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Adobe Inc.NasdaqGS:ADBE Voorraadrapport

Marktkapitalisatie US$98.9b
Prijs aandeel
US$238.24
US$331.63
28.2% ondergewaardeerd intrinsieke korting
1Y-41.8%
7D-5.7%
1D
Portefeuillewaarde
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Adobe Inc.

NasdaqGS:ADBE Voorraadrapport

Marktkapitalisatie: US$98.9b

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Adobe Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Adobe
Historische aandelenkoersen
Huidige aandelenkoersUS$240.49
52 Week HoogtepuntUS$421.48
52 Week LaagUS$224.13
Bèta1.42
1 maand verandering-2.02%
3 maanden verandering-6.72%
1 Jaar Verandering-41.78%
3 jaar verandering-42.36%
5 jaar verandering-51.51%
Verandering sinds IPO43,255.90%

Recent nieuws en updates

Seeking Alpha 10h

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
Narratiefupdate 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.
Nieuw narratief 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.
Nieuw narratief May 04

Classic Value Trap

Adobe was an amazing company. I'm an end user since 1991.

Recent updates

Seeking Alpha 10h

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
Narratiefupdate 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.
Nieuw narratief 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.
Nieuw narratief May 04

Classic Value Trap

Adobe was an amazing company. I'm an end user since 1991.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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...
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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.
Narratiefupdate 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.
Narratiefupdate 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...
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 Alpha
Seeking 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
Nieuw narratief 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.
Nieuw narratief 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

Rendement voor aandeelhouders

ADBEUS SoftwareUS Markt
7D-5.7%1.2%2.5%
1Y-41.8%-9.3%26.4%

Rendement versus industrie: ADBE presteerde slechter dan de US Software -sector, die het afgelopen jaar een rendement van -9.3 % opleverde.

Rendement versus markt: ADBE presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 26.4 % opleverde.

Prijsvolatiliteit

Is ADBE's price volatile compared to industry and market?
ADBE volatility
ADBE Average Weekly Movement5.7%
Software Industry Average Movement9.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stabiele aandelenkoers: ADBE heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van ADBE is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
198231,360Shantanu Narayenwww.adobe.com

Adobe Inc. is wereldwijd actief als technologiebedrijf. Het segment Digital Media biedt producten en diensten waarmee individuen, teams en ondernemingen content kunnen creëren, publiceren en promoten. Dit segment bedient fotografen, videobewerkers, grafische en ervaringsontwerpers, gameontwikkelaars, content creators, studenten, marketeers, bedrijfseigenaren, kenniswerkers en consumenten.

Adobe Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Adobe zich tot de beurswaarde?
ADBE fundamentele statistieken
MarktkapitalisatieUS$98.93b
Inkomsten(TTM)US$7.21b
Inkomsten(TTM)US$24.45b
13.5x
Koers/Winstverhouding
4.0x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
ADBE resultatenrekening (TTM)
InkomstenUS$24.45b
Kosten van inkomstenUS$2.59b
BrutowinstUS$21.86b
Overige uitgavenUS$14.65b
InkomstenUS$7.21b

Laatst gerapporteerde inkomsten

Feb 27, 2026

Volgende inkomensdatum

Jun 11, 2026

Winst per aandeel (EPS)17.83
Brutomarge89.40%
Nettowinstmarge29.48%
Schuld/Eigen Vermogen Verhouding54.6%

Hoe presteerde ADBE op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/26 21:51
Aandelenkoers aan het einde van de dag2026/05/26 00:00
Inkomsten2026/02/27
Jaarlijkse inkomsten2025/11/28

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Adobe Inc. wordt gevolgd door 64 analisten. 37 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Joseph BonnerArgus Research Company
Robert OliverBaird
Saket KaliaBarclays