Adobe Systems (ADBE) Buy, Sell or Hold

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Adobe Systems (ADBE)

258.75

-4.96 (1.88%)

as of Aug 12, 2026, 8:00:00 pm Market Open.

398 watching

Investor Insights

Aug 12, 2026, 12:00 am

This summary was created by AI, based on 46 opinions in the last 12 months.

Adobe Systems, despite recent turmoil and negative sentiment surrounding the impact of AI on its business, continues to show robust financial performance. Reports indicate the company has consistently added a significant number of paid subscribers, maintaining double-digit revenue growth and EPS growth over the past few quarters. Expert opinions are mixed, with some highlighting concerns over the departure of key executives and competition from free or cheaper alternatives like Canva. Others argue that Adobe's current valuation appears attractive, especially as it integrates AI into its suite of products. The general sentiment seems divided, with many recognizing the company's strong fundamentals while remaining cautious about future challenges posed by AI disruption and the software sector's overall sentiment.

Consensus

Mixed

Valuation

Undervalued

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BUY

It is one of the best businesses the world has ever seen. Margins on its products are 90%. It has a great balance sheet and is guiding to double digit revenue growth. It should not be lumped in with the other big techs.

COMMENT

He really likes this company, but wishes they hadn't bought Sigma.

BUY

Downside with acquisition of Figma? Subscription software. Anyone in media, advertising, or publishing has to use their products. Facing competition. Many think overpaid for Figma. Deal still needs DOJ approval. Fabulous outlook from earnings in December, company anticipates double-digit growth for many years. Perfect balance sheet. Big tech is attractive.

WAIT

They report Thursday. They laid a big egg last quarter and the market hated them overpaying for a small company. Also are fears of a slowing growth wait. Wait to buy this undervalued company, because it will probably go lower.

WAIT

Exited to lower his tech weighting. Down about 55% from highs. Lower lows and lower highs. Technicals are signaling it's not time to jump in yet. Once we get into the early cycle, and interest rates calm down, there might be an opportunity for tech.

COMMENT

valuation? Everything in tech has corrected a lot, though the PE is still rich, but fallen a lot. They remain dominant in their space. Watch tech earnings closely this week

TOP PICK

Definitely his #1 pick. One-stop shop for design, creation, marketing, and web and mobile commerce. Nice runway ahead. Bought Figma, watch it, as the next big thing will be generative design AI. And Figma is the leader. No dividend. (Analysts’ price target is $369.00)

COMMENT

Its stock moves have been dramatic. It's an extraordinarily important company. The valuation isn't there yet, but it's getting a lot closer. As painful as its decline has been, it is a necessary evil.

PARTIAL BUY

The downward move in Adobe was overdone, extraordinary, though software companies are in a tough spot now. You want to be in places like this, at least picking them over.

WATCH

The price was too high before, but the price has pulled back quite a bit after an acquisition. Adobe paid a high multiple for that, so she is assessing that.

COMMENT

A favourite of his, but they spend $20 billion on a company that the street valued at $10 billion last year. Wouldn't it have been chepaer to replicate their product instead? Maybe Adobe needs this acquisition to jump-start their business. The company has an historic growth rate north of 20%, though lower lately. Does this company deserve to sell at less than 19x earnings for 2023? Will you lose money a year from now on this after shares have fallen 50% from its highs? Could the market have been that wrong when Adobe hit $699 before the US Fed hiked rates? Or is Adobe still too high?

BUY

Allan Tong’s Discover Picks Obviously, a lot is riding on Thursday's report. Looking at the previous report in June, the market still punished Adobe despite a good quarter. Adjusted profit rose 11% YOY on that quarter to $3.35 per share as sales increased 14% to about $4.39 billion. Adobe's Digital Media segment, including its cloud business, rang up sales of $3.2 billion, up 15%, and ended that quarter sitting on $5 billion cash. What's not to like? Well, guidance. What the street didn't like was the company lowering full-year earnings and sales guidance from full-year profit of $13.50/share and full-year sales of $17.65 billion compared to earlier guidance of $13.70/share and $17.9 billion. Read 2 Big Technology Stocks That Are Back for our full analysis.

BUY

It reports next week. Has long believed in this, but they face tough comps and currency adjustments, so they could lower their guidance. It's still the long-term leader in digital transformation, so happy to own it. Trades at 24x PE which is 20% lower than historical PE and this is prices into the stock.

WAIT

Poor trend. Bucketed with the growth at any price stocks. Great business over the long run, but stock became too expensive. Getting cheaper, but still 36x earnings. No debt. He'd want the trend to turn around before getting interested.

BUY

One-stop shop, a leader. Price target of $564, a very decent runway. Research firm has it as #1 in its magic quadrant in digital commerce. (Analysts’ price target is $564.00)

Showing 166 to 180 of 295 entries

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Adobe Systems (ADBE)