Adobe Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 3/6
Adobe yıllık ortalama 8.2% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 31.8% annual. Gelirler growing yılda ortalama 10.5% oranında artmaktadır. Adobe'in özkaynak karlılığı 62.8% ve net marjı 28.7%'dir.
Anahtar bilgiler
8.21%
Kazanç büyüme oranı
11.26%
EPS büyüme oranı
| Software Sektör Büyümesi | 17.33% |
| Gelir büyüme oranı | 10.49% |
| Özkaynak getirisi | 62.76% |
| Net Marj | 28.69% |
| Sonraki Kazanç Güncellemesi | 10 Sep 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Seeking Alpha • Sep 08
Adobe: Up 30%, But I'm Waiting For A Dip Below $250
Summary Adobe has delivered a 30% gain since my 2026 buy rating a few months back, but I am waiting for the next earnings report before reallocating capital. Despite ADBE's attractive forward PEG ratio of 0.78, broader market overextension and high correlation with NDX/SPX warrant caution. I expect ADBE to decline alongside the Nasdaq and S&P 500 if a market correction occurs, especially if triggered by Fed rate hikes. Technical analysis and market sentiment outweigh fundamentals in timing entry points for ADBE, despite its strong underlying metrics. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Sep 03
ADBE: Freemium And AI Shifts Will Test Leadership And Earnings Durability
Analysts have nudged their Adobe fair value estimate higher to $275.25 from $269.61 as recent price target increases and research notes highlight a mix of improved sentiment around SaaS, freemium-driven user growth, and ongoing debate over AI disruption and leadership transition risks. Analyst Commentary Recent research on Adobe shows a wide range of views as analysts reassess the stock after the Q2 results, the freemium pivot, and ongoing leadership changes.Anlatı Güncellemesi • Aug 12
ADBE: Freemium Reset And AI Competition Will Shape Future Earnings Power
Analysts have reduced the implied fair value estimate for Adobe from about $332 to roughly $270. This largely reflects a broad reset in price targets as they weigh slower organic ARR guidance, execution risk around the company’s freemium and AI transitions, and differing views on how resilient Adobe’s competitive position will be against AI-driven design tools.
Anlatı Güncellemesi • Jul 29
ADBE: Freemium AI Pivot And Leadership Turnover Will Pressure Future ARR
Adobe's updated analyst fair value estimate has moved down from $220 to $190 as analysts weigh lower Street price targets and execution risks tied to freemium, AI monetization, and leadership transitions against still solid revenue growth and margins in their models. Analyst Commentary Recent research on Adobe highlights a clear split in opinion.
Anlatı Güncellemesi • Jul 15
ADBE: Freemium AI Pivot Will Convert User Scale Into Future Cash Flows
Adobe's analyst fair value estimate has been revised from $415.56 to $380.00 as analysts weigh slower organic ARR guidance, a broader shift toward freemium models, and rising competitive pressure from AI driven design tools against the company's still solid growth profile and embedded user base. Analyst Commentary Recent research on Adobe highlights a sharp split in opinion, with many firms trimming targets or ratings while a smaller group of bullish analysts argue that the stock's reset and product positioning create an opportunity.Anlatı Güncellemesi • Jul 01
ADBE: Freemium AI Pivot And Buybacks Will Support Long-Term Cash Flows
Analysts have trimmed their fair value estimate for Adobe to $415.56 from $438.81, reflecting a broad reset in price targets as they factor in slower organic ARR guidance, a heavier push into freemium offerings, and leadership transitions that introduce more execution risk around AI and monetization plans. Analyst Commentary Recent research on Adobe highlights a clear shift in sentiment, with many firms cutting price targets and resetting expectations around organic ARR, leadership changes, and the company’s heavier focus on freemium.Analiz Makalesi • Jun 17
Adobe (ADBE) Stock Could Be 35.2% Undervalued After Earnings And Leadership Changes
Adobe (ADBE) is back in focus after a sharp market reaction to its latest earnings, leadership changes involving both the CEO and CFO, and a clear shift toward a freemium, AI-centric growth model. See our latest analysis for Adobe. Over the past year, momentum in Adobe stock has clearly faded, with the share price down 37.8% year to date and the 1-year total shareholder return declining 45.16%, as investors react to leadership changes and the shift to a freemium, AI-led model despite solid...Anlatı Güncellemesi • Jun 17
ADBE: Freemium AI Shift And Buybacks Will Reshape Future Cash Flows
Adobe's updated analyst price target has moved lower to reflect reduced revenue growth expectations, a softer long term ARR outlook under a larger freemium push, leadership transitions, and a more conservative future P/E assumption, even as margins are modeled slightly higher. Analyst Commentary Street research around Adobe is mixed, but there is a clear pocket of bullish analysts who see the recent reset as an entry point rather than a sign to step aside.
