AlphaYou
Overview
Smart money at a glance
Filings to Sep 27, 2026Net selling: insiders sold $31.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $16K to $65K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$31.5M netNet selling
- CongressSTOCK Act, last 180 days
- -$16K to -$65K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 6 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- 2 awardsAwards on record
Key stats
Fundamentals Sep 26- Open
- $238.85
- 52-wk high
- $363.70
- High
- $241.16
- 52-wk low
- $190.12
- Low
- $234.96
- Prev close
- $238.93
- Mkt cap
- $93.60B
- P/E
- 13.1x
- Volume
- 3.12M
- Fwd P/E
- 8.7x
- Beta
- 1.42
- P/S
- 3.6x
- P/B
- 8.1x
- Profit margin
- +28.1%
- Op margin
- +34.8%
- ROE
- +61.9%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ADBE filings
Are insiders buying or selling Adobe Systems Incorporated (ADBE) stock?
Net selling: insiders sold $31.5M and bought $0 of ADBE stock on the open market in the 90 days to Sep 27, 2026, according to SEC Form 4 filings. The largest was Narayen, Shantanu (Chair and CEO), who sold $31.3M. The latest filing was on Sep 18, 2026.
Which members of Congress have traded ADBE recently?
Rep. Kevin Hern (R) sold $15K to $50K on Aug 14, 2026, disclosed 18 days later. Rep. Gilbert Cisneros (D) sold $1K to $15K on Jul 24, 2026, disclosed 42 days later. In total, 2 members disclosed 2 ADBE trades with trade dates in the last 180 days, filed a median 30 days after trading.
How current is this ADBE smart-money data?
This summary uses filings available on Sep 27, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (1)
- CI
Citadel
$117.5M
added
Sells/Trims (2)
- TS
Two Sigma
$536.5M
trimmed
- QR
Qube Research
$114.2M
trimmed
What insiders are doing
Buys (1)
- RD
Ricks David A
$1.9M
bought
Sells (2)
- NS
Narayen Shantanu
$31.3M
sold
- FJ
Forusz Jillian
$110K
sold
What Congress is doing
How top traders are positioned
No tracked top-trader positions in ADBE right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 2.3% below what analysts expected.
Earnings per share
$4.86 expected
Revenue
$6.70B expected
Company adjusted EPS
From the company's release
The company and the analyst consensus count earnings differently, so the two figures differ. The comparison above uses the analyst basis.
GAAP EPS was $4.62 and adjusted EPS was $6.13. The adjusted figure is comparable to consensus.
Q4 FY2026 guidance
$6.80B to $6.85B
$6.85B expected-0.3%at the midpoint
What the street expects next
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Nov 2025 | Feb 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $6.19B | $6.40B | $6.62B | $6.76B |
| Cost of what it sold | $649.0M | $664.0M | $715.0M | $803.0M |
| Gross profit | $5.54B | $5.73B | $5.90B | $5.96B |
| What it spent | ||||
| Research and development | $1.10B | $1.11B | $1.20B | $1.29B |
| Sales and admin | $421.0M | $463.0M | $546.0M | $488.0M |
| Other operating costs | $1.76B | $1.74B | $1.92B | $1.83B |
| Total operating expenses | $3.28B | $3.32B | $3.67B | $3.60B |
| What was left | ||||
| Operating profit | $2.26B | $2.42B | $2.24B | $2.35B |
| Interest on debt | $66.0M | $63.0M | $65.0M | $66.0M |
| Profit before tax | $2.26B | $2.42B | $2.24B | $2.36B |
| Tax | $408.0M | $533.0M | $526.0M | $530.0M |
| Net profit | $1.86B | $1.89B | $1.71B | $1.83B |
| EBITDA | $2.51B | $2.66B | $2.50B | $2.57B |
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Tone of tracked coverage
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Macro
30 macro signals shaping ADBE right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
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