Adobe Systems (ADBE) Buy, Sell or Hold

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Adobe Systems (ADBE)

286.08

-6.71 (2.29%)

as of Sep 1, 2026, 8:00:00 pm Market Open.

398 watching

Investor Insights

Sep 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.

Consensus

Mixed

Valuation

Undervalued

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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.

HOLD

In separately managed accounts, not in his fund. Down 35% in last 100 days. Poster child for one-stop services. Recent purchase has made it a key e-commerce SaaS vendor. (Analysts’ price target is $650.00)

COMMENT

Great company, but market's shifted away from growth. 12x forward price to sales, not cheap. Good growth metrics. Owning it depends on the tech weighting in your portfolio.

DON'T BUY

Got expensive, 20x book value. FMV is 51% lower than current price. Eventually, FMV is a very powerful attractor to the stock price. Not good value. Company won't disappear, but overpriced. Sees it going as low as $268.

COMMENT

Comparison question from caller. Owns Microsoft but not Adobe. Prefers Microsoft since it has pulled back and has better exposure to the cloud. Its cash flow allows for for more growth - the company re-oriented to growth 9 or 10 years ago. It put up great numbers in the last quarter. Trades at a premium but has earned it.

BUY ON WEAKNESS

You must buy when markets are this ugly, like this morning. He buys the ugliest. In this case, Adobe. Today, this fell below $500, but finished actually higher. Adobe at $680 a few months ago is very different from Adobe $500. This fell too far from historical trading. It's a good stock and there's no evidence that the company has deteriorated.

DON'T BUY

Great company, good times ahead. Stretched valuation, so your potential return might be in jeopardy. An investment now worries him, especially in this time of rising interest rates. High growth stocks tend to be negatively impacted, as the discount rate goes up.

PARTIAL SELL

It's done well, but somewhere along the line you're going to have to take some profits. Especially in high tech, and a specialty, it's overvalued. Model price of $278, 50% downside. Scale back. No value here for him.

BUY ON WEAKNESS

Digital content will be kind. Buy on a Q1 pullback to add to your position. A favourite for 2022.

PARTIAL BUY

A great opportunity here. 12-month price target of $698. Pretty significant pullback. One-stop shop. Fair bit of competition. Leader, visionary in the space. Pick it up in thirds here at $565, 535, and 510, with a stop at $500.

WAIT

It remains the standard product and people simply have to buy their product. The entire tech sector has taken a step back. He is not ready to step in just yet as higher interest rates are going to impact higher PE stocks like this one. Be patient.

PARTIAL BUY

It reports Thursday. A solid tech name you can buy right now. But don't own too many high-PE tech stocks, because they act anemically during Fed tightening.

BUY ON WEAKNESS

Optimal position would be around 3%. Moves around, a trading stock. 12-month price target of $702. Three most important reasons to own are projections of 24% EPS growth, Y/Y cashflow growth is just shy of 30%, and current year earnings have been revised upwards. Wait to get half just under $600, and another half around 560.

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Adobe Systems (ADBE)