Adobe（ADBE）株式概要
アドビは世界的なテクノロジー企業である。 詳細
ADBE Community Fair Values
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Adobe Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$240.49 |
| 52週高値 | US$421.48 |
| 52週安値 | US$224.13 |
| ベータ | 1.42 |
| 1ヶ月の変化 | -2.02% |
| 3ヶ月変化 | -6.72% |
| 1年変化 | -41.78% |
| 3年間の変化 | -42.36% |
| 5年間の変化 | -51.51% |
| IPOからの変化 | 43,255.90% |
最新ニュース
Seeking Alpha • 1h
Adobe: A Free Cash Flow Machine In Full Gear
Summary After initiating coverage on Adobe last February, I would like to reiterate my 'Strong Buy' rating and my view that AI will be deployed through Adobe's ecosystem rather than disrupting it. While the stock price is caught in a ~65% drawdown, the underlying business continues to deliver record financial performance, with revenue growth of 9.5% expected in 2026. Using the Street's 2027 EPS consensus of $26.39, Adobe currently trades at 9.3x forward earnings, which is one of the lowest valuation multiples in decades. The company is aggressively repurchasing shares, to the tune of $2.5 billion in the first quarter of 2026 alone. A new $25 billion buyback authorization was also announced last month. ADBE is the eighth largest position in my personal portfolio, with a weight of 5.09%. I purchased my last shares on April 9th at an average price of $229.05. My plan is to add more on any market weakness. Helped by a net cash balance sheet, this will ultimately find a hard floor before bouncing back. Read the full article on Seeking Alpha
ナラティブの更新 • May 18
ADBE: CEO Transition Will Increase Risk Around AI Subscription Monetization
Analysts have reduced their average price target on Adobe by $70 to $220 per share, citing CEO transition uncertainty, slower annual recurring revenue trends, and rising competitive pressures from AI driven offerings as key reasons for the reset. Analyst Commentary Recent research on Adobe highlights a shift toward more cautious views as multiple bearish analysts reduce price targets and, in some cases, downgrade ratings.
新しいナラティブ • 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.
新しいナラティブ • May 04
Classic Value Trap
Adobe was an amazing company. I'm an end user since 1991.Recent updates
Seeking Alpha • 1h
Adobe: A Free Cash Flow Machine In Full Gear
Summary After initiating coverage on Adobe last February, I would like to reiterate my 'Strong Buy' rating and my view that AI will be deployed through Adobe's ecosystem rather than disrupting it. While the stock price is caught in a ~65% drawdown, the underlying business continues to deliver record financial performance, with revenue growth of 9.5% expected in 2026. Using the Street's 2027 EPS consensus of $26.39, Adobe currently trades at 9.3x forward earnings, which is one of the lowest valuation multiples in decades. The company is aggressively repurchasing shares, to the tune of $2.5 billion in the first quarter of 2026 alone. A new $25 billion buyback authorization was also announced last month. ADBE is the eighth largest position in my personal portfolio, with a weight of 5.09%. I purchased my last shares on April 9th at an average price of $229.05. My plan is to add more on any market weakness. Helped by a net cash balance sheet, this will ultimately find a hard floor before bouncing back. Read the full article on Seeking Alphaナラティブの更新 • May 18
