Adobe

ADBE

Market cap $138B

The market is overreacting to AI fears—Adobe's ecosystem, not just its software, remains the backbone of professional creative production. Generative AI like Sora may look impressive, but it still relies on ADBE's workflow layer of compliance, collaboration, and final distribution. At current levels, the company needs to achieve zero growth in the next seven years to be trading at fair value.

Stocks like Adobe and Okta have room to climb if their earnings beat expectations.

Recently, Zacks.com users have been paying close attention to Adobe (ADBE). This makes it worthwhile to examine what the stock has in store.

On Oct. 9, 2025, Amiral Gestion disclosed a buy of 31,050 shares of Adobe (ADBE 0.01%), an estimated $10.95 million trade based on the average price for the quarter, according to SEC filings.

The digitization of the economy is accelerating, and more business owners are beginning to realize that having an online or social media presence is one of the most critical factors for success in this new digital landscape. That is precisely where companies in the technology sector are set up for success, as long as they directly aid in this rotation, and one of them is offering investors a fantastic risk-to-reward opportunity for the coming quarters.

Kash Rangan, Goldman Sachs Senior Software Analyst, joins 'Closing Bell Overtime' to talk the state of AI adoption, where there is still growth opportunity in the space, return on investment, and more.

S&P Global and Adobe face significant disruption risk from rapidly advancing AI, threatening their long-standing business moats. SPGI's proprietary data and regulatory licenses provide current advantages, but AI-driven competitors could erode these moats within 2-5 years. ADBE's SaaS model and creative software dominance are challenged by generative AI tools, which commoditize creative tasks and lower barriers to entry.

Adobe, in its annual online shopping forecast, released today, is predicting that U.S. ecommerce sales will hit $253.4 billion this holiday season, up 5.3% over last year.

U.S. holiday online sales are expected to grow at a slower pace this year, according to projections by data firm Adobe Analytics released on Monday, as macroeconomic uncertainty continues to pressure consumer spending.

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) released its online shopping forecast for the 2025 holiday season, covering the period from Nov. 1 to Dec. 31, 2025. Based on Adobe Analytics data, the analysis provides the most comprehensive view into U.S. e-commerce by analyzing direct transactions online, covering over 1 trillion visits to U.S. retail sites, 100 million SKUs and 18 product categories. Adobe Analytics is part of Adobe Experience Cloud, relied upon by the majority.