ADBE

Synopsys (SNPS) came out with quarterly earnings of $3.35 per share, beating the Zacks Consensus Estimate of $3.17 per share. This compares to earnings of $3.67 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +5.76%. A quarter ago, it was expected that this maker of software used to test and develop chips would post earnings of $3.57 per share when it actually produced earnings of $3.77, delivering a surprise of +5.6%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Synopsys, which belongs to the Zacks Computer - Software industry, posted revenues of $2.28 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 1.13%. This compares to year-ago revenues of $1.6 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Synopsys shares have added about 13.8% since the beginning of the year versus the S&P 500's gain of 9.8%. While Synopsys has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Synopsys was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1...

Looking back on design software stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Adobe (NASDAQ:ADBE) and its peers. The demand for rich, interactive 2D, 3D, VR and AR experiences is growing, and while the ubiquitous metaverse might still be more of a buzzword than a real thing, what is real is the demand for the tools to create these experiences, whether they are games, 3D tours or interactive movies. The 6 design software stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 7.5% since the latest earnings results. Originally named after Adobe Creek that ran behind co-founder John Warnock's house, Adobe (NASDAQ:ADBE) develops software products used for digital content creation, document management, and marketing solutions across desktop, mobile, and cloud platforms. Adobe reported revenues of $6.40 billion, up 12% year on year. This print exceeded analysts’ expectations by 1.9%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ billings estimates and EPS guidance for next quarter beating analysts’ expectations. “Adobe delivered record Q1 results with AI-first ARR more than tripling year over year and subscription revenue growing 13 percent,” said Shantanu Narayen, chair and CEO, Adobe. The stock is down 5.6% since reporting and currently trades at $254.55. Is now the time to buy Adobe? Access our full analysis of the earnings results here, it’s free. Powering the chips behind everything from smartphones to AI accelerators for over 35 years, Cadence Design Systems (NASDAQ:CDNS) provides essential computational software, hardware, and intellectual property used by engineers to design and verify advanced electronic systems and semiconductors. Cadence Design Systems reported revenues of $1.47 billion, up 18.7% year on year, outperforming analysts’ expectations by 1.9%. The business had a very strong quarter with an impressive beat of analysts’ billings and EBITDA estimates. The market seems content with the results as the stock is up 1.6% since reporting. It currently trades at $342.06. Is now the time to buy Cadence Design Systems? Access our full analysis of the earnings results here, it’s free. K...

Figma (NYSE: FIG) has had one of the wildest post-IPO rides in recent memory. After debuting at $33 in July 2025, the stock soared to nearly $143 before crashing to around $20. That’s an 88% collapse from peak levels, despite the business itself continuing to grow rapidly. The selloff came after fears that AI tools, especially free offerings from Google, would destroy Figma’s pricing power. Investors suddenly treated Figma like an AI loser instead of an AI winner. But the latest earnings report may have changed that narrative. Figma reported Q1 2026 revenue of $333.4 million, up 46% year over year and ahead of expectations. Non-GAAP EPS came in at $0.10 versus forecasts of $0.06. More importantly, growth is accelerating again after rising 40% in Q4 and 38% in Q3. Customer metrics were equally strong. Net dollar retention climbed to 139%, customers spending over $100,000 annually grew 48%, and Pro team conversions jumped 150%. That suggests adoption is spreading deeper across organizations rather than slowing down. See how Figma's financials compare to peers, Adobe, Microsoft, Atlassian, Zoom Communications, and Autodesk. AI is now becoming part of the bull case instead of the bear case for Figma. CEO Dylan Field argued that as AI makes coding easier, design and product judgment become even more valuable. Early signs support that view. Figma’s AI credit monetization exceeded expectations, while integrations with tools like Claude Code, Cursor, and VS Code are helping position Figma as a core layer in AI-driven software development. See also, OKLO – The $25 Stock That Hit $193 And Then Lost Most Of It The company also raised full-year 2026 guidance to roughly $1.425 billion in revenue and boosted operating income guidance. Gross margins dipped slightly to 82% because of higher AI costs, but management expects margins to stay above 80%. At around 10 times sales, the valuation is where things get interesting. For a software company growing above 40% with gross margins above 80%, that’s not particularly expensive by historical standards. There could be significant upside from current levels, though concerns remain around stock-based compensation, ongoing GAAP losses, and rising competition in AI-powered design tools. Figma’s story has changed fast. Less than a year ago, it was seen as an IPO darling, then an AI casualty. Now investors are starting to wonder if th...

