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{"created_at":"2026-04-22T07:06:43.381 {"created_at":"2026-04-22T07:06:43.381459+00:00","dedupe_key":"signal_enriched:discovery_unusual_volume_delta:eb58ef88fb9da653","evidence_event_ids":["evt_0c7653b00715"],"signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://www.nasdaq.com/articles/adobe-vs-intuit-which-beaten-down-software-stock-better-buy","as_of":"2026-04-22T07:06:43.381459+00:00","canonical_url":"https://www.fool.com/investing/2026/04/22/adobe-vs-intuit-which-beaten-down-software-stock-i/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/adobe-vs-intuit-which-beaten-down-software-stock-better-buy","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_c5f94f1445fe3538","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/22/adobe-vs-intuit-which-beaten-down-software-stock-i/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-22T07:08:01.891448+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsAdobe's business is posting double-digit revenue growth while trading at a rare discount.","fetched_title":"Adobe vs. Intuit: Which Beaten-Down Software Stock Is a Better Buy? | Nasdaq","final_url":"https://www.nasdaq.com/articles/adobe-vs-intuit-which-beaten-down-software-stock-better-buy","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/adobe-vs-intuit-which-beaten-down-software-stock-better-buy","source_event_id":"evt_0c7653b00715","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"c4e32008f8cbf99a","kind":"unusual_volume","published_at":"2026-04-22T06:13:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.72,"dates_mentioned":["2026-02-27","2026-01-31","January (year not explicitly stated in text)","2026 (multiple references; e.g., '2026' and 'as of this writing' without exact date)"],"entities":[{"asset_class":"equity","name":"Adobe","relevance":"high","symbol":"ADBE","type":"company"},{"asset_class":"equity","name":"Intuit","relevance":"high","symbol":"INTU","type":"company"},{"asset_class":"unknown","name":"Shantanu Narayen","relevance":"medium","symbol":"","type":"person"},{"asset_class":"unknown","name":"Sasan Goodarzi","relevance":"medium","symbol":"","type":"person"}],"event_type":"other","information_gaps":["No explicit unusual trading volume delta information is provided (baseline volume, current volume, volume ratio, or direction are missing).","The signal type suggests volume anomaly, but the article content provided is a valuation/earnings comparison rather than a volume-based report.","No confirmed catalyst tied to unusual volume is stated; the only catalyst hypotheses discussed are AI monetization/AI risk repricing and valuation discounting."],"key_facts":["Adobe fiscal first quarter 2026 (period ended Feb. 27, 2026): total revenue $6.4 billion, up 12% year over year.","Adobe fiscal first quarter 2026: non-GAAP EPS $6.06, up 19% year over year.","Adobe fiscal first quarter 2026: surpassed 850 million monthly active users across Acrobat, Creative Cloud, Express and Firefly; 17% YoY growth.","Adobe earnings call: AI-first annualized recurring revenue (ARR) more than tripled year over year.","Adobe valuation as stated: price-to-earnings ratio of 14.4 as of this writing.","Intuit fiscal second quarter 2026 (period ended Jan. 31, 2026): total revenue $4.7 billion, up 17% year over year.","Intuit fiscal second quarter 2026: online ecosystem revenue up 21% year over year.","Intuit earnings call: in January, accounting agents categorized over 237 million transactions.","Intuit valuation as stated: P/E about 26; forward P/E about 15.","Article conclusion: Adobe is presented as having a wider margin of safety due to discounted valuation and AI-first ARR momentum; Intuit is described as pricier and requiring more optimism."],"numeric_claims":[{"label":"Adobe revenue (fiscal Q1 2026)","value":"$6.4 billion"},{"label":"Adobe revenue growth (YoY)","value":"12%"},{"label":"Adobe non-GAAP EPS (fiscal Q1 2026)","value":"$6.06"},{"label":"Adobe non-GAAP EPS growth (YoY)","value":"19%"},{"label":"Adobe monthly active users","value":"850 million+"},{"label":"Adobe MAU growth (YoY)","value":"17%"},{"label":"Adobe P/E (as of this writing)","value":"14.4"},{"label":"Intuit revenue (fiscal Q2 2026)","value":"$4.7 billion"},{"label":"Intuit revenue growth (YoY)","value":"17%"},{"label":"Intuit online ecosystem revenue growth (YoY)","value":"21%"},{"label":"Transactions categorized in January","value":"237 million+"},{"label":"Intuit P/E (current)","value":"~26"},{"label":"Intuit forward P/E","value":"~15"}],"primary_claim":"Adobe\u2019s fiscal Q1 2026 revenue grew 12% YoY to $6.4B and the article claims its valuation is much cheaper (P/E 14.4) than Intuit\u2019s (P/E ~26), making Adobe the preferred buy.","relevance_score":0.35,"sentiment":"mixed","source_quality":"high","summary":"The article compares Adobe (ADBE) and Intuit (INTU), arguing Adobe is the better buy due to stronger recent fundamentals and a much lower valuation despite AI-related fears. It does not provide any explicit unusual trading volume ratio or ticker-specific volume delta data.","topics":["software stocks","valuation","AI monetization","revenue growth","earnings comparison","price-to-earnings multiples","monthly active users","AI-first ARR"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsAdobe's business is posting double-digit revenue growth while trading at a rare discount.","tickers":[],"title":"Adobe vs. Intuit: Which Beaten-Down Software Stock Is a Better Buy?","url":"https://www.fool.com/investing/2026/04/22/adobe-vs-intuit-which-beaten-down-software-stock-i/"}}... |