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ADBE logo

Adobe Inc.Informe acción NasdaqGS:ADBE

Capitalización bursátil US$91.1b
Precio de las acciones
US$225.35
US$328.19
31.3% infravalorado descuento intrínseco
1Y-35.8%
7D-7.8%
Valor de la cartera
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Adobe Inc.

Informe acción NasdaqGS:ADBE

Capitalización de mercado: US$91.1b

Adobe (ADBE) Resumen de Acciones

Adobe Inc. opera como empresa tecnológica en todo el mundo. Saber más

Análisis fundamental de ADBE
Puntuación del snowflake
Valoración5/6
Crecimiento futuro2/6
Rendimiento pasado4/6
Salud financiera4/6
Dividendos0/6

Recompensas

Cotiza un 57.5% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 7.32%

Los beneficios han crecido un 6.8% al año en los últimos 5 años

Cotiza a buen valor en comparación con empresas similares e industria

Análisis de riesgos

No se han detectado riesgos en ADBE a partir de nuestros controles de riesgos.

ADBE Community Fair Values

Create Narrative

See what 1005 others think this stock is worth. Follow their fair value or set your own to get alerts.

ADBE logo
Adobe

Firefly And GenStudio Will Transform Marketing And Boost Future Engagement

Key Takeaways Adobe’s AI-driven innovations and expanded mobile offerings are set to boost user engagement, drive revenue growth, and enhance creative efficiency. The strategic focus on partner ecosystems and product integration promises increased enterprise sales and improved net margins.
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US$328.19
FV
31.3% infravalorado descuento intrínseco
8.43%
Revenue growth p.a.
2.9k
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
309users have followed this narrative
ADBE logo
Adobe

The Strategic Revaluation of Adobe: A Critical Analysis of Market Sentiment

The prevailing narrative surrounding Adobe Inc. in the mid-2020s has been characterized by a profound sense of technological anxiety.
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US$460
FV
51.0% infravalorado descuento intrínseco
11.32%
Revenue growth p.a.
7.9k
users have viewed this narrative
24users have liked this narrative
2users have commented on this narrative
39users have followed this narrative
ADBE logo
Adobe

Firefly App And AI Assistants Will Attract New Users

Key Takeaways Adobe's investment in AI features and Firefly app tiers may boost revenue and margin through upsells and broader user engagement. Expanding web/mobile solutions and partnerships can drive revenue growth, catering to evolving creator needs and enhancing market reach.
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US$220
FV
2.4% sobrevalorado descuento intrínseco
5.24%
Revenue growth p.a.
470
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
ADBE logo
Adobe

Adobe - A Fundamental and Historical Valuation

️️ Business Overview Key Metrics Total: 9/17 +2 ✅✅ Projected Operating Margin: 46.04% +0 ⚠️ Projected 5-Year Revenue CAGR: 8.69% +2 ✅✅ Last 5-Year ROIC: 28.00% +1 ✅ Estimated Cost of Capital: 10.31% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.32% +1 ✅ Projected 5-Year EPS CAGR: 10.67% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +1 ✅ Moody's Rating: A1 +2 ✅✅ Morningstar Moat: Wide -1 ❌ Morningstar Uncertainty: High Adobe has very high margins resulting from its competitive advantages and wide moat. Also, the company is managed well returning on its investments almost triple its cost of capital.
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US$356.98
FV
36.9% infravalorado descuento intrínseco
11.93%
Revenue growth p.a.
274
users have viewed this narrative
3users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
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Adobe

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.
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US$383.06
FV
41.2% infravalorado descuento intrínseco
8.12%
Revenue growth p.a.
4.3k
users have viewed this narrative
11users have liked this narrative
2users have commented on this narrative
35users have followed this narrative
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Adobe

AI Dichotomy: Adobe's opportunity and gravest threat

TL;DR For me, Adobe is the quintessential falling knife. I’ll buy if it drops further — not because I believe in a renaissance, but because fortress-like margins and sticky workflows can keep this wounded giant on its feet.
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US$430.14
FV
47.6% infravalorado descuento intrínseco
9.00%
Revenue growth p.a.
488
users have viewed this narrative
3users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
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Adobe

AI Capabilities And Creative Cloud Integration Will Unlock New Opportunities

Key Takeaways Adobe's AI investments and new products, such as Acrobat AI Assistant, are set to double AI-related business by 2025, boosting growth. Expansion in emerging markets and strategic partnerships are anticipated to drive revenue growth and improve margins through increased adoption and comprehensive solutions.
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US$580.27
FV
61.2% infravalorado descuento intrínseco
11.11%
Revenue growth p.a.
613
users have viewed this narrative
0users have liked this narrative
1users have commented on this narrative
8users have followed this narrative
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Adobe

