ADBE qualcuno la segue?

10:12 ET Dec 13, 2013

In a report published Friday, Morgan Stanley analyst Jennifer Swanson Lowe reiterated an Equal-Weight rating on Adobe Systems (NASDAQ: ADBE).

In the report, Morgan Stanley noted, “ADBE's subs adds once again beat while perpetual rev. continues to lag. Investors remain focused on subs and likely boost the stock today, but we worry that growth investments may limit longer-term margin expansion and EPS growth, keeping us EW the stock at current levels.”

Benzinga - Actionable Trading Ideas, Real Time News, Financial Insight
 
December 17, 2013 8:56 AM ET

Adobe Systems upgraded to Buy at Argus; tgt $71 . Argus upgrades ADBE to Buy from Hold and sets target price at $71. Adobe's transition to a SaaS business model will provide greater customer value and likely good revenue and margin growth in the coming years. While Adobe expects revenue to be flat in FY14, it also expects to reaccelerate earnings in FY15 and FY16 to a CAGR of 20%. Although ADBE shares are highly priced, if the co hits its aggressive revenue and EPS targets or over delivers as it did in FY13, they think ADBE could move still higher.

Market Report -- Short Stories (ADBE): Briefing.com Business News - MSN Money
 
FEBRUARY 4, 2014

Robert Breza, analyst at Sterne Agee initiated coverage on Adobe Systems (ADBE) with “Buy” rating and price target of $70.

“The transition from a perpetual software license model to a subscription/recurring model is accelerating and should lead to higher margins over the long term and a higher stock multiple due to the increased visibility of the Next Generation model.” Robert Breza said in a note to clients.

“ADBE trades at P/S of 6.2x our 2015 sales estimate, a discount to the Next Gen SaaS group mean of 8.4x. Our $70 price target assumes a 7.5x multiple on our FY/15 revenue estimate of $4,878B, still a discount to the Next Gen SaaS group mean multiple, warranted as the company continues to grow recurring revenue.” he added
...

Sterne Agee Initiates Coverage on Adobe Systems at Buy | The Economic Daily
 
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Siamo alle porte dei $ 68.
Che ci arrivassero ho avuto pochi dubbi da quando l'ho vista. Che ci vadano sopra e che ci rimangano sopra più di 3 sedute è tutto da verificare.
Sopra $ 68.20 ( usando anche i nuovi campi pivotali della prox settimana)
valore dinamico ascendente.
 

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Massimo a 68.41
last 68.33 molto forte il movimento di aggressione alla nera. Volumi alti (quasi 6milioni)
 
February 18, 2014 07:47 EDT
ADBE Adobe price target raised to $75 from $66 at Pacific Crest

Pacific Crest increased its price target on Adobe as the firm now has more confidence that the company's Marketing Cloud will expand its TAM and growth. The firm thinks that Marketing Cloud could ultimately increase Adobe's multiple, and it keeps an Outperform rating on the shares.

Stock Market & Financial Investment News: Educated Investors Get Live Stock Market News Feeds & Alerts at The Fly On the Wall


February 18, 2014 08:41 EDT
ADBE Adobe price target raised to $80 from $70 at Sterne Agee

Sterne Agee increased its price target on Adobe, as the firm expects the company's FY14 results to be strong after conducting channel checks. Sterne Agee keeps a Buy rating on the stock.

Stock Market & Financial Investment News: Educated Investors Get Live Stock Market News Feeds & Alerts at The Fly On the Wall
 
Magari i tempi sono anche maturi per l'introduzione di un dividendo...
 
March 19, 2014 08:00 EDT ADBE
Adobe price target raised to $80 from $70 at Sterne Agee

Sterne Agee increased its price target on Adobe as the firm thinks the company reported very good Q1 results. The firm expects the company's Creative Cloud momentum to enable its market share to increase going forward, and it predicts that the Digital marketing summit next week will serve as a catalyst for the shares.
Sterne Agee keeps a Buy rating on the stock.


Stock Market & Financial Investment News: Educated Investors Get Live Stock Market News Feeds & Alerts at The Fly On the Wall

March 19, 2014, 11:02 A.M. ET

Shares of Adobe Systems (ADBE) are down $1.94 or 3%, at $66.58, despite yesterday beating fiscal Q1 expectations and forecasting this quarter higher as well, and despite several price target increases.

There are still concerns, it seems, about the multi-quarter transition the company is going through as its user base moves from the traditional license software model to the company’s “Creative Cloud” subscription format.

Cowen & Co.‘s Peter Goldmacher, who has an Outperform on the shares, raised his price target to $80 from $60, writing that “The fact that ADBE is taking CS off the price list in 2H14 means that margins will continue to decline making it impossible, in our view, to call a bottom in the model transition just yet.” However, “ADBE remains a top pick because it is one of the few reasonably valued secular growth stories in our coverage universe that generates material earnings.”

