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Why Analysts Can't Quit Adobe Even After Disappointing Revenue Guidance
Investopedia· 2024-12-13 02:05
核心观点 - Adobe股价在公司发布低于分析师预期的2025财年收入展望后下跌,但分析师仍对公司生成式AI的货币化前景保持乐观,并维持"买入"评级 [1][2] 股价表现 - Adobe股价在周四开盘后下跌超过13%,最近交易价为$480.37,下跌12.6%,2024年累计下跌近20% [3] 分析师观点 - Mizuho Americas分析师维持"跑赢大盘"评级,但将目标价从$640下调至$620,并表示对Adobe未来生成式AI创新的货币化前景保持信心 [3][4] - Bank of America分析师将目标价从$640下调至$605,但同样维持"买入"评级,并认为最近一个季度结束了"AI的一年延迟满足",预计明年将出现一些令人鼓舞的领先指标 [5] 产品策略 - Adobe计划推出更昂贵版本的生成式AI工具集Firefly,以货币化新用户并提高每位用户的平均收入 [4]
Gold Falls Sharply; Adobe Shares Dip After Weak Revenue Outlook
Benzinga· 2024-12-13 01:36
U.S. stocks traded lower midway through trading, with the Dow Jones index falling by 0.2% on Thursday.The Dow traded down 0.18% to 44,067.70 while the NASDAQ fell 0.33% to 19,969.33. The S&P 500 also fell, dropping, 0.24% to 6,069.33.Check This Out: Jim Cramer Says ‘Keep Owning’ This Energy Stock, Abbott Laboratories ‘Legal Stuff’ Is Behind ThemLeading and Lagging SectorsReal estate shares jumped by 0.7% on Thursday.In trading on Thursday, energy shares fell by 0.6%.Top HeadlineAdobe Inc. ADBE shares fell a ...
Why Adobe Stock Crashed 12% After Earnings
The Motley Fool· 2024-12-13 00:39
文章核心观点 - Adobe公司尽管在2024财年第四季度财报中实现了盈利和销售额的双双超预期,但其股价在报告发布后仍大幅下跌12.4% [1] 财务表现 - Adobe在2024财年第四季度实现了$4.81的非GAAP每股收益,超过了分析师预期的$4.67,销售额达到$5.6 billion,超过了预期的$5.5 billion [1] - 尽管非GAAP每股收益为$4.81,但根据GAAP计算的实际每股收益仅为$3.79,显示出非GAAP与GAAP收益之间的显著差异 [2] - 公司季度净利润同比增长17%,全年净利润达到$12.36每股,同比增长4.6% [3] - 季度自由现金流达到$2.9 billion,同比增长85%,全年自由现金流为$7.9 billion,同比增长14% [3] 估值分析 - Adobe的市盈率(P/E)为39.3倍,而基于自由现金流的估值(P/FCF)为26.9倍,显示出基于现金利润的估值更为合理 [4] - 尽管Adobe的P/FCF/growth比率为1.9,高于通常认为的“便宜”标准,但在当前高估值市场中,Adobe相对于其他科技股仍显得较为便宜 [5]
1 Artificial Intelligence (AI) Growth Stock Down 22% to Buy Right Now
The Motley Fool· 2024-12-13 00:36
In today's video, I will cover Adobe's (ADBE -12.84%) fourth-quarter results and explain why the stock is dropping. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Dec. 11, 2024. The video was published on Dec. 11, 2024. ...
Adobe Analysts Split After Strong Q4, Weak 2025 Guidance
Benzinga· 2024-12-13 00:17
Shares of Adobe Inc ADBE tanked in early trading on Thursday, despite the company reporting upbeat fiscal fourth-quarter results.The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.Piper Sandler On AdobeAnalyst Brent Bracelin reiterated an Overweight rating, while reducing the price target from $635 to $600.Adobe reported "solid" results for its fiscal fourth quarter, with revenues beating consensus by $81 million, Bracelin said in a note. Subscription reve ...
Adobe Stock Plummets on Disappointing Guidance
Schaeffers Investment Research· 2024-12-13 00:08
Shares of Adobe Inc (NASDAQ:ADBE) are down 12.8% at $479.45 at last glance, after the software name's disappointing full-year and fiscal first-quarter forecasts, despite better-than-expected fiscal fourth-quarter earnings and revenue. In response, TD Cowen downgraded the stock to "hold" from "buy" and lowered its price target to $550 from $625, while a flood of other analysts slashed their price objectives as well. Today's bear gap has ADBE headed for its worst single-day percentage loss since its March ear ...
Adobe Shares Plummet 12% After Lowering Outlook—Despite Record Revenue
Forbes· 2024-12-12 23:43
ToplineShares of Adobe dropped by more than 12% on Thursday, putting the Photoshop maker’s stock on pace for its worst loss in nearly nine months after lowering its revenue forecast for the current fiscal year, despite reporting record revenue and earnings that beat out Wall Street’s expectations.The Photoshop maker’s stock has underperformed this year as it forecasts slower revenue growth, even ... [+] as the company exceeds Wall Street’s estimates.SOPA Images/LightRocket via Getty Images Key FactsAdobe’s ...
Adobe Q4 Earnings Beat Estimates, Shares Fall on Weak Outlook
ZACKS· 2024-12-12 23:20
Adobe (ADBE) reported fourth-quarter fiscal 2024 non-GAAP earnings of $4.81 per share, beating the Zacks Consensus Estimate by 3.22%. The figure improved 12.6% on a year-over-year basis.ADBE’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average earnings surprise being 2.59%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Total revenues were $5.61 billion, which beat the consensus mark by 1.24% and increased 11.1% year over year, both on a reported ...
Watch These Adobe Price Levels as Stock Slides After Disappointing Revenue Outlook
Investopedia· 2024-12-12 22:00
Key TakeawaysAdobe shares fell sharply in premarket trading on Thursday after the multimedia software provider issued a weaker-than-expected revenue outlook.The stock has traded higher within a rising wedge, mimicking a similar pattern that formed on the chart between July and September.Investors should watch crucial support levels on Adobe's chart around $500, $475, and $440, while also monitoring important overhead areas near $565 and $635. Adobe (ADBE) shares fell sharply in premarket trading on Thursday ...
Adobe Q4 Earnings: Why This Stock Leaves Me Unsold
Seeking Alpha· 2024-12-12 17:37
核心观点 - Michael Wiggins De Oliveira 是一位转折点投资者,专注于在公司叙事发生变化且业务即将在未来一年内显著盈利时买入廉价公司 [1] 投资策略 - 专注于科技和“伟大的能源转型(包括铀)”领域,管理一个集中型投资组合,包含约15至20只股票,平均持有期为18个月 [1] 专业背景 - 通过10多年的公司分析,积累了在科技和能源领域的卓越专业经验,并在Seeking Alpha上拥有超过40K的关注者 [2] 投资团体 - 领导投资团体 Deep Value Returns,该团体提供通过其价值股票的集中型投资组合获得的洞察,及时的股票选择更新,每周的网络研讨会提供实时建议,以及根据需要为新老投资者提供的“手把手”指导 [3] - Deep Value Returns 还拥有一个活跃、充满活力且友好的社区,通过聊天轻松访问 [3] 关联机构 - Seeking FCF 是 Michael Wiggins De Oliveira 的关联机构 [4]