NASDAQ:ADBE

Adobe Systems (ADBE)

286.08
-6.71 (2.29%)
as of Sep 1, 2026, 8:00:00 pm Market Open.
398 watching
0
Investor Insights
star iconSep 1, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

The reviews about Adobe Systems (ADBE-Q) reflect a polarized sentiment among experts regarding its future performance amidst growing concerns over the impact of AI on software stocks. While some analysts believe that the market is overreacting and that Adobe continues to post strong revenue growth, adding new subscribers daily and maintaining decent margins, others are much more cautious. The departure of the CEO and CFO, coupled with the competitive pressure from free software alternatives, has raised alarms. Despite these leadership changes and the pervasive narrative of AI disruption, many analysts emphasize Adobe's strong product offering and its efforts to integrate AI into its operations. Overall, the sentiment oscillates between viewing it as a buying opportunity at attractive valuations and highlighting the inherent risks of its reliance on traditional software models in a rapidly evolving digital landscape.

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Consensus
Mixed
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Valuation
Undervalued
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SELL
He sold. A leader in its category, but it's a growth stock when the market is turning sour on the leaders of the last cycle. Underweight tech, pivoting more to value. There will be a time to come back, but not today.
BUY
He's owned this for a long time. Their products are tools that will continue to be used. He's bullish the wider economy. He's added shares.
WATCH
A leader in creative digital marketing. Subscription-based products lead to predictable cash flows and 15% revenue growth. High gross margins around 80% in software, too. It trades at 32x earnings, far better than the former 50x a year ago. He owns Google and Meta instead, but Adobe's PE is getting attractive.
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.
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