Published

31 May 26

Updated

12 Jun 26

Views

Invested

AdobeADBE

Fair Value

US$319.96

Share price12 Jun

US$292.798.5% undervalued

1Y-17.92%

7D5.98%

Adobe: A Probabilistic Case for Undervaluation

HarishPK

Author hasn't set their bio yet

Published

31 May 26

Updated

12 Jun 26

Views

Invested

Shared on 12 Jun 26

Fair value Increased 0.87%

Musings after the earnings

Adobe’s latest earnings and outlook come in stronger than expected, pushing the case for a higher estimate of what the business is worth despite some pressure on profitability. The update also points to fast-growing sales from Adobe’s newer AI products, challenging the view that AI is only a threat.

542 views

Shared on 10 Jun 26

HarishPK made no meaningful changes to valuation assumptions.

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Fair Value vs Share Price

US$319.96

vs US$292.798.5% undervalued

8.9%

Revenue growth

29.5%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Undervalued with adequate balance sheet.

Market capUS$115.9b

PB10.1x

Estimated Growth8.2%

Dividend YieldN/A

Full analysis

CEO & management

Shantanu Narayen

CEO

5.0yrs

CEO Tenure

Operates as a technology company worldwide.