Commerzbank Aktiengesellschaft FI Increases Stake in Adobe Inc. $ADBE

Commerzbank Aktiengesellschaft FI lifted its stake in shares of Adobe Inc. (NASDAQ:ADBE) by 25.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 18,144 shares of the software company’s stock after purchasing an additional 3,673 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in Adobe were worth $6,400,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the company. LSV Asset Management increased its position in shares of Adobe by 350.0% in the 2nd quarter. LSV Asset Management now owns 72 shares of the software company’s stock valued at $28,000 after purchasing an additional 56 shares during the last quarter. Nexus Investment Management ULC purchased a new stake in shares of Adobe during the 2nd quarter worth $31,000. Horizon Financial Services LLC grew its stake in shares of Adobe by 4,000.0% during the second quarter. Horizon Financial Services LLC now owns 82 shares of the software company’s stock worth $32,000 after purchasing an additional 80 shares in the last quarter. Total Investment Management Inc. purchased a new position in Adobe in the second quarter valued at $35,000. Finally, Heartwood Wealth Advisors LLC acquired a new stake in Adobe in the third quarter valued at $35,000. Institutional investors and hedge funds own 81.79% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on ADBE. Morgan Stanley lowered their price objective on Adobe from $450.00 to $425.00 and set an “equal weight” rating for the company in a research report on Thursday, December 11th. DA Davidson reaffirmed a “buy” rating and issued a $500.00 price target on shares of Adobe in a report on Thursday, December 11th. Royal Bank Of Canada reissued an “outperform” rating and set a $430.00 price objective on shares of Adobe in a report on Thursday, December 11th. Stifel Nicolaus reduced their price objective on shares of Adobe from $480.00 to $450.00 and set a “buy” rating for the company in a research report on Tuesday, December 9th. Finally, Barclays reaffirmed an “overweight” rating and issued a $415.00 target price on shares of Adobe in a research report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $402.85.

Adobe Stock Performance

Shares of ADBE opened at $301.07 on Friday. The company’s 50 day simple moving average is $331.10 and its 200-day simple moving average is $344.26. The firm has a market cap of $123.59 billion, a PE ratio of 18.02, a price-to-earnings-growth ratio of 1.19 and a beta of 1.53. Adobe Inc. has a 12-month low of $288.33 and a 12-month high of $465.70. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.53.

Adobe (NASDAQ:ADBE) last released its quarterly earnings results on Wednesday, December 10th. The software company reported $5.50 EPS for the quarter, beating the consensus estimate of $5.40 by $0.10. Adobe had a net margin of 30.00% and a return on equity of 61.28%. The firm had revenue of $6.19 billion during the quarter, compared to the consensus estimate of $6.11 billion. During the same quarter in the prior year, the firm earned $4.81 EPS. Adobe’s revenue for the quarter was up 10.5% on a year-over-year basis. Adobe has set its Q1 2026 guidance at 5.850-5.900 EPS and its FY 2026 guidance at 23.300-23.500 EPS. As a group, equities analysts predict that Adobe Inc. will post 16.65 EPS for the current year.

Insider Buying and Selling at Adobe

In related news, CAO Jillian Forusz sold 149 shares of the firm’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $337.88, for a total transaction of $50,344.12. Following the transaction, the chief accounting officer owned 3,426 shares of the company’s stock, valued at $1,157,576.88. This trade represents a 4.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.16% of the company’s stock.

Adobe News Summary

Here are the key news stories impacting Adobe this week:

• Positive Sentiment: Adobe’s Firefly Foundry — an “IP-safe” generative-AI offering — has attracted support from talent agencies, VFX houses and filmmakers, strengthening adoption prospects in entertainment and increasing potential enterprise/subscription demand. Adobe’s Firefly Foundry AI Offering Draws Support From Talent Agencies, Filmmakers, VFX Houses & Others
• Positive Sentiment: Adobe rolled out a major AI push for Acrobat and Express (chat-based PDF editing, turning PDFs into podcasts/slides, and other automation), which can drive higher MAUs, stickiness and upsell opportunities across document and consumer app users. Adobe supercharges Acrobat and Express with AI: List of features and all you need to know
• Positive Sentiment: Specific Acrobat upgrades (chat-based editing, audio/podcast generation from PDFs) are aimed at expanding enterprise/document workflows and monetizable premium features. These product moves are concrete monetization levers rather than vague R&D. Adobe Acrobat now lets you edit PDFs by chatting with its AI Assistant
• Positive Sentiment: Adobe highlighted a slate of professional filmmakers adopting Firefly Foundry to overhaul production workflows — signaling B2B/enterprise traction in high-value media production use cases. Adobe reveals a new slate of pro filmmakers using Firefly Foundry to overhaul production workflows
• Positive Sentiment: Operational signals: Digital Media revenues are showing traction—AI-powered Acrobat and Express drove ~11% Digital Media growth and >15% MAU gains in FY25—supporting upside to recurring-revenue estimates. Adobe’s Digital Media Revenues Gain Traction: What’s the Path Ahead?
• Neutral Sentiment: Upcoming earnings preview: analysts expect double‑digit EPS growth in the near-term — results/guidance will be the next major catalyst and could widen intraday moves. Earnings Preview: What To Expect From Adobe’s Report
• Negative Sentiment: Market skepticism persists: recent analyst headlines and commentary (TalkMarkets, Jim Cramer mentions) highlight concerns that the stock’s decline could reflect execution risks, valuation re-rating or disappointment on monetization speed of AI features. Adobe Stock Price Crash Supercharges: Is It A Bargain Or A Value Trap?
• Negative Sentiment: Technicals and sentiment remain headwinds: ADBE sits well below its 50- and 200-day moving averages and has seen significant YTD/1‑yr share declines, which can amplify downside if upcoming results or guidance disappoint. Jim Cramer Reveals Why He Might Cancel His Adobe (ADBE) Subscription

Adobe Profile

Adobe Inc, founded in 1982 by John Warnock and Charles Geschke and headquartered in San Jose, California, is a global software company that develops tools and services for creative professionals, marketers and enterprises. Under the leadership of CEO Shantanu Narayen, who has led the company since 2007, Adobe has evolved from a provider of desktop publishing tools into a cloud-centric provider of digital media and digital experience solutions.

The company’s core offerings are organized around digital media and digital experience.