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核心财务业绩 - 公司第四季度每股收益为5.50美元，超出市场预期的5.39美元 [1] - 公司第四季度营收为61.9亿美元，超出市场预期的61.1亿美元，较去年同期的56.1亿美元实现增长 [1] - 公司对2026财年GAAP每股收益的指引为17.90至18.10美元，高于分析师预期的16.56美元 [1] 管理层观点与市场反应 - 首席执行官表示，创纪录的2025财年业绩反映了公司在全球AI生态系统中日益重要的地位以及其AI驱动工具的快速普及 [2] - 公司通过推进创新的生成式和智能体平台并扩大客户群，目标是在2026财年实现订阅年收入（ARR）的两位数增长 [2] - 财报发布后，公司股价上涨3.7%，收于355.93美元 [2] 分析师评级与目标价调整 - Wolfe Research分析师维持“跑赢大盘”评级，将目标价从450美元下调至440美元 [3] - Morgan Stanley分析师维持“持股观望”评级，将目标价从450美元下调至425美元 [3] - TD Cowen分析师维持“持有”评级，将目标价从420美元下调至400美元 [3]

Adobe Inc. (NASDAQ:ADBE) posted better-than-expected fourth-quarter earnings on Thursday.Adobe reported quarterly earnings of $5.50 per share, which beat the analyst estimate of $5.39. Quarterly revenue came in at $6.19 billion, which beat the Street estimate of $6.11 billion, up from revenue of $5.61 billion from the same period last year.Adobe also said it sees fiscal 2026 GAAP EPS of $17.90 to $18.10, versus the $16.56 analyst estimate."Adobe's record FY2025 results reflect our growing importance in the ...

James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...

James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...

A stock that has not been a horse. It's been a horse's >> What a segue, >> but it's turning. You should have gone for it.>> It's turning. It is cable. But sometimes you leave things to the imagination.Everybody knows what you mean. Anyway, >> another great report. Another great report.>> What stock are you talking about. Adobe. >> If this if this stock had a different ticker symbol, any other ticker symbol under the sun, it would be up 8% today.>> You have no idea how much of a win this is. I'm not I'm not ...

Key Takeaways ADBE posted Q4 EPS of $5.50 and revenues of $6.194B, beating estimates and rising year over year. AI-influenced ARR now accounts for over one-third of Adobe's total recurring revenue base. Adobe expects FY26 EPS of $23.30-$23.50 and revenue between $25.9B and $26.1B. Adobe (ADBE) reported fourth-quarter fiscal 2025 non-GAAP earnings of $5.50 per share, beating the Zacks Consensus Estimate by 2.04% and increasing 14.3% year over year.Total revenues were $6.194 billion, which beat the consensus ...

奥本海默将Adobe的目标价从460美元下调至430美元，仍维持"跑赢大盘"评级。(格隆汇) ...

公司业绩表现 - 公司2025财年第四财季营收同比增长10%至创纪录的61.9亿美元，超过分析师平均预期的61.1亿美元 [1] - 公司调整后每股收益为5.5美元，超过预期的5.39美元 [1] - 公司数字媒体部门营收同比增长11%至46.2亿美元，年度经常性收入达到192亿美元 [1] - 公司数字体验部门营收同比增长9%至15.2亿美元 [1] 市场反应与战略合作 - 公司股价上涨2.8%，报352.71美元 [1] - OpenAI正将更多第三方应用整合进ChatGPT，用户现可在聊天界面内直接使用Adobe的创意工具，包括Photoshop、Adobe Express和Acrobat [1]

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...