Key Points Its software titles like Photoshop and Acrobat are must-haves for many professionals. Artificial intelligence (AI), however, has intensified competition in the space. The stock now trades at a P/E multiple that's well below the S&P 500 average. These 10 stocks could mint the next wave of millionaires › Adobe (NASDAQ: ADBE)'s stock has been struggling mightily in recent months. It has fallen by 25% this year, and it hasn't been trading at such low levels since 2023. For a leading tech co ...

公司核心业务与市场地位 - Salesforce是客户关系管理解决方案领域的领导者，Adobe主导创意软件市场 [1] - Salesforce通过收购如Slack等公司，致力于构建一个专注于人工智能、数据和协作的更广泛生态系统 [3] - Adobe的AI战略围绕Firefly展开，其模型仅使用授权和公开内容进行训练，以解决版权问题 [9] 人工智能战略与产品创新 - Salesforce自2023年推出Einstein GPT以来，将生成式AI嵌入其产品中，以帮助企业自动化流程并改善客户关系 [4] - Salesforce的最新创新Agentforce与Data Cloud相结合，在2026财年第二季度带来12亿美元经常性收入，同比增长120% [5] - Adobe在2025年9月推出Acrobat Studio，将Acrobat、Adobe Express和AI工具结合，并推出Adobe Experience Platform Agent Orchestrator，瞄准185亿美元的可寻址市场 [10] - Adobe在2025年第三季度其新AI业务贡献约2.5亿美元收入，仅占总收入的约4% [14] 财务业绩表现 - Salesforce在2026财年第二季度收入和非GAAP每股收益分别同比增长9.8%和13.7%，均超出市场预期 [6] - Salesforce在2026财年第二季度末的总剩余履约义务为599亿美元，同比增长10%，非GAAP运营利润率为34.3% [7] - Adobe在2025财年第三季度收入增长10.7%，非GAAP每股收益增长14.2%，均超预期 [13] 增长前景与市场预期 - 市场对Adobe 2025财年的共识预期为收入增长10%，每股收益增长12.8%；对Salesforce 2026财年的预期为收入增长8.8%，每股收益增长11.3% [15] - 分析师预计Salesforce未来五年收益复合年增长率为13.9%，高于Adobe的13.1% [16] 股价表现与估值比较 - 过去一年，Salesforce股价下跌7.4%，而Adobe股价下跌26.3% [17] - Salesforce的远期12个月市盈率为21.43倍，高于Adobe的15.36倍 [19] 投资前景总结 - Salesforce在AI货币化、通过平台生态系统实现的客户粘性以及利润稳定性方面具有更清晰的路径 [21] - Adobe面临来自Canva、Figma和AI优先设计初创公司的竞争加剧，威胁其定价能力和市场主导地位 [13]

人工智能生态系统演进 - 行业焦点从构建更智能的模型转向构建管道、智能体和数据平台，以使模型能够大规模协同工作 [1] Salesforce：构建智能体化企业 - 公司发布Agentforce 360平台，旨在将人类、智能体和企业数据连接在一个可信系统中，标志着客户关系管理的演进 [3] - 平台通过与OpenAI和Anthropic的扩展合作，集成GPT-5和Claude等前沿模型，为销售、财务和客户服务提供智能工作流 [4] - 公司宣布未来五年在旧金山投资150亿美元，以扩大创新规模和员工队伍，并重申到2030年实现600亿美元年收入的目标 [5] - 公司强化Slack作为其智能体生态系统接口的角色，并更新Einstein Copilot功能和可信AI治理框架，重点关注数据溯源、可审计性和模型可解释性 [6] Adobe：生成式AI品牌服务化 - 公司推出Adobe AI Foundry平台，允许企业利用其专有品牌资产训练定制生成式模型，确保输出符合品牌身份和调性 [7] - 早期采用者如家得宝和华特迪士尼幻想工程已通过该平台试点品牌特定模型，用于大规模自动化活动创建和内容工作流，公司转向基于生成输出的使用量定价模式 [7] - 平台模型基于Firefly基础系列构建，但训练方式确保企业知识产权安全并与公共数据集隔离，以解决合成媒体导致品牌稀释的风险 [8] Oracle：夯实AI数据基础 - 公司推出Oracle AI数据平台、自治AI湖仓和Oracle Database 26ai，旨在单一环境中融合数据治理、分析和AI [10] - 新架构将向量搜索和库内智能体框架直接引入数据系统，使企业能在不移动敏感数据的情况下运行生成式和预测性AI工作负载 [11] - 公司与AMD扩展基础设施合作，确保获得为大型AI工作负载优化的下一代GPU，使客户能在云和本地环境中扩展AI训练和推理工作负载 [12] Google：扩张AI物理基础设施 - 公司宣布到2027年投资90亿美元扩大在南卡罗来纳州的AI和云业务，该投资是其在美国和印度总额240亿美元全球计划的一部分，将用于超大规模数据中心、海底电缆、可再生能源容量和新光纤网络 [13] - 此次扩张紧随10月宣布的印度150亿美元投资，其中包括在维沙卡帕特南建立AI中心，反映了公司认为控制计算、连接和能源的物理层对维持AI服务领导地位至关重要 [14]

