| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-2-26 |
Adobe named among enterprise software incumbents Meta would struggle to displace. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Adobe's reported results were mentioned among the early S&P 500 earnings-season clues. [audio] | — | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Mega Cap Names Doing Well Today |
Adobe has recovered more than 40% from its June lows, which Rob used as evidence the long-hardware short-software trade has reversed. [audio] | -12.9% | — | — |
| 2026-07-21 | SELL | HIGH | Rob Black Show Stocks Boosted By Chipmakers |
Morgan Stanley cut Adobe to sell from hold, citing execution risks from leadership and business model transitions. [audio] | +9.7% | +19.8% | — |
| 2026-07-08 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 7-7-26 |
Adobe discussed for network effects and switching costs; host expresses concern about generative AI and prefers to wait and see. [audio] | +1.6% | +20.0% | — |
| 2026-06-30 | SELL | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Adobe nearing 40% losses due to software-as-a-service-pocalypse. [audio] | +8.1% | +20.9% | +12.7% |
| 2026-06-12 | SELL | HIGH | Rob Black Show Afternoon podcast 6-12-26 |
Adobe down 7% after reporting operating margin below estimates and announcing CFO departure. [audio] | -4.3% | +9.6% | +22.0% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-11-26 |
Adobe beat earnings but is feeling AI pressure; stock down in aftermarket. [audio] | -10.8% | +2.2% | +16.5% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-28-26 |
Host mentions Adobe is up 1% and says he will talk about it later. [audio] | +7.0% | -16.0% | +13.3% |
| 2026-05-28 | MENTIONED | MEDIUM | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
The host mentioned Adobe, noting that he used to want to own it but now wouldn't, and that he owns it in S&P 500 funds. [audio] | +7.0% | -16.0% | +13.3% |
| 2026-05-20 | SELL | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Host warns to 'watch out below' for application-specific software companies like Adobe due to growth concerns. [audio] | -6.0% | -23.0% | +3.9% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Adobe as one of the top 10 stocks today. [audio] | -5.7% | -23.5% | -0.4% |
| 2026-05-18 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-18-26 |
Host lists Adobe as one of the top 10 companies in the S&P 500. [audio] | -4.3% | -23.2% | +3.3% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host mentions Adobe stock was up 2% today. [audio] | +3.0% | -13.9% | +9.2% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host mentions Adobe as a competitor to NVIDIA in the AI chip space. [audio] | +3.0% | -13.9% | +9.2% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-12-26 |
Host mentions Adobe as a company that started pricing AI tools based on tasks completed rather than flat fees. [audio] | +5.9% | -9.1% | +13.3% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Stocks Move After High Inflation Reading |
Host lists Adobe as a company integrating AI-enabled glasses and wearables. [audio] | +5.9% | -9.1% | +13.3% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | +5.9% | -9.1% | +13.3% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Host notes Adobe was up 12% to an all-time high. [audio] | -5.8% | +1.1% | -1.7% |
| 2026-05-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-4-26 |
Host notes Adobe was up 1.8% year-to-date. [audio] | -3.1% | +0.9% | -1.4% |
| 2026-04-22 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-22-26 |
Adobe announced a $25 billion share repurchase program. [audio] | -4.8% | -4.4% | -11.2% |
| 2026-04-22 | MENTIONED | MEDIUM | Rob Black Show Nasdaq Hits New High |
Adobe approved a 25 billion dollar stock buyback program. [audio] | -4.8% | -4.4% | -11.2% |