Shared on 03 Jun 26

Fair value Increased 0.023%

ADBE: AI Product Adoption And Buyback Program Will Reshape Future Cash Flows

Adobe rolls out new AI “agent” tools and deeper partnerships aimed at getting its products embedded in big-company workflows, even as some watchers worry about tougher AI competition and a CEO handover. The company also plans to buy back more of its own shares, a move that could change how much cash ends up going to remaining shareholders over time.

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Shared on 30 Apr 26

Fair value Decreased 21%

ADBE: AI Competition And CEO Transition Will Reshape Future Cash Flows

Adobe's updated analyst price target has shifted from about $580 to roughly $456 as analysts factor in rising AI competition, a series of target cuts across major firms, and added uncertainty around the CEO transition and annual recurring revenue trends. Analyst Commentary Recent research on Adobe clusters around a few key themes that matter for you as an investor: how the market is pricing AI competition, what the CEO transition means for execution, and how annual recurring revenue trends feed into valuation.

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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.

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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.

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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.

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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.

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Shared on 07 May 25

Fair value Decreased 3.27%

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Shared on 30 Apr 25

Fair value Decreased 2.14%

AnalystHighTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Increased 5.64%

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

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Shared on 16 Apr 25

Fair value Increased 3.10%

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AI Capabilities And Creative Cloud Integration Will Unlock New Opportunities

ADBE: AI Product Adoption And Buyback Program Will Reshape Future Cash Flows

ADBE: AI Competition And CEO Transition Will Reshape Future Cash Flows

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

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

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

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

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