Company
Adobe
- Episodes
- 10
- Share
- 1.0%
- Shows
- 9
- Net sentiment
- −0.89
Up from 0.4% of episodes in the weeks before; net sentiment was −0.70.
Bullish 0Mixed 1Neutral 1Bearish 8
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Adobe. Longest episodes first.
Bearish 8
- A solo developer's open source clones of its tools threaten its paid software business model.336 | “Software Is Over” - 1 guy rebuilt Adobe and Office in 2 weeks 🤯 , A spy hid a mic in toilet paper at OpenAI, 2 New Frontier Models Released, and more important AI news for the week ending October 16, 2026 · Leveraging AI · Oct 17
- Hosts see AI reverse-engineering as a threat to its software pricing.DHUnplugged #821: Gold Standard Ahead · DHUnplugged Podcast · Oct 14
- Shares are down about a third since the hosts called it a buy a year ago.Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine · The Compound and Friends · Oct 13
- Wells Fargo double downgraded it to underweight over AI competition fears to IT budgets.High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26 · Halftime Report · Oct 12
- Wells Fargo downgrade citing easy AI-driven substitution and high valuation.9am Hour: Bull Market Turns 4, Starbucks/Chipotle Update, AI Deals in the Works? 10/12/26 · Squawk on the Street · Oct 12
- Wells Fargo double downgrade over AI budget-share loss, new CEO and freemium shift.Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26 · Closing Bell · Oct 12
Show 2 moreShow fewer
- Free AI-built clone of Photoshop threatened its premium software pricing.How the Latest AI Leap Is Disrupting Business Models · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 15
- Cramer notes management issues there, distinguishing it from Salesforce.CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/12/26 · Squawk on the Street · Oct 12
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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