Adobe Inc. (NASDAQ:ADBE) stock presents a potential buying opportunity, being 38% cheaper amidst a 5.7% decline over the past month.The company is expected to announce strong earnings, with a predicted 12.06% year-over-year growth in earnings per share and an 8.85% increase in quarterly revenue.Despite recent declines, Adobe's stock has shown resilience with a 3.53% rise, trading at $355.53, and maintaining a significant market capitalization of approximately $148.83 billion.On October 15, 2025, Marjorie Ta ...

Coatue Management holds $236.24 million worth of shares in Adobe Inc. (NASDAQ:ADBE), representing 0.66% of its total 13F portfolio, helping the stock secure a place on our list of billionaire Philippe Laffont’s 10 stock picks with huge upside potential. Adobe Inc. (ADBE) Faces Mixed Sentiment Amid AI Growth Opportunities Copyright: photogearch / 123RF Stock Photo In October 2025, Adobe Inc. (NASDAQ:ADBE) experienced mixed sentiments, with investor optimism over its AI prospects contrasting with market-d ...

公司股价表现 - 公司股价上涨超过3.3%，报收于354.85美元 [1] 公司战略与产品发布 - 公司推出名为Adobe AI Foundry的新服务，旨在帮助企业和公司合作构建定制化的生成式AI模型 [1] - 定制化AI模型将基于企业自身的品牌和知识产权进行训练 [1] - AI Foundry的定制模型构建于公司的Firefly系列AI模型之上 [1] - Firefly系列AI模型能够生成文本、图像、视频和3D场景 [1] 行业与公司定位 - 此举标志着公司从通用AI工具提供商向企业级定制AI解决方案提供商的转变 [1]

Photo by Smith Collection/Gado/Getty ImagesGado via Getty ImagesAdobe (ADBE) stock merits your attention. Why? Because it offers monopoly-like high margins at a discounted price. Here are some details.Revenue Growth: Adobe experienced growth of 10.7% LTM and 10.5% over the last 3 years on average.Recent Profitability: Approximately 42.2% operating cash flow margin and 36.2% operating margin LTM.Long-Term Profitability: About 39.0% operating cash flow margin and 35.4% operating margin over the last 3 years o ...

[Music] All right, final trade time. Mike Co, kick it off. >> Yeah, Zillow announces next week.It's at the midpoint of its 52- week range. I think options are expensive. Sell strangles.Kim Brian, great having you. Bringing the energy every night. Mitsubishi, MUFG, that's easy for me to say.Wow. Japanese banks stay there. I am long.Japanese banks. >> All right, Dan. Uh, Guy is going to try to convince you maybe to buy some of these beaten up software names.Do you think that's going to happen, guy. >> I might ...

"We are always exploring innovative ways to enhance our customer experience and streamline our creative workflows," Molly Battin, chief marketing officer at Home Depot, said in a statement. "Adobe's AI Foundry represents an exciting step forward in embracing cutting-edge technologies to deepen customer engagement and deliver impactful content across our digital channels." On the stock market today, Adobe stock advanced 3% to close at 343.40. Adobe Stock Is A Laggard "AI Foundry unites years of Adobe innovat ...

The prospect of lower interest rates ahead could help holiday sales by assisting with financing big ticket items. Nonetheless, other systematic risks in the economy like tariffs and still-high inflation could serve as headwinds. "You have consumers dealing with a lot in the broader economy,†said Vivek Pandya, director at Adobe Digital Insights, though holiday sales could help ease some of the macroeconomic pressure. "The holiday season is one of the areas where they do feel much more of an onus and a drive ...