Adobe Inc. (ADBE)

US — Technology Sector
Peers: PANW  CRWD  TXN  ACN  SONY  DELL  KLAC  SNPS  FTNT  ADI 

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News

Microsoft vs. Adobe: Which Software Giant Has Better Upside Potential?
ADBE, MSFT
Published: March 20, 2026 by: Zacks Investment Research
Sentiment: Positive

MSFT's AI-fueled Azure surge and $625B backlog boost its edge over ADBE as both push generative AI, but valuation and growth diverge sharply.

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image for news Microsoft vs. Adobe: Which Software Giant Has Better Upside Potential?
Here's Why Adobe Systems (ADBE) is a Strong Value Stock
ADBE
Published: March 20, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Here's Why Adobe Systems (ADBE) is a Strong Value Stock
Adobe Taps NVIDIA for AI: Can a Rich Partner Base Aid ADBE Stock?
ADBE
Published: March 19, 2026 by: Zacks Investment Research
Sentiment: Positive

Adobe partners with NVIDIA to supercharge Firefly and AI workflows and targets stronger enterprise growth despite intense competition from tech giants.

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image for news Adobe Taps NVIDIA for AI: Can a Rich Partner Base Aid ADBE Stock?
Adobe: Bears Are Pricing In Disruption While Overlooking The Monetization Shift
ADBE
Published: March 19, 2026 by: Seeking Alpha
Sentiment: Positive

Adobe trades at a decade-low 14x forward earnings despite >10% annual revenue growth and robust free cash flow. Market concerns over Canva competition, AI commoditization, and seat compression are overstated given ADBE's entrenched enterprise dominance and expanding usage-based AI monetization. Adobe's competitive moats—high switching costs, proprietary formats, industry standardization—remain intact, reinforced by clean AI training data and copyright/IP indemnification.

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image for news Adobe: Bears Are Pricing In Disruption While Overlooking The Monetization Shift
Adobe: 3 Reasons Not To Buy, 1 Reason Not To Sell After Q1
ADBE
Published: March 18, 2026 by: Seeking Alpha
Sentiment: Negative

Adobe faces increasing skepticism as KPI disclosure changes and AI-driven disruption cast doubt on its core business stability. Switching from Digital Media ARR to Total ARR reporting raises concerns and signals management's shifting narrative amid slowing growth. Evidence of moat erosion includes AI cannibalizing legacy revenue streams and unclear monetization paths, especially as freemium models threaten pricing power.

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image for news Adobe: 3 Reasons Not To Buy, 1 Reason Not To Sell After Q1
Adobe Drops 6% Post Q1 Earnings: Buy, Sell or Hold the Stock?
ADBE
Published: March 18, 2026 by: Zacks Investment Research
Sentiment: Negative

ADBE shares fall 5.8% after fiscal Q1 despite earnings beat, as CEO exit, softer ARR growth and intensifying AI competition weigh on sentiment.

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image for news Adobe Drops 6% Post Q1 Earnings: Buy, Sell or Hold the Stock?
Adobe's Q1 Earnings Are Approaching: The Numbers That Will Debunk Investor Fears
ADBE
Published: March 06, 2026 by: Seeking Alpha
Sentiment: Negative

ARR above 10%, margins expanding to 47%, and a third of the book already AI-influenced. Adobe isn't being disrupted—it's monetizing the disruption. The AI-threat thesis has crushed ADBE, off 57% from its peak. But revenues grew 10%, operating profit 29%, and ARR 11.5% in FY2025. The fundamentals haven't confirmed the selloff. Three things to watch: Total ARR trajectory, non-GAAP operating margin vs. the 47% target, and BP&C subscription growth as the Canva battleground indicator.

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image for news Adobe's Q1 Earnings Are Approaching: The Numbers That Will Debunk Investor Fears
1 Undervalued Stock That Could Rebound in 2026
ADBE
Published: March 06, 2026 by: 24/7 Wall Street
Sentiment: Positive

At what point does the broad stock market cease to “look” expensive? Of course, the AI run-up has made for rather swollen valuation metrics in a wide number of names.

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image for news 1 Undervalued Stock That Could Rebound in 2026
Adobe Systems (ADBE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ADBE
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Neutral

Adobe (ADBE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Adobe Systems (ADBE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Adobe Q1 FY 2026 Preview: The SaaS Selloff Is Overdone, Trading At 10x P/FCF Is A Strong Buy
ADBE
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Positive

Adobe is upgraded to Strong Buy as its valuation has dropped to 11.5x forward non-GAAP P/E (nearly 50% below my last rating), driven by fears of SaaS disruption. In the latest 4Q earnings, ADBE's ARR and RPO growth remained resilient, and its balance sheet is healthy with $385M in net cash. FCF margin reached 41.4% in FY2025, with FCF expected to grow 9.6% YoY in FY2026, bringing its P/FCF fwd to 10.2x.

