Adobe (ADBE) Aktienübersicht
Adobe Inc. ist ein weltweit tätiges Technologieunternehmen. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 5/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 4/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
ADBE Community Fair Values
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Analyst Price Targets
Top Community Narratives
Adobe Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$247.60 |
| 52-Wochen-Hoch | US$422.95 |
| 52-Wochen-Tief | US$224.13 |
| Beta | 1.42 |
| 1 Monat Veränderung | 1.29% |
| 3 Monate Veränderung | -4.93% |
| 1 Jahr Veränderung | -41.14% |
| 3 Jahre Veränderung | -33.45% |
| 5 Jahre Veränderung | -50.26% |
| Veränderung seit IPO | 44,537.71% |
Aktuelle Nachrichten und Updates
Neues Narrativ • May 07
Good Value for a Creative Monopoly
Adobe’s strategic positioning ensures it remains the creative industry’s "operating system," regardless of whether AI succeeds or fails. By building Firefly exclusively on licensed Adobe Stock and public domain content, Adobe has created a unique "legal moat" that offers enterprise customers commercial safety and IP indemnity that competitors cannot match.Seeking Alpha • May 06
Adobe: The Next Nokia?
Summary Adobe faces existential risk as generative AI threatens to erode its product uniqueness and mass-market user base. Despite a forward P/E of 10.4x–12x and $24B TTM revenue, I rate ADBE a Sell due to looming margin compression and competitive threats. Management's $25B share buyback prioritizes short-term share support over critical R&D investment, jeopardizing long-term technological leadership. Leadership transition and a strategic pivot to integrating third-party AI signal capitulation, echoing historical declines like Nokia’s post-2008 trajectory. Read the full article on Seeking Alpha
Neues Narrativ • May 04
Classic Value Trap
Adobe was an amazing company. I'm an end user since 1991.Recent updates
Neues Narrativ • May 07
Good Value for a Creative Monopoly
Adobe’s strategic positioning ensures it remains the creative industry’s "operating system," regardless of whether AI succeeds or fails. By building Firefly exclusively on licensed Adobe Stock and public domain content, Adobe has created a unique "legal moat" that offers enterprise customers commercial safety and IP indemnity that competitors cannot match.Seeking Alpha • May 06
Adobe: The Next Nokia?
Summary Adobe faces existential risk as generative AI threatens to erode its product uniqueness and mass-market user base. Despite a forward P/E of 10.4x–12x and $24B TTM revenue, I rate ADBE a Sell due to looming margin compression and competitive threats. Management's $25B share buyback prioritizes short-term share support over critical R&D investment, jeopardizing long-term technological leadership. Leadership transition and a strategic pivot to integrating third-party AI signal capitulation, echoing historical declines like Nokia’s post-2008 trajectory. Read the full article on Seeking AlphaNeues Narrativ • May 04
Classic Value Trap
Adobe was an amazing company. I'm an end user since 1991.
Narrativ-Update • Apr 30
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.
Narrativ-Update • Apr 16
ADBE: Generative AI And Freemium Adoption Will Shape Future Earnings Power
Adobe's analyst price target has been adjusted slightly higher, with analysts pointing to updated expectations for revenue growth, profit margins, and future P/E in light of recent Q1 results, CEO transition news, and ongoing discussion around AI related opportunities and headwinds. Analyst Commentary Wall Street views on Adobe are mixed, with many firms trimming price targets and recalibrating ratings after the Q1 print and the CEO transition update.Narrativ-Update • Apr 01
ADBE: Generative AI Monetization And Freemium User Growth Will Drive Future Revenue
Adobe's updated fair value estimate has been reduced from about $408 to roughly $328 as analysts factor in a lower future P/E, softer growth assumptions, and fresh uncertainty tied to the CEO transition and AI-driven shifts in its core businesses. Analyst Commentary Recent research on Adobe reflects a clear reset in expectations, with many firms cutting price targets and adjusting ratings to reflect CEO transition risk, AI related disruption, and softer growth metrics such as net new annual recurring revenue.Analyseartikel • Apr 01
Why Adobe's (NASDAQ:ADBE) Earnings Are Better Than They Seem
The market seemed underwhelmed by the solid earnings posted by Adobe Inc. ( NASDAQ:ADBE ) recently. Along with the...
