$ADBE

ADOBE INC.

17 analysts · 2 active debates
SENTIMENT
76% BULL
STANCE FLIPS · 7d
0
LAST VERDICT
BULL
NEXT EARNINGS
See filings
AS OF MAY 8

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WHERE ANALYSTS DISAGREE ON ADBE
updated 4D AGO
$ADBE

Adobe Likely Undervalued Today

BULL CASE

"ADBE is a sticky, subscription software business with resilient free cash flow that the market is undervaluing after AI fears—Firefly is positioned to enhance Photoshop rather than replace it, and the stock’s massive drawdown creates an attractive gap between fundamentals and the price."

“I'm QUIETLY Buying These 3 Stocks Right Now”
May 7, 2026
BEAR CASE

"Adobe's buybacks won't cure a worsening business narrative, so I view the stock negatively until the underlying growth story improves."

“Did I sell Evolution at the bottom?”
Apr 14, 2026
ANALYST SENTIMENT · 10 TAKES
9 BULL · 90%10% · 1 BEAR
$ADBE

Adobe's Long-Term Competitive Moat

BULL CASE