Sell ADBE by Mar 11, 2026.

I’m still bearish on Adobe after this earnings report. Yes, revenue grew about ten percent year over year and ARR ended the year roughly eleven percent higher, but the way they achieved that growth raises real concerns. For the first time in recent memory Adobe did not disclose net new user or net new ARR additions in the release. They normally highlight that metric when it is strong. Leaving it out right when they are pushing higher pricing across Creative …