This Morning: In Defense of Oracle, Adobe, Apple’s March Upside, FB Engagement - Tech Trader Daily - Barrons.com
 
By Mukesh Baghel | More Articles
June 1, 2014

...

For its first quarter in 2015, Adobe achieved $1 billion in revenue, driven by growth in Creative Cloud subscriptions, digital media, and Adobe Marketing Cloud bookings. It added 405,000 paid users for Creative Cloud subscriptions, which now exceed 1.8 million.

Adobe has added more than 500 new features and capabilities to its Creative Cloud suite of products, including updates for Photoshop, Illustrator, and InDesign that were received well. The company's Lightroom bundle is also gaining traction.

Focus on features and customer engagement
Adobe is counting on the positive reception of its products and growth in subscriptions going forward. It has set itself the target of achieving 30% bookings growth this year. Adobe has also built relationships with companies such as General Motors and Disney in its digital publishing business. It is looking to deliver better value to publishers by integrating the Digital Publishing Suite and the Adobe Experience Manager.

This integration will enable publishers to benefit from content-rich apps such as digital magazines. The feature will also enable a faster and more efficient publishing process.

Adobe is busy integrating its six Adobe Marketing Cloud solutions. In January, it announced the integration of Adobe Campaign and the Adobe Experience Manager. This will help marketers to use a single digital asset management repository and integrate data from anonymous visitors. As a result, marketers will be able to identify customers to create a personalized customer experience.

Adobe's customers such as GMC, Kohl's, MGM, NBC Universal, and Under Armour are licensing multiple Adobe Marketing Cloud solutions. NBC Sports used Adobe Primetime as a platform to deliver the Sochi Olympics to desktops, tablets, and other mobile devices. This allowed millions of viewers to access the event live on demand. Adobe Primetime's analytics, authentication, ad delivery, and media playback capabilities helped NBC to stream video across different screens.

In addition, Adobe organized a Digital Marketing Summit in Salt Lake City in March, with more than 5,500 attendees. According to Adobe, this summit is an opportunity to engage with current and prospective clients, along with a growing list of global partners.

Adobe's Document Services segment is also growing at a good pace. Its EchoSign electronic signature solution is seeing good traction in the market with the likes of Citrix, Electronic Arts, Kia, NEC Financial Services, and UC Berkeley using the e-signature platform. The continued adoption of its EchoSign has helped Adobe attain annualized recurring revenue of $164 million in Document Services in the first quarter. Going forward, Adobe expects the strong demand for its Acrobat ETLAs and EchoSign to continue.

...

Adobe System Inc's Creative Cloud Can Take the Stock Higher (ADBE)
 
08:24 , 03/13/20

RBC Capital analyst Alex Zukin lowered the firm's price target on Adobe to $325 from $345 but keeps an Outperform rating on the shares.
The analyst notes that the company outperformed with strong Q1 revenue and earnings despite the market turmoil, and while some of its re-seller bookings were impacted in COVID-19 affected goegraphies, the company's DM business remained robust. Zukin adds that his reduced price target reflects the higher FY21 tax rate as he cuts his FY21 EPS view by 73c to $10.39 while raising FY20 view by 10c to $9.71.

Read more at:
Adobe price target lowered to $325 from $345 at RBC Capital ADBE - The Fly

07:33 03/13/20

Credit Suisse analyst Brad Zelnick lowered the firm's price target on Adobe to $370 from $385 and keeps an Outperform rating on the shares following the company's Q1 report, which beat expectations, while the company guided Q2 below primarily on Digital Experience due to the uncertain environment and impacts of COVID-19.
Zelnick says whiile full year guidance was not updated, he is revising estimates to reflect below-consensus Digital Experience growth, where he expects uncertainty to persist.

Read more at:
Adobe price target lowered to $370 from $385 at Credit Suisse ADBE - The Fly


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Magari i tempi sono anche maturi per l'introduzione di un dividendo...

No dividendi, in compenso è una crescita non lineare incessante, il covid l'ha appena scalfita. Titolone con pochissimo debito, e quindi, Asqueldaz a parte, nessuno se la caca...

chart.ashx
 
"identico" al grafico di MSFT. Forse quest'ultima può dare più soddisfazioni nel medio-lungo
 
June 11, 2020 at 5:28 p.m. ET
By Wallace Witkowski

Adobe Inc. shares rose in the extended session Thursday after the software company’s earnings and contract revenue topped Wall Street estimates as the drive for mobile workplaces because of COVID-19 increased demand for its digital products.

Adobe ADBE shares rose 4.4% after hours, following a 4.7% decline in the regular session to close at $387.67.

The use of digital documents as millions of people shifted to work-from-home environments because of the COVID-19 pandemic was a huge driver in the company’s digital products, the company said.
...
Adobe stock rises as coronavirus work-from-home shift boosts subscription revenue - MarketWatch


Adobe Tops Estimates, Pulls Guidance - TheStreet

Adobe Reports Record Revenue | Business Wire
 
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