Shared on 16 Apr 26

Fair value Increased 1.05%

ADBE: Generative AI And Freemium Adoption Will Shape Future Earnings Power

Adobe's analyst price target has been adjusted slightly higher, with analysts pointing to updated expectations for revenue growth, profit margins, and future P/E in light of recent Q1 results, CEO transition news, and ongoing discussion around AI related opportunities and headwinds. Analyst Commentary Wall Street views on Adobe are mixed, with many firms trimming price targets and recalibrating ratings after the Q1 print and the CEO transition update.

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Shared on 01 Apr 26

Fair value Decreased 20%

ADBE: Generative AI Monetization And Freemium User Growth Will Drive Future Revenue

Adobe's updated fair value estimate has been reduced from about $408 to roughly $328 as analysts factor in a lower future P/E, softer growth assumptions, and fresh uncertainty tied to the CEO transition and AI-driven shifts in its core businesses. Analyst Commentary Recent research on Adobe reflects a clear reset in expectations, with many firms cutting price targets and adjusting ratings to reflect CEO transition risk, AI related disruption, and softer growth metrics such as net new annual recurring revenue.

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Shared on 04 Mar 26

Fair value Decreased 8.73%

ADBE: AI Adoption And Generative Credits Will Drive Future Revenue Milestones

Our updated view trims Adobe's fair value estimate from $447.56 to $408.47, reflecting a lower assumed future P/E of about 21.2x. This is in line with a wave of reduced Street price targets around $290 to $375 and analyst concerns about competitive pressure, AI related execution risks, and more muted near term upside for the shares.

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Shared on 09 Dec 25

Fair value Decreased 0.61%

ADBE: AI Adoption And Acquisitions Will Drive Future Revenue Milestones

Analysts have nudged their average price target on Adobe slightly lower, trimming fair value by about $3 to approximately $448 as they factor in modestly slower revenue growth, slightly softer long term margins, and a marginally higher discount rate, despite continued momentum in AI driven products. Analyst Commentary Analysts remain divided on Adobe's outlook, with most acknowledging solid execution in the near term but reassessing the pace and durability of growth as the company leans further into AI infused offerings.

173 views

Shared on 24 Nov 25

Fair value Decreased 1.28%

ADBE: Ongoing AI Product Adoption Will Drive Early Revenue Milestones And Overcome Doubts

Adobe's analyst price target has been revised downward by approximately $6 to $450. Analysts are trimming future growth and profit expectations in light of continued AI-driven uncertainty and evolving competitive dynamics.

141 views

Shared on 23 Sep 25

Fair value Decreased 3.38%

Analysts have reduced Adobe’s price target to $456.18 due to persistent AI-related uncertainty, slowing revenue growth, and intensified competition, despite continued strong execution and early AI monetization progress. Analyst Commentary Ongoing AI uncertainty and heightened competitive pressures are weighing on long-term growth assumptions and sector valuation multiples, leading to widespread target cuts, despite continued Outperform/Overweight ratings from many bullish analysts.

201 views

Shared on 08 Sep 25

Fair value Decreased 1.65%

Analysts moderately lowered Adobe's price target to $475.45 amid mixed views—bulls cite resilient margins, disciplined execution, and AI potential, while bears flag Creative Cloud market share losses and AI competition—leaving fair value edging slightly lower. Analyst Commentary Bullish analysts highlight Adobe’s potential as a long-term AI winner, citing its commercially safe generative content approach, resilient top line, disciplined expense management, and industry-leading margins as supportive of attractive long-term value.

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Shared on 07 May 25

Fair value Decreased 1.75%

1 view

Shared on 30 Apr 25

Fair value Decreased 2.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Decreased 0.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 16 Apr 25

Fair value Increased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 09 Apr 25

Fair value Decreased 4.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 02 Apr 25

Fair value Decreased 8.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 26 Mar 25

Fair value Increased 5.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

6 views

Shared on 10 Mar 25

Fair value Decreased 1.99%

1 view

Firefly And GenStudio Will Transform Marketing And Boost Future Engagement

ADBE: Generative AI And Freemium Adoption Will Shape Future Earnings Power

ADBE: Generative AI Monetization And Freemium User Growth Will Drive Future Revenue

ADBE: AI Adoption And Generative Credits Will Drive Future Revenue Milestones

ADBE: AI Adoption And Acquisitions Will Drive Future Revenue Milestones

ADBE: Ongoing AI Product Adoption Will Drive Early Revenue Milestones And Overcome Doubts

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