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Adobe (CH:ADBE)
:ADBE

Adobe (ADBE) Price & Analysis

7 Followers

ADBE Stock Chart & Stats

CHF428.10
CHF21.80(14.35%)
At close: 4:00 PM EDT
CHF428.10
CHF21.80(14.35%)

Bulls Say, Bears Say

Bulls Say
High MarginsAdobe's very high gross and healthy net margins reflect durable SaaS economics, strong pricing power, and low incremental costs of delivery. These margins support sustainable reinvestment in product R&D and AI capabilities, fund buybacks, and provide resilience through business cycles.
Cash GenerationNear-parity of free cash flow to reported earnings indicates excellent cash conversion and high quality of earnings. Strong absolute cash flow funds strategic M&A, share repurchases, and R&D without needing high leverage, underpinning balance sheet flexibility over the medium term.
Recurring ARR & AI TractionLarge, growing ARR base and recent SEMrush addition deepen recurring revenue and expand product capabilities (SEO + generative tools). Rapid AI‑first and Firefly ARR growth signal successful monetization of strategic product shifts, improving cross-sell and enterprise stickiness over time.
Bears Say
Slowing Revenue & FCF MomentumTTM deceleration in revenue growth and sharply negative FCF growth momentum suggest Adobe's near-term organic expansion is cooling. Slower top-line and FCF trends reduce financial leeway for discretionary spending and increase reliance on M&A and product-led initiatives to restore prior growth rates.
Freemium Monetization Trade-offPrioritizing MAU via freemium over near-term ARR is a structural go-to-market change that lengthens monetization payback. If conversion rates or pricing discipline underperform, this approach could depress ARR and margin expansion for multiple quarters, complicating longer-term financial planning.
Leadership Transition RiskKey finance and top‑executive transitions introduce execution risk for capital allocation, integration of acquisitions (e.g., SEMrush), and delivery on AI initiatives. Extended leadership change can slow strategic decisions and create uncertainty for large multi‑year enterprise contracts and investments.

Adobe News

ADBE FAQ

What was Adobe’s price range in the past 12 months?
Adobe lowest stock price was CHF428.10 and its highest was CHF428.10 in the past 12 months.
    What is Adobe’s market cap?
    Adobe’s market cap is CHF84.44B.
      When is Adobe’s upcoming earnings report date?
      Adobe’s upcoming earnings report date is Sep 10, 2026 which is in 41 days.
        How were Adobe’s earnings last quarter?
        Adobe released its earnings results on Jun 11, 2026. The company reported CHF4.806 earnings per share for the quarter, beating the consensus estimate of CHF4.69 by CHF0.116.
          Is Adobe overvalued?
          According to Wall Street analysts Adobe’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Adobe pay dividends?
            Adobe does not currently pay dividends.
            What is Adobe’s EPS estimate?
            Adobe’s EPS estimate is 4.89.
              How many shares outstanding does Adobe have?
              Adobe has 397,500,000 shares outstanding.
                What happened to Adobe’s price movement after its last earnings report?
                Adobe reported an EPS of CHF4.806 in its last earnings report, beating expectations of CHF4.69. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Adobe?
                  Currently, no hedge funds are holding shares in CH:ADBE
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    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.

                    Adobe (ADBE) Earnings & Revenues

                    ADBE Company Deck

                    ADBE Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented multiple strong operating and financial positives — record revenue, ARR growth, large MAU and traffic gains, rapid AI‑first and Firefly ARR traction, sizable SEMrush acquisition, and healthy cash flow and buybacks. Management also articulated a strategic pivot to aggressively grow freemium MAU to capture the AI‑driven opportunity. That pivot and the decision to defer Creative Cloud pricing/line optimizations create an explicit near‑term ARR headwind, plus a small non‑cash impairment and leadership transitions add short‑term risk. On balance, the fundamental business momentum, AI traction, and raised financial targets outweigh the near‑term trade‑offs and risks.View all CH:ADBE earnings summaries

                    ADBE Revenue Breakdown

                    73.77%73.77%24.95%1.28%
                    73.77% Digital Media
                    24.95% Digital Experience
                    1.28% Publishing and Advertising
                    tipranks

                    ADBE Stock 12 Month Forecast

                    Average Price Target

                    CHF206.93
                    ▼(-51.66% Downside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":428.1,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":428.1,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n         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45,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":428.1,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 45,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":428.1,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 36,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n 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