Stocks / Software
ADBESoftware
Adobe Inc.
$252.121d +0.3%5d +3.8%settled close · 2026-09-17
Mkt cap $98B (4/10)β 0.3652w $194–367Shares 404.2MInd. Services-Prepackaged SoftwareNasdaq since 1986Emp. 31,360HQ San Jose, CAadobe.com
The tape, with the calls on it
Who said what, and what ADBE did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about ADBE
5 long1 shortlatest 2026-07-30
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-30 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | GuruFocus | Adobe at ~9x earnings provides a wide margin of safety versus AI disruption risk; its commercial business… |
| 2026-06-21 | Stig BrodersenCo-founder & Host, The Investor's Podcast Network | Bullish | We Study Billionaires | Adobe's extreme switching costs (professionals trained for decades on the suite, enterprise inertia, bundled… |
| 2026-04-23 | Marcelo LimaPM, Heller House Capital | Bullish | Yet Another Value Podcast | Adobe is extremely cheap on current multiples (priced for perpetual decline) while its AI feature additions… |
| 2025-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bearish | The Compound | Adobe's stock peaked when free AI-native alternatives like Canva matched its $600 creative suite at zero… |
| 2025-01-09 | Eddy ElfenbeinPortfolio Manager, AdvisorShares (CWS ETF) | Bullish | We Study Billionaires | Adobe's market position would be nearly impossible to recreate from scratch and its strong recurring revenue… |
| 2024-12-31 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Adobe's chart offers an attractive risk-reward setup after a 25% drawdown, with a clear technical stop below… |
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Earnings
Next report: 8 Dec 2026 after the close
Confirmed date · consensus EPS 6.46. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 10 Sep 2026 | after the close | 6.13 vs 6.21 | +3.7% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where ADBE’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-11 | ||||||
| 2026-09-10 | ||||||
| 2026-06-17 | ||||||
| 2026-06-12 | ||||||
| 2026-06-11 | ||||||
| 2026-06-01 | ||||||
| 2026-04-24 | ||||||
| 2026-04-23 | ||||||
| 2026-04-22 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
ADBE is in this morning’s Brief.
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