AI Integration Challenges: Recent chatter on X about Adobe Inc. has been lively, focusing on the company’s struggles with monetizing AI features. Many users express concern over slower-than-expected returns from AI investments, fearing it could impact short-term growth. Some have pointed to increasing competition in the generative AI space as a potential threat.
Stock Performance Reactions: Discussions also highlight Adobe’s stock price fluctuations, with a mix of optimism and caution among users. While some see recent dips as a buying opportunity due to strong fundamentals like recurring revenue, others worry about a declining business model and legal issues. The sentiment remains divided as investors weigh the long-term potential against current headwinds.
Note: This discussion summary was generated from an AI condensation of post data.
Adobe Inc. Congressional Stock Trading
Members of Congress have traded $ADBE stock 13 times in the past 6 months. Of those trades, 8 have been purchases and 5 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 4 times. They made 4 purchases worth up to $60,000 on 10/15, 09/11, 06/06, 05/05 and 0 sales.
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/13 and 1 sale worth 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.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
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 462 shares for an estimated $175,827
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Adobe Inc. Hedge Fund Activity
We have seen 1,143 institutional investors add shares of Adobe Inc. stock to their portfolio, and 1,411 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EDGEWOOD MANAGEMENT LLC removed 2,928,512 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $1,132,982,722
- CAPITAL WORLD INVESTORS added 1,676,339 shares (+53.9%) to their portfolio in Q2 2025, for an estimated $648,542,032
- PRIMECAP MANAGEMENT CO/CA/ removed 1,264,055 shares (-23.3%) from their portfolio in Q2 2025, for an estimated $489,037,598
- OVERSEA-CHINESE BANKING CORP LTD removed 1,225,673 shares (-94.4%) from their portfolio in Q2 2025, for an estimated $474,188,370
- ASSENAGON ASSET MANAGEMENT S.A. removed 1,156,742 shares (-37.2%) from their portfolio in Q3 2025, for an estimated $408,040,740
- DIAMOND HILL CAPITAL MANAGEMENT INC added 849,582 shares (+inf%) to their portfolio in Q2 2025, for an estimated $328,686,284
- CAPITAL RESEARCH GLOBAL INVESTORS removed 846,416 shares (-39.6%) from their portfolio in Q2 2025, for an estimated $327,461,422
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:
- DA Davidson issued a "Buy" rating on 09/12/2025
- 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
- Oppenheimer issued a "Outperform" rating on 09/09/2025
- Mizuho issued a "Outperform" rating on 09/08/2025
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 $450.0.
Here are some recent targets:
- Keith Weiss from Morgan Stanley set a target price of $450.0 on 09/24/2025
- Saket Kalia from Barclays set a target price of $465.0 on 09/12/2025
- Brent Bracelin from Piper Sandler set a target price of $470.0 on 09/12/2025
- Karl Keirstead from UBS set a target price of $375.0 on 09/12/2025
- Kirk Materne from Evercore ISI Group set a target price of $450.0 on 09/12/2025
- Matthew Swanson from RBC Capital set a target price of $430.0 on 09/12/2025
- Gil Luria from DA Davidson set a target price of $500.0 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.
