Information Technology · ADBE
Adobe stock sentiment
A software bellwether where the debate centers on whether AI is a tailwind or a threat to the model.
How Quantral scores ADBE sentiment
Quantral reads the public conversation about Adobe across finance X, Reddit, Substack, and finance shows on YouTube, then distills it into a single signal score from 0 to 100. It is not a vote count: a hundred low-quality posts can matter less than a handful from voices with a real track record.
The score weighs how much ADBE is being discussed against how strong and credible that discussion is. The sentiment behind it is broken out across positive, negative, and noise, and the people driving it are weighted by their own record, so the loudest take is not automatically the one that moves the number.
The live ADBE score, its sentiment split, and the most recent mentions update continuously in the app. The monthly counts on this page are a dated snapshot of what Quantral tracked, not the live feed.
@Mr_Derivatives· Aug 10$ADBE $273’s today and about to kiss the 200dma!! Software stocks with huge DCB’s lately.
@epictrades1· Jul 20$NOW initiated with an Underperform at CLSA PT 72 $CRM initiated with a Hold at CLSA PT 165 $ORCL initiated with a Hold at CLSA PT 145 $ADBE initiated with an Outperform at CLSA PT 300 $MSFT initiated with an Outperform at CLSA PT 535
Chatter
Public posts about Adobe across the sources Quantral reads, since May 2026.
As of 2 November 2026, see the latest feed in the app.
Bullish and bearish views on ADBE
Monthly recaps of the Adobe chatter we track. In October 2026, 56% of tracked ADBE posts were bullish, 38% bearish.
In May, three members of Congress disclosed buying small amounts of Adobe stock in prior months. On Reddit, a trader regretted buying $450 calls 'months ago', while others debated whether AI would kill software stocks. One X post suggested a rotation into SaaS names like Adobe.
Adobe's Q2 sales topped estimates yet its stock dropped around June 11, sparking debate on r/wallstreetbets over AI threats versus tools like Photoshop still saving agencies $40K a year. Some posters claimed generative AI could replace Adobe's products outright, while others bet on a SaaS rebound and bought more by month's end.
An insider bought Adobe shares at the lows in July, just as a research account argued AI fears were overpriced. But on r/wallstreetbets, users mostly slammed the software's crashes and AI bloat, saying its moat was vanishing. Some saw a bottom, yet the tone soured after IBM's warning on enterprise AI spending.
Adobe shares jumped from roughly $193 to almost $300 during August, cheered on X and Reddit. One r/wallstreetbets trader posted an 18% gain, and people recalled an Eli Lilly exec buying at $194. Yet a bagholder at $350 griped and some asked whether puts were due.
Adobe named Anil Chakravarthy CEO, then posted Q3 FY26 record revenue of $6.76B with AI-first ARR up over 150% YoY. The stock initially fell 4% after hours but recovered by the next day as retail traders on Reddit kept calling for puts out of frustration with the company.
So far this month, r/wallstreetbets debated the threat from free AI clones like PhotoCraft, an open-source Photoshop rival. Defenders argued enterprises won't switch, but bears claimed Adobe is 'cooked' and noted the stock was down 62% from its all-time high per an X post.
This month's recap is building in the app
See all inside the appADBE insider trading: executives and Congress
| Insider | Title | Trade | 10b5-1 plan | Filed | Shares | Value |
|---|---|---|---|---|---|---|
| Shantanu Narayen | Chair and CEO | Sold | · Sep 18, 2026 | $2.1M | ||
| Shantanu Narayen | Chair and CEO | Sold | · Sep 18, 2026 | $8.3M | ||
| Shantanu Narayen | Chair and CEO | Sold | · Sep 18, 2026 | $5.2M | ||
| Shantanu Narayen | Chair and CEO | Sold | · Sep 18, 2026 | $2.9M | ||
| Shantanu Narayen | Chair and CEO | Sold | · Sep 18, 2026 | $235,882 |
| Member | Party | State | Chamber | Trade | Traded | Amount |
|---|---|---|---|---|---|---|
| Rohit Khanna | D-CA · HouseD | Sold | · Sep 11, 2026 | $1,001 - $15,000 | ||
| Gilbert Cisneros | D-CA · HouseD | Sold part | · Jul 24, 2026 | $1,001 - $15,000 | ||
| Rohit Khanna | D-CA · HouseD | Bought | · Aug 10, 2026 | $1,001 - $15,000 | ||
| Kevin Hern | R-OK · HouseR | Sold part | · Aug 14, 2026 | $15,001 - $50,000 | ||
| Tony Wied | R-WI · HouseR | Sold part | · Jul 14, 2026 | $1,001 - $15,000 |
About Adobe
Develops and sells software for content creation, marketing, and document management. Widely known brands include Photoshop, Illustrator, Acrobat, and Premiere Pro, serving creative professionals, businesses, and consumers.
Adobe
Quantral on ADBE
Where Adobe shows up in our data stories and guides.
Common questions about ADBE stock
Working through ADBE yourself? Our six-step guide to researching a stock walks a real name end to end.
The app has the live answer: a 0 to 100 ADBE score that updates as new posts come in, built from recent volume, the sentiment behind it, and the credibility of who is posting. In October 2026, 56% of the ADBE posts from the accounts we track were bullish and 38% bearish. The numbers on this page are dated snapshots.
Quantral does not publish price targets or forecasts. A high score means the ADBE conversation is loud and credible right now, nothing more. Quantral does grade the people who post ADBE price targets and predictions: every tracked voice carries a public record of how its past calls played out.
Between May 2026 and October 2026, $ADBE drew 470 tracked mentions across the curated finance voices Quantral reads on X, Reddit, and Substack. That total counts only the sources Quantral follows, not the whole internet.
Three inputs: how much Adobe is being discussed, the sentiment of that discussion, and the track record of the accounts driving it. The sharpest swings come when the tracked voices have something to argue over: an earnings date, a product announcement, a sudden price move.
Quantral reads a curated set of finance voices on X, Reddit, and Substack, plus finance shows on YouTube. It scores every ADBE mention from those sources for sentiment and grades each account or show speaker on how its past calls worked out, so a proven record counts for more than a loud one.
This page holds the dated trail: monthly recaps of the Adobe conversation and the tracked voices posting about it most. The live ADBE feed is in the app, where Quantral scores each new mention as it lands.
In the last 12 months ADBE insiders filed 20 open-market sales worth $50.8 million and 1 purchase worth $1.9 million. None of those sales were pre-planned 10b5-1 sales. These are Form 4 filings with the SEC, open-market trades only: option exercises, grants and gifts are left out.
A 10b5-1 plan is a trading plan an insider sets up in advance, while not holding material nonpublic information, that schedules future trades by date, price or formula. Trades then run on the plan, so a planned sale says less about the insider's current view than a discretionary one. None of the 20 ADBE insider sales in the last 12 months were made under one.
More Information Technology names
See the signal before the crowd does.
Quantral runs in your browser today.
7 days free on yearly. Cancel anytime.
Public data, scored. Not financial advice, do your own research.