ADBE Market Outlook

Adobe Inc. (ADBE) is a leading global software company specializing in digital content creation and publishing tools.
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US$523.13
FV
56.9% infravalorado descuento intrínseco
8.58%
Revenue growth p.a.
21
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Adobe

I believe a fair price is $352

Rationale- The last three years their revenue growth has been 10% every year. While their revenue is growing at that pace, their profit margin is growing alongside it, showing constant growth with increasing margins.
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US$352.2
FV
36.0% infravalorado descuento intrínseco
9.00%
Revenue growth p.a.
229
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
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Adobe

Increasing Total Addressable Market Through AI Will Strengthen Revenue Growth

Key Takeaways Adopting new technology like AI, AR/VR and browser-first cloud software will keep Adobe on top of the creative industry. AI Integration will empower commercial users and help onboard new users by making workflows simpler.
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US$705.22
FV
68.0% infravalorado descuento intrínseco
16.70%
Revenue growth p.a.
795
users have viewed this narrative
35users have liked this narrative
1users have commented on this narrative
13users have followed this narrative
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Adobe

Competition, Costs and Playing Catchup Will Compress Margins

Key Takeaways Slowing growth and margin pressure by new tech will force low return reinvestment Buying Figma is cheaper than competing, but regulators may block Experience Cloud is a growth story, but not Adobe's strong suit High-quality business, but high-growth perception is unsustainable and will likely subside Catalysts Company Catalysts Margins compressing from AI-driven design The adoption of AI-driven design - the $63B TAM can improve as more people utilize creative works, but the profitability of such projects may decline due to the higher availability of AI driven design. This may result in more revenue but lower profitability for Adobe.
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US$317.27
FV
29.0% infravalorado descuento intrínseco
9.00%
Revenue growth p.a.
887
users have viewed this narrative
16users have liked this narrative
5users have commented on this narrative
16users have followed this narrative
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Adobe

Adobe’s Canvas of Creativity: Monetizing Imagination with AI in its suite

Catalysts Products and Services Impacting Sales and Earnings : Adobe has a diverse portfolio of products and services that contribute to its revenue growth. Here are some key highlights: Creative Cloud : Adobe’s Creative Cloud suite includes popular software like Photoshop, Illustrator, and Premiere Pro.
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US$898.28
FV
74.9% infravalorado descuento intrínseco
16.66%
Revenue growth p.a.
819
users have viewed this narrative
7users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
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Adobe

Bullish ADBE

1. Cashflow-Trend (Free Cash Flow, FCF) Langfristiger Trend (2010–2024): Der Free Cash Flow von Adobe entwickelte sich von rund 0,98 Mrd USD (2010) auf 7,873 Mrd USD in 2024 – ein starker Anstieg.
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US$401.21
FV
43.8% infravalorado descuento intrínseco
8.26%
Revenue growth p.a.
3
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
View Stock Community
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ZenaTech

ZenaTech: A big bet on the rise of AI drones and drones-as-a-service

Key Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read more

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2.7k
users have viewed this narrative
7users have liked this narrative
0users have commented on this narrative
49users have followed this narrative
US$6.85
68.3% infravalorado descuento intrínseco
Fair Value
Profit Margin
20.14%
Future PE
22x
Price in 2031
US$11.03

Competidores de Adobe Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Adobe
Precios históricos de las acciones
Precio actual de la acciónUS$225.35
Máximo en las últimas 52 semanasUS$422.95
Mínimo de 52 semanasUS$224.13
Beta1.52
Cambio en 1 mes-9.61%
Variación en 3 meses-27.29%
Cambio de 1 año-35.78%
Variación en 3 años-40.37%
Variación en 5 años-56.34%
Variación desde la OPV40,526.44%

Noticias y actualizaciones recientes

Adobe: Scared Money Don't Make Money, Reiterate Buy

Apr 10

Why Adobe's (NASDAQ:ADBE) Earnings Are Better Than They Seem

Apr 01
Why Adobe's (NASDAQ:ADBE) Earnings Are Better Than They Seem

Recent updates

Adobe: Scared Money Don't Make Money, Reiterate Buy

Apr 10

Why Adobe's (NASDAQ:ADBE) Earnings Are Better Than They Seem

Apr 01
Why Adobe's (NASDAQ:ADBE) Earnings Are Better Than They Seem

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.

