Polen Global Growth Portfolio Q4 2025 Performance, Attribution & Portfolio Activity

In Q4 2025, Polen Capital initiated a new position in Tencent Holdings and Spotify and sold its positions in Sage Group, Willis Towers Watson, ICON Plc, and Workday. Eli Lilly was the top performing relative contributor in Q4. The primary drag for the quarter was Oracle, accounting for almost all of the Portfolio's relative underperformance in Q4.

Seeking Alpha • 8 hours ago

Is Adobe Stock A Buy This Year?

We believe Adobe (ADBE) stock may represent a good value buy. It is presently trading at a lower than average valuation, coupled with reasonable revenue growth and strong margins that align with its modest valuation.

Forbes • a day ago

Adobe Inc. (ADBE) is Attracting Investor Attention: Here is What You Should Know

Adobe (ADBE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • a day ago

Johnson Fistel Investigates Semrush (SEMR) Shareholders' Rights Following Adobe's $12 Buyout Offer

SAN DIEGO, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of Semrush Holdings, Inc. (NYSE: SEMR) breached their fiduciary duties in connection with the proposed sale of the company to Adobe, Inc. (NASDAQ: ADBE). If you own Semrush shares and believe this proposed transaction undervalues your investment, please consider joining our investigation.

GlobeNewsWire • a day ago

ServiceNow vs. Adobe: Which Cloud Software Stock Has an Edge Now?

NOW's AI-driven workflow gains, bold acquisitions and strong partnerships give it an edge over ADBE's creative SaaS push.

Zacks Investment Research • 19 hours ago

Adobe Stock Looks Like a Huge AI Bargain After a Nosedive. Should You Buy?

Adobe (NASDAQ:ADBE) stock looks on track to revisit multi-year lows following the latest AI-driven scare that's worked its way through the software scene.

24/7 Wall Street • Jan 20, 2026

Three Reasons To Own Adobe In 2026

Adobe (ADBE) remains a buy as recent share price declines have created an attractive valuation for growth-focused investors. ADBE delivered double-digit revenue growth in Q4 and FY2025, with management forecasting continued double-digit ARR growth into 2026. Profitability concerns exist due to near-term margin pressure from innovation spend, but ADBE maintains industry-leading profitability metrics.

Seeking Alpha • Jan 19, 2026

3 Top Bargain Stocks Ready for a Bull Run

The market is worried about Meta Platforms' spending, but the stock trades at a reasonable valuation. The market seems to assume Adobe will be disrupted by generative AI, but that hasn't panned out yet.

The Motley Fool • Jan 17, 2026

Adobe Drops 9% in 3 Months: Buy, Sell or Hold the Stock in 2026?

Adobe's ADBE shares have dropped 8.8% in the past three months, underperforming the broader Zacks Computer and Technology sector's return of 3.9%. The drop can be attributed to an uncertain macroeconomic environment, growing fear of an AI bubble and stiff competition from the likes of Microsoft MSFT, OpenAI, Alphabet GOOGL, Salesforce CRM, Midjourney and Canva.

Zacks Investment Research • Jan 16, 2026

Adobe Systems (ADBE) Suffers a Larger Drop Than the General Market: Key Insights

The latest trading day saw Adobe Systems (ADBE) settling at $296.12, representing a -2.62% change from its previous close.

Zacks Investment Research • Jan 16, 2026