🏛️ Company factsSEC filings + FINRA official data
Annual revenue $23.8B · latest quarter up 12.7% YoY · profitable (FY net income $7.1B) · short activity within its normal range.
FY revenue
$23.8B
2025-11
Latest Q YoY
+12.7%
Gross margin
89.3%
FY net income
$7.1B
Diluted EPS
$16.73
Short volume
59.7%
20d avg 61.7% · normal
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-08-07passive (13G)STATE STREET CORP
- 2026-07-27passive (13G)BlackRock, Inc.
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-26passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 89/100Nasdaq analyst consensus · the pre-news baseline
- Aug 2026$4.75 vs $4.86-2.26%
- May 2026$4.58 vs $4.74-3.38%
- Feb 2026$4.83 vs $4.85-0.41%
- Nov 2025$4.55 vs $4.39+3.64%
The takeaway
It has tracked consensus closely — no systematic over- or under-shooting.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
32 direct · 2 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
1 duplicate reports of the same events merged
Record quarterly revenue and raised full-year guidance, with AI monetization landing to ease the core fear of GenAI eroding subscriptions; still, the modest average miss over the past four quarters means the guidance credibility is what drives the re-rating.
Also named: FIG · CRM · NOW · MSFT
Q3 revenue and EPS both beat, reversing the recent trend of slight misses; subscription growth is solid, but the beat is modest and AI-displacement fears persist.
Also named: FIGMA · CRM
Record Q3 signals healthy subscription momentum, but with an average 0.6% miss over the past four quarters and no breakthrough AI monetization, the beat offers limited new information.
Also named: CRM · CRWD · FIGMA
An inline result offers no upside catalyst; the AI-native threat to the Creative Cloud narrative keeps the multiple compressed, and a new CEO has yet to prove out strategy.
Also named: ADSK · MSFT
Revenue beat allays AI-erosion fears on Creative Cloud, but with an average ~-0.6% surprise over the past four quarters and only a top-line beat, upside is capped pending guidance.
Also named: TEAM · CRM · FIGMA
- #6▼2.48%DirectCramer Warned Google Was Coming for Adobe, and Now Gemini Is Inside Hollywood's Editing Software1d ago
Google's AI penetrating the core professional editing workflow threatens Adobe's Creative Cloud subscription stickiness and the commercialization of its own Firefly generative AI
Also named: ADSK · GOOGL · GOOG
A $4bn deal is material against $23.8bn annual revenue and bolsters the AI-monetisation narrative, easing concerns over Firefly's monetisation pace
Also named: CRM · MSFT · AMZN
Strategy narrative signals management confidence in the AI transition, but freemium's near-term monetization drag caps the upside, and this is not a clear earnings beat.
Also named: FIG · ADSK
Adobe Express targets the same casual-user segment as Google's new tool, facing customer acquisition pressure from a free alternative
Also named: FIG · SSTK · GOOGL · GOOG
Slowing growth and AI monetization concerns keep pressuring the valuation, extending a pattern of modest misses over recent quarters
Also named: ORCL · NVDA · MSFT · CRM · USO · XOM
The rest, archived by time · 24
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📜 Call history (newest first
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