Adobe's $1.6B Volume Ranks 49th as Shares Dip 1.1% Amid Mixed Signals from Creative Software and Digital Experience Sector Shifts

, 2025, , . stocks. The decline came amid mixed signals from its core creative software division and evolving market dynamics in the digital experience sector.

Analysts noted that Adobe's recent earnings report highlighted sustained growth in its Experience Cloud segment, driven by strong adoption of AI-powered analytics tools. However, the Creative Cloud division faced softness in enterprise license renewals, particularly in educational markets. The stock's performance also reflected broader sector rotation, as investors shifted capital toward AI infrastructure plays amid tightening monetary policy expectations.

Market participants observed that Adobe's recent product roadmap adjustments, including delayed integration of generative AI features in its creative tools, created short-term uncertainty. While the company reaffirmed its 2026 revenue guidance during its Q3 earnings call, the stock underperformed compared to peers in the S&P 500 Tech sector, .

To get started on the back-test I’ll need to fix a couple of practical details that were not specified explicitly. Once these are set I can pull the price/volume data and run the test for you. My default assumptions (which you can change) are: 1. Market universe: all U.S. listed common stocks (NYSE + NASDAQ + NYSE Arca). 2. Rebalance timing: At each day’s close we rank stocks by that day’s dollar trading volume. Buy the top-500 names at the close, equally weighted. Exit those names at the next trading day’s close (so a 1-day holding period). 3. Transaction costs/slippage: 0 bp round-trip (can add a cost assumption if you like). 4. Period: 3 Jan 2022 through 10 Sep 2025 (today). 5. Benchmark for comparison: S&P 500 total-return index. Please let me know if these defaults are acceptable or if you’d like to adjust any of them (different universe, rebalance time, transaction costs, etc.). Once confirmed I’ll fetch the data and run the back-test.