hapabapa Introduction Adobe Inc. (NASDAQ:ADBE) (NEOE:ADBE:CA) is a major player in the tech industry, known for software like Photoshop and Acrobat. Primarily, Adobe's business model is as a "SaaS" or "software as a service," where users pay Adobe subscription fees in return for access to their software suite. In this article, we'll take a close look at Adobe's recent stock performance and its technical foundations. We'll analyze its short and medium-term outlook using technical analysis and valuation metri ...

Investing in tech stocks can be a complex task. This is especially true when identifying which companies have the most potential for considerable returns. In 2024, three companies were marked as highly undervalued yet fundamentally solid. These companies are thriving through strategic innovations and solid financial health. Understanding why these tech giants are undervalued and their potential is required to capitalize on emerging AI market trends.To begin with, the first company is making headlines with i ...

文章核心观点 - 当前市场出现了一些估值较高的科技股,投资者需要谨慎对待 [1][2][3] - 半导体公司Broadcom、电动车公司特斯拉和软件公司Adobe等公司的股价已经大幅上涨,可能存在一定的估值风险 [5][6][11][13][16][19] - 这些公司虽然在人工智能等领域有所布局,但未来能否持续保持增长仍存在不确定性 [6][12][16][17][18] 行业总结 - 半导体行业:Broadcom与TikTok合作开发AI芯片,体现了公司在AI领域的布局,但当前估值较高 [7][8] - 电动车行业:特斯拉在自动驾驶和机器人领域有所创新,但面临激烈的竞争压力,短期内可能存在回调风险 [11][12][13][14] - 软件行业:Adobe面临来自大型科技公司在创意软件领域的AI应用的竞争压力,需要保持技术领先优势 [16][17][18][19] 公司总结 - Broadcom:公司在AI领域有所突破,但当前股价估值较高,可能存在一定的回调风险 [5][6][7][8] - 特斯拉:公司在自动驾驶和机器人领域有所创新,但面临激烈的竞争压力,短期内可能存在回调风险 [11][12][13][14] - Adobe:公司在创意软件领域面临来自大型科技公司的AI应用竞争,需要保持技术领先优势 [16][17][18][19]

Shares of Adobe are flying since the company released earnings last month.Artificial intelligence (AI) has been driving a lot of sales growth for businesses. But not every business has been booming. Up until recently, Adobe (ADBE -1.23%) had been a laggard among AI stocks. The tech company doesn't make chips, and its sales haven't been tripling like they have for other businesses experiencing a flurry of demand. But its popular photo-editing software Photoshop is a must-have for many who are serious about p ...

Toshkent, Uzbekistan, July 10, 2024 (GLOBE NEWSWIRE) -- As the groundbreaker in video editing software, VSDC proudly launches Version 9.2, an update that redefines industry standards and leaves no place for other players in the market. Packed with powerful features, this update will revolutionize your projects. By adding AI-powered Segmentation, VSDC Cloud, over 300 new transitions, and much more, VSDC 9.2 is set to transform your video editing experience. https://www.youtube.com/watch?v=JCtIpg9xb2k Downloa ...

An article from MarketBeat about recent stock buybacks and share repurchase plans by large-cap companies such as Adobe (NASDAQ:ADBE) and FedEx (NYSE:FDX) got me thinking about the best stock buybacks of 2024. According to S&P Dow Jones Indices, there were $236.8 billion in stock buybacks for S&P 500 companies in 2024’s first quarter, up 8.1% from Q4 2023, and 9.9% from Q1 2023. Of the hundreds of companies in the index, 352 reported at least $5 million in share repurchases during the first quarter, down fro ...

Whether or not you’re bullish on artificial intelligence (AI), it’s had an undeniable impact upon marketing and branding strategies of renowned tech companies. AI is forcing tech into the machine learning (ML) era. Yet, not every tech company is truly a contributor to the AI revolution. These companies result in overvalued AI stocks and can be dangerous to the long-term success and stability of an investment portfolio.So which stocks have received undue attention and valuation, as a result of integrating AI ...

The stock market has shown remarkable resilience in the first half of 2024, with the S&P 500 and Nasdaq hitting record highs despite economic uncertainty. Chipmakers and AI-related companies have been standout market-beating stocks. Meanwhile, other sectors like technology, healthcare and consumer discretionary are also driving much of the index’s gains.Here are seven market-beating stocks that have high growth potential and are starting to outperform the stock market and still have room to run higher.Super ...

