Adobe

Adobe Stock: AI-Fueled ARR Growth Pushes Guidance Higher, But Cost Pressures Loom

yiannisz

Not Invested

Community Contributor

Published

09 Nov 25

Updated

20 Dec 25

Views

404

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yiannisz's Fair Value

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-20.8%

-0.6%

-20.8%

-0.6%

You can edit this narrative until Dec 21 6:25 AM. Then, changes will post as Updates.

Author's Valuation

US$391.259.6% undervalued

yiannisz's Fair Value

Narrative

Updates1

Shared on 20 Dec 25

Adobe Stock: When Creativity Software Becomes an AI-Native Platform

Adobe (NASDAQ: ADBE) has spent decades defining how digital creativity is produced, edited, and distributed. From Photoshop to Premiere to Acrobat, its tools are embedded deeply into professional and consumer workflows.

yiannisz'sFair Value

US$391.25

9.6% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

7.77%

Software revenue growth rate

1.19%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.57%

Calculation

US$10.33b

Earnings '30

19.67x

PE Ratio '30

US$203.25b

Market Cap '30

US$203.25b

Market Cap '30

344.23m

No. shares '30

US$590.45

Share Price '30

US$590.45 Share Price '30

Discounted to 2025 @ 8.58% p.a.

US$391.24

Fair Value '25