Mkt Cap $94B
P/E 13.5 fwd 8.8
52wk $224.13 - $422.95
10h ago
Insider selling: $42,261,555 sold by 21 insiders (30d)
Est. revisions:
+2.7%
(26 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model
net +1.6 3.3 / 10
Est. Revisions
+0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0
Adobe shares rally 6% on AI marketing boost
Watch: Watch Tesco's April 16 results for early sales impact of Adobe's AI marketing integration.
Full analysis
Adobe shares rose 6% on April 13 after broad software sector rebound and optimism around its AI-driven personalized marketing collaboration with Tesco covering 24M households. Despite a 36% 52-week share decline and recent insider selling worth $41.9M, two insiders made strong buys totaling $1.5M. The stock trades near its 52-week low at $225.35 with a market cap of $91B and analysts project 7.5% annual bottom line growth over five years.
The Tesco partnership validates Adobe's growth strategy by leveraging AI to drive customer engagement and offsets concerns about AI disrupting its core business, sustaining bullish analyst sentiment amid oversold conditions.
Evidence
11h ago
Salesforce Jumps 5%, Adobe Climbs 6%, Snowflake Rockets 9% in a Broad Software Sector Rebound
yahoo-finance
1d ago
BTIG init ADBE: Neutral → Neutral
1d ago
Insider sell by NARAYEN SHANTANU (ADBE): $13,602,670
1d ago
Insider sell by NARAYEN SHANTANU (ADBE): $13,039,414
1d ago
Insider buy by RICKS DAVID A (ADBE): $998,946
1d ago
Insider buy by DURN DANIEL J (ADBE): $507,758
7 older signals
Fundamentals & Data ▾
Adobe Inc.
Technology · Software - Application
Mkt Cap
$94B
P/E
13.5 fwd 8.8
Beta
1.52
52w Range
$224.13 - $422.95
Short Interest
13.2M 3.63%
Days to Cover
2.2 +7%
Insiders
selling
0B / 4S
Analysts
bullish
1 up / 0 down
EPS Estimate
$5.83
+2.7% 30d
26up / 0dn
Est. Dispersion
4%
27 analysts
Analyst Target
$332
$220 - $487
Options P/C
0.75
Insider Cluster
strong buy
2B / 7S (officer)
Fund Convergence
strong
Citadel, Two Sigma, Bridgewater, Coatue, Renaissance
Financials
Revenue
$6.4B +12% YoY
FCF
$2.9B
Gross Margin
90%
Op Margin
38%
Momentum:
decelerating
Top Holders
Citadel
$1.8B
Two Sigma
$584M
Bridgewater
$446M
Coatue
$306M
Renaissance
$254M
Recent Filings & Data
insider trade
113
net selling
· $42,261,555 sold
· $1,506,704 bought
21 insiders · 113 transactions (30d)
Recent transactions
FORUSZ JILLIAN · other
DURN DANIEL J · sell · $485,323
CHEN GLORIA T · other
FORUSZ JILLIAN · other
CHAKRAVARTHY ANIL · other
DURN DANIEL J · other
WADHWANI DAVID · other
NARAYEN SHANTANU · other
CHEN GLORIA T · other
BALAZS LARA · other
FORUSZ JILLIAN · other
CHAKRAVARTHY ANIL · other
DURN DANIEL J · other
WADHWANI DAVID · other
NARAYEN SHANTANU · other
FORUSZ JILLIAN · other
FORUSZ JILLIAN · other
FORUSZ JILLIAN · sell · $50,344
CHEN GLORIA T · other
FORUSZ JILLIAN · other
CHAKRAVARTHY ANIL · other
DURN DANIEL J · other
WADHWANI DAVID · other
NARAYEN SHANTANU · other
CHEN GLORIA T · other
FORUSZ JILLIAN · other
CHAKRAVARTHY ANIL · other
DURN DANIEL J · other
WADHWANI DAVID · other
NARAYEN SHANTANU · other
CHAKRAVARTHY ANIL · other
WADHWANI DAVID · other
WADHWANI DAVID · other
FORUSZ JILLIAN · sell · $175,828
BOULDEN MELANIE · other
RICKS DAVID A · other
NEUMANN SPENCER ADAM · other
DESMOND LAURA B · other
AMON CRISTIANO RENNO · other
BIGGS M BRETT · other
OBERG KATHLEEN K · other
PANDEY DHEERAJ · other
ROSENSWEIG DANIEL L · other
CALDERONI FRANCIS A · other
BANSE AMY L · other
FORUSZ JILLIAN · other
NARAYEN SHANTANU · other
DURN DANIEL J · buy · $507,758
FORUSZ JILLIAN · other
FORUSZ JILLIAN · sell · $145,567
RICKS DAVID A · buy · $998,946
BELSKY SCOTT K · sell · $2,046,259
CHEN GLORIA T · other
FORUSZ JILLIAN · other
CHAKRAVARTHY ANIL · other
DURN DANIEL J · other
BELSKY SCOTT K · other
WADHWANI DAVID · other
NARAYEN SHANTANU · other
CHEN GLORIA T · other
FORUSZ JILLIAN · other
CHAKRAVARTHY ANIL · other
DURN DANIEL J · other
BELSKY SCOTT K · other
WADHWANI DAVID · other
NARAYEN SHANTANU · other
FORUSZ JILLIAN · other
FORUSZ JILLIAN · other
BANSE AMY L · sell · $333,300
DURN DANIEL J · other
FORUSZ JILLIAN · other
FORUSZ JILLIAN · sell · $327,987
BELSKY SCOTT K · sell · $232,525
CHEN GLORIA T · other
CHAKRAVARTHY ANIL · other
DURN DANIEL J · other
BELSKY SCOTT K · other
WADHWANI DAVID · other
NARAYEN SHANTANU · other
BELSKY SCOTT K · sell · $1,142,137
FORUSZ JILLIAN · other
CHAKRAVARTHY ANIL · other
DURN DANIEL J · other
BELSKY SCOTT K · other
WADHWANI DAVID · other
NARAYEN SHANTANU · other
NARAYEN SHANTANU · sell · $13,039,414
DURN DANIEL J · sell · $3,350,328
FORUSZ JILLIAN · other
WADHWANI DAVID · other
GARFIELD MARK S. · sell · $52,089
BELSKY SCOTT K · sell · $258,297
RAO DANA J.D. · other
CHAKRAVARTHY ANIL · other
GARFIELD MARK S. · other
BELSKY SCOTT K · other
NARAYEN SHANTANU · other
GARFIELD MARK S. · sell · $85,255
BELSKY SCOTT K · sell · $1,252,936
RAO DANA J.D. · other
GARFIELD MARK S. · other
BELSKY SCOTT K · other
NARAYEN SHANTANU · sell · $13,602,670
RAO DANA J.D. · sell · $3,555,075
GARFIELD MARK S. · sell · $138,735
GARFIELD MARK S. · other
GARFIELD MARK S. · sell · $265,644
DURN DANIEL J · other
GARFIELD MARK S. · sell · $389,630
BELSKY SCOTT K · sell · $1,286,776
GARFIELD MARK S. · sell · $45,436
RAO DANA J.D. · other
GARFIELD MARK S. · other
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Filing analysis pending — next scan runs every 12 hours
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Transcript analysis coming soon
bullish for 1d | 15 signals · latest 3h ago
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