Adobe (ADBE)

• Market cap: $147B
• 1 day: 1.62%
• 5 days: -1%
• 1 month: -1.26%
• 3 months: -12.2%
• 6 months: -11.67%
• Year to date: -20.02%
• 1 year: -32.36%
• 5 years: -25.9%
• 10 years: 338.01%
• Sector: Technology
• Industry: Software - Application

About: Adobe provides content creation, document management, and digital marketing and advertising software and services to creative professionals and marketers for creating, managing, delivering, measuring, optimizing, and engaging with compelling content multiple operating systems, devices, and media. The company operates with three segments: digital media content creation, digital experience for marketing solutions, and publishing for legacy products (less than 5% of revenue).

Employees: 30,709

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

15% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 184

2% more funds holding in top 10

Funds holding in top 10: 53 [Q1] → 54 (+1) [Q2]

1.58% more ownership

Funds ownership: 80.03% [Q1] → 81.62% (+1.58%) [Q2]

2% more capital invested

Capital invested by funds: $131B [Q1] → $134B (+$3.14B) [Q2]

1% less funds holding

Funds holding: 2,661 [Q1] → 2,643 (-18) [Q2]

11% less repeat investments, than reductions

Existing positions increased: 1,021 | Existing positions reduced: 1,142

20% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.3B

Research analyst outlook

12 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $280
• Avg. target: $426
• High target: $500

12 analyst ratings

• positive: 8 67%
• neutral: 3 25%
• negative: 1 8%

BMO Capital Keith Bachman	$405	Outperform Maintained	12 Sep 2025
TD Cowen J. Derrick Wood	$420	Hold Maintained	12 Sep 2025
DA Davidson Gil Luria	$500	Buy Maintained	12 Sep 2025
RBC Capital Matthew Swanson	$430	Outperform Reiterated	12 Sep 2025
Evercore ISI Group Kirk Materne	$450	Outperform Maintained	12 Sep 2025