Recent discussions on X about Adobe Inc. (ADBE) have been lively, with a significant focus on the company's stock performance following a downgrade by a major financial institution. Many users are expressing concern over the slower-than-expected monetization of AI features, which some fear could impact future growth. The chatter reflects a broader unease about whether Adobe can maintain its competitive edge in a rapidly evolving tech landscape.
Additionally, there’s notable attention on Adobe’s latest earnings report, which showed a beat on both revenue and earnings per share expectations. Some participants on X highlight the company’s consistent revenue growth and strong buyback programs as reasons for optimism, while others remain cautious due to lowered guidance for the future. This mix of reactions underscores the polarized views on Adobe’s current trajectory.
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, 7 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ADBE stock by members of Congress over the last 6 months:
- 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.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 09/11, 06/06, 05/05 and 0 sales.
- 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.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
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 1,168 institutional investors add shares of Adobe Inc. stock to their portfolio, and 1,361 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
- Keith Bachman from BMO Capital set a target price of $405.0 on 09/12/2025
- 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
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.
