Adobe ADBE shares have risen 24.4% in the past three months, outperforming the broader Zacks Computer and Technology sector's return of 8.1%. The outperformance can be attributed to stronger-than-expected operating momentum, accelerating AI monetization, expanding user engagement and Adobe's decision to raise its fiscal 2026 outlook. The company has been playing a catch-up role in the AI domain, not only against established players like Microsoft MSFT, Alphabet GOOGL and Salesforce CRM, but also from AI-native companies like OpenAI, Midjourney and Canva. Over the same time frame, Adobe shares have outperformed Alphabet's 1.7% drop but lagged Microsoft and Salesforce appreciation of 41.8% and 58.2%, respectively.
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