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NASDAQ:ADBE

Adobe Systems (ADBE)

202.75
-16.05 (7.34%)
as of Jun 12, 2026, 7:03:38 pm Market Open.
398 watching
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Investor Insights
star iconJun 12, 2026, 12:00 am

This summary was created by AI, based on 52 opinions in the last 12 months.

Adobe Systems, symbol ADBE-Q, is facing significant uncertainty in the market due to concerns over the impact of artificial intelligence (AI) on its business model and its recent leadership change with the CEO stepping down. Many analysts acknowledge the company's strong fundamentals, including consistent revenue growth, effective share buybacks, and a solid balance sheet, but they express mixed opinions on the company's prospects going forward. Some believe that the current stock price is an attractive entry point, trading at low valuation multiples, while others are skeptical about its future growth in a rapidly evolving technological landscape dominated by AI. The sentiment is divided, with some suggesting that Adobe could thrive if it successfully integrates AI into its offerings, while others caution that competition and market dynamics might hinder its growth.

consensus icon
Consensus
Mixed
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Valuation
Undervalued
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Similar
SNOW,
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)
COMMENT
It has been staying above the 200 day average. It is not an expensive tech name. Valuation is not bad.
TOP PICK
Had a position for a while. Amazing customer experience for organizing digital content. Example of a company that is extremely well managed and not afraid of going to new areas. They added 1.5 million customers in the last quarter. Still lots of room to run. (Analysts’ price target is $293.69)
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