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
16d ago
Adobe (ADBE) Integrates Agentic AI With Major Tech Platforms to Automate Customer Workflows
yahoo-finance
7 older signals
30d ago
Insider sell by NARAYEN SHANTANU (ADBE): $18,265,234
34d ago
Short interest surged 21% to 14,737,592 shares
34d ago
Mizuho down ADBE: Outperform → Neutral
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
Keep reading the market
Direction shifts, insider clusters, filing red flags, and earnings call changes stay published on the site.