ADOBE SYSTEMS WKN: 871981 ISIN: US00724F1012 Kürzel: ADBE Forum: Aktien Thema: Hauptdiskussion

Wo ist denn unser Spezialist Meidericher?

Ich denke ADOBE geht demnächst Pleite

Schade, Optio. Aber trotzdem schön, dir mal wieder über den Weg zu laufen. 👋

Oracle oder Adobe? Ich bin kein Hellseher. Ich sage nur, dass ich Adobe nicht mehr anfasse, weil mir die Fantasie fehlt, dass es wieder auf alte Höhen geht. 300$ könnten in einer kurzfristigen Rallye für Zocker natürlich drin sein. Sind ja nicht so weit weg. Ich bin Langfristanleger trotz meines Namens und dafür scheidet Adobe aus.

'The leadership transition likely amplifies the “already struggling AI disruption narrative,” TD Cowen analyst Derrick Wood wrote in a Friday note. ARR for the quarter grew 10.9% from a year before to $26.06 billion, but fell a hair short of the 11.1% growth Wall Street was expecting. Adobe has its own AI efforts in the works, but there are signs that external AI developments are weighing on the broader business. The company’s stock-photography segment saw an unexpected slowdown this quarter due to increased use of generative AI. Additionally, customer acquisition is being driven by Adobe’s “freemium” AI offerings, which have increased monthly active users but hindered ARR monetization, Wood added. Wood maintained his hold rating and lowered his price target to $310 from $325. While Adobe’s freemium push increases its user base, ARR will be hurt in the short term, according to Jefferies analyst Brent Thill. Management signaled that ARR could see improvement in the second half of the year — meaning that investors are still waiting for a “show-me” moment regarding AI adoption. A CEO transition could be a positive catalyst for Adobe. “We think many will agree it is time for a change as the AI technology shift creates bigger challenges than ever before,” Thill wrote in a Friday note. Thill’s top pick for a successor is an internal candidate, David Wadhwani, who is currently the president of Adobe’s creativity and productivity business. He has more than 18 years of experience at the company. “A new CEO may reset targets to more achievable levels,” Thill wrote, particularly regarding operating margins as the company pushes more-aggressive AI investments. However, the resulting estimate cuts could be received poorly depending on the investor group, Thill added. While Bernstein analyst Mark Moerdler acknowledged that “this is not yet the quarter to disprove the bear thesis,” he pointed to increasing generative-AI credit consumption, which he believes could be a positive tailwind later this year. Credit consumption increased 45% quarter-over-quarter, driven largely by video and audio generation. Moerdler maintained his outperform rating but lowered his price target to $447 from $506, citing obscured visibility into Adobe’s AI growth trajectory and the uncertainty brought upon by a leadership change. “We don’t believe CEO transition will necessarily be disruptive if the successor is familiar with Adobe’s business and carries forward its strategy,” Moerdler wrote.' https://www.marketwatch.com/story/can-adobes-next-ceo-turn-around-its-battered-stock-a4ea3111?mod=mw_quote_news_topstories

Hiiiiier bin ich. Sorry bin nicht permanent hier. Jetzt hab ich zeit für dich. Was möchtest du sehen/wissen? 😄

Oracle oder Adobe? Ich bin kein Hellseher. Ich sage nur, dass ich Adobe nicht mehr anfasse, weil mir die Fantasie fehlt, dass es wieder auf alte Höhen geht. 300$ könnten in einer kurzfristigen Rallye für Zocker natürlich drin sein. Sind ja nicht so weit weg. Ich bin Langfristanleger trotz meines Namens und dafür scheidet Adobe aus.

Wo ist denn unser Spezialist Meidericher?

Oracle oder Adobe? Ich bin kein Hellseher. Ich sage nur, dass ich Adobe nicht mehr anfasse, weil mir die Fantasie fehlt, dass es wieder auf alte Höhen geht. 300$ könnten in einer kurzfristigen Rallye für Zocker natürlich drin sein. Sind ja nicht so weit weg. Ich bin Langfristanleger trotz meines Namens und dafür scheidet Adobe aus.