The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.84%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +2.35%. June E-mini S&P futures (ESM26) rose +0.79%, and June E-mini Nasdaq futures (NQM26) rose +2.37%. Stock indexes settled higher on Friday, with the S&P 500 and Nasdaq 100 posting new record highs. Chipmaker and AI-infrastructure stocks led the overall market higher on Friday, offsetting concerns about the Iran war. Stronger-than-expected corporate earnings are pushing stocks higher. Weakness in software stocks on Friday weighed on the Dow Jones Industrial Average. As CPUs Steal the Show, AMD Stock Just Got a New Street-High Price Target How Intel Stock Could Be the Biggest Winner from AMD’s Explosive Earnings Win Cathie Wood Dumps More AMD Shares Despite Its Massive 108% Rally. Here's Why. Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Stock indexes also found support today on signs of resiliency in the US labor market after April nonfarm payrolls rose more than expected and March nonfarm payrolls were revised upward. Stocks rallied on Friday despite a larger-than-expected decline in US consumer sentiment to a record low. US Apr nonfarm payrolls rose by +115,000, stronger than expectations of +65,000, and Mar nonfarm payrolls were revised upward to +185,000 from the previously reported +178,000. The Apr unemployment rate was unchanged at 4.3%, right on expectations. US Apr average hourly earnings rose +0.2% m/m and +3.6% y/y, weaker than expectations of +0.3% m/m and +3.8% y/y. The University of Michigan’s US May consumer sentiment index fell -1.6 to a record low of 48.2 (data from 1978), weaker than expectations of 49.5. The University of Michigan US May 1-year inflation expectations rate unexpectedly eased to +4.5% from +4.7% in Apr, weaker than expectations of an increase to 4.8%. The May 5-10 year inflation expectations rate unexpectedly eased to +3.4%, weaker than expectations of no change at +3.5%. In the latest developments in the Middle East, Iran's semi-official Tasnim news agency said Iran seized an oil tanker on Friday in the Strait of Hormuz for "attempting to disrupt oil exports and the interests of the Iranian nation." Also, US forces targeted missile and drone launch sites and other milita...

4% revenue growth in Q1 gave Pearson a “good start to 2026,” with management reaffirming full‑year guidance and citing broad momentum led by Virtual Learning (+21%) alongside steady gains in Higher Education, ELL and Enterprise learning. Assessment & Qualifications fell 1% as expected but is forecast to return to growth in Q2, supported by new and extended contracts (including the U.K. STA, ACCA, Google Cloud and NCT) and management says it is “very confident” about A&Q’s recovery. Pearson is accelerating strategic AI and enterprise partnerships—launching initiatives like a Foundations of AI course and an Adobe Firefly certification—and says partners have committed “hundreds of millions” of incremental revenue to 2030, while completing an accelerated share buyback and managing a CFO transition. Interested in Pearson, PLC? Here are five stocks we like better. Will ChatGPT Be the Final Nail in the Coffin for Chegg? Pearson (NYSE:PSO) reported a “good start to 2026,” posting 4% revenue growth in its first-quarter trading update, as management reiterated confidence in achieving full-year guidance and reconfirmed its medium-term outlook. Chief Executive Officer Omar Abbosh said the performance reflected “continued strong execution from all our teams,” with momentum across much of the portfolio despite a modest decline in Assessment & Qualifications that the company said was anticipated. → Meta Posted Its Best Sales Growth Since 2021—So Why Did Shares Fall? Abbosh outlined results across Pearson’s business units, highlighting strength in Virtual Learning and steady growth in several other segments. Assessment & Qualifications (A&Q): Revenue declined 1%, which Abbosh said was expected. He said the business is “on track to return to growth in Q2 and beyond,” supported by new business including the U.K. Standards and Testing Agency and extended or awarded contracts such as ACCA and Google Cloud. Virtual Learning: Revenue increased 21%, which Abbosh called “another standout result,” driven by strong enrollment trends that “accelerated from the fall semester.” He added that preliminary market share data indicates Pearson is gaining share. Higher Education: Revenue grew 2% on what Abbosh described as “another solid performance” in Pearson’s U.S. core courseware business. He said Pearson expects Higher Education revenue growth this year to be higher than 2025, citing imp...

