AI Capabilities And Creative Cloud Integration Will Unlock New Opportunities

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

08 Apr 25

Updated

18 Feb 26

Views

604

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-28.6%

7D

-4.2%

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1Y

-28.6%

7D

-4.2%

You can edit this narrative until Feb 19 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$580.2753.5% undervalued

AnalystHighTarget Fair Value

Shared on 18 Feb 26

Fair value Increased 0.77%

ADBE: AI Transition And Creative Ecosystem Partnerships Will Reshape Future Cash Flows

Our fair value estimate for Adobe has edged higher to $580.27 from $575.83 as analysts broadly reduce price targets and ratings in response to softer Digital Media growth expectations, questions about the durability of the competitive moat, and concerns that AI benefits may be slower to show up in revenue and margins than previously hoped. Analyst Commentary Recent Street research on Adobe has tilted more cautious, with several firms cutting ratings and price targets as they reassess Digital Media growth expectations, competition, and the timing of AI monetization.

65 views

Shared on 04 Feb 26

Fair value Decreased 0.44%

ADBE: AI Transition And Semrush Deal Will Reshape Future Cash Flows

Analysts have trimmed their fair value estimate for Adobe slightly, to about $576 per share. They cite a wave of recent downgrades and reduced price targets that reflect concerns about limited near term upside, competitive pressure in creative tools, and uncertainty over how much the current AI transition will benefit the business.

64 views

Shared on 21 Jan 26

Fair value Decreased 1.25%

ADBE: Future AI And Semrush Deal Will Reshape Cash Flow Profile

Analysts have reduced their Adobe fair value estimate by about US$7 to roughly US$578, citing a lower future P/E assumption and recent price target cuts that reflect concerns about near term growth momentum and competitive pressures. Analyst Commentary Recent Street research on Adobe has tilted more cautious, with several firms cutting ratings and price targets as they reassess expectations around AI driven growth, competitive intensity and near term execution.

81 views

Shared on 07 Jan 26

Fair value Decreased 3.19%

ADBE: Future AI And Marketing Deals Will Reshape Cash Flow Profile

Narrative Update on Adobe Analysts have revised their Adobe fair value estimate from $605.00 to about $585.69. This reflects slightly lower revenue growth and profit margin assumptions, a somewhat higher discount rate, and a partially offsetting increase in the future P/E input in their models.

80 views

Shared on 07 May 25

Fair value Decreased 3.27%

2 views

Shared on 30 Apr 25

Fair value Decreased 2.14%

AnalystHighTarget made no meaningful changes to valuation assumptions.

4 views

Shared on 23 Apr 25

Fair value Increased 5.64%

AnalystHighTarget has increased future PE multiple from 27.8x to 31.8x.

3 views

Shared on 16 Apr 25

Fair value Increased 3.10%

1 view

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$580.27

53.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

7.62%

Historical revenue growth rate

11.11%

Software revenue growth rate

1.18%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

8.64%

Calculation

US$10.11b

Earnings '29

x

26.87x

PE Ratio '29

=

US$271.73b

Market Cap '29

US$271.73b

Market Cap '29

/

366.79m

No. shares '29

=

US$740.84

Share Price '29

US$740.84 Share Price '29

Discounted to 2026 @ 8.56% p.a.

=

US$579.03

Fair Value '26