ADBE: CEO Transition Will Increase Risk Around AI Subscription Monetization
Analysts have reduced their average price target on Adobe by $70 to $220 per share, citing CEO transition uncertainty, slower annual recurring revenue trends, and rising competitive pressures from AI driven offerings as key reasons for the reset. Analyst Commentary Recent research on Adobe highlights a shift toward more cautious views as multiple bearish analysts reduce price targets and, in some cases, downgrade ratings.新しいナラティブ • 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.新しいナラティブ • May 04
Classic Value Trap
Adobe was an amazing company. I'm an end user since 1991.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha新しいナラティブ • 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.新しいナラティブ • 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 Alpha株主還元
| ADBE | US Software | US 市場 | |
|---|---|---|---|
| 7D | -5.7% | 1.2% | 2.5% |
| 1Y | -41.8% | -9.3% | 26.4% |
業界別リターン: ADBE過去 1 年間で-9.3 % の収益を上げたUS Software業界を下回りました。
リターン対市場: ADBEは、過去 1 年間で26.4 % のリターンを上げたUS市場を下回りました。
価格変動
| ADBE volatility | |
|---|---|
| ADBE Average Weekly Movement | 5.7% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ADBE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ADBEの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1982 | 31,360 | Shantanu Narayen | www.adobe.com |
アドビは世界的なテクノロジー企業である。デジタルメディア部門は、個人、チーム、企業がコンテンツを作成、公開、促進できるようにする製品とサービスを提供している。このセグメントは、フォトグラファー、ビデオ編集者、グラフィックデザイナー、エクスペリエンスデザイナー、ゲーム開発者、コンテンツクリエイター、学生、マーケティング担当者、ビジネスオーナー、ナレッジワーカー、および消費者にサービスを提供しています。デジタルエクスペリエンス部門は、統合プラットフォーム、製品、サービス、ソリューションを提供し、ブランドや企業がアナリティクスからコマースまで、顧客体験を創造、管理、実行、測定、収益化、最適化できるようにします。このセグメントは、マーケティング担当者、広告主、代理店、出版社、マーチャンダイザー、商社、ウェブアナリスト、データサイエンティスト、開発者、C-Suiteの経営幹部などにサービスを提供しています。パブリッシング＆アドバタイジング部門は、eラーニング、テクニカルドキュメントパブリッシング、ウェブ会議、ドキュメント＆フォームプラットフォーム、ウェブアプリケーション開発、印刷、アドビ・アドバタイジングソリューションを提供している。また、コンサルティング、トレーニング、顧客管理、技術サポート、学習サービスも提供している。同社は、企業顧客、企業および消費者にソリューションを提供し、アプリストアやadobe.comのウェブサイトを通じてエンドユーザー顧客に製品をライセンス供与している。同社は、ディストリビューター、小売業者、ソフトウェア開発者、モバイル・アプリ・ストア、システム・インテグレーター、独立系ソフトウェア・ベンダー、付加価値再販業者、OEMおよびハードウェア・メーカーを通じて製品を販売・配布している。同社はまた、オンライン可視性管理およびコンテンツ・マーケティング・ソフトウェア・アズ・ア・サービス・プラットフォームも提供している。同社はHUMAINと戦略的提携を結んでおり、AIモデルやAIを活用したアプリケーションを開発している。同社は以前はアドビ システムズ インコーポレイテッドとして知られており、2018年10月にアドビ株式会社に社名を変更した。アドビは1982年に設立され、カリフォルニア州サンノゼに本社を置いている。
Adobe Inc. 基礎のまとめ
| ADBE 基礎統計学 | |
|---|---|
| 時価総額 | US$98.93b |
| 収益（TTM） | US$7.21b |
| 売上高(TTM) | US$24.45b |
13.5x
PER（株価収益率4.0x
P/SレシオADBE は割高か？
公正価値と評価分析を参照収益と収入
| ADBE 損益計算書（TTM） | |
|---|---|
| 収益 | US$24.45b |
| 売上原価 | US$2.59b |
| 売上総利益 | US$21.86b |
| その他の費用 | US$14.65b |
| 収益 | US$7.21b |
直近の収益報告
Feb 27, 2026
次回決算日
Jun 11, 2026
| 一株当たり利益（EPS） | 17.83 |
| グロス・マージン | 89.40% |
| 純利益率 | 29.48% |
| 有利子負債／自己資本比率 | 54.6% |
ADBE の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 12:38 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/02/27 |
| 年間収益 | 2025/11/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Adobe Inc. 37 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。64
| アナリスト | 機関 |
|---|---|
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |
| Saket Kalia | Barclays |