Narrativ-Update • Mar 18
ADBE: CEO Transition Will Intensify AI Monetization Uncertainty And Multiple Compression
Analysts have reduced the Adobe price target to $220 from $271.93, reflecting softer revenue growth assumptions, a lower future P/E outlook, and heightened uncertainty around the CEO transition and the pace of AI driven monetization. Analyst Commentary Recent research on Adobe shows a clear tilt toward caution, with multiple price target cuts and rating downgrades clustering around the latest fiscal Q1 report and the CEO transition announcement.Narrativ-Update • Mar 04
ADBE: AI Adoption And Generative Credits Will Drive Future Revenue Milestones
Our updated view trims Adobe's fair value estimate from $447.56 to $408.47, reflecting a lower assumed future P/E of about 21.2x. This is in line with a wave of reduced Street price targets around $290 to $375 and analyst concerns about competitive pressure, AI related execution risks, and more muted near term upside for the shares.
Neues Narrativ • Mar 01
Adobe Inc. (ADBE): Defending the Creative Moat – Pre-Earnings Pulse in a Generative AI Era
Adobe (ADBE) enters March 2026 at a critical crossroads, currently trading at $262.41 as of the February 27 close. The stock has weathered a punishing 2025 and early 2026, down roughly 42% from its 52-week high, primarily due to "AI existentialism"—the market's fear that generative AI competitors might commoditize Adobe’s core Creative Cloud.Narrativ-Update • Feb 18
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.Narrativ-Update • Feb 04
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.Narrativ-Update • Jan 21
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.Narrativ-Update • Jan 07
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.Narrativ-Update • Dec 23
ADBE: Rising AI Costs Will Pressure Margins And Drive Multiple Compression
Analysts have reduced their fair value estimate for Adobe from $380.00 to about $271.93 per share, citing expectations for slightly slower revenue growth, lower long term profit margins, and a more conservative valuation multiple. Analyst Commentary Bearish analysts have become more vocal on Adobe, pointing to a combination of moderating growth expectations and tighter competitive dynamics across creative, document, and marketing workflows.Narrativ-Update • Dec 20
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.Narrativ-Update • Dec 09
ADBE: AI Adoption And Acquisitions Will Drive Future Revenue Milestones
Analysts have nudged their average price target on Adobe slightly lower, trimming fair value by about $3 to approximately $448 as they factor in modestly slower revenue growth, slightly softer long term margins, and a marginally higher discount rate, despite continued momentum in AI driven products. Analyst Commentary Analysts remain divided on Adobe's outlook, with most acknowledging solid execution in the near term but reassessing the pace and durability of growth as the company leans further into AI infused offerings.Narrativ-Update • Nov 24
ADBE: Ongoing AI Product Adoption Will Drive Early Revenue Milestones And Overcome Doubts
Adobe's analyst price target has been revised downward by approximately $6 to $450. Analysts are trimming future growth and profit expectations in light of continued AI-driven uncertainty and evolving competitive dynamics.
