Adobe (ADBE) recently launched Adobe Express for Enterprise, which is powered by Adobe Firefly Image Model 3.Adobe Express for Enterprise features Brand Controls, Bulk Create, Generate, and Firefly Custom Models, enabling businesses to speed up marketing content creation and extend on-brand production to various users.The tool integrates with Adobe Acrobat, Creative Cloud, and AEM Assets, as well as Adobe GenStudio, an end-to-end content lifecycle app, allowing marketers to reuse brand-approved content, gen ...

In the latest market close, Adobe Systems (ADBE) reached $484.69, with a +0.26% movement compared to the previous day. This change outpaced the S&P 500's 0.09% gain on the day. Meanwhile, the Dow experienced a drop of 0.49%, and the technology-dominated Nasdaq saw an increase of 0.65%.The the stock of software maker has risen by 3.96% in the past month, lagging the Computer and Technology sector's gain of 7.36% and the S&P 500's gain of 5.78%.The investment community will be closely monitoring the performan ...

Adobe Systems (ADBE) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this software maker have returned +2.1%, compared to the Zacks S&P 500 composite's +5% change. During this period, the Zacks Computer - Software industry, which Adobe falls in, has gained 2%. The key question now is: What could be the stock's future direction?Although media reports or ru ...

We live in a fast-paced modern world, and cloud computing and AI have become vital for every business in any sector. The use and demand for both innovations continue to grow, and investors holding cloud computing stocks have also been enjoying their gains. The benefits cloud computing provides (flexibility, scalability and cost-effectiveness) make it essential to most businesses.Moreover, as remote work surges, demand for cloud computing has risen sharply. With companies investing heavily in cloud software, ...

After remote work skyrocketed, it is not hard to imagine the demand for cloud computing jumped. With companies racing to have the top cloud software and companies spending big to keep their business up to date, there is no better time for investors to tune in. These three of the best cloud computing stocks to buy are winners you don’t want to miss out on.We’ll cover each of these stocks’ cloud platforms and software and why their unique services and products put them in a fantastic position to prosper amids ...

Adobe Systems股价表现 - Adobe Systems (ADBE) 在最新的市场收盘中，股价达到了 $477.56，较前一天上涨了 +0.87% [1] - Adobe Systems 的股价在过去一个月中下跌了 6.18%，落后于计算机和技术行业的下跌幅度为 5.32% 和标普500指数的下跌幅度为 3.15% [2] Adobe Systems财务预测 - 分析师预计 Adobe Systems 将发布每股盈利为 $4.39，同比增长 12.28%，预计营收为 $5.28 亿美元，同比增长 9.65% [3] - Zacks Consensus Estimates 预测全年每股盈利为 $17.96 和营收为 $21.42 亿美元，同比增长分别为 +11.76% 和 +10.37% [4] Adobe Systems投资建议 - 投资者应关注对 Adobe Systems 的最新分析师预测修订，这些修订通常代表着近期业务趋势的变化 [5] - 研究表明，这些预测变化与近期股价直接相关，Zacks Rank 利用这一现象开发了一个清晰、可操作的评级模型 [6] Adobe Systems行业比较 - Adobe Systems 目前的 Forward P/E 比率为 26.36，低于行业平均值 28.26 [8] - ADBE 目前的 PEG 比率为 2.08，该比率考虑了公司预期的盈利增长率，计算机软件股票的平均 PEG 比率为 2.28 [9] - 计算机软件行业属于计算机和技术行业，该行业的 Zacks Industry Rank 为 82，在所有 250+ 个行业中处于前 33% [10]