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image for news Adobe Q1 FY 2026 Preview: The SaaS Selloff Is Overdone, Trading At 10x P/FCF Is A Strong Buy
The Billionaire Investor Who Bet Against Nvidia and Palantir Is Buying Adobe
ADBE
Published: March 04, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Billionaire investor Michael Burry earned his reputation as a legendary contrarian by betting against the U.S.

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image for news The Billionaire Investor Who Bet Against Nvidia and Palantir Is Buying Adobe
Will Adobe (ADBE) Beat Estimates Again in Its Next Earnings Report?
ADBE
Published: March 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Adobe (ADBE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Will Adobe (ADBE) Beat Estimates Again in Its Next Earnings Report?
Adobe to Announce Q1 FY2026 Earnings Results on March 12, 2026
ADBE
Published: March 02, 2026 by: Business Wire
Sentiment: Neutral

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE), the global technology leader that unleashes creativity, productivity and customer experiences through innovative tools and platforms, announced it will release its first quarter fiscal year 2026 results after the market closes on Thursday, March 12, 2026, followed by a conference call with investors from 2-3 p.m. Pacific Time. The conference call will be streamed live on the Adobe Investor Relations Site. Following the call, a recor.

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image for news Adobe to Announce Q1 FY2026 Earnings Results on March 12, 2026
How Adobe Stock Rises To $330
ADBE
Published: February 27, 2026 by: Forbes
Sentiment: Positive

Our multi-faceted evaluation indicates that it could be an opportune moment to buy ADBE stock. Overall, we hold a favorable outlook on the stock, and the target price of $334 seems achievable.

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image for news How Adobe Stock Rises To $330
Apple vs. Adobe: Which AI-Driven Tech Stock Has an Edge Now?
AAPL, ADBE
Published: February 26, 2026 by: Zacks Investment Research
Sentiment: Positive

AAPL's AI push, fueled by its Google collaboration and Apple Intelligence rollout, could give it the edge over ADBE despite a richer valuation.

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image for news Apple vs. Adobe: Which AI-Driven Tech Stock Has an Edge Now?
AI Efforts & Rich Partner Base: Adobe Stock Set for Recovery?
ADBE
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Neutral

ADBE expands AI partnerships and embeds Firefly and Acrobat AI to revive growth as shares slide 27% YTD amid fierce Microsoft and Alphabet rivalry.

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image for news AI Efforts & Rich Partner Base: Adobe Stock Set for Recovery?
Investors Heavily Search Adobe Inc. (ADBE): Here is What You Need to Know
ADBE
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive

Adobe (ADBE) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Investors Heavily Search Adobe Inc. (ADBE): Here is What You Need to Know
How Low Can Adobe Stock Go?
ADBE
Published: February 24, 2026 by: Forbes
Sentiment: Negative

Adobe (ADBE) stock has decreased by 17.7% in 21 trading days. This recent decline indicates renewed worries regarding disruption from generative AI and competitive pressures, but sharp declines like this typically prompt a more challenging question: is this weakness merely temporary, or does it signify more profound issues in the narrative?

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image for news How Low Can Adobe Stock Go?
'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 20, 2026 by: CNBC Television
Sentiment: Negative

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

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image for news 'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield
Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
ADBE, ASAN, CRM, DDOG, FIVN, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, RNG, SNOW, TEAM
Published: February 20, 2026 by: CNBC
Sentiment: Positive

RingCentral and Five9 rallied on the back of strong fourth-quarter results, bucking the recent downtrend in software stocks. Both customer service software firms said AI has helped their businesses and boosted bookings and revenues.

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image for news Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, PANW, SNOW, TEAM
Published: February 18, 2026 by: CNBC
Sentiment: Negative

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

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image for news Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks
Here is What to Know Beyond Why Adobe Inc. (ADBE) is a Trending Stock
ADBE
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Adobe (ADBE) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Here is What to Know Beyond Why Adobe Inc. (ADBE) is a Trending Stock
Adobe: Increasing Competition But Still Deeply Undervalued
ADBE
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Positive

Adobe remains the enterprise creative software leader despite a 47% stock decline and rising AI-native competition. Adobe's revenue growth has slowed to ~10%, with AI monetization contributing only modestly; user growth, not pricing, drives Creative Cloud expansion. Margins remain resilient—net margins rose to 30% in 2025—even as R&D for AI initiatives increased, reflecting disciplined cost management.

