Adobe (ADBE) Hisse Özeti
Adobe Inc. dünya çapında bir teknoloji şirketi olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
ADBE Community Fair Values
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Analyst Price Targets
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Adobe Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$238.24 |
| 52 Haftanın En Yüksek Seviyesi | US$421.48 |
| 52 Haftanın En Düşük Seviyesi | US$224.13 |
| Beta | 1.42 |
| 1 Aylık Değişim | -0.45% |
| 3 Aylık Değişim | -8.03% |
| 1 Yıllık Değişim | -42.21% |
| 3 Yıllık Değişim | -42.98% |
| 5 Yıllık Değişim | -51.95% |
| Halka arzdan bu yana değişim | 42,850.27% |
Son Haberler & Güncellemeler
Seeking Alpha • 16h
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
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Yeni Anlatı • May 04
Classic Value Trap
Adobe was an amazing company. I'm an end user since 1991.Recent updates
Seeking Alpha • 16h
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 AlphaAnlatı Güncellemesi • 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.Yeni Anlatı • 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.Yeni Anlatı • May 04
Classic Value Trap
Adobe was an amazing company. I'm an end user since 1991.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 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 AlphaYeni Anlatı • 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.Yeni Anlatı • 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 AlphaHissedar Getirileri
| ADBE | US Software | US Pazar | |
|---|---|---|---|
| 7D | -6.0% | -1.0% | 1.3% |
| 1Y | -42.2% | -9.4% | 27.7% |
Getiri vs. Endüstri: ADBE geçen yıl % -9.4 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: ADBE geçen yıl % 27.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| ADBE volatility | |
|---|---|
| ADBE Average Weekly Movement | 5.7% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
İstikrarlı Hisse Senedi Fiyatı: ADBE son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: ADBE 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1982 | 31,360 | Shantanu Narayen | www.adobe.com |
Adobe Inc. dünya çapında bir teknoloji şirketi olarak faaliyet göstermektedir. Dijital Medya segmenti, bireylerin, ekiplerin ve işletmelerin içerik oluşturmasını, yayınlamasını ve tanıtmasını sağlayan ürün ve hizmetler sunar. Bu segment fotoğrafçılara, video editörlerine, grafik ve deneyim tasarımcılarına, oyun geliştiricilerine, içerik yaratıcılarına, öğrencilere, pazarlamacılara, işletme sahiplerine, bilgi çalışanlarına ve tüketicilere hizmet vermektedir.
Adobe Inc. Temel Bilgiler Özeti
| ADBE temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$97.21b |
| Kazançlar(TTM) | US$7.21b |
| Gelir(TTM) | US$24.45b |
13.4x
F/K Oranı3.9x
P/S OranıADBE aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ADBE gelir tablosu (TTM) | |
|---|---|
| Gelir | US$24.45b |
| Gelir Maliyeti | US$2.59b |
| Brüt Kâr | US$21.86b |
| Diğer Giderler | US$14.65b |
| Kazançlar | US$7.21b |
Son Raporlanan Kazançlar
Feb 27, 2026
Sonraki Kazanç Tarihi
Jun 11, 2026
| Hisse başına kazanç (EPS) | 17.83 |
| Brüt Marj | 89.40% |
| Net Kâr Marjı | 29.48% |
| Borç/Özkaynak Oranı | 54.6% |
ADBE uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/27 23:53 |
| Gün Sonu Hisse Fiyatı | 2026/05/27 00:00 |
| Kazançlar | 2026/02/27 |
| Yıllık Kazançlar | 2025/11/28 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Adobe Inc. 64 Bu analistlerden 37, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |
| Saket Kalia | Barclays |