Published

31 May 26

Updated

12 Jun 26

Views

4.8k

Invested

AdobeADBE

Fair Value

US$319.96

Share price12 Jun

US$235.3126.5% undervalued

1Y-35.79%

7D5.69%

Adobe: A Probabilistic Case for Undervaluation

HarishPK

Author hasn't set their bio yet

Published

31 May 26

Updated

12 Jun 26

Views

4.8k

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.

513 views

Shared on 10 Jun 26

HarishPK made no meaningful changes to valuation assumptions.

48 views

Fair Value vs Share Price

US$319.96

vs US$235.3126.5% undervalued

8.9%

Revenue growth

29.5%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Adobe

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Undervalued with adequate balance sheet.

Market capUS$89.3b

PB8.1x

Estimated Growth8.2%

Dividend YieldN/A

Full analysis

CEO & management

Shantanu Narayen

CEO

4.9yrs

CEO Tenure

Operates as a technology company worldwide.