NASDAQ:ADBE

Adobe Systems (ADBE)

219.72
+8.74 (4.14%)
as of Jul 2, 2026, 8:00:00 pm Market Open.
397 watching
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Investor Insights
star iconJul 2, 2026, 12:00 am

This summary was created by AI, based on 48 opinions in the last 12 months.

Adobe Systems (ADBE-Q) is currently facing significant challenges amidst growing concerns surrounding artificial intelligence (AI) and its impact on the software industry. A widespread sentiment among experts suggests that the departure of key executives, including the CEO, has negatively affected investor confidence. The stock has experienced substantial volatility, with reports of a recent earnings miss contributing to its downward trend. Despite these concerns, many analysts acknowledge Adobe's solid financials, including its continued revenue growth and share buybacks. While some believe in the long-term viability of Adobe, especially with its ongoing integration of AI into products, others caution against potential disruption from rising low-cost alternatives.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
Salesforce,CRM
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.
COMMENT

Big data recommendation? On the hardware side, you have the chip manufactures and communication companies. On the processing side, he recommends XLNX-Q. On the software side you have cloud and data analytics. He recommends EQIX-Q. He thinks there will be more consolidation. He also likes ADBE-Q.

TOP PICK
Big data and data anlytics. It has become a one-stop shop for data. They have entered into e-commerce with a recent acquisition and he sees lots of runway. It is not that expensive based on a PEG ratio of around 1.3 times. His 12 month target is $295. Yield 0%. (Analysts’ price target is $298.19)
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