1Wk·

Nachkauf

$ADBE (-0.61%)

03.04

Adobe

Bought x6 at €335.13

€2,010.75

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Max Z.

@max233

4Wk·

Moat from Adobe?

What do you currently think of $ADBE (-0.61%) I think the company is actually very attractive and is also back in a stabilization zone. I look forward to hearing your opinions on the company.

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3 Comments

C(r)ashBurner@Lumimyrsky

4Wk

It's difficult to say whether AI will take a larger share of the market or whether Adobe will always be one step ahead here

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Aktien Stammtisch

@Aktien_Stammtisch

4Wk·

Adobe Q1'25 Earnings Highlights

$ADBE (-0.61%)

🔹 Adj. EPS: $5.08 (Est. $4.97) 🟢

🔹 Revenue: $5.71B (Est. $5.66B) 🟢 +10% YoY

Q2'25 Guidance

🔹 Revenue: $5.77B - $5.82B (Est. $5.80B) 😑

🔹 Adj. EPS: $4.95 - $5.00 (Est. $5.00) 😑

FY25 Guidance (Reaffirmed)

🔹 Revenue: $23.3B - $23.55B (Est. $23.51B) 😑

🔹 Adj. EPS: $20.20 - $20.50 (Est. $20.39) 🟢

Segment Performance

🔹 Digital Media Revenue: $4.23B (+11% YoY)

🔹 Digital Media ARR: $17.63B (+12.6% YoY)

🔹 Digital Experience Revenue: $1.41B (+10% YoY)

🔹 Digital Experience Subscription Revenue: $1.30B (+11% YoY)

🔹 New AI-First Innovations Generated $125M in ARR

Other Metrics:

🔹 Operating Income: $2.72B (Est. $2.66B) 🟢

🔹 Adj. Net Income: $2.22B (Est. $2.19B) 🟢

🔹 Operating Cash Flow: $2.48B (Record High)

Key Developments & Management Commentary

🔹 CEO Shantanu Narayen: "Adobe is well-positioned to capitalize on the acceleration of the creative economy driven by AI."

🔹 CFO Dan Durn: "Our AI-first innovations and strong cash flow will drive long-term growth and market share gains."

🔹 Share Buyback: Repurchased 7M shares in Q1

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2 Comments

Fitz1600@user2ef3b2e6012a43fa

4Wk

Pretty good numbers for a "dying" company

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Antonio🐝

@TonyMelony1998

1Mon·

The eagerly awaited quarterly figures for the week of March 10, 2025

A number of important earnings releases are scheduled for the coming week. The focus will be on:

📌 Adobe ($ADBE (-0.61%) )

📌 Oracle ($ORCL (-2.22%) )

📌 DocuSign ($DOCU (+0.17%) )

📌 D-Wave Quantum ($QBTS (-0.78%) )

📌 ZIM Integrated Shipping ($ZIM (+8.27%) )

📌 ULTA Beauty ($ULTA (+0.93%))

📌 Kohl's ($KSS (-3.43%) )

📌 Dollar General ($DG (+0.51%))

📌 UiPath ($PATH (+0.95%) )

📌 SentinelOne ($S (-0.96%))

Which of these companies are you following with particular interest? Do you have positions in any of these stocks?

🔗 Source: Earnings Whispers

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Bingoberto

@Bingoberto

1Mon·

Current stock recommendations - currently undecided

Looking for good stocks to buy - recommendations wanted!

Hello everyone!

I am still relatively new to investing and am looking for fairly safe stocks to buy. My focus is on broad diversification of my portfolio. If you have any recommendations for stable and reliable stocks that are good for a safe start, I would be very grateful!

I already have some in my portfolio:

I look forward to your suggestions and tips!

Thanks in advance!

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5 Comments

Memo0606@Memo0606

1Mon

$PRY $CACI $CBT $HOLX

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Business News Germany

@Business_News

1Mon·

The AI revolution: winners and losers in the market

The introduction of DeepSeek with its R1 model has really shaken up the financial markets. While NVIDIA $NVDA (+1.46%) and OpenAI are coming under pressure, we see other companies such as AMD $AMD (+3.55%) and Intel $INTC (-2.63%)presenting themselves as beneficiaries of the new AI era. 😲

But what does this mean for us investors? The current market turbulence not only offers risks, but also opportunities. Some stocks have already fallen, such as Meta $META (-1.77%) and Microsoft $MSFT (+0.1%)but other stocks such as Amazon $AMZN (+0.77%) and Adobe $ADBE (-0.61%) are also down.

How are you feeling about the situation? Are you on the lookout for bargains or are you remaining cautious? Discuss with us: Which shares do you see as the big winners of the AI revolution? 📈

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3 Comments

SemiGrowth@SemiGrowth

1Mon

I don't think the comparison $NVDA > $AMD is valid here. I don't see $AMD and especially not $INTC benefiting from AI. $ADBE could also be a big loser.
PS: what kind of weird sentence is that "some values have fallen, while others are also in the red" xD

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The W.

@thewolfofallstreetz

1Mon·

20 Aktien nahe ihren 52-Wochen-Tiefs: Kaufst du?

ASML $ASML (+1.23%)

Intuit $INTU (-1.68%)

Adobe $ADBE (-0.61%)

Lockheed Martin $LMT (+0.73%)

Microsoft $MSFT (+0.1%)

Procter & Gamble $PG (+0.45%)

Hershey $HSY (-0.46%)

PepsiCo $PEP (-1.03%)

Advanced Micro Devices $AMD (+3.55%)

Diageo $DGE (+1.39%)

Exxon Mobil $XOM (+2.32%)

Canadian National Railway $CNR (+2.51%)

Merck & Co. $MRK (+0.51%)

Lam Research $LRCX (+0.85%)

Novo Nordisk $NOVO B (+4.6%)

Nike $NKE (-0.93%)

Dollar General $DG (+0.51%)

Estee Lauder $EL (+2.52%)

Restaurant Brands International $QSR (-2.79%)

Mondelez $MDLZ (-0.3%)

Schlägst du zu? Falls ja, wo?

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31 Comments

Bob@NoBobble

1Mon

$8001 Do not forget. Will continue to be held and saved as $MSFT 💪🏻

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The W.

@thewolfofallstreetz

2Mon·

There were insider purchases here recently: Are you going for it?

Insider purchases at a overview:

MSCI $MSCI (+1.32%) - 15% drawdown and 11% from 52-week high
Adobe $ADBE (-0.61%) - 33% drawdown and 26% from 52-week high
Nike $NKE (-0.93%) - 60% drawdown and 34% from 52-week high
Estée Lauder $EL (+2.52%) - 81% drawdown and 56% from 52-week high

Do you take action or do insider purchases play no role in your investment decisions?

Concrete transactions in detail (in green):

1) MSCI $MSCI (+1.32%)

2) Adobe $ADBE (-0.61%)

3) Nike $NKE (-0.93%)

4) Estée Lauder $EL (+2.52%)

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7 Comments

Lord P.@lordprettylambo

2Mon

Cool info, thanks. Find Estee Lauder $EL particularly blatant. I didn't realize they'd gone down like that. Also interesting that the CEO of MSCI $MSCI has hit out himself, even though the stock hasn't even dropped that much. Seems to have a lot of confidence in the business and its outlook.

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Dennis

@Pokerkerl

2Mon·

Conservative acquisition

From the $HEI (+1.47%) and $WFC (-1.66%) sales, some cash goes into the clearing account and most of it into a small position $ADBE (-0.61%) . Although the stock has actually been performing well for a long time, an attractive opportunity could now present itself.