YoY CC and was ~1% above guidance (slightly below the ~2% 2.5% beats in

After-Hours Movers: ORCL, CRWV, ADBE, ACVA, CPRT, ZUMZ, PMTS, RH

Thu, 10 Sep 2026 16:39:34 -0400

(Updated - September 10, 2026 4:39 PM EDT)

Oracle (NYSE: ORCL) & CoreWeave (NASDAQ: CRWV)

Oracle jumped 6% after hours following a strong Q1 beat. The database and cloud infrastructure titan posted an EPS of $1.92 (topping the $1.73 consensus) on total revenue of $19.3 billion, driven by $11.6 billion in cloud revenue. AI GPU cloud provider CoreWeave gained 1.7% in sympathy as Oracle's strong cloud infrastructure growth reinforced robust demand across multi-cloud AI workload host providers.

Adobe Systems (NASDAQ: ADBE)

Adobe edged up 1% (rebounding from an initial 2% dip) after reporting Q3 EPS of $6.13 ($0.06 ahead of estimates) on revenue of

After-Hours Movers: ORCL, CRWV, ADBE, ACVA, CPRT, ZUMZ, PMTS, RH

Thu, 10 Sep 2026 16:39:34 -0400

(Updated - September 10, 2026 4:39 PM EDT)

Oracle (NYSE: ORCL) & CoreWeave (NASDAQ: CRWV)

Adobe Systems (NASDAQ: ADBE)

Adobe edged up 1% (rebounding from an initial 2% dip) after reporting Q3 EPS of $6.13 ($0.06 ahead of estimates) on revenue of

After-Hours Movers: ORCL, CRWV, ADBE, ACVA, CPRT, ZUMZ, PMTS, RH

Thu, 10 Sep 2026 16:39:34 -0400

(Updated - September 10, 2026 4:39 PM EDT)

Oracle (NYSE: ORCL) & CoreWeave (NASDAQ: CRWV)

Adobe Systems (NASDAQ: ADBE)

Adobe edged up 1% (rebounding from an initial 2% dip) after reporting Q3 EPS of $6.13 ($0.06 ahead of estimates) on revenue of

After-Hours Movers: ORCL, CRWV, ADBE, ACVA, CPRT, ZUMZ, PMTS, RH

Thu, 10 Sep 2026 16:39:34 -0400

(Updated - September 10, 2026 4:39 PM EDT)

Oracle (NYSE: ORCL) & CoreWeave (NASDAQ: CRWV)

Adobe Systems (NASDAQ: ADBE)

Adobe edged up 1% (rebounding from an initial 2% dip) after reporting Q3 EPS of $6.13 ($0.06 ahead of estimates) on revenue of