Adobe $ADBE is either one of the market's clearest bargains or one of its biggest value traps. The latest quarter gave both bulls and bears plenty to chew on. Read my full review here👇

ADOBE $ADBE CEO SHANTANU NARAYEN SELLS 125,000 SHARES The open market sales took place September 16 and 17 at prices between $249.53 and $253.74 per share, per a Form 4. Adobe said on September 3 that Narayen will become executive chair on December 1, with Anil Chakravarthy taking over as president and CEO.

ADOBE $ADBE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.8B (Est. $6.69B) 🟢; +13% YoY 🔹 Adj. EPS: $6.13 (Est. $6.09) 🟢; +15% YoY 🔹 GAAP EPS: $4.62; +11% YoY 🔹 ARR: $27.5B Raises FY26 Guide: 🔹 Revenue: $26.58B-$26.63B (Est. $26.51B) 🟢 🔹 EPS: $24.45-$24.50 (Est. $24.36) 🟢 🔹 ARR Growth: 10.2% YoY Q4 Guide: 🔹 Revenue: $6.80B-$6.85B (Est. $6.84B) 🟡 🔹 EPS: $6.30-$6.35 (Est. $6.32) 🟡 Segment Net Revenue: 🔹 Customer Groups: $6.6B; +14% YoY 🔹 Business Professionals & Consumers: $1.9B; +16% YoY 🔹 Creative & Marketing Professionals: $4.7B; +13% YoY Other Q3 Metrics: 🔹 Non-GAAP Operating Income: $3.0B (Est. $2.95B) 🟢 🔹 RPO: $22.2B 🔹 cRPO: 67% 🔹 AI-first ARR Growth: 150%+ 🔹 Cash Flow From Operations: $2.5B 🔹 Monthly Active Users: 1 billion+ Comments: 🔸 “Reaching a landmark of more than one billion monthly active users is a defining moment for Adobe” 🔸 “we're raising full year revenue and EPS targets”