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image for news Adobe: Increasing Competition But Still Deeply Undervalued
10 Cheapest S&P 500 Software Stocks Ranked After The Recent Repricing
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, IVV, MDB, MSFT, NOW, ORCL, SNOW, SPLG, SPXL, SPY, SSO, TEAM, UPRO, VOO
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Neutral

SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Adobe and FICO rank highest under a modified Magic Formula framework.

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image for news 10 Cheapest S&P 500 Software Stocks Ranked After The Recent Repricing
Beaten-Down Software Stocks Are Still Good Buys, Despite Investors' AI Fears
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 12, 2026 by: Morningstar
Sentiment: Neutral

#Softwarestocks #AITrade #StockPicks Two top picks from Morningstar analysts. Watch the full episode on Investing Insights: Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

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image for news Beaten-Down Software Stocks Are Still Good Buys, Despite Investors' AI Fears
Adobe: The Best Time To Buy Is Often When It Is The Most Difficult
ADBE
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive

If we look into the rear-view mirror, there is no question that Adobe has been operating a world-class SaaS business, but we all know that markets are forward-looking in nature. Adobe's share price reached an all-time high of $699.54 in November 2021, meaning that today's low of ~$255.00 represent a drawdown of more than 60%. I do not want to minimize the challenges facing Adobe, but I expect its customer base to remain more sticky than what is currently priced in by the market.

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image for news Adobe: The Best Time To Buy Is Often When It Is The Most Difficult
Here Are The Most Overvalued And Undervalued U.S. Tech Stocks
ADBE, AXON, CHTR, CMCSA, CRWD, CTSH, INTC, KHC, MU, NVDA, PAYX, PLTR, PYPL, TSLA
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Neutral

My methodology blends forward P/E ratios, company size, and default risk to rank Nasdaq 100 constituents by valuation. TSLA, INTC, AXON, PLTR, and CRWD are the most overvalued; PYPL, CTSH, ADBE, KHC, and PAYX are the most undervalued. Despite a $2.3trn market cap for the top 5 overvalued stocks, analysts expect higher earnings growth from the undervalued group.

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image for news Here Are The Most Overvalued And Undervalued U.S. Tech Stocks
Software Stocks Look Primed for a Short Squeeze
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 11, 2026 by: Barrons
Sentiment: Positive

Heavy short interest and stabilizing prices could spark a near-term rally—even as long-term AI fears linger.

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image for news Software Stocks Look Primed for a Short Squeeze
Adobe: Too Cheap To Ignore, AI Fears Overblown
ADBE
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Neutral

Adobe remains a 'Buy' despite market skepticism, with shares down 30% but fundamentals intact and double-digit revenue growth persisting. ADBE trades at a deep-value multiple—12.6x FY26 P/E—despite guiding for 9% revenue and 11% EPS growth in FY26 and strong ARR expansion. Fears of AI-driven disruption are overblown; Adobe's ARR and RPO both grew double digits, with large enterprise deals and committed backlog supporting long-term stability.

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image for news Adobe: Too Cheap To Ignore, AI Fears Overblown
Here's Why Adobe Systems (ADBE) is a Strong Growth Stock
ADBE
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Here's Why Adobe Systems (ADBE) is a Strong Growth Stock

About Adobe Inc. (ADBE)

  • IPO Date 1986-08-13
  • Website https://www.adobe.com
  • Industry Software - Infrastructure
  • CEO Shantanu Narayen
  • Employees 30709

Adobe Inc. operates as a diversified software company worldwide. It operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products, services, and solutions that enable individuals, teams, and enterprises to create, publish, and promote content; and Document Cloud, a unified cloud-based document services platform. Its flagship product is Creative Cloud, a subscription service that allows members to access its creative products. This segment serves content creators, workers, marketers, educators, enthusiasts, communicators, and consumers. The Digital Experience segment provides an integrated platform and set of applications and services that enable brands and businesses to create, manage, execute, measure, monetize, and optimize customer experiences from analytics to commerce. This segment serves marketers, advertisers, agencies, publishers, merchandisers, merchants, web analysts, data scientists, developers, and executives across the C-suite. The Publishing and Advertising segment offers products and services, such as e-learning solutions, technical document publishing, web conferencing, document and forms platform, web application development, and high-end printing, as well as Advertising Cloud offerings. The company offers its products and services directly to enterprise customers through its sales force and local field offices, as well as to end users through app stores and through its website at adobe.com. It also distributes products and services through a network of distributors, value-added resellers, systems integrators, software vendors and developers, retailers, and original equipment manufacturers. The company was formerly known as Adobe Systems Incorporated and changed its name to Adobe Inc. in October 2018. Adobe Inc. was founded in 1982 and is headquartered in San Jose, California.