Adobe Shares Are Falling Today: What's Going On?
Adobe Shares Are Falling Today: What's Going On?
Adobe Inc. (NASDAQ:ADBE) shares are trading lower Friday. The company reported its fourth-quarter results on Wednesday. Here's what you need to know.
Adobe公司（納斯達克：ADBE）的股票在週五交易中下跌。該公司在週三公佈了第四季度業績。以下是您需要了解的信息。
What To Know: On Wednesday, Adobe reported fourth-quarter revenue of $5.61 billion, beating the $5.54 billion consensus. Adjusted earnings were $4.81 per share, above the $4.66 estimate. This marks Adobe's eighth consecutive quarter of beating expectations. Total revenue grew 11% year-over-year, with Digital Media and Digital Experience revenues up 12% and 10%, respectively. Remaining performance obligations (RPO) rose 16% to $19.96 billion. Operating cash flow was $2.92 billion and 4.6 million shares were repurchased during the quarter according to Benzinga Pro.
了解詳情：在週三，Adobe報告了第四季度營業收入爲56.1億人民幣，超過了55.4億人民幣的預期。調整後的每股收益爲4.81美元，超出預期的4.66美元。這是Adobe連續第八個季度超出預期。總營業收入同比增長11%，數字媒體和數字體驗的收入分別增長12%和10%。剩餘業績義務（RPO）增長了16%，達到了199.6億人民幣。根據Benzinga Pro的數據，運營現金流爲29.2億人民幣，季度內回購了460萬股。
CEO Shantanu Narayen highlighted record fiscal 2024 revenue and the importance of Adobe's cloud platforms in the AI economy.
首席執行官Shantanu Narayen強調了2024財年的創紀錄收入以及Adobe的雲平台在人工智能經濟中的重要性。
Guidance: Revenue is projected between $23.3 billion and $23.55 billion, below the $23.79 billion consensus. Adjusted earnings per share are expected to range from $20.20 to $20.50, slightly below the $20.55 estimate. First-quarter revenue guidance of $5.63 billion to $5.68 billion also missed the $5.73 billion consensus. Management pointed to lower pricing benefits, delayed monetization of generative AI solutions and foreign exchange headwinds as factors weighing on growth.
指導：預計營業收入在233億人民幣到235.5億人民幣之間，低於237.9億人民幣的預期。調整後的每股收益預計在20.20美元到20.50美元之間，略低於20.55美元的預期。第一季度預計營業收入在56.3億人民幣到56.8億人民幣之間，也低於57.3億人民幣的預期。管理層指出，價格優惠降低、生成性人工智能解決方案的貨幣化延遲以及匯率期貨的不利因素是影響增長的因素。
Analysts Ratings:
分析師評級：
- Piper Sandler: Brent Bracelin maintained an Overweight rating but lowered the price target from $635 to $600.
- Oppenheimer: Brian Schwartz reiterated an Outperform rating with a reduced price target of $600.
- Goldman Sachs: Kash Rangan reaffirmed a Buy rating and $640 price target.
- KeyBanc Capital Markets: Jackson Ader maintained an Underweight rating and $450 price target.
- RBC Capital Markets: Matthew Swanson lowered the price target from $610 to $590 while maintaining an Outperform rating.
- UBS: Reduced its price target to $525 with a Neutral rating.
- Barclays: Adjusted its price target to $645, maintaining an Overweight rating.
- Bernstein: Cut its price target to $587, reiterating an Outperform rating.
- DA Davidson: Revised its target to $625 while retaining a Buy rating.
- 派傑投資：Brent Bracelin維持了增持評級，但將目標價格從635美元下調至600美元。
- 奧本海默：Brian Schwartz重申了跑贏大盤評級，並將目標價格下調至600美元。
- 高盛：Kash Rangan重申了買入評級，目標價格爲640美元。
- KeyBanc 資本市場：Jackson Ader 維持了減持評級和450美元的目標價。
- RBC 資本市場：Matthew Swanson 將目標價從610美元下調至590美元，同時維持跑贏大盤評級。
- 瑞士銀行：將其目標價降低到525美元，並維持中立評級。
- 巴克萊銀行：將其目標價調整爲645美元，維持超配評級。
- Bernstein：將其目標價削減至587美元，重申超配評級。
- DA Davidson：將目標價修訂爲625美元，同時保持買入評級。
ADBE Price Action: Adobe shares were down 3.47% at $458.18 at the time of writing, according to Benzinga Pro.
ADBE 股價動態：根據 Benzinga Pro，Adobe 股份在撰寫時下跌了3.47%，報458.18美元。
Image via Shutterstock.
圖片由shutterstock提供。
譯文內容由第三人軟體翻譯。