Anlatı Güncellemesi • Jun 12
Musings after the earnings
Thesis Update: Upward Revision on Adobe (ADBE) Post-Q2 CY2026 Earnings I am raising my fair value estimate for Adobe following this morning's strong earnings print and updated outlook. The Core Catalyst: The revision hinges on two key updates: raised FY2026 revenue guidance and a ~2% point drop in unadjusted operating margin.Analiz Makalesi • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Analiz Makalesi • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Anlatı Güncellemesi • Jun 03
ADBE: AI Product Adoption And Buyback Program Will Reshape Future Cash Flows
Adobe's updated analyst fair value edges up by about $0.10 per share to roughly $456.35. This reflects models that now factor in slightly higher projected revenue growth and profit margins, alongside recent Street research that has generally reduced official price targets on concerns around AI competition, CEO transition risk, and near term pressure on annual recurring revenue.Yeni Anlatı • May 31
Adobe: A Probabilistic Case for Undervaluation
As a self-described "Quantitative Fundamental Hobby Investor," my valuation philosophy is straightforward: I prioritize high-quality cash flow generation and the durability of a company’s economic moat. Adobe (ADBE) is currently at the center of a heated debate regarding AI disruption.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 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.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.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Adobe nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 29 May 26 | 25,198 | 7,229 | 8,635 | 4,494 |
| 27 Feb 26 | 24,453 | 7,208 | 8,308 | 4,378 |
| 28 Nov 25 | 23,769 | 7,130 | 8,061 | 4,294 |
| 29 Aug 25 | 23,181 | 6,957 | 7,826 | 4,195 |
| 30 May 25 | 22,601 | 6,869 | 7,576 | 4,129 |
| 28 Feb 25 | 22,037 | 6,751 | 7,373 | 4,031 |
| 29 Nov 24 | 21,505 | 5,560 | 7,215 | 3,944 |
| 30 Aug 24 | 20,947 | 5,360 | 7,041 | 3,834 |
| 31 May 24 | 20,429 | 5,079 | 6,934 | 3,693 |
| 01 Mar 24 | 19,936 | 4,801 | 6,836 | 3,585 |
| 01 Dec 23 | 19,409 | 5,428 | 6,764 | 3,473 |
| 01 Sep 23 | 18,886 | 5,121 | 6,661 | 3,357 |
| 02 Jun 23 | 18,429 | 4,854 | 6,556 | 3,251 |
| 03 Mar 23 | 17,999 | 4,737 | 6,392 | 3,113 |
| 02 Dec 22 | 17,606 | 4,756 | 6,187 | 2,987 |
| 02 Sep 22 | 17,191 | 4,813 | 5,955 | 2,871 |
| 03 Jun 22 | 16,693 | 4,889 | 5,703 | 2,747 |
| 04 Mar 22 | 16,142 | 4,827 | 5,494 | 2,621 |
| 03 Dec 21 | 15,785 | 4,822 | 5,406 | 2,540 |
| 03 Sep 21 | 15,099 | 5,839 | 5,185 | 2,441 |
| 04 Jun 21 | 14,389 | 5,582 | 4,974 | 2,356 |
| 05 Mar 21 | 13,682 | 5,566 | 4,770 | 2,276 |
| 27 Nov 20 | 12,868 | 5,260 | 4,559 | 2,188 |
| 28 Aug 20 | 12,436 | 3,861 | 4,403 | 2,130 |
| 29 May 20 | 12,045 | 3,699 | 4,313 | 2,053 |
| 28 Feb 20 | 11,661 | 3,232 | 4,256 | 1,997 |
| 29 Nov 19 | 11,171 | 2,951 | 4,125 | 1,930 |
| 30 Aug 19 | 10,644 | 2,778 | 4,033 | 1,846 |
| 31 May 19 | 10,101 | 2,652 | 3,855 | 1,756 |
| 01 Mar 19 | 9,552 | 2,682 | 3,611 | 1,654 |
| 30 Nov 18 | 9,030 | 2,591 | 3,366 | 1,538 |
| 31 Aug 18 | 8,572 | 2,414 | 3,173 | 1,446 |
| 01 Jun 18 | 8,122 | 2,167 | 3,017 | 1,362 |
| 02 Mar 18 | 7,699 | 1,879 | 2,903 | 1,288 |
| 01 Dec 17 | 7,302 | 1,694 | 2,822 | 1,224 |
| 01 Sep 17 | 6,903 | 1,592 | 2,722 | 1,158 |
| 02 Jun 17 | 6,526 | 1,443 | 2,645 | 1,091 |
| 03 Mar 17 | 6,153 | 1,313 | 2,536 | 1,024 |
| 02 Dec 16 | 5,854 | 1,169 | 2,486 | 976 |
| 02 Sep 16 | 5,552 | 992 | 2,419 | 939 |
| 03 Jun 16 | 5,306 | 896 | 2,342 | 909 |
| 04 Mar 16 | 5,070 | 799 | 2,299 | 884 |
| 27 Nov 15 | 4,796 | 630 | 2,217 | 863 |
Kaliteli Kazançlar: ADBE yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: ADBE 'nin mevcut net kar marjları (28.7%) geçen yılın (30.4%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: ADBE şirketinin kazancı son 5 yılda yılda 8.2% oranında arttı.
Büyüme Hızlandırma: ADBE 'un son bir yıldaki kazanç büyümesi ( 5.3% ) 5 yıllık ortalamasının ( 8.2% /yıl) altındadır.
Kazançlar vs. Sektör: ADBE geçen yılki kazanç büyümesi ( 5.3% ) Software sektörünün 27.2% performansını geride bırakmadı.
Özkaynak Getirisi
Yüksek ROE: ADBE 'nin Özsermaye Getirisi ( 62.8% ) ödenmemiş olarak değerlendirilmektedir.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/09 03:53 |
| Gün Sonu Hisse Fiyatı | 2026/09/09 00:00 |
| Kazançlar | 2026/05/29 |
| 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 |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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. 65 Bu analistlerden 33, 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 |