AdobeADBE
ADBE
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 17 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
40% more first-time investments, than exits
New positions opened: 333 | Existing positions closed: 238
1% more funds holding
Funds holding: 2,753 [Q3] → 2,789 (+36) [Q4]
0.03% more ownership
Funds ownership: 79.6% [Q3] → 79.63% (+0.03%) [Q4]
3% less repeat investments, than reductions
Existing positions increased: 1,078 | Existing positions reduced: 1,112
13% less capital invested
Capital invested by funds: $181B [Q3] → $157B (-$23.9B) [Q4]
24% less funds holding in top 10
Funds holding in top 10: 75 [Q3] → 57 (-18) [Q4]
32% less call options, than puts
Call options by funds: $5.19B | Put options by funds: $7.6B
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$380
1%
upside
Avg. target
$501
34%
upside
High target
$600
60%
upside
17 analyst ratings
14 positive
82%
3 neutral
18%
0 negative
0%
Piper Sandler Brent Bracelin 41% 1-year accuracy 51 / 125 met price target | 33%upside $500 | Overweight Maintained | 23 Apr 2025 |
Wells Fargo Michael Turrin 48% 1-year accuracy 47 / 98 met price target | 15%upside $430 | Overweight Maintained | 22 Apr 2025 |
Morgan Stanley | 36%upside $510 | Overweight Maintained | 16 Apr 2025 |
DA Davidson Gil Luria 49% 1-year accuracy 26 / 53 met price target | 20%upside $450 | Buy Maintained | 14 Apr 2025 |
RBC Capital Matthew Swanson 23% 1-year accuracy 10 / 44 met price target | 28%upside $480 | Outperform Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 27 articles about ADBE published over the past 30 days
Neutral
Zacks Investment Research
2 days ago
Adobe Systems (ADBE) Laps the Stock Market: Here's Why
Adobe Systems (ADBE) closed the most recent trading day at $368.62, moving +0.24% from the previous trading session.
Positive
Zacks Investment Research
2 days ago
Adobe vs. Autodesk: Which Software Stock is a Stronger Buy?
Adobe ADBE and Autodesk ADSK are well-known creative software providers. Both companies have been leveraging artificial intelligence (AI) to offer software for creators and improve workflow efficiency.
Positive
The Motley Fool
2 days ago
3 Top Artificial Intelligence (AI) Stocks Ready for a Bull Run
The stock market is quietly staging a comeback following a rough start to 2025. While still down about 9% year to date as of this writing, the innovation-heavy Nasdaq Composite index has rallied by more than 16% from its recent low.
Neutral
CNBC Television
6 days ago
Stocks on the Move: Merck, Gilead Sciences, P&G, PG&E Corp, Adobe and the URNM
The Investment Committee debate how to trade some stocks on the move today.
Positive
Seeking Alpha
6 days ago
Adobe: AI Concerns Are Overblown, Buy The Dip (Rating Upgrade)
Adobe's valuation has dropped significantly, making it an attractive buy despite AI competition and macroeconomic uncertainties, with a forward P/E ratio of ~17x. Adobe continues to achieve ~10% y/y revenue growth and maintains a high pro forma operating margin of 48%. It continues to build up its ARR, shielding it from heightened churn. Adobe's AI-powered tools are gaining traction, contributing $125 million in ARR, expected to double by the end of fiscal 2025.
Positive
Seeking Alpha
6 days ago
Adobe's Meltdown Is Unwarranted - Doubling Upside Potential Ahead
ADBE has been undeservedly sold off since the 52 week heights, given its promising AI monetization cadence, growing ARRs, and expanding profit margins. If anything, we are likely to see the SaaS company outperform its sandbagged FY2025 guidance, given the robust FQ1'25 performance metrics. This is on top of the ongoing share retirement, as the management utilizes much of its cash flow to return great value to long-term shareholders.
Positive
CNBC
6 days ago
Adobe to launch mobile app for AI image generation tool as OpenAI steps up rivalry
Adobe said Thursday that it will release its Firefly AI image generator on both iOS and Android "soon," without giving a specific date. Adobe also announced the launch of its latest AI models, Firefly Image Model 4 and Firefly Image Model 4 Ultra, and said its new Firefly Video Model is now generally available.
Positive
Reuters
6 days ago
Adobe adds AI models from OpenAI, Google to its Firefly app
Adobe said on Thursday it is adding image-generation artificial intelligence models from OpenAI and Alphabet's Google to its Firefly app and bringing the app to mobile devices.
Neutral
Business Wire
6 days ago
Adobe Delivers Creative Pros Unparalleled Speed, Precision and Flexibility with New Creative Cloud Innovations and Firefly App
LONDON--(BUSINESS WIRE)--Today, at its MAX London creativity conference, Adobe (Nasdaq:ADBE) unveiled over one hundred all-new innovations across its Creative Cloud apps which empower creative professionals to work faster, with greater precision and control. This release further advances the world's largest creative platform, with performance upgrades that work as much as 5x faster, and new innovations that span from creative exploration to execution. Creators can easily jumpstart their designs.
Neutral
Business Wire
6 days ago
Adobe Introduces New AI-Powered Video Tools in Adobe Express for Intuitive Content Creation
LONDON--(BUSINESS WIRE)--Today, at its MAX London creativity conference, Adobe (Nasdaq:ADBE) announced all-new capabilities in Adobe Express for editing and generating video footage, transforming static designs and images into expressive animations and quickly creating on-brand, empowering customers to extend the reach and impact of their content. With new features like Clip Maker, Dynamic Animation and Generate Similar, creative professionals can make flat designs pop with lifelike motion and.
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