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Evercore Keeps Buy on Adobe (ADBE) Despite AI Monetization Concerns, Market Skepticism
Yahoo Finance· 2025-09-26 15:09
Adobe Inc. (NASDAQ:ADBE) is one of the best value stocks in Goldman Sachs’ portfolio. The company is facing increasing scrutiny over the monetization of its generative AI capabilities, which have fallen short of the expectations of some analysts. Adobe’s investments in these capabilities were expected to boost its Digital Media ARR growth. However, the results have been slower than anticipated, as Adobe continues to prioritize broader adoption. Due to the slower monetization and lack of near-term catalysts ...
Jim Cramer on Adobe: “Organic Growth is What We Want, Not Price-Driven Growth”
Yahoo Finance· 2025-09-24 08:28
Adobe Inc. (NASDAQ:ADBE) is one of the stocks Jim Cramer offered insights on. Inquiring about the stock, a caller mentioned that it looks like the stock is suffering, and Cramer commented: “Tough… very tough. Adobe, Adobe made that quarter, but I think there were, a lot of that was price raising, and I want to see organic growth. If you want to know like… if you want to compare that with something, compare it to Workday, which we had on the other day, and I think that they were doing it by doing new deals ...