AI Integration Focus: Adobe Inc. (ADBE) has been a hot topic on X lately, with much of the discussion centering on its integration of AI technologies like Firefly into its software suite. Many users are optimistic, noting that AI could drive subscription growth and enhance product value. There’s also talk of Adobe’s partnerships with major tech players as a sign of resilience against AI disruption fears.
Stock Performance Debate: Recent posts on X also highlight Adobe’s stock performance, with some pointing to a significant drop from its 2024 peak and others emphasizing a recent uptick ahead of earnings. A few voices suggest the current valuation offers a unique opportunity, while others remain cautious about ongoing downtrends. The upcoming earnings report is frequently mentioned as a potential turning point.
Buyback and Metrics: Adobe’s aggressive share buyback program, yielding around 8%, has caught attention on X as a signal of confidence from management. Discussions often reference strong financial metrics, with some arguing that the company’s fundamentals remain solid despite market fears. Sentiment around these moves appears to fuel hope for a longer-term recovery.
Note: This discussion summary was generated from an AI condensation of post data.
Adobe Inc. Insider Trading Activity
Adobe Inc. insiders have traded $ADBE stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ADBE stock by insiders over the last 6 months:
- JILLIAN FORUSZ (SVP & CAO) sold 149 shares for an estimated $50,344
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Adobe Inc. Revenue
Adobe Inc. had revenues of $6B in Q3 2025. This is an increase of 10.72% from the same period in the prior year.
You can track ADBE financials on Quiver Quantitative's ADBE stock page.
Adobe Inc. Congressional Stock Trading
Members of Congress have traded $ADBE stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ADBE stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/15, 09/11 and 0 sales.
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 09/24.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 09/04.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 08/05.
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $15,000 on 07/29.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/23 and 1 sale worth up to $15,000 on 07/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Adobe Inc. Hedge Fund Activity
We have seen 1,069 institutional investors add shares of Adobe Inc. stock to their portfolio, and 1,598 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,152,252 shares (+67.1%) to their portfolio in Q3 2025, for an estimated $1,464,706,893
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,952,994 shares (+53.3%) to their portfolio in Q3 2025, for an estimated $688,918,633
- CAPITAL WORLD INVESTORS removed 1,820,992 shares (-38.1%) from their portfolio in Q3 2025, for an estimated $642,354,928
- D. E. SHAW & CO., INC. added 1,784,062 shares (+367.5%) to their portfolio in Q3 2025, for an estimated $629,327,870
- DODGE & COX added 1,573,849 shares (+8006.6%) to their portfolio in Q3 2025, for an estimated $555,175,234
- POLEN CAPITAL MANAGEMENT LLC removed 1,499,583 shares (-44.7%) from their portfolio in Q3 2025, for an estimated $528,977,903
- ASSENAGON ASSET MANAGEMENT S.A. removed 1,156,742 shares (-37.2%) from their portfolio in Q3 2025, for an estimated $408,040,740
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Adobe Inc. Government Contracts
We have seen $41,009 of award payments to $ADBE over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Adobe Inc. Analyst Ratings
Wall Street analysts have issued reports on $ADBE in the last several months. We have seen 11 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 11/20/2025
- Piper Sandler issued a "Overweight" rating on 09/12/2025
- BMO Capital issued a "Outperform" rating on 09/12/2025
- Evercore ISI Group issued a "Outperform" rating on 09/12/2025
- RBC Capital issued a "Outperform" rating on 09/12/2025
- DA Davidson issued a "Buy" rating on 09/12/2025
- Oppenheimer issued a "Outperform" rating on 09/09/2025
To track analyst ratings and price targets for Adobe Inc., check out Quiver Quantitative's $ADBE forecast page.
Adobe Inc. Price Targets
Multiple analysts have issued price targets for $ADBE recently. We have seen 17 analysts offer price targets for $ADBE in the last 6 months, with a median target of $430.0.
Here are some recent targets:
- Tyler Radke from Citigroup set a target price of $366.0 on 12/04/2025
- Gil Luria from DA Davidson set a target price of $600.0 on 11/20/2025
- Gregg Moskowitz from Mizuho set a target price of $390.0 on 11/20/2025
- Michael Turrin from Wells Fargo set a target price of $420.0 on 11/20/2025
- Keith Weiss from Morgan Stanley set a target price of $450.0 on 09/24/2025
- Brent Bracelin from Piper Sandler set a target price of $470.0 on 09/12/2025
- Saket Kalia from Barclays set a target price of $465.0 on 09/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
