NASDAQ:ADBE

Adobe Systems (ADBE)

255.90
-7.81 (2.96%)
as of Aug 12, 2026, 6:29:12 pm Market Open.
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Investor Insights
star iconAug 12, 2026, 12:00 am

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

Adobe Systems (ADBE) is currently facing a mixed narrative from experts. While some analysts highlight strong fundamentals with consistent double-digit revenue growth and an expanding subscriber base, concerns linger around the impact of AI on its business model and the recent departures of key executives, including the CEO and CFO. Several experts also suggest that Adobe's valuation has become attractive, trading at lower price-to-earnings ratios compared to previous years. However, skepticism remains regarding the software company's ability to compete against free alternatives and the fear that AI may disrupt its market position. Despite these challenges, many believe Adobe still holds significant value and opportunities for growth, particularly through its established suite of products and ongoing shareholder buybacks.

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Consensus
Mixed
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Valuation
Undervalued
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DON'T BUY
Last night they delivered a beautiful report and forecast, firing on all cylinders, across all their segments. Yet, none of that mattered in today's tech sell-off. Adobe is not considered a reopening play, so was out of favour, at least today. It may not be safe to buy this yet. Yes, that's insane. He loves Adobe, but there's downside risk. Investors avoid lockdown stocks now.
COMMENT
They report Tuesday. They may post great numbers, but the market may pay attention to the 10-year yield instead that day and ignore ADBE's good news. Unfair? "Deserve's got nothing to do with it," said in the film, Unforgiven.
BUY
Great company. Stock's done well as they've switched to a subscription model. Once you depend on using the products, you're in it for life. For example, gets students interested early. Well positioned going forward.
TOP PICK
Everyone should have this. A bit rich, but still some runway left. Price target of $563. Buy in thirds here around $460, at $440, and at $420. Very good support around $400-410. One-stop shop for product design, content creation, web design, e-commerce. Well diversified, clean balance sheet, stock is fairly valued. No dividend. (Analysts’ price target is $560.70)
BUY ON WEAKNESS

3-5-year outlook He sees it doubling in maybe 5 years. It's a megacap tech stock growing at 15% yearly; it continues to buyback shares and raise its dividend. it's entrenching into corporations and small businesses alike. It's a cornerstone tech stock like MFST. Buy on pullbacks to come. A solid buy.

DON'T BUY
A must own name. Last quarter their earnings beat revenues with 43% profit margins. It has had a huge move. 15% compound annual growth, trading at 38x 2022 earnings. It is pricey so you could see some pull back around ~$30-$40 below current levels when the market cycles into value.
BUY
Allan Tong’s Discover Picks The company beat earnings estimates at $2.81/share vs. the street's $2.66 as earnings jumped 23% and sales 14%. EPS topped guidance at $0.17 vs. the street's $0.15. Looking ahead, Adobe issued positive guidance for the current quarter and full year. For fiscal 2021, the company projects adjusted EPS at $11.20 on $15.15 billion in sales vs. Wall Street's $11.17 on $14.78 billion. Compare this to 2020's $10.10 and $12.87 billion. Cash flow is health, up from $1.32 billion in Q3 to $1.4 billion in Q4. Adobe even bought back 1.6 million shares late last year. Read Hit and Misses: 5 Tempting Tech Stocks for our full analysis.
STRONG BUY
One-stop shop for product design, content creation, marketing, web and mobile commerce. If you have one tech stock, this is it. Huge economic moat. Still long-term upside. Price target of $557. Organic and acquisitive growth. Three positives: historical EPS growth is 52%, Y/Y cashflow is over 25%, current earnings revised upwards. Loves it. Tremendous business.
PARTIAL BUY
BIGC-Q He prefers Adobe, a stock that people don't talk about anymore. Buy this even partially for now.
BUY
Helps move away from paper, for consumers and businesses. A lot of pricing power with the subscription model, plus many more people have yet to migrate. A great story. He would hold and continue to buy.
BUY ON WEAKNESS
His price target is $557, which is where he'd take profits. Support at $470, 450 and definitely at 440. One-step shop when it comes to product design, content creation, and marketing. Three reasons to like it: fantastic EPS growth rate, Y/Y cashflow growth is 27.5%, current year earnings are revising up.
STRONG BUY
Tremendous record of increasing shareholder value, generating high returns on invested capital. An exceptional company. On his watchlist of 107 ultra-high quality companies across the plant. No problems owning. Very strong moat.
BUY
They had good numbers in the quarter. Their digital business grew in the quarter. In the next couple of years you will see good pricing increases on their platform. It is hard, as a customer, to come back after moving further into the digital platform. It is not just a COVID stock.
BUY
He stuck with this stock even as its numbers have been choppy in recent years.
BUY
One of the things they did very well was to move to a subscription based model very well. Their creative products have gotten to be far more useful to someone who is working not from office space in general. He likes it and continues to buy it here. There may be a possibility of getting it cheaper based on general market volatility.
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