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NASDAQ:ADBE

Adobe Systems (ADBE)

204.02
-14.78 (6.76%)
as of Jun 12, 2026, 8:00:00 pm Market Open.
398 watching
0
Investor Insights
star iconJun 12, 2026, 12:00 am

This summary was created by AI, based on 52 opinions in the last 12 months.

Adobe Systems, symbol ADBE-Q, is facing significant uncertainty in the market due to concerns over the impact of artificial intelligence (AI) on its business model and its recent leadership change with the CEO stepping down. Many analysts acknowledge the company's strong fundamentals, including consistent revenue growth, effective share buybacks, and a solid balance sheet, but they express mixed opinions on the company's prospects going forward. Some believe that the current stock price is an attractive entry point, trading at low valuation multiples, while others are skeptical about its future growth in a rapidly evolving technological landscape dominated by AI. The sentiment is divided, with some suggesting that Adobe could thrive if it successfully integrates AI into its offerings, while others caution that competition and market dynamics might hinder its growth.

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Consensus
Mixed
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Valuation
Undervalued
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SNOW,
TOP PICK
He just bought. 4% free cashflow yield. One of world's top businesses. Irreplaceable asset. Pricing power. No dividend. (Analysts’ price target is $562.93)
PARTIAL BUY
A leader. But all software companies get painted with the same brush of a recession. Average 12-month target of $563. Buy some here around $400, 380, and 360. It shouldn't go under $350.
BUY
He knows it well. His wife uses it and pays monthly fees which go up every year. It is a magical company with gross margins over 90%. The software can't be replaced. Although the stock price is way down, it still has growth and a great outlook. Revenue and earnings are growing at double digits so it is very attractive at these prices.
BUY
Part of group that includes high quality software companies (Alphabet etc.) Forward multiples have come down which is presenting a good buying opportunity. Established business that will rely on selling more to existing customers. Creative business needs are not going away in the marketplace. Company will do extremely well over the next 5 years.
BUY
Great company that provides excellent service (at home graphic design). Multiple will be in question as interest rates increase. Good long term hold, even if share prices slides for the next few months (high interest rates).
TOP PICK
A one-stop shop for content creation and marketing--the leader. They also entered e-commerce by buying Magneto (considered #1 in digital commerce by at least observer). He targets $650. (Analysts’ price target is $566.39)
TOP PICK
Fallen almost 40%. Incredibly and consistently profitable. Expects earnings and revenue to at least double over the next 5 years. Unique, phenomenal business with great franchises. Compelling valuation. Staying ahead of the curve by spending 17% of revenues on R&D. Possible takeover candidate one day. No dividend. (Analysts’ price target is $566.70)
BUY
Share have returned to levels before its recent pullback. It's a good stock. Stay long, not out of this.
BUY
Allan Tong’s Discover Picks Adobe‘s recent performance serves as a good example of buying the dip. On March 22, ADBE closed at $466.45, then the company released its Q1 earnings. climbed 9% year-over-year to $4.26 billion and beat street expectations by $20 million. Also, adjusted net income advanced 6% to $3.37 per share, beating the street by three cents. So, why did shares plunge nearly 9% on March 23 to $422.90? Read 3 Dependable Long Term Stocks to Hold for our full analysis.
WAIT
Beat earnings nicely last night. Guidance a bit sloppy, assets in Russia and Belarus. Folks are running away from growth. 26x with 16% growth. It will get cheaper, so you don't have to buy right now despite the drop. If you had $10 to invest, you could put $1 into ADBE now, but you're probably not getting the bottom.
BUY
He continues to hold it. Russia and Belarus (from which Adobe has pulled out) amounts to less than 1% of their revenues. Today, the market is reacting to the lack of long-term guidance--it's an overreaction. ADBE is oversold today.
BUY
He used to own it. A quality tech company. They faced tough comps and are now effected by exiting Ukraine and Russia. You can step into it now. This is a recovery story for coming quarters and is growth at a reasonable price.
STRONG BUY
Shares are sliding on a disappointing forecast It remains her favourite stock. There's the perception that the pandemic accelerated digital media marketing, and so Adobe share rose, and now we're leaving Covid. But consider their installed user base, they're growing at 15% earnings and trading at 27x times. The embedded users of the Adobe Suite are in digital marketing departments in companies across the land. The last few quarters have led to questions about execution, so she wants to see an ARPU increase in the second half of 2022, and this should come from new products instead of pricing. Growth in digital marketing will continue even as we exit Covid. She would add shares today, but she is already very overweight it.
HOLD
Really benefited from pandemic, and earnings met expectations, but poor guidance going forward. High analyst expectations have hurt. High multiple stock. Good products on the runway. Benefits from digitization in businesses. He expects a difficult couple of quarters. Long term, a very good company.
BUY ON WEAKNESS
Believes company is high quality/predictable business. Current share price too high (~42x P/E). Wait for ~20x P/E to buy.
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