ADBE Adobe Inc.

neutral SHIFT track record → $259.21 +17.77 (+7.4%)
Mkt Cap $99B P/E 14.3 fwd 9.3 52wk $224.13 - $421.48 Earnings 2026-06-11 Updated Friday
Insider selling: $18,451,149 sold by 2 insiders (30d)
Est. revisions: +0.0% (3 up, 0 down in 30d)
Factor Model (net +1.6)

Factor Model

net +1.6 3.1 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.5
Analyst Rev.
+1.0
Narrative Gap
+0.0

Adobe's revenue growth slows post-ChatGPT launch

Watch: Next earnings will reveal CEO transition impact and AI integration on growth acceleration.

Adobe maintained an average quarterly revenue growth of 3.5% over 32 quarters before slowing to 2.5% since ChatGPT's launch. The stock trades at a PE of 14, near seven-year lows. Despite solid financials, insider selling and decelerating revenue momentum put pressure on price, which declined 4.7% last week amid a downtrend.

Adobe's slowing revenue growth and insider selling indicate near-term challenges, risking further price pressure despite healthy margins and institutional support.

Evidence

Fundamentals & Data ▾
Adobe Inc. Technology · Software - Application
Mkt Cap
$99B
P/E
14.3 fwd 9.3
Beta
1.42
52w Range
$224.13 - $421.48
Short Interest
17.4M 4.8%
Days to Cover
3.4 +43%
Technicals downtrend
vs 20d MA
-2.4%
from 52w Hi
-5.9%
Vol (20d)
33%
1w return
-4.7%
1m return
-0.7%
Vol ratio
0.8x
Insiders
selling 0B / 3S
Analysts
mixed 1 up / 1 down
EPS Estimate
$5.83 +0.0% 30d 3up / 0dn
Est. Dispersion
6% 29 analysts
Analyst Target
$327 $220 - $487
Options P/C
0.37 2C / 1P unusual
Insider Cluster
strong sell 0B / 2S
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 $225M
Recent Filings & Data
insider trade 2
net selling · $18,451,149 sold
2 insiders · 2 transactions (30d)
Recent transactions
NARAYEN SHANTANU · sell · $18,265,234
FORUSZ JILLIAN · sell · $185,915
Track Record (1/1 correct) ▾

Direction History

1/1 correct at 5 days
2026-04-28 bullish +5.1%
15 signals · latest Updated Friday

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