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does it really surprise you anymore?

Jun 11, 2026

Adobe's earnings report showed fantastic results with 13% revenue growth (12% organic) and stable gross margins, despite a 7% after-hours stock drop. The company also demonstrated strong buyback activity, with a yield nearing 12% and a 5% year-over-year decline in shares outstanding. The stock was trading at a low valuation (below 12x earnings) prior to the report, with no signs of disruption.

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ADBENeutralMedium ConvictionSignal-backedPrimary

Adobe's stock is down despite strong earnings, but the underlying business fundamentals remain solid with good growth and buybacks.

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