Neues Narrativ • Oct 09
A Fair Price for a Great Business Facing Real Threats
TLDR; "HOLD" The story of Adobe today is that of a wide-moat champion that has been knocked from its pedestal. After a deep-dive analysis, our conclusion is that Adobe remains a world-class business, but the competitive landscape has fundamentally changed.Narrativ-Update • Sep 23
Firefly And GenStudio Will Transform Marketing And Boost Future Engagement
Analysts have reduced Adobe’s price target to $456.18 due to persistent AI-related uncertainty, slowing revenue growth, and intensified competition, despite continued strong execution and early AI monetization progress. Analyst Commentary Ongoing AI uncertainty and heightened competitive pressures are weighing on long-term growth assumptions and sector valuation multiples, leading to widespread target cuts, despite continued Outperform/Overweight ratings from many bullish analysts.Narrativ-Update • Sep 08
Firefly And GenStudio Will Transform Marketing And Boost Future Engagement
Analysts moderately lowered Adobe's price target to $475.45 amid mixed views—bulls cite resilient margins, disciplined execution, and AI potential, while bears flag Creative Cloud market share losses and AI competition—leaving fair value edging slightly lower. Analyst Commentary Bullish analysts highlight Adobe’s potential as a long-term AI winner, citing its commercially safe generative content approach, resilient top line, disciplined expense management, and industry-leading margins as supportive of attractive long-term value.Analyseartikel • Jul 02
We Think Adobe's (NASDAQ:ADBE) Robust Earnings Are Conservative
The subdued stock price reaction suggests that Adobe Inc.'s ( NASDAQ:ADBE ) strong earnings didn't offer any surprises...Analyseartikel • Jun 27
Analyst Estimates: Here's What Brokers Think Of Adobe Inc. (NASDAQ:ADBE) After Its Second-Quarter Report
Adobe Inc. ( NASDAQ:ADBE ) last week reported its latest quarterly results, which makes it a good time for investors to...Analyseartikel • May 27
We Like Adobe's (NASDAQ:ADBE) Returns And Here's How They're Trending
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Apr 23
Adobe: Near 50% Decline Creates Great Buying Opportunity (Rating Upgrade)
Summary You might have missed it, but Adobe's stock has been crushed. The company has a net cash balance sheet, top-tier GAAP margins, and an aggressive share repurchase program. Consensus estimates might be optimistic, but it doesn't matter. I am upgrading the stock to a strong buy rating. Read the full article on Seeking AlphaSeeking Alpha • Apr 09
OpenAI's Breakthrough Is Terrible For Adobe
Summary Rapidly advancing AI image/video generators (e.g., OpenAI’s 4o) threaten Adobe’s long-standing creative software dominance. As AI democratizes content creation, Adobe’s premium subscription model faces commoditization risks. Despite headwinds, Adobe’s strong revenue growth and massive user base offer a foundation for pivoting into AI. Adobe must keep pace with resource-heavy tech giants and specialized AI startups or risk losing its competitive moat. Read the full article on Seeking AlphaNeues Narrativ • Apr 08
Firefly And GenStudio Will Empower Creative Evolution
AI product integration, like Firefly and GenStudio, aims to boost user engagement, supporting revenue growth and enhancing monetization.Neues Narrativ • Apr 08
Generative AI, Firefly App And Express Will Expand Future Reach
AI integration and new app expansions boost user engagement and capture next-gen users, driving subscription sales and revenue growth.Seeking Alpha • Mar 19
Adobe: Strong FCF Growth, But Growth Stabilization Needed
Summary Adobe's 1Q FY2025 earnings beat expectations, but weak 2Q guidance points to a continued growth slowdown and margin contraction despite improving GenAI monetization. Management reiterated its FY2025 outlook despite delivering better-than-expected 1Q FY2025 earnings. 1Q FY2025 total bookings declined 1.9% YoY, marking the first negative growth since 2Q FY2022 and raising concerns about weaker demand. Despite the growth slowdown, the company delivered strong FCF, with sequential growth acceleration. The 10% post-earnings selloff seems overdone, presenting a buying opportunity as the stock trades at 19.6x non-GAAP forward P/E. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Adobe Has Become A GARP Play (Rating Upgrade)
