Year-to-date decline: Social media discussions spotlight Adobe's stock as one of the Nasdaq's weakest performers, down 31% this year amid broader tech sector pressures. Investors noted the sharp drop from peaks despite solid quarterly revenue growth and massive free cash flow generation. The conversation reflects caution over growth deceleration fears.
Valuation opportunity: Many highlighted attractive multiples, with the stock trading at around 14 times earnings and 9 times free cash flow, levels unseen in years. Prominent voices pointed to accelerating AI revenue and high operating margins as signs of resilience, labeling it a potential bargain after the selloff. Buyback momentum and ecosystem lock-in bolstered these value arguments.
AI and leadership shifts: Post-earnings talk centered on the Q1 beat coupled with CEO Shantanu Narayen's planned departure, sparking debates on strategic direction. Optimism around Firefly AI integration and tripling AI-related ARR countered worries about rivals like Canva. Overall, forward views emphasized enduring moats in creative software.
Note: This discussion summary was generated from an AI condensation of post data.
Adobe Insider Trading Activity
Adobe insiders have traded $ADBE stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ADBE stock by insiders over the last 6 months:
- DANIEL DURN (EVP & CFO) sold 1,646 shares for an estimated $485,323
- 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 Revenue
Adobe had revenues of $6.4B in Q1 2026. This is an increase of 11.97% from the same period in the prior year.
You can track ADBE financials on Quiver Quantitative's ADBE stock page.
Adobe Congressional Stock Trading
Members of Congress have traded $ADBE stock 7 times in the past 6 months. Of those trades, 4 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ADBE stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN sold up to $15,000 on 02/13.
- SENATOR MARKWAYNE MULLIN has traded it 3 times. They made 3 purchases worth up to $150,000 on 02/04, 01/05 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 11/03.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 10/16.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Adobe Hedge Fund Activity
We have seen 935 institutional investors add shares of Adobe stock to their portfolio, and 1,384 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 removed 15,603,259 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $5,460,984,617
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 3,246,759 shares (+1585.0%) to their portfolio in Q4 2025, for an estimated $1,136,333,182
- NORGES BANK added 1,253,680 shares (+23.9%) to their portfolio in Q4 2025, for an estimated $438,775,463
- PACER ADVISORS, INC. removed 1,169,812 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $409,422,501
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 997,975 shares (-42.2%) from their portfolio in Q4 2025, for an estimated $349,281,270
- MORGAN STANLEY removed 717,953 shares (-10.4%) from their portfolio in Q4 2025, for an estimated $251,276,370
- D. E. SHAW & CO., INC. removed 692,241 shares (-30.5%) from their portfolio in Q4 2025, for an estimated $242,277,427
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Adobe Government Contracts
We have seen $22,545 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 Analyst Ratings
Wall Street analysts have issued reports on $ADBE in the last several months. We have seen 5 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
- Jefferies issued a "Buy" rating on 12/11/2025
- DA Davidson 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
To track analyst ratings and price targets for Adobe, check out Quiver Quantitative's $ADBE forecast page.
Adobe Price Targets
Multiple analysts have issued price targets for $ADBE recently. We have seen 20 analysts offer price targets for $ADBE in the last 6 months, with a median target of $322.5.
Here are some recent targets:
- Tyler Radke from Citigroup set a target price of $278.0 on 03/16/2026
- Gabriela Borges from Goldman Sachs set a target price of $220.0 on 03/16/2026
- Gregg Moskowitz from Mizuho set a target price of $315.0 on 03/13/2026
- Billy Fitzsimmons from Piper Sandler set a target price of $280.0 on 03/13/2026
- Jackson Ader from Keybanc set a target price of $235.0 on 03/13/2026
- Parker Lane from Stifel set a target price of $400.0 on 03/13/2026
- Matthew Swanson from RBC Capital set a target price of $400.0 on 03/13/2026
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.