Stagwell reported a record $141 million in net new business in Q1 (LTM $486 million), is closing multiple large assignments including a nearly $60 million five‑year government contract, and is prioritizing bigger wins while cutting churn. The company’s AI and enterprise product effort is gaining early traction, with $12 million booked toward a $25 million first‑year sales goal for offerings like The Machine, SATS and Stagwell Search+, supported by partnerships with Palantir, Google and Adobe. Financials and capital allocation improved: revenue rose 8% to $704 million, adjusted EBITDA increased ~9% to about $90 million with margins up 75 bps, Stagwell repurchased ~7.3 million shares for roughly $45 million, boosted free cash flow, lowered net leverage to 3.11x, and reiterated full‑year guidance. Interested in Stagwell Inc.? Here are five stocks we like better. Stagwell (NASDAQ:STGW) reported first-quarter 2026 results that management said were “firmly in line with our expectations,” while emphasizing a strong start in net new business and continued investment in AI-enabled products and sales capabilities. Chairman and CEO Mark Penn said the company is “hitting major milestones” in its effort to expand from full-service marketing offerings into “platform self-service AI applications,” while CFO Ryan Greene highlighted cost controls, margin expansion, and improved cash flow. Penn said the company’s net new business hit a record in the first quarter, totaling $141 million and bringing the last 12 months to $486 million. He added that wins were about $80 million ahead of the same point last year and that the company was “closing in on four new major assignments under final negotiations.” Penn also said Stagwell signed its “first five-year, nearly $60 million government contract” during the week of the call, with a formal announcement expected within two weeks. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Management described a strategy focused on winning larger assignments and reducing churn among smaller clients. Penn said Stagwell doubled the size of its new business team and announced several hires, including Nicole Souza as Chief Growth Officer for North America. He also pointed to a “client accountability program” designed to ensure every client has an owner and to use AI monitoring tools to track client needs and trends. According to Penn, the...

Omnicom Group has reported first-quarter 2026 results, with sales rising to US$6,242.9 million and net income to US$405.2 million, while earnings per share from continuing operations edged lower year on year. At the same time, Omnicom is deepening its use of generative AI through new collaborations with Google Cloud and Adobe, aiming to embed automated content vetting and enterprise-grade AI workflows across its marketing platforms. Now we’ll examine how Omnicom’s stronger quarterly performance and expanded Adobe AI partnership may reshape its existing investment narrative. The latest GPUs need a type of rare earth metal called Dysprosium and there are only 32 companies in the world exploring or producing it. Find the list for free. To own Omnicom, you need to believe it can convert its scale, data assets and AI tools into resilient, fee-based relationships despite client insourcing and self-service platforms. The Q1 2026 beat on sales and net income supports the near term integration and synergy story, but the dip in EPS and lower operating margin keep execution risk around the Interpublic integration and cost savings very much in focus. Overall, this quarter modestly strengthens, but does not transform, the existing catalyst and risk picture. The expanded Adobe alliance is the clearest link to this quarter’s AI-focused narrative. By wiring Omnicom’s Omni platform into Adobe’s enterprise stack for sectors like retail, financial services, pharma and autos, the company is trying to make its AI and data infrastructure harder for large clients to replicate internally. For investors, this directly intersects with the key catalyst around AI-enabled offerings, while also addressing the risk that brands use off-the-shelf tools to bypass agencies. Yet behind the strong AI story, investors should also be aware that growing client insourcing and self-service ad platforms could still... Read the full narrative on Omnicom Group (it's free!) Omnicom Group's narrative projects $26.3 billion revenue and $3.2 billion earnings by 2029. This requires 15.1% yearly revenue growth and an earnings increase of about $3.3 billion from -$54.5 million today. Uncover how Omnicom Group's forecasts yield a $100.90 fair value, a 32% upside to its current price. Some of the lowest ranked analysts were only assuming about 2.2 percent annual revenue growth and US$1.7 billion of earnings by...

Investing.com -- Concerns about ServiceNow and IBM’s quarterly results have triggered a broad selloff across enterprise software on Thursday, with shares in the sector falling sharply in premarket trading. ServiceNow dropped 13.1%, while Salesforce fell 4.5%, Oracle shed 3%, Intuit lost 2.9%, Adobe declined 2.3%, Palo Alto Networks slipped 2.1% and Palantir eased 1.6%. IBM is down 7.1% after it revealed that revenue growth slowed in the first quarter, weighed down by weakness in its software business. For ServiceNow, there was a 75 basis point headwind to subscription revenue growth from on-premises deal slippage in the Middle East, amounting to roughly $23 million, which Truist analyst Miller Jump described as a contained instance. In a note following ServiceNow’s results, Jump said the reaction serves as a warning for the wider group. "With heightened scrutiny on software vendors as frontier labs ramp enterprise revenue, the penalty for missteps becomes more severe," Jump writes, cutting his price target on ServiceNow to $120 from $125. Even so, the analyst added: "While we don't overlook this, we remain focused on AI as the more critical arena for NOW to win in, and we continue to believe that NOW has attractive positioning in the long term buildout of enterprise AI." Concerns about AI disruption in the software sector have continued to grow, especially after Anthropic announced new tools in February to automate tasks such as marketing and data analytics. Investors are questioning the impact new AI-related products could have on traditional software businesses. Related articles ServiceNow and IBM earnings reignite AI fears, sending software shares lower JPMorgan outlines ten strategic themes that could shape the outlook for 2026 As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’

