Adobe (ADBE) is riding on the solid momentum of its family of creative, generative AI models, Firefly, which has been bolstering its generative AI strength for some time now. The company is continuously making efforts to expand its Firefly-powered solution offerings to deliver enhanced customer experience. ADBE recently integrated Firefly-powered Generative Fill, Remove Background, Erase and Crop features into Acrobat, which are designed to allow customers to edit images directly in PDFs. The company also i ...

Sustained gains in the tech sector will depend on artificial intelligence investments paying off. The current technology sector rally has been largely driven by Apple, Microsoft, and the semiconductor industry. Broadly speaking, the software industry has been lagging behind. However, Adobe's (ADBE 0.68%) latest quarterly results show that its artificial intelligence (AI) investments are paying off. Meanwhile, Broadcom (AVGO -1.44%) is on track to generate over $50 billion in revenue this fiscal year -- a mi ...

The US government, acting on a referral from the Federal Trade Commission, filed suit against Adobe on Monday for reportedly making its subscriptions confusing and costly to cancel. The suit alleges that Adobe, among other things, hides the existence of an early termination fee when users sign up for the annual subscription plan, revealing the fee only when a subscriber tries to cancel. Adobe's products include Photoshop, Illustrator, Acrobat Reader and others. "During enrollment, Adobe hides material terms ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the ...

Adobe is well-positioned to be a market leader in the new age of AI-infused creativity. Adobe (ADBE -1.25%) shares shot up 14.5% last Friday after the company reported strong second-quarter results and boosted its full-year 2024 guidance. Adobe had been one of the poorer-performing stocks in the S&P 500 index. And even after Friday's gain, it is still down 12% in 2024. Here's why Adobe could be turning the corner and why the growth stock is worth buying now. A new narrative Adobe stock sold off heavily in M ...

It’s easy to fall under the notion that ESG stocks – that is, enterprises that prioritize environmental, social and governance-related directives – will somehow generate less stakeholder profits than enterprises that aren’t so generous. After all, why would a company investing in doing the right thing be better off than those cutting corners? It’s simple, straightforward logic – and it could also be dead wrong. For example, thought leaders like McKinsey laid out several reasons why ESG stocks could profit f ...

Since OpenAI launched ChatGPT in November 2022, the AI thesis has lifted many technology stocks. However, software stocks have recently faced the perfect storm as investors price in the risk of AI disruption. Due to uncertainty, investors are throwing out the baby with the bathwater, presenting some cloud computing stocks to buy now. Over the past three months, the iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 3%, while the S&P 500 is up over 5%. The underperformance is due to the risks AI co ...

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Adobe is monetizing AI in the enterprise-software space. Artificial intelligence (AI) demands increased computing power, which has been a boon for technology infrastructure and semiconductor companies like Nvidia. These companies benefit from the need to run complex AI models no matter where they come from. Enterprise-software companies like Adobe (ADBE -1.25%) are challenged because they have to prove AI is worth investing in. In other words, users need to like and pay for what Adobe is building. The compa ...

报告公司投资评级 公司维持"增持"评级。[8] 报告的核心观点 公司业绩超预期 2024Q2，公司总营收达53.09亿美元，同比+10.2%；调整后利润为24.41亿美元，同比+12.0%；经调整归母净利润为20.23亿美元，同比+12.8%。[1][2][3] 各业务板块表现良好 1. 创意云业务：Firefly 3推出加快AI布局，自定义模型全面上市。创意云二季度ARR净增长3.22亿美元，同比-9.0%。[4][5] 2. 文档云业务：AI Assistant盈利效果显著，用户订阅需求增长。文档云二季度ARR净增长1.65亿美元，同比+42.2%。[6] 3. 体验云业务：AEP提升订阅收益，GenStudio提升供应链能力。[7] 未来发展前景良好 预计公司2024-2026年营收分别为215.2/239.9/265.9亿美元，同比增长10.9%/11.5%/10.9%；经调整归母净利润分别为81.6/92.0/105.4亿美元，同比增长10.6%/12.8%/14.5%。[8][9] 财务指标总结 - 2024年营业收入预计为215.2亿美元，同比增长10.9% - 2024年经调整归母净利润预计为81.6亿美元，同比增长10.6% - 2024年毛利率预计为88.5%，ROE预计为44% - 2024年每股收益预计为18.14美元，市盈率为28.5倍[11]