Adobe Systems

  • Is Nuance Finally Ready to Rumble?

    By Mark Holder - August 13, 2013 | Tickers: ADBE, INTU, NUAN

    Nuance Communications (NASDAQ: NUAN) is counting on the potential of technologies that allow for virtual assistants and electronic health records via voice recognition, and the company has promised a stronger future than the actual results.

    After guiding yet again to weak results going forward, the stock actually rebounded after an initial selloff. After the previous quarterly disappointment, the stock plunged from $24 to $20. This time though, the stock rebounded more »

  • Is This Software Company Really Undervalued?

    By Timothy Green - August 10, 2013 | Tickers: ADBE, ADSK, INTU

    Recently David Kostin, an analyst at Goldman Sachs, released a list of 40 stocks with the most upside relative to Goldman's analyst price targets. Analysts are not known for being correct, both in general and with regard to price targets, so the fact that these stocks are well below their respective price targets means little. But are they actually undervalued? I'll look at number two on the list more »

  • There's Still Money to Be Made in Forgotten Activism

    By Marshall Hargrave - August 6, 2013 | Tickers: ADBE, ADSK, CTXS

    ValueACT recently started a new activist campaign over at Microsoft, but I believe there's still inherent value to be found in the hedge fund's other major stake in tech. In late 2011, ValueACT took a 5% stake in Adobe Systems (NASDAQ: ADBE) and since then the stock has outperformed the broader market by 100%. 

    ValueACT Capital has a 31.3 million share position in the stock, which makes more »

  • Be Careful With This Tech Stock

    By Vladimir Zernov - August 6, 2013 | Tickers: ADBE, MKTO, VOCS

    The marketing cloud is a hot topic nowadays. Several acquisitions made by big companies have spurred even more interest in it. Salesforce recently bought ExactTarget for $2.5 billion. Adobe Systems (NASDAQ: ADBE), which is working hard on its Adobe Marketing Cloud, purchased French marketing automation firm Neolane for $600 million. A recent IPO by another marketing company, Marketo (NASDAQ: MKTO) has spurred interest. Marketo just had its first earnings more »

  • Rosetta Stone’s Recent Acquisition Backfired

    By usman iftikhar - July 31, 2013 | Tickers: ADBE, ADSK, RST

    The software industry faced a downturn in 2012 due to the worldwide uncertainties troubling the growth of enterprises. However, Gartner has anticipated that in 2013 the industry will see a rise in its revenues. It has projected a solid growth of 6.4% for the industry. It also expects that this growth will be continued until 2016.

    To benefit with this favorable situation, the market players have started expanding their more »

  • The Software Industry: customer needs VS. profits

    By Vanina Egea - July 26, 2013 | Tickers: ADBE, INTU, SAP

    Innovation and friendliness are two stewards that software developers should not ignore. Easy to navigate applications have shown to be very successful. Each activity, however, presents specific obstacles to developers. Some companies were able to meet the challenge and deliver, among them are: Intuit (NASDAQ: INTU), Sap Aktiengesellschaft (NYSE: SAP), and Adobe Systems (NASDAQ: ADBE). But, does adjusting to customer needs generate profits?

    The tax helper

    With base in Palo more »

  • 3 Tech Companies Growing With Cloud Technology

    By Shweta Dubey - July 25, 2013 | Tickers: ADBE, ORCL, CRM

    Cloud computing delivers software and IT infrastructure services via a shared network. The global cloud market will grow at a compound annual growth rate of 26.2%, increasing from $37.8 billion in 2010 to $121.1 billion by 2015. Looking at the growth opportunities in cloud technology, software companies are combining cloud technology with existing applications as well as new ones. With the prevailing growth opportunities in this industry more »

  • Making Profits From Non-Profits With This Stock

    By Mark Lin - July 24, 2013 | Tickers: ADBE, BLKB, INTU

    Picking the right stocks is all about picking the right industries with attractive barriers to entry. Niche market segments within the application software industry have proven to be great hunting grounds. Blackbaud (NASDAQ: BLKB) is a leading provider of fund raising software and related services to non-profit organizations.

    Defensible market position in market niche

    The applications software market, unlike the systems software market dominated by Microsoft, is characterized by free more »

  • Finding the Best Software Companies

    By Phillip Woolgar - July 20, 2013 | Tickers: ADBE, ADSK, ZNGA

    While technology might appear to already be significantly integrated into society, I believe we have only seen the beginning. Most of the gadgets and gizmos require software to operate, and that poses a huge opportunity for innovative companies. But before just buying any computer software stock, it is vital to take a look at how the firms are positioned to take advantage of the significant amount of technological growth that more »

  • Should You Invest in These Cash Cows

    By Nihar Patel - July 15, 2013 | Tickers: ATVI, ADBE, XRX

    Software is one of the most common types of products where the cost of selling one versus 1,000 is fairly marginal. There is very little replication cost for software as opposed to manufacturing physical products. Offering services can fall in the middle if it requires employees, but can also be an automated service or access to a software.

    These types of businesses come in many varieties, but when they more »

  • Abandoning the Creative Suite: Will It Have an Impact on Adobe’s Stock Price?

