Hedge Fund Engineers Gate Cuts Adobe Stake by 81.5%, Institutional Shifts Continue영어 원문
Engineers Gate LP cut its Adobe stake by 81.5% in Q2, following NewEdge's earlier reduction, highlighting notable institutional repositioning.
첫날 -2.8% · 5일 후 -3.9%
›전개 과정 2회
2026-09-16Institutional moves diverge in Q2, reflecting mixed views on Adobe's outlook
2026-09-19Engineers Gate LP cut its Adobe stake by 81.5% in Q2, following NewEdge's earlier reduction, highlighting notable institutional repositioning.
기업악재
Adobe CEO Narayen Sells 125K More Shares, Extending Insider Sales영어 원문
CEO sold 125K shares at $249.53-$253.74 this week, adding to earlier trust sales, deepening insider-selling signal.
첫날 -0.9% · 5일 후 -1.7%
›전개 과정 4회
2026-09-09Key business leader departure adds to leadership changes
2026-09-11Executive departure amid CEO transition raises concerns over leadership stability and strategy execution.
2026-09-17Insider selling ahead of CEO transition adds to management change scrutiny
2026-09-19CEO sold 125K shares at $249.53-$253.74 this week, adding to earlier trust sales, deepening insider-selling signal.
내부자 매도
내부자 매도 1260만 달러 (내부자 1명)
첫날 +0.9% · 5일 후 -5.4%
내부자 매도
내부자 매도 1870만 달러 (내부자 1명)
첫날 -2.8% · 5일 후 -3.9%
실적
Adobe Q3 Beat but Cautious Guidance, Stock Rebounds After Volatility영어 원문
Post-earnings sentiment mixed, but AI software trade rebound lifts stock 4.2%
첫날 -3.5% · 5일 후 +0.2%
›전개 과정 7회
2026-09-05Multiple sources confirm earnings date; focus on new CEO and AI strategy
2026-09-07Ahead of earnings, market watches AI impact on core business and comparison with Oracle
2026-09-09Ahead of earnings, analysts focus on AI initiatives and guidance
2026-09-10Analysts expect revenue $6.67-6.72B; AI ARR hits $500M; stock down 27% YTD
2026-09-11Revenue and EPS beat estimates, strong AI product demand, and raised full-year guidance.
2026-09-11Despite earnings beat, stock down ~29% YTD; concerns over AI monetization and business model draw mixed analyst views.
2026-09-14Post-earnings sentiment mixed, but AI software trade rebound lifts stock 4.2%
8-K 공시
8-K: 실적 공시
첫날 +1.4% · 5일 후 -1.3%
실적
실적 발표
첫날 -2.4% · 5일 후 +1.5%
8-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 -0.9% · 5일 후 -1.7%
애널리스트
Citi Raises Adobe PT to $301, Maintains Neutral영어 원문
Analyst sees achievable Q3 setup but cautious on FY27 freemium-led growth
첫날 -2.2% · 5일 후 -11.1%
기타악재
Adobe's Weak September History Contrasts with Bullish Options영어 원문
10Y Sept avg -6.2%, green only 20% of time, yet call/put ratio elevated
첫날 -2.2% · 5일 후 -11.1%
기업호재
Adobe expands Saudi partnership, $4B+ free AI tool access영어 원문
Expanded deal with Saudi ministries and Humain reaches millions, boosting regional presence
첫날 +0.4% · 5일 후 -12.1%
애널리스트호재
BofA Raises Adobe PT to $220, Maintains Buy영어 원문
Multiple firms reaffirm bullish stance, PT hike reflects fundamental confidence
첫날 -0.1% · 5일 후 +6.2%
›전개 과정 2회
2026-08-20BofA raises Adobe PT from $190 to $220 (+16%), citing strong AI software demand and reasonable valuation.
2026-08-30Multiple firms reaffirm bullish stance, PT hike reflects fundamental confidence
기타호재
Adobe stock breaks key resistance, golden cross forms ahead of earnings영어 원문
Shares hit highest since February, up 52% from YTD low; targets $306
첫날 +0.8% · 5일 후 -8.6%
실적호재
Adobe Q2 Record Revenue Followed by Record Enterprise AI Adoption영어 원문
Claude adoption at Adobe up 47% MoM and 683% YoY in August; enterprise AI coding tool adoption hit new high
첫날 -3.8% · 5일 후 +8.8%
›전개 과정 2회
2026-08-17Q2 revenue up 13% YoY, adj. EPS $5.96; company raises full-year revenue and EPS outlook
2026-08-19Claude adoption at Adobe up 47% MoM and 683% YoY in August; enterprise AI coding tool adoption hit new high
애널리스트호재
Adobe Attracts Positive Attention from Multiple Institutions and Investors영어 원문
Burry's long position and institutional buying signal confidence; Workday buyout rumors may lift software sector
첫날 -3.8% · 5일 후 +8.8%
M&A·자금조달호재
Adobe Rebounds from 8-Year Low, Drawing Bullish Attention영어 원문
Stock up 42% from lows, highest since June; technicals eyed; retail profits on Reddit
Hedge Fund Engineers Gate Cuts Adobe Stake by 81.5%, Institutional Shifts Continue영어 원문
Engineers Gate LP cut its Adobe stake by 81.5% in Q2, following NewEdge's earlier reduction, highlighting notable institutional repositioning.
