智通财经APP获悉，瑞银重申了对Adobe(ADBE.US)的“中性”评级，并将目标价从380美元上调至430美元。该行对Adobe将于2025年6月12日发布的第二季度财报充满期待。
分析师Karl Keirstead分析了与 Adobe 合作伙伴的最新互动，并评估了价格调整对公司的影响。尽管 4 月份业务活动略有下降，但其对宏观经济的影响被认为不大。该分析师补充道，Adobe 近期的价格上涨可能会提高公司实现 2025 财年 11% 的年度经常性收入 (ARR) 增长目标的可能性。
Keirstead 的分析表明，尽管人工智能颠覆是行业的潜在隐患，但 Adobe 实现其 ARR 增长预期的可能性有所增加。该分析师认为，这将有助于降低 ADBE 股票的短期下行风险。
鉴于当前挑战，分析师对Adobe的业绩持谨慎乐观态度。430美元目标价为投资者在6月12日财报发布前提供了新的基准。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.