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.

We Think Adobe's (NASDAQ:ADBE) Robust Earnings Are Conservative

Jul 02
We Think Adobe's (NASDAQ:ADBE) Robust Earnings Are Conservative

Analyst Estimates: Here's What Brokers Think Of Adobe Inc. (NASDAQ:ADBE) After Its Second-Quarter Report

Jun 27
Analyst Estimates: Here's What Brokers Think Of Adobe Inc. (NASDAQ:ADBE) After Its Second-Quarter Report

We Like Adobe's (NASDAQ:ADBE) Returns And Here's How They're Trending

May 27
We Like Adobe's (NASDAQ:ADBE) Returns And Here's How They're Trending

Adobe: Near 50% Decline Creates Great Buying Opportunity (Rating Upgrade)

Apr 23

OpenAI's Breakthrough Is Terrible For Adobe

Apr 09

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.

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.

Adobe: Strong FCF Growth, But Growth Stabilization Needed

Mar 19

Adobe Has Become A GARP Play (Rating Upgrade)

Mar 13

Adobe Is A Compelling Buy

Mar 07

Adobe: Buy This Overlooked Industry Leader At A Reasonable Price

Feb 27

Adobe's AI Strategy Is Paying Off: Why This Stock Could Surge

Feb 12

Adobe: You Don't Have To Be A GARP Acrobat To Buy This Stock

Jan 21

Adobe: Strategic Transition To Subscription-Based Model Will Keep Leading Position

Jan 08

Adobe: Our Top Idea For 2025 Now Trading At A 30% Discount To SaaS Peers

Dec 20
User avatar

Narrative update from Goran Damchevski

Adobe grew annual revenues by 11% to  $21.5B in FY’24. The performance is ahead of my 9% estimated CAGR. I continue to expect Adobe to be able to reach $32.2B in 2029, implying a minimal revenue CAGR

Adobe Q4 Earnings: Why This Stock Leaves Me Unsold

Dec 12

Adobe: Upgrading Into Earnings, Eyes On Firefly, Mixed Chart

Dec 03

Rentabilidad de los accionistas

ADBEUS SoftwareMercado US
7D-7.8%-3.9%3.1%
1Y-35.8%-9.5%27.4%

Rentabilidad vs. Industria: Los resultados de ADBE fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -9.5% el año pasado.

Rentabilidad vs. Mercado: ADBE obtuvo unos resultados inferiores a los del mercado US, que fueron del 27.4% el año pasado.

Volatilidad de los precios

Is ADBE's price volatile compared to industry and market?
ADBE volatility
ADBE Average Weekly Movement5.1%
Software Industry Average Movement9.6%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.3%

Precio estable de las acciones: ADBE no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de ADBE (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
198231,360Shantanu Narayenwww.adobe.com

Adobe Inc. opera como empresa tecnológica en todo el mundo. El segmento de medios digitales ofrece productos y servicios que permiten a individuos, equipos y empresas crear, publicar y promover contenidos. Este segmento sirve a fotógrafos, editores de vídeo, diseñadores gráficos y de experiencias, desarrolladores de juegos, creadores de contenidos, estudiantes, vendedores, empresarios, trabajadores del conocimiento y consumidores.

Resumen de fundamentos de Adobe Inc.

¿Cómo se comparan los beneficios e ingresos de Adobe con su capitalización de mercado?
Estadísticas fundamentales de ADBE
Capitalización bursátilUS$91.09b
Beneficios(TTM)US$7.21b
Ingresos (TTM)US$24.45b
12.6x
Ratio precio-beneficio (PE)
3.7x
Ratio precio-ventas (PS)

¿Está ADBE sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de ADBE
IngresosUS$24.45b
Coste de los ingresosUS$2.59b
Beneficio brutoUS$21.86b
Otros gastosUS$14.65b
BeneficiosUS$7.21b

Últimos beneficios comunicados

Feb 27, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)17.83
Margen bruto89.40%
Margen de beneficio neto29.48%
Ratio deuda/patrimonio54.6%

¿Cómo se ha desempeñado ADBE a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/13 04:45
Precio de las acciones al final del día2026/04/10 00:00
Beneficios2026/02/27
Ingresos anuales2025/11/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Adobe Inc. está cubierta por 63 analistas. 37 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Joseph BonnerArgus Research Company
Robert OliverBaird
Saket KaliaBarclays