文章核心观点 - 投资者买卖股票存在问题，卖出股票往往比买入更难，投资者易因贪婪或不愿认错而不卖出股票，作者近期卖出Adobe、Qualcomm和Unity三只股票，因其面临重大挑战，增长前景堪忧 [1] Adobe相关要点 - 2022年初买入Adobe股票，因其营收增长强劲、有定价权且云订阅粘性高，2023年3月卖出，原因是增长放缓、面临生存挑战且管理层无明确未来规划 [2] - 2023财年Adobe营收仅增长10%，低于2022财年的12%和2021财年的23%，分析师预计2024财年营收增长11%，主要由近期提价驱动 [2] - Adobe增长放缓部分归因于宏观经济逆风，还面临Canva、Figma和OpenAI等竞争对手的激烈竞争，收购Figma的20亿美元交易因反垄断担忧被监管机构叫停，美国监管机构还在调查其订阅取消政策 [3] Qualcomm相关要点 - 2022年初投资Qualcomm，当时因消费者购买新5G智能手机，其营收快速增长，2022财年营收飙升32%，但2023财年因5G升级周期结束和中国智能手机市场停滞，营收下降19% [4][5] - Qualcomm面临长期威胁，台湾竞争对手MediaTek在中低端智能手机市场取得进展，苹果计划到2026年用自研调制解调器取代Qualcomm的基带调制解调器 [5] - Qualcomm试图通过开发汽车和物联网芯片实现业务多元化，但这些小业务的增长未能抵消手机芯片销售的下滑，分析师预计2024财年其营收和调整后每股收益分别增长7%和16%，但公司缺乏足够催化剂 [5][6] Unity相关要点 - 2022年初投资Unity，因其游戏开发引擎被全球约一半的PC、移动和主机游戏使用，管理层称公司长期营收年增长率超30% [7] - 2022年苹果iOS用户隐私更新使Unity的定向广告算法过时，迫使其与有争议的广告技术公司ironSource进行全股票合并以重启广告业务 [7] - 2023年9月Unity试图实施新的“运行时费用”，引发开发者强烈反对后取消并更换CEO，2023年营收增长58%主要来自与ironSource的合并 [8] - 分析师预计Unity 2024年营收下降17%，2025年仅增长12%，该公司短期内难以盈利，作者于2024年2月亏损卖出其股票 [8]

Adobe股价下跌 - Adobe因弱势盈利预期而股价大幅下跌[3][4] On Semiconductor盈利预期下调 - On Semiconductor受电动汽车市场需求下降影响，2024年盈利预期较低[6][7] Albemarle股价受压 - Albemarle因锂价格下跌和EV需求放缓而股价受压[9][10] Intel盈利受影响 - Intel在投资芯片制造业务上支出增加，盈利受到影响[13][14] Lululemon估值合理 - Lululemon虽然股价下跌，但估值合理，具有增长潜力[16][17]

文章核心观点 随着四月过半，“五月卖出离场”说法再次引发关注 2024 年 5 月投资者或可获利了结 文章推荐三只高估股票卖出[1][2] 市场情况 - 二季度以来大盘似乎动力不足 通胀或使降息推迟至 2025 年 2024 年 5 月投资者或可获利了结[1] 高估股票分析 露露乐蒙（Lululemon） - 几周前公布惨淡季度财报后股价持续下跌 较 1 月历史高点下跌约 33%[2] - 尽管品牌强劲 但时尚趋势短期变化快且竞争加剧 难以快速反弹[2][3] - 股价 344 美元多虽已反映较低指引 但 28.3 倍的滚动市盈率仍过高[3] 欧特克（Autodesk） - 作为计算机辅助设计软件开发商 有望从生成式人工智能中获利 但股价近年难有起色[4] - 因会计调查推迟发布年报 股价一日内暴跌近 6% 情况不明朗[4] - 51.1 倍的滚动市盈率过高[4] 奥多比（Adobe） - 大力投资生成式人工智能 但股价下跌 较 52 周高点下跌 25%[5][6] - 人工智能虽可提升产品 但也带来潜在竞争 护城河宽度存疑[5] - 45.3 倍的滚动市盈率过高[6]

Broadcom (AVGO) - Broadcom是挑战Magnificent 7的顶尖潜力股之一[3] - Broadcom在半导体行业是一家巨头，拥有多样化的产品，服务于数据中心、网络、宽带、无线和工业市场[4] Netflix (NFLX) - Netflix通过重组和削减成本等措施，展现出挑战Magnificent 7的潜力[6] - Netflix在2023年削减了3亿美元成本，开始打击密码共享问题，并推出了新的广告计划会员制度，取得了记录的收入、盈利和自由现金流[7] Adobe (ADBE) - Adobe是具有长期潜力的睡眠AI股票之一，其创意软件套件在生成式AI繁荣中处于领先地位[9] - Adobe的过渡到基于订阅的模式是宝贵的，确保了循环收入流，同时建立了忠实的客户群体[10]