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Better Artificial Intelligence Stock: Palantir or Adobe
Unlocking Adobe (ADBE) International Revenues: Trends, Surprises, and Prospects
Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.
From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.
Analysts Offer Insights on Technology Companies: Adobe (ADBE) and NetApp (NTAP)
Behind the "monthly salary over ten thousand": What are the "AI agents" that tech giants are competing to launch?
① OpenAI is open to launching a subscription service priced at "2000 dollars/month" and mentioned that in the future, it may charge enterprise users based on the value they gain from using AI; ② At the application level, "AI agents" are viewed as the products with the most straightforward commercialization logic due to their ability to "replace workers"; ③ Even though AI agents are still in the early stages, workers need to start thinking about where their future lies.
DBS Initiates Adobe(ADBE.US) With Buy Rating, Announces Target Price $703
Adobe's Strategic Initiatives and AI Monetization Drive Buy Rating Amid Robust Financial Performance
Major ratings丨Citi: Downgraded Adobe's Target Price to $551 with low performance visibility in the short term.
On December 16, Gelonghui reported that Citigroup released a Research Report stating that Adobe's fourth fiscal quarter performance was disappointing, with the net new annual recurring revenue (ARR) in Digital Media falling short of expectations. Management's outlook for the coming year is also relatively weak, indicating that the company is in a period of transition to a subscription model. Since the first price increase in November last year, the monetization of secondary purchases and points charging models has not appeared to translate into the same level of business growth momentum. The bank further noted that management's guidance for fiscal year 2025 reflects a weakening conversion of net new ARR in Digital Media, suggesting that the company may face resistance related to discounts, competition, and pricing factors in the future, leading to revenue streams.
"Da Hang" has lowered the Target Price for Adobe (ADBE.US) to $634.5, as the slow pace of monetization affects market sentiment.
CMB International released a Research Report stating that Adobe (ADBE.US) is expected to achieve a revenue growth of 11% year-on-year in the fourth quarter of fiscal year 2024, reaching 5.61 billion USD, in line with market expectations. The Non-GAAP net profit is expected to grow by 9% year-on-year to 2.13 billion USD, slightly higher than the market's widely expected 2.08 billion USD. During this period, Digital Media's net new annual recurring revenue (ARR) recorded 0.578 billion USD, growing by 2% year-on-year, a decrease from the 9% growth in the third quarter. CMB believes this may raise investor concerns about whether the company's AI applications are slowing down and worries about the potential weakening of profit prospects. The management has set a target of 2.
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
Adobe Shares Sink Despite Record Revenue. Should Investors Buy the Stock on the Dip?
Institutions: A "new approach" to evaluating the valuation of the US stock market.
Source: CICC Insights Authors: Liu Gang, Wang Zilin Last week, the Nasdaq Index first broke through the 0.02 million point barrier. Although concerns about high valuations and potential economic stagnation following Trump's inauguration remain, the U.S. stock market has continued to rally after the Fed's interest rate cut in September and especially after the November elections, with the three major indices repeatedly reaching new highs. Despite these concerns not reversing the upward trend of U.S. stocks, they have indeed increased alongside the market reaching new heights. So, at the current position, how high is the valuation of U.S. stocks? How high of a valuation level can the current growth and liquidity environment support? How should the valuation issue of U.S. stocks be viewed? In this regard, we take a longitudinal perspective.
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