Adobe (ADBE) Price & Analysis
ADBE Stock Chart & Stats
- Day’s Range
- CHF 428.10 - CHF 428.10
- 52-Week Range
- CHF 428.10 - CHF 428.10
- Previous Close
- CHF 428.10
- Volume
- 5
- Average Volume (3M)
- 0
- Market Cap
- CHF 80.23B
- Enterprise Value
- CHF 116.42B
- Total Cash (Recent Filing)
- CHF 5.64B
- Total Debt (Recent Filing)
- CHF 6.76B
- Price to Earnings (P/E)
- 13.9
- Beta
- N/A
- Next Earnings
- Dec 09, 2026
- EPS Estimate
- 5.21
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Exceptional Profitability And Cash Conversion
Adobe’s high gross and net margins demonstrate strong software economics, while free cash flow converting at about 98% of net income shows that reported earnings translate into cash. This combination supports sustained reinvestment in products, AI capabilities, and shareholder returns.
Recurring Subscription Model With Broad Growth
Subscription billing across creative, document, and enterprise experience products provides recurring revenue and embeds Adobe in customers’ workflows. Double-digit ARR growth indicates continued expansion of this durable base, supporting visibility and cross-selling over the coming quarters.
Strong AI Product Adoption And Monetization
Rapid growth in AI-first ARR and Firefly usage shows Adobe is extending its installed-base advantage into new monetization opportunities. Integrating AI across Creative Cloud, Firefly, and enterprise workflows can deepen engagement and reinforce product relevance.
Bears Say
Material Slowdown In Revenue Growth
The deceleration from prior growth rates indicates that Adobe’s large installed base is producing slower incremental expansion. Even with strong profitability, softer top-line momentum can limit operating leverage and reduce the pace at which the company compounds earnings.
Lower Forward Demand Indicators And Net New ARR
Single-digit RPO growth and the sharp decline in net new ARR suggest that future contracted revenue and customer additions are slowing. Management links this to the freemium funnel, but conversion timing still creates a risk that near-term growth will remain subdued.
Senior Leadership Transition And Organizational Reshaping
A CEO succession combined with the departure of a major business president introduces execution and continuity risk during Adobe’s AI-focused transition. Although the board cited a rigorous selection process, leadership changes can temporarily complicate priorities and customer confidence.
Adobe News
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Adobe Stock Smart Score
Company Description
Adobe
Adobe Inc. stands as a prominent global software provider, delivering a diverse range of solutions. Its operations are structured into three primary business divisions: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment empowers individuals, teams, and enterprises to generate, disseminate, and amplify various forms of content through its array of products and services, including the cloud-native Document Cloud platform. Central to this segment is Creative Cloud, its subscription-based flagship, granting access to a comprehensive suite of creative tools. This division caters to a diverse range of users, from professional content creators and marketers to educators, communicators, and general consumers. Adobe's Digital Experience division offers an integrated suite of applications and services designed to empower brands and businesses to craft, orchestrate, assess, and enhance customer journeys, from initial analytical insights to final commercial transactions. It serves a broad professional base including marketing teams, advertisers, agencies, data scientists, and senior executives. The Publishing and Advertising segment provides specialized offerings such as e-learning tools, technical documentation services, web conferencing solutions, advanced printing technologies, and its Advertising Cloud suite. Adobe engages directly with enterprise clients through its dedicated sales teams and regional offices. Individual end-users can access its offerings via app stores or its official website, adobe.com. Additionally, an extensive indirect channel supports distribution, encompassing partners such as distributors, value-added resellers, system integrators, software vendors, retailers, and original equipment manufacturers. Established in 1982, the company, initially named Adobe Systems Incorporated, rebranded as Adobe Inc. in October 2018. Its corporate headquarters are situated in San Jose, California.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- Shantanu Narayen
- Employees
- 31,360
- Website
- www.adobe.com
- Address
- 345 Park Avenue, San Jose, CA, 95110-2704, US
Adobe (ADBE) Earnings & Revenues
ADBE Company Deck
ADBE Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, supported by record revenue and cash flow, double-digit subscription and ARR growth, substantial expansion in monthly active users, accelerating Firefly usage, strong enterprise activity, and raised full-year revenue and EPS targets. The main challenges were single-digit RPO growth, a 36% to 37% year-over-year decline in net new ARR, the stated near-term headwinds from the freemium strategy and deferred pricing initiatives, and a slight Q4 FX headwind. Highlights significantly outweighed the lowlights.
View all CH:ADBE earnings summariesADBE Net sales Breakdown
- 73.77% Digital Media
- 24.95% Digital Experience
- 1.28% Publishing and Advertising
ADBE Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 5 | 5 |
| Technical Analysis | 0 | 1 | 1 |
| Moving Averages | 4 | 4 | 4 |