Adobe — Company · TLDRocket

Signals

7 stories (+75%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

7 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

1 event

Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Nov 2025 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

ADBE · NASDAQ · last close $250.50 (16 Sep 2026)

+0.0% over this window · S&P 500 +0.9% (dashed line)

Price moves around recent events

3 Sep Nvidia agreed to acquire Hugging Face for about $12.93 billion Acquisition

-6.7% next day, -6.3% vs S&P 500 · -11.7% over 5 trading days, -10.6% vs S&P 500
2 Sep Adobe acquires Rilo Acquisition

+2.1% next day, +1.1% vs S&P 500 · -11.1% over 5 trading days, -10.1% vs S&P 500
1 Sep Google releases Google Pics, an AI image creation and editing tool for Google Workspace built on Gemini and the Nano Banana model Feature update

-2.2% next day, -2.6% vs S&P 500 · -10.9% over 5 trading days, -11.0% vs S&P 500
4 Aug Major tech companies implement AI token spending controls and shift focus to efficiency over consumption Policy change

+0.7% next day, +0.9% vs S&P 500 · +2.4% over 5 trading days, +2.5% vs S&P 500
20 Jul Adobe adds generative AI features to Project Indigo camera app Feature update

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

ADBE · daily closes

$250.50 -29.0% · 12 months 52-week high $370.86 · low $190.12

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close -0.54%

Candlestick · last 30 trading days

Read ADBE is down 29.0% over twelve months, trading -32.5% from its 52-week high ($370.86, 18 Sep) — the strongest month was July at +22.1%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

ADBE · quarterly EPS

Next report Tue 8 Dec · after market close Q4 FY2026 est EPS 6.46 est revenue $7B 2 months from now

Q3 2026 latest

6.13 EPS

est 6.21 -1.3%

Q2 2026

5.96 EPS

est 5.94 +0.4%

Q1 2026

6.06 EPS

est 5.99 +1.2%

Q4 2025

5.50 EPS

est 5.50 -0.0%

The TLDRocket take Q3 2026 · written 10 Sep 2026

Adobe just snapped a three-quarter beat streak with a small miss: Q3 2026 EPS was 6.13 versus 6.20 expected, a 1.1% shortfall. The miss is not dramatic, especially against the prior pattern of near-the-line results — Q2 beat by 0.4%, Q1 by 1.2%, and Q4 was exactly in line — but the numbers do say estimates have gotten harder to clear. That is the cleanest read from the EPS table.

Operationally, the story is still Adobe pushing generative AI deeper into the core workflow rather than treating it like a demo bolted on the side. The recent Photoshop AI Assisted Editor update, the effort to make Premiere’s generative tools easier to use in-timeline, and Firefly’s expansion into audio all fit the same playbook: make image, video, and sound generation part of normal creative work. Project Indigo and the Rilo acquisition extend that into camera and marketing automation, respectively. That also puts Adobe in more direct overlap with prompt-first creative tools like Google Pics and with the broader image-generation race around models such as Gemini 3 Pro Image.

What is less clear from the data here is whether those product moves are translating into enough near-term earnings leverage to re-accelerate upside versus consensus. We are not given revenue, guidance, or segment detail, so it is hard to say whether the Q3 miss reflects AI investment costs, demand timing, or just expectations running a bit hot. Still, Adobe’s recent coverage shows a company trying to make AI content creation less fiddly and more routine — which is sensible, if not exactly a shortcut to instant clean beats every quarter.

Read alongside: Gemini 3 Pro Image Project Indigo Indigo Firefly Rilo

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management

updated 2 Sep 2026

Shantanu Narayen Chairman, President & CEO
David Wadhwani President, Digital Media Business
Govind Balakrishnan Senior Vice President, Express Product Group & Digital Media Services
Lara Hood Balazs Chief Marketing Officer And Executive Vice President, Global Marketing
Stephen Frieder Chief Revenue Officer, Enterprise
Tuyen Nguyen Phillips Senior Director Of Strategy & Business Operations And Chief Of Staff
Gloria Chen Chief People Officer and EVP, Employee Experience
Anil Chakravarthy President, Digital Experience
Louise Pentland Chief Legal Officer and Executive Vice President, Legal and Government Relations
Lucius DiPhillips Chief Information Officer (CIO) @ Adobe
Karthik R. Managing Director, Retail And Consumer Goods - Chief Go-to-market & Strategy Officer
Lara Balazs CMO & EVP, Global Marketing

+ 15 more tracked

Recent changes

2 Sep Digby Horner left (was Engineering Manager)
2 Sep Brian Roach left (was VP Public Sector and President Adobe Systems Federal)
2 Sep Marc Levoy VP & Fellow → Vice President and Fellow