Analysts Adjust Adobe Price Targets with Mixed Ratings

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12-12

Adobe Outlook Not Yet Inspiring Amid Solid Q4, Morgan Stanley Says

12-12

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12-11

奥本海默下调Adobe目标价至430美元

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SG Visual Research

12-15

Adobe says AI now drives over one-third of new ARR—and Generative Credit usage tripled QoQ.

$Adobe(ADBE)$ FY26E op margin is guided down to 45%, the lowest in years. Is this a sign of real AI monetization… or just heavy spending masked as innovation? (One Chart to Understand below 👇)

Adobe says AI now drives over one-third of new ARR—and Generative Credit usage tripled QoQ.

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Meanwhile, DA Davidson has maintained a price target of $500 with a Buy rating, reflecting mixed analyst sentiment towards Adobe's stock performance.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1765472727595,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":63052159d15a407060c8595d65e7fc4c}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["ADBE"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Analysts Adjust Adobe Price Targets with Mixed Ratings","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"news":[{"id":423622,"article_id":"2590548592","title":"Adobe Outlook Not Yet Inspiring Amid Solid Q4, Morgan Stanley Says","subtitle":"","subtitle_show":0,"pub_time":1765472171000,"source_id":"mtnewswires_news","language":"en","url":"https://www.mtnewswires.com/","is_publish_highlight":0,"symbols_score_info":{"ADBE":1.95},"rights":null},{"id":423674,"article_id":"2590427510","title":"Adobe's Fiscal 2026 ARR Guide Based on Broad-Based Momentum, RBC Says","subtitle":"","subtitle_show":0,"pub_time":1765470475000,"source_id":"mtnewswires_news","language":"en","url":"https://www.mtnewswires.com/","is_publish_highlight":0,"symbols_score_info":{"ADBE":1.96},"rights":null},{"id":423619,"article_id":"2590510520","title":"奥本海默下调Adobe目标价至430美元","subtitle":"","subtitle_show":0,"pub_time":1765468022000,"source_id":"zhongjincaijing_highlight","language":"zh","url":"http://sc.stock.cnfol.com/gushizhibo/20251211/31860626.shtml","is_publish_highlight":0,"symbols_score_info":{"ADBE":1.96},"rights":null},{"id":423620,"article_id":"2590517655","title":"奥本海默下调Adobe目标价至430美元","subtitle":"","subtitle_show":0,"pub_time":1765467044000,"source_id":"live_gelonghui","language":"zh","url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":0,"symbols_score_info":{"ADBE":1.97},"rights":null},{"id":423621,"article_id":"2590517333","title":"Adobe Price Target Maintained With a $430.00/Share by RBC Capital","subtitle":"","subtitle_show":0,"pub_time":1765466460000,"source_id":"dowjones_highlight","language":"en","url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":0,"symbols_score_info":{"ADBE":1.95},"rights":null}],"views":[],"tweetList":[{"id":510963126648928,"gmtCreate":1765760575430,"gmtModify":1765763627361,"author":{"id":"4228443963132142","authorId":"4228443963132142","name":"SG Visual Research","avatar":"https://community-static.tradeup.com/news/7eedd3d4fd92e5aaa08533a8ffb66a5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228443963132142","idStr":"4228443963132142"},"themes":[],"title":"Adobe says AI now drives over one-third of new ARR—and Generative Credit usage tripled QoQ.","htmlText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$&nbsp;</a>&nbsp; FY26E op <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993320030058373120&amp;word=margin\">margin</a> is guided down to 45%, the lowest in years. Is this a sign of real AI <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993320102699524096&amp;word=monetization\">monetization</a>… or just heavy spending masked as innovation? (One Chart to Understand below 👇)","listText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$&nbsp;</a>&nbsp; FY26E op <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993320030058373120&amp;word=margin\">margin</a> is guided down to 45%, the lowest in years. Is this a sign of real AI <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993320102699524096&amp;word=monetization\">monetization</a>… or just heavy spending masked as innovation? (One Chart to Understand below 👇)","text":"$Adobe(ADBE)$ FY26E op margin is guided down to 45%, the lowest in years. Is this a sign of real AI monetization… or just heavy spending masked as innovation? (One Chart to Understand below 👇)","images":[{"img":"https://community-static.tradeup.com/news/1b36d12d5bf38a724a31b818f0279c37","width":"1080","height":"6963"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/510963126648928","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}