Adobe: Time To Be Greedy

Jonathan Weber Investing Group Follow Summary Adobe Inc. delivered a double beat in fiscal Q3, raising full-year guidance. ADBE's revenue reached a record $6.8B, with growth accelerating to nearly 13%, the highest since fiscal Q2 2022. AI-driven offerings are fueling rapid expansion, with AI-first annual recurring revenues up 150% and outpacing overall company growth by 10x. ADBE trades at an undemanding valuation, presenting an attractive buying opportunity given its growth momentum. Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate. Learn More » Silver Place/iStock via Getty Images Article Thesis Adobe Inc. ( ADBE ) reported its most recent earnings results on Thursday afternoon, delivering a double beat. The company raised its guidance for the current year -- and yet, the market didn't react positively to the earnings This article was written by Jonathan Weber 54.37K Followers Follow Jonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and income stocks but he covers growth occasionally. He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportunities” List, coverage of energy midstream, commercial mREITs, BDCs, and shipping sectors,, and transparency on performance. Learn More. Analyst’s Disclosure: I/we have a beneficial long position in the shares of ADBE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.