Adobe ADBE reported first-quarter fiscal 2026 non-GAAP earnings of $6.06 per share, beating the Zacks Consensus Estimate by 3.06% and increasing 19.3% year over year. Total revenues were $6.398 billion, which beat the consensus mark by 1.86% and increased 12% year over year on a reported and 11% on a constant-currency (cc) basis. Annualized recurring revenues (ARR) at the end of the first quarter of fiscal 2026 were $26.06 billion. Adobe shares were down 8.15% at the time of writing this article. ADBE dropped 31.6% in the past year, underperforming the Zacks Computer and Technology sector’s return 31.9% and the Zacks Computer Software industry’s drop 1.7%. Subscription revenues were $6.198 billion (which accounted for 96.9% of the total revenues), up 13% on a year-over-year basis. Product revenues totaled $90 million (1.4% of the total revenues), down 5.3% year over year. Services and other revenues were $110 million (1.7% of the total revenues), down 19.1% year over year. Customer Group subscription revenues were $6.17 billion, up 13% year over year and 12% at cc. Business Professionals and Consumers’ subscription revenues were $1.78 billion, which represents 16% year-over-year growth on a reported basis and 15% at cc. Creative and Marketing Professionals subscription revenues were $4.39 billion, up 12% year over year on a reported basis and 11% at cc. Adobe Inc. price-consensus-eps-surprise-chart | Adobe Inc. Quote Adobe reported first-quarter fiscal 2025 GAAP gross margin of 89.6%, which expanded 50 basis points (bps) on a year-over-year basis. Operating expenses were $3.32 billion, up 13.2% year over year. As a percentage of total revenues, operating expenses increased 60 bps year over year to 51.8%. The adjusted operating margin was 47.4%, which contracted 10 bps year over year. As of Feb. 27, 2026, the cash and short-term investment balance was $6.89 billion, up from $6.6 billion as of Nov. 28, 2025. Long-term debt, as of Feb. 27, was $5.38 billion compared with $6.2 billion as of Nov. 28. Cash generated from operations was $2.96 billion in the reported quarter compared with $3.16 billion in the previous quarter. For the second quarter of fiscal 2026, Adobe expects total revenues between $6.43 billion and $6.48 billion. Adobe expects Business Professionals and Consumers’ subscription revenue between $1.80 billion and $1.82 billion. Creative and Marketi...

Adobe Systems (ADBE) came out with quarterly earnings of $6.06 per share, beating the Zacks Consensus Estimate of $5.88 per share. This compares to earnings of $5.08 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.10%. A quarter ago, it was expected that this software maker would post earnings of $5.39 per share when it actually produced earnings of $5.5, delivering a surprise of +2.04%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Adobe, which belongs to the Zacks Computer - Software industry, posted revenues of $6.4 billion for the quarter ended February 2026, surpassing the Zacks Consensus Estimate by 1.86%. This compares to year-ago revenues of $5.71 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Adobe shares have lost about 21.8% since the beginning of the year versus the S&P 500's decline of 1%. While Adobe has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Adobe was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will...

The Dow Jones and S&P 500 were up slightly, while the Nasdaq Composite was down in late-morning trad

Fourth quarter earnings are wrapping up, with Oracle (ORCL) serving as the major highlight this week. Nearly all S&P 500 companies have reported results for the quarter, and the index is tracking a 14% earnings growth rate for the quarter, which would mark the S&P 500's fifth consecutive quarter of double-digit earnings growth. Investors have been watching for crucial updates on artificial intelligence development and disruption, the state of consumer health, and the impacts of tariffs. Other big reports on the earnings calendar this week included Hewlett Packard Enterprise Company (HPE), NIO Inc. (NIO), Adobe (ADBE), and Dollar General (DG). For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here Read the latest financial and business news from Yahoo Finance