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Adobe (ADBE) CEO Says Stock Undervalued; William Blair Reaffirms Buy
Yahoo Finance· 2025-10-31 22:50
Adobe Inc. (NASDAQ:ADBE) is one of the best stocks to buy according to Citadel LLC. In an October 28 interview with Bloomberg Television, Adobe’s CEO, Shantanu Narayen, stated that the company is trading below its intrinsic value despite robust growth drivers and expanding AI product adoption. Adobe (ADBE) CEO Says Stock Undervalued; William Blair Reaffirms Buy Copyright: photogearch / 123RF Stock Photo During the interview ahead of its Adobe MAX 2025 event, one of the reasons the CEO cited for the disp ...
投资者拷问Adobe(ADBE.US):AI时代,何以生存?
智通财经网· 2025-10-31 21:15
智通财经APP获悉,本周,Adobe(ADBE.US)召开年度大会,汇聚上万名营销人员、电影制作人与内容 创作者,力图向业界证明,其软件产品正积极拥抱人工智能(AI)技术,并依然是创意工作的首选工具。 然而,对生成式AI技术是否将冲击这家创意软件巨头业务模式的质疑声,最强烈的并非来自用户,而 是其投资者。尽管Adobe战略布局清晰,但花旗分析师Tyler Radke指出,该公司正"面临AI驱动的结构 性竞争与定价压力风险"。 随着谷歌(GOOGL.US)Veo视频生成模型等AI工具迅速崛起,Adobe股价今年已下跌约四分之一。公司首 席执行官Shantanu Narayen本周早些时候接受采访时表示,由于市场焦点过度集中于半导体与AI模型训 练领域,Adobe当前价值被严重低估。 Radke表示,如今浏览社交媒体,你看到的视频可能出自OpenAI的Sora;收到朋友聚会邀请,邀请函海报 大概率是用Canva的模板制作。无需使用Adobe这类专业工具,普通人也能轻松完成媒体内容制作,这 种趋势正愈发明显。 为留住拥抱AI的创作者群体,Adobe在本周洛杉矶大会上宣布多项举措,其中最具战略意义的当属将谷 歌、Op ...
Which Stock Will Rally: Adobe Or Oracle?
Forbes· 2025-10-31 20:20
Although Oracle experienced a decline of -6.7% in the past day, its counterpart Adobe might be a more favorable option. Regularly assessing alternatives is fundamental to a solid investment strategy.Adobe sign with logo mounted on building exterior, San Francisco, California, September 18, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesThe recent decline in Oracle stock comes amid concerns over growth and rising costs, as well as insider selling of the stock. While Adobe (ADBE) stoc ...
Adobe Stock Dropped Yesterday, Should You Buy It Now?
Forbes· 2025-10-30 21:05
Adobe sign with logo mounted on building exterior, San Francisco, California, September 18, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesAdobe’s stock (NASDAQ: ADBE) experienced a significant 6.1% single-day decrease yesterday, October 29, 2025.This decline occurred despite numerous AI-focused product announcements at the company's annual MAX conference, suggesting investors remain worried about the long-term competitive impact of Artificial Intelligence on Adobe's business, along ...
What Makes Adobe (ADBE) an Investment Bet?
Yahoo Finance· 2025-10-30 20:29
Diamond Hill Capital, an investment management company, released its “Select Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets continued their YTD rally in the third quarter, with the Russell 3000 Index surging 8%. At the same time, the portfolio underperformed the Russell 3000 Index, returning 4.98%. To get an idea of the fund’s best choices for 2025, check out its top 5 positions. In its third-quarter 2025 investor letter, Diamond Hill Select Fund highlighted ...
OpenAI与Adobe达成合作:ChatGPT将整合Photoshop实现自然语言互动修图
环球网资讯· 2025-10-30 11:17
来源:环球网 【环球网科技综合报道】10月30日消息,据TipRanks报道,Adobe近日宣布与OpenAI达成新一轮合作, 双方将旗下核心产品深度整合,用户未来在ChatGPT平台即可借助自然语言交互完成图片编辑,这一合 作标志着AI驱动的创意工具应用场景进一步拓展。 据介绍,此次合作将Adobe旗下Photoshop与Adobe Express两款热门创意软件接入ChatGPT生态。用户后 续只需在ChatGPT左下角"更多"菜单中找到对应Adobe应用,通过扩展模式与GPT对话,就能以自然语 言下达修图指令,无需切换多平台操作,大幅简化创意工作流程。 现场演示环节展示了整合后的实用功能:Adobe Express融入GPT后,即便用户给出模糊的文字提示,也 能自动生成完整传单;新增的UI元素支持用户通过点击鼠标快速调整图片参数,无需反复输入文字指 令让GPT重新生成;生成内容还可一键导出至Adobe Express,方便用户进行更细致的进阶修改,兼顾效 率与创作灵活性。 对于此次合作,Adobe副总裁亚历山德鲁·科斯廷(Alexandru Costin)明确表示,双方合作旨在整合各自 技术优势,并非替 ...
Wall Street Gives Adobe's AI Future A Thumbs-Up, But Investors Sell The Stock Anyway
Benzinga· 2025-10-30 01:04
Adobe Inc (NASDAQ:ADBE) unveiled sweeping artificial intelligence advancements and a new growth framework at its annual MAX conference.The company introduced new AI tools—including Firefly Foundry and an AI Assistant for Adobe Express—designed to help creators build custom generative models. Its products also automate content production and unlock new revenue from digital assets.JPMorgan analyst Mark R Murphy maintained an Overweight rating on Adobe with a price forecast of $520.Also Read: Adobe To Help Bra ...
Adobe To Release AI-Powered Video Editing System ‘Project Frame Forward'
Deadline· 2025-10-29 23:11
EXCLUSIVE: Adobe is introducing Project Frame Forward, an AI-powered system designed to improve the process of editing video. The setup will be unveiled Wednesday evening during the company’s annual Max Creativity Conference, a multi-day event in Los Angeles attended by more than 10,000 people. The new offering is being featured as part of Adobe Max Sneaks, which highlights innovations from the company’s research and engineering teams. The Sneaks component of Max is designed to help the company connect wit ...
Stock weakness more about software sector overhang, says Adobe CEO Shantanu Narayen
Youtube· 2025-10-29 22:31
Joining us now Adobe chair and co Shantu Nayan. Shantu it's great to have you on the show. Haven't seen you in a little bit.Terrific. >> Thanks for having me Jim. >> Okay so let's talk about uh the opening of the Adobe system.I could say that the integration where I now if I want to use Adobe say and Google it's simple which would to me bring in a whole new group of of uh of users. Well, I think what was incredible uh Jim about Max was the amount of innovation that Adobe uh showcased. Uh when you think abou ...
Adobe Inc. (ADBE) Presents at Adobe MAX - The Creativity Conference Transcript
Seeking Alpha· 2025-10-29 14:01
活动概述 - 本次活动为Adobe MAX 2025投资者会议 [1] - 会议展示了公司在创新方面的众多成果 [1] - 公司高管团队及多位董事会成员出席了会议 [2] 会议安排 - 会议首先由Shantanu介绍公司战略 [4] - 随后将由David进行分享 [4] - 演示文稿等资料已发布在投资者关系网站上 [4]