Based on a discount rate of 12.2% (the company’s WACC), our DCF model indicates an upside of 76% for Adobe, with the terminal value based on the software industry’s top companies’ five-year EV/EBITDA ...
Software. As AI agents replace human users, discover how outcome-based pricing is saving giants from the SaaSpocalypse.
With the release of Claude Opus 4.6, the SaaS [software as a service] basket of stocks was swiftly pulled downward along with ...
While Apple Creator Studio and Adobe Creative Cloud might seem similar, they take very different approaches to creative software.
Investors look at how a company is likely to be doing two years from now. Agentic AI & Adobe and watching software names.
If you are befuddled by the recent mayhem on Wall Street, here is a simple explanation: Investors now believe that AI agents like those being developed by start-ups such as Anthropic and OpenAI are ...
Don’t forget to include the cons when building an investment thesis.
Adobe’s 2026 Patch Tuesday updates address a total of 44 vulnerabilities discovered by researchers in the company’s products.
One is down 26% this year, and the other has fallen 39%.
TV18’s daily newsletter featuring the top 10 stories on markets, corporate updates, economic insights, and financial ...
Oracle (ORCL) and Adobe (ADBE) were in focus on Tuesday as investment firm BNP Paribas weighed in on the recent sell-off in enterprise software stocks. For Adobe, the company realizes its shares are ...
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