AI Leadership Boost: Recent discussions on social media have highlighted Adobe Inc.'s strong performance in AI integration, with many users pointing to the company's latest fiscal results as a sign of robust growth. A significant revenue beat has fueled chatter about its potential as a leader in the tech space. Some are even calling it a prime opportunity due to its innovative edge.
Stock Price Drop Concerns: Despite the optimism, a recent 4.8% drop in stock price has sparked concern among social media users. Many are debating whether this dip signals deeper issues or merely a temporary setback. The sharp decline has led to mixed opinions on the stock's near-term trajectory.
Long-Term Confidence: On the flip side, a segment of the online conversation remains bullish, with users citing Adobe's near-monopoly in creative software and recurring revenue model as reasons for confidence. Some argue the current price offers a rare entry point for long-term investors. The debate continues to heat up as new data emerges.
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 $6.2B in Q4 2025. This is an increase of 10.49% 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, 3 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 JULIE JOHNSON sold up to $15,000 on 11/03.
- 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 sold 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 1,030 institutional investors add shares of Adobe Inc. stock to their portfolio, and 1,416 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 $32,264 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:
- ADOBE AUDITION FOR ENTERPRISE IS REQUIRED FOR MARTI STAFF TO RECORD & EDIT AUDIO CLIPS FOR CONTENT CREATION...: $22,545
- SOFTWARE: $9,718
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:
- Keybanc issued a "Underweight" rating on 12/15/2025
- BMO Capital issued a "Outperform" rating on 12/15/2025
- DA Davidson issued a "Buy" rating on 12/11/2025
- Jefferies issued a "Buy" rating on 12/11/2025
- Stifel issued a "Buy" rating on 12/09/2025
- Wells Fargo issued a "Overweight" rating on 11/20/2025
- Piper Sandler issued a "Overweight" rating on 09/12/2025
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 $387.0 on 12/17/2025
- Jackson Ader from Keybanc set a target price of $310.0 on 12/15/2025
- Keith Bachman from BMO Capital set a target price of $400.0 on 12/15/2025
- Matthew Swanson from RBC Capital set a target price of $430.0 on 12/11/2025
- Brent Thill from Jefferies set a target price of $500.0 on 12/11/2025
- Gil Luria from DA Davidson set a target price of $500.0 on 12/11/2025
- Brian Schwartz from Oppenheimer set a target price of $430.0 on 12/11/2025
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.