Summary Adobe Inc.'s GenAI tools, including Firefly, offer significant growth potential by streamlining marketing workflows, potentially allowing for growth during a time of budgetary constraints across marketing departments. Adobe's integrated Firefly subscription and One Adobe platform aim to enhance creative and marketing collaboration, driving strong growth prospects. Despite being a late mover in GenAI, ADBE's focus on safety and enterprise integration provides a competitive edge in the crowded AI market. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Adobe Is A Compelling Buy
Summary Adobe's reliable subscription-based model and strong fundamentals, including impressive revenue and net income growth, make it a solid investment. Adobe's comprehensive software suite and seamless cloud integration provide a significant competitive moat, despite increasing competition and AI advancements. Valuation is reasonable, with forward P/E ratios and price/free cash flow multiples aligning well with sector averages, presenting a good entry point. Despite competitive risks, Adobe's financial health and strategic AI integration position it well for sustained growth and shareholder returns. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Adobe: Buy This Overlooked Industry Leader At A Reasonable Price
Summary Adobe stock is 36% off its all-time high, making it reasonably priced despite slower growth and competition from cheaper alternatives like Canva. Adobe's growth has slowed to the low-double digits, but it remains a growing industry leader, and the growth rate is expected to be relatively steady from here. Adobe's Creative Cloud and continuous innovation in AI keep it indispensable for professionals, with an estimated 37 million Creative Cloud subscribers. I expect more buybacks from the company, which should support the share price. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Adobe's AI Strategy Is Paying Off: Why This Stock Could Surge
Summary Adobe is undervalued at $450, with a target price of $600, driven by strong subscription revenue and AI integration. Despite competition fears, Adobe's core audience remains loyal, and AI features are boosting customer retention and engagement. Adobe's financials are robust, with 89% gross margins, growing revenue, and significant free cash flow, making it a stable investment. The market is overlooking Adobe's potential, presenting a great buying opportunity with at least a 33% upside in the next 12 months. Read the full article on Seeking AlphaAktionärsrenditen
| ADBE | US Software | US Markt | |
|---|---|---|---|
| 7D | 0.6% | 1.2% | -0.3% |
| 1Y | -41.1% | -8.9% | 24.1% |
Rendite im Vergleich zur Industrie: ADBE unter dem Niveau der Branche US Software , die im vergangenen Jahr eine Rendite von -8.9% erzielte.
Rendite vs. Markt: ADBE hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 24.1 erzielte.
Preisvolatilität
| ADBE volatility | |
|---|---|
| ADBE Average Weekly Movement | 5.7% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: ADBE hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: ADBEDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1982 | 31,360 | Shantanu Narayen | www.adobe.com |
Adobe Inc. ist ein weltweit tätiges Technologieunternehmen. Das Segment Digitale Medien bietet Produkte und Dienstleistungen an, die es Einzelpersonen, Teams und Unternehmen ermöglichen, Inhalte zu erstellen, zu veröffentlichen und zu bewerben. Dieses Segment richtet sich an Fotografen, Video-Editoren, Grafik- und Erlebnisdesigner, Spieleentwickler, Inhaltsersteller, Studenten, Vermarkter, Geschäftsinhaber, Wissensarbeiter und Verbraucher.
Adobe Inc.'s Grundlagenzusammenfassung
| ADBE grundlegende Statistiken | |
|---|---|
| Marktanteil | US$100.08b |
| Gewinn(TTM) | US$7.21b |
| Umsatz(TTM) | US$24.45b |
13.9x
Kurs-Gewinn-Verhältnis 4.1x
Kurs-Umsatz-VerhältnisIst ADBE zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ADBE Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$24.45b |
| Kosten der Einnahmen | US$2.59b |
| Bruttogewinn | US$21.86b |
| Sonstige Ausgaben | US$14.65b |
| Gewinn | US$7.21b |
Zuletzt gemeldete Gewinne
Feb 27, 2026
Datum des nächsten Gewinnberichts
Jun 11, 2026
| Gewinn per Aktie (EPS) | 17.83 |
| Bruttomarge | 89.40% |
| Nettogewinnspanne | 29.48% |
| Schulden/Eigenkapital-Verhältnis | 54.6% |
Wie hat sich ADBE auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/18 16:42 |
| Aktienkurs zum Tagesende | 2026/05/15 00:00 |
| Gewinne | 2026/02/27 |
| Jährliche Einnahmen | 2025/11/28 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Adobe Inc. wird von 64 Analysten beobachtet. 37 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |
| Saket Kalia | Barclays |