첫날 -2.8% · 5일 후 -3.9%
›전개 과정 2회
2026-09-16Institutional moves diverge in Q2, reflecting mixed views on Adobe's outlook
2026-09-19Engineers Gate LP cut its Adobe stake by 81.5% in Q2, following NewEdge's earlier reduction, highlighting notable institutional repositioning.
기업악재
Adobe CEO Narayen Sells 125K More Shares, Extending Insider Sales영어 원문
CEO sold 125K shares at $249.53-$253.74 this week, adding to earlier trust sales, deepening insider-selling signal.
첫날 -0.9% · 5일 후 -1.7%
›전개 과정 4회
2026-09-09Key business leader departure adds to leadership changes
2026-09-11Executive departure amid CEO transition raises concerns over leadership stability and strategy execution.
2026-09-17Insider selling ahead of CEO transition adds to management change scrutiny
2026-09-19CEO sold 125K shares at $249.53-$253.74 this week, adding to earlier trust sales, deepening insider-selling signal.
내부자 매도
내부자 매도 1260만 달러 (내부자 1명)
첫날 +0.9% · 5일 후 -5.4%
이전 이벤트 25건›
내부자 매도
내부자 매도 1870만 달러 (내부자 1명)
첫날 -2.8% · 5일 후 -3.9%
실적
Adobe Q3 Beat but Cautious Guidance, Stock Rebounds After Volatility영어 원문
Post-earnings sentiment mixed, but AI software trade rebound lifts stock 4.2%
첫날 -3.5% · 5일 후 +0.2%
›전개 과정 7회
2026-09-05Multiple sources confirm earnings date; focus on new CEO and AI strategy
2026-09-07Ahead of earnings, market watches AI impact on core business and comparison with Oracle
2026-09-09Ahead of earnings, analysts focus on AI initiatives and guidance
2026-09-10Analysts expect revenue $6.67-6.72B; AI ARR hits $500M; stock down 27% YTD
2026-09-11Revenue and EPS beat estimates, strong AI product demand, and raised full-year guidance.
2026-09-11Despite earnings beat, stock down ~29% YTD; concerns over AI monetization and business model draw mixed analyst views.
2026-09-14Post-earnings sentiment mixed, but AI software trade rebound lifts stock 4.2%
8-K 공시
8-K: 실적 공시
첫날 +1.4% · 5일 후 -1.3%
실적
실적 발표
첫날 -2.4% · 5일 후 +1.5%
8-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 -0.9% · 5일 후 -1.7%
애널리스트
Citi Raises Adobe PT to $301, Maintains Neutral영어 원문
Analyst sees achievable Q3 setup but cautious on FY27 freemium-led growth
첫날 -2.2% · 5일 후 -11.1%
기타악재
Adobe's Weak September History Contrasts with Bullish Options영어 원문
10Y Sept avg -6.2%, green only 20% of time, yet call/put ratio elevated
첫날 -2.2% · 5일 후 -11.1%
기업호재
Adobe expands Saudi partnership, $4B+ free AI tool access영어 원문
Expanded deal with Saudi ministries and Humain reaches millions, boosting regional presence
첫날 +0.4% · 5일 후 -12.1%
애널리스트호재
BofA Raises Adobe PT to $220, Maintains Buy영어 원문
Multiple firms reaffirm bullish stance, PT hike reflects fundamental confidence
첫날 -0.1% · 5일 후 +6.2%
›전개 과정 2회
2026-08-20BofA raises Adobe PT from $190 to $220 (+16%), citing strong AI software demand and reasonable valuation.
2026-08-30Multiple firms reaffirm bullish stance, PT hike reflects fundamental confidence
기타호재
Adobe stock breaks key resistance, golden cross forms ahead of earnings영어 원문
Shares hit highest since February, up 52% from YTD low; targets $306
첫날 +0.8% · 5일 후 -8.6%
실적호재
Adobe Q2 Record Revenue Followed by Record Enterprise AI Adoption영어 원문
Claude adoption at Adobe up 47% MoM and 683% YoY in August; enterprise AI coding tool adoption hit new high
첫날 -3.8% · 5일 후 +8.8%
›전개 과정 2회
2026-08-17Q2 revenue up 13% YoY, adj. EPS $5.96; company raises full-year revenue and EPS outlook
2026-08-19Claude adoption at Adobe up 47% MoM and 683% YoY in August; enterprise AI coding tool adoption hit new high
애널리스트호재
Adobe Attracts Positive Attention from Multiple Institutions and Investors영어 원문
Burry's long position and institutional buying signal confidence; Workday buyout rumors may lift software sector
첫날 -3.8% · 5일 후 +8.8%
M&A·자금조달호재
Adobe Rebounds from 8-Year Low, Drawing Bullish Attention영어 원문
Stock up 42% from lows, highest since June; technicals eyed; retail profits on Reddit