    By Kiran Gulati - July 12, 2013 | Tickers: ADBE, RHT, SYMC

    Adobe Systems (NASDAQ: ADBE) abandoned its Creative Suite perpetually-licensed software entirely, replacing it with the all new Creative Cloud. This represents a major shift in its strategy from the packaged-software business model to a software-as-a-service (SaaS) model. The Creative Suite had been Adobe’s flagship product and a primary revenue generating stream during past several years.

    The Creative Suite was offered as packaged software, which included one-time license fee, where more »

  • There's Always Potential in the Software Industry

    By Awais Iqbal - July 8, 2013 | Tickers: ADBE, IBM, ORCL, CRM

    For investors with secure jobs and a stable working environment, devoting savings to invest in high-growth stocks can be a perfect way to achieve diversification of their current capital.

    Application software industry

    The software industry has been changing so rapidly that a company needs to be on the move to keep ahead of its competitors. The U.S. software industry accounts for 42.6% of the global software market's more »

  • This Fast-Growing IT Company Is a Bargain

    By Daniel James - July 8, 2013 | Tickers: ADBE, CA, HPQ

    The recent stock market rally has left many companies trading at relatively high valuations as a result of multiple expansion. While the tech sector hasn’t rallied quite as much as the broader market, many IT companies are nevertheless trading at quite pricey multiples. Of course, there are always exceptions. One IT company is trading at a discount to the market, despite impressive growth. CA Technologies (NASDAQ: CA) looks like more »

  • Adobe Wins With Subscriptions, Activision Blizzard Moves to Free

    By Nihar Patel - July 8, 2013 | Tickers: ATVI, ADBE, TTWO

    I remember reading an article over a decade ago that discussed the transition of anti-virus software from a perpetual license for updates to a subscription-based system. Nowadays, that model has shifted to be completely free anti-virus software for private, non-commercial users in order to safeguard the Internet as a whole.

    Even subscription-based online games have moved to a free-to-play model with micro-transactions. So it is not just anti-virus that went more »

  • Apple Becomes the Conservative Choice

    By Dana Blankenhorn - July 6, 2013 | Tickers: ADBE, AAPL, MSFT

    If you're wondering why Apple (NASDAQ: AAPL) is stuck in neutral, look no further than its earnings estimates.

    Analysts have been steadily taking their estimates down on the company all year, and are now predicting what could only be called a rout for the second quarter. This is often Apple's weakest quarter, as it usually announces new products in the third quarter and delivers them in the fourth more »

  • These Companies Are Getting Creative in the Cloud

    By John Casteele - July 3, 2013 | Tickers: ADBE, AMZN, MSFT

    Cloud computing is becoming increasingly popular, allowing data and even software to be accessible from anywhere in the world with Internet access. While this is useful for data synchronization and on-demand services such as gaming, where it really shines is the implementation of the software-as-a-service (SaaS) business model.

    Companies such as Microsoft (NASDAQ: MSFT) and Adobe Systems (NASDAQ: ADBE) have really taken to the SaaS model, with both releasing cloud-based more »

  • Pay Attention to the Records at Autodesk

    By Mark Holder - July 1, 2013 | Tickers: ADBE, ADSK, INTU

    As the Autodesk (NASDAQ: ADSK) stock has struggled over the last few years, investors should pay more attention to the record numbers than disappointing top line growth.  

    The leading design software firm is facing issues previously encountered by other software firms including Adobe Systems (NASDAQ: ADBE) and Intuit (NASDAQ: INTU). The shift to cloud based services and term licenses is requiring the companies to record revenues over an extended period more »

  • What Does This Transaction Mean and How Can You Benefit?

    By Mike Thiessen - July 1, 2013 | Tickers: ADBE, JDSU, KEYN

    Investors have yet another reason to watch for developments out of Silicon Valley over the coming weeks and months. Keynote Systems (NASDAQ: KEYN) recently announced that it had agreed to be taken private by private equity firm Thoma Bravo for a significant premium over its pre-announcement stock price. The nearly $400 million deal would give the struggling firm a chance to restructure its operations beyond the prying eyes of analysts more »

  • Billionaire Andreas Halvorsen’s New Stock Picks

    By Meena Krishnamsetty - July 1, 2013 | Tickers: ADBE, CX, MPC, BA, VLO

    We track quarterly 13F filings from hundreds of hedge funds, including billionaire (and Tiger Cub) Andreas Halvorsen’s Viking Global. We have found that the information in 13Fs can be used to develop profitable investing strategies; for example, the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more about our small cap strategy). By comparing the most recent more »

  • There's Always Upside in the Software Industry

    By Victor Selva - June 29, 2013 | Tickers: ACIW, ADBE, INTU

    The software industry seems to always offer compelling investment opportunities, as many niches still remain untapped. Aci Worldwide (NASDAQ: ACIW), Adobe Systems (NASDAQ: ADBE) and Intuit (NASDAQ: INTU) are three companies that have successfully established in the segment, grasping substantial market shares. Going forward, these firms hold various growth catalysts that should boost earnings and stock prices. Let´s take a closer look at them and try decide if they more »

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