NASDAQ:ADBE

Adobe Systems (ADBE)

218.36
-8.80 (3.87%)
as of Jul 22, 2026, 8:00:00 pm Market Open.
398 watching
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Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 49 opinions in the last 12 months.

The reviews for Adobe Systems indicate a complex perception among experts, highlighting both the company's ongoing challenges and its underlying strengths. While some analysts express concerns about the potential negative impact of AI competition and leadership changes, many emphasize Adobe's consistent revenue growth, strong subscriber additions, and attractive valuations, often reporting double-digit growth in revenue and earnings. The stock is currently seen as undervalued by several experts who believe the market is overreacting to AI fears despite Adobe's continued operating success and strategic AI integrations. With a solid balance sheet and significant share buybacks, Adobe's long-term prospects may remain positive if it can navigate current market pressures, although sentiment in the investor community has turned negative amid leadership uncertainty and competitive threats.

consensus icon
Consensus
Mixed
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Valuation
Undervalued
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Similar
MSFT
BUY
Reports next Tuesday and benefits from strong e-commerce trend. Five analysts have raised their targets on Adobe in the last five days. It could surprise to the upside given stay/work-at-home. Should have a strong 2021.
DON'T BUY
Everything tech and cloud based that makes business easier remotely has done well. The stock has nearly doubled since March. It's probably over heating and there may be a correction shortly.
COMMENT

ADBE vs. MSFT Prefers MSFT. Neither stock is that inexpensive, with the rally. MSFT has a more diversified business model with PC and cloud business, which is gaining more market share, as well as a strong balance sheet, solid net cash position, and a very strong management team.

PAST TOP PICK

(A Top Pick Jun 12/19, Up 46%) It is richly valued here. His target is $450. The one stop design for everything publishing, including web commerce. A past acquisition brought e-commerce vendor into their capability and has allowed Amazon to become a partner. They will report earnings tomorrow. It may be a bit overbought here.

DON'T BUY
Best-in-class. Every business he knows uses Adobe software. Too pricey for his tastes, though.
BUY
An amazing stock and he uses their products every day. You could buy it here and on any dips. He expects it will hit new all times soon.
BUY
Investing in water treatment Little competition for them in the creative content publishing space. They made acquisitions to build e-commerce websites (competing with Salesforce now). Adobe has an edge, because Adobe software generates images that can be used for these sites. He likes it.
BUY
The stock has been doing very well. The long term chart looks good. It broke new highs in mid-December. If it falls below $315, the market could start reconsidering the value.
HOLD
He owns this and it is trading near his range of $322. It has great management and it continues to meet and beat expectations while increasing the guidance. He would continue to hold it.
DON'T BUY
It has the market locked up. Software as a service. He can't pay the multiple, however.
BUY ON WEAKNESS

A high-growth, mature software stock, so it hasn't sold it as much as, say, Shopify. They have a great customer base and a strong acquisition track record that fuels growth. Great recurring revenue base. He's looking at it.

COMMENT
Besides the big run up, he likes the consolidating. $300 is a major pocket and it stopped there. He’s looking at a rage of $250 - $300. Would take some money off the table here.
HOLD

A great name. He likes their migration to a subscription basis. It has good pricing power and he personally uses their products all the time. They are the defacto standard. A little rich at today's value though. He would also consider the ETF IGV-A to help diversify some of the risk in the space.

HOLD
He recommended it about a month ago, when it took a breather in June. You have to find the right time to buy. His price target is $295. The PEG ratio is 1.53, so it is not that expensive. He would take profit above $290.
HOLD
Stick with it. It's had a fine uptrend since the year started, and since 2016 long term. Hold. Don't worry about a correction.
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