报告公司投资评级 Adobe 的投资评级为买入,目标价为 645.0 美元。[1][2] 报告的核心观点 Adobe 是领先的创意和文档 SaaS 平台 - Adobe 在全球图形处理和文档处理软件市场中占有 80% 和 20% 的份额。[1] - Adobe 为个人和企业提供 Creative Cloud、Document Cloud 和 Experience Cloud 服务,帮助他们释放创造力、提高文档生产力和改善数字体验。[1][13] - Adobe 拥有一流的订阅业务模式,订阅收入占总收入的 90% 以上,并贡献了 46% 的非 GAAP 营业利润率。[1] - 与其他 SaaS 公司相比,Adobe 的财务状况更加强劲,拥有最高的自由现金流利润率和收入复合年增长率。[34][35][36] Adobe 处于有利地位,可以从生成式 AI 机会中受益 - Adobe 拥有丰富的生成式 AI 用例,庞大的知识工作者和专业创作者用户群,以及快速发展的 AI 应用程序,因此可以很好地抓住生成式 AI 的机会。[10][27][28] - Adobe 已经看到了强劲的 AI 势头,如 Adobe Firefly 在推出一年内生成了 65 亿张图像,超过 40% 的 Adobe Express 移动测试版用户使用了生成式 AI 功能。[27][28] - Adobe 将从生成式 AI 中获得以下好处:吸引新用户、提高保留率、推动免费到付费的转换、增加订阅计划的价值,以及开发新的 AI 产品和收入来源。[28][29][30][31][32] Adobe 的 2930 亿美元 TAM 将提供长期增长机会 - 根据 Adobe 和我们的估计,Adobe 的 TAM 预计在 2024-2027 年期间以 13% 的复合年增长率增长,到 2027 年将达到 2930 亿美元。[39][40][41] - Creative Cloud、Document Cloud 和 Experience Cloud 分别占 2027 年 TAM 的 31%、16% 和 53%。[39][40][41] - Adobe 的解决方案针对的庞大用户群包括 6800 万创意专业人士、1.31 亿知识工作者、9 亿传播者和 40 亿消费者,并提供广泛的订阅计划满足不同用户需求。[41][42][43] Adobe 可推动可持续的盈利增长和股东回报 - 我们预计 Adobe 的总收入将在 2024-2026 年期间以 10% 的复合年增长率增长,非 GAAP 净收入将同比增长 11%/13%/12%。[58][59][60][61] - Adobe 的整体毛利率预计将保持在 88% 左右,非 GAAP 净利润率将从 2023 年的 38% 上升至 2026 年的 40.4%。[70][71][72] - Adobe 将继续通过股票回购等方式回报股东,2024 年 3 月宣布了一项新的 4 年期 250 亿美元的股票回购计划。[70]

报告公司投资评级 Adobe被评为买入评级,目标价为645.0美元,基于2024年预测的36倍市盈率。[1] 报告的核心观点 1) Adobe是创意和文档SaaS平台的领导者,在全球图形处理和文档处理软件市场占有超过80%和20%的份额。[1] 2) Adobe有望从生成式AI机会中获益,因为其拥有丰富的创意用例,以及大量的知识工作者和专业创作者用户群。[4] 3) Adobe的总可用市场预计将以13%的复合年增长率增长至2027年的2930亿美元,为其提供了长期增长空间。[5] 4) 我们预计Adobe的总收入将在2024-2026年以10%的复合年增长率增长至255亿美元,非GAAP净利润将在2024-2026年以11%、13%和12%的年增长率增长至82亿、92亿和103亿美元。[6] 公司概况 1) Adobe提供创意云、文档云和体验云三大云服务,帮助个人和企业释放创造力、提高文档生产效率和改善数字体验。[7][8] 2) Adobe的订阅业务模式优秀,订阅收入占总收入的90%以上,2023财年的非GAAP经营利润率为46%。[1] 3) Adobe在财务状况方面也表现出色,2024年预计的自由现金流收益率和收入复合年增长率均为行业最高。[26][27][28] 生成式AI机会 1) Adobe自2023年3月推出AI服务以来,已经看到强劲的AI动力,Adobe Firefly在推出一年内生成的图像达到65亿张,超过40%的Adobe Express移动端测试用户使用了生成式AI功能。[19][20] 2) Adobe将利用生成式AI来吸引新用户、提高用户粘性和付费转化率,并通过新的AI产品如Firefly和AI助手来增加收入。[21][22] 庞大的总可用市场 1) 根据Adobe和我们的估计,Adobe的总可用市场预计将以13%的复合年增长率增长至2027年的2930亿美元,创意云、文档云和体验云分别占31%、16%和53%。[33][34] 2) Adobe的解决方案针对的用户群体包括6800万创意专业人士、1.31亿知识工作者、9亿沟通者(学生、营销人员、企业)和40亿消费者(业余爱好者和社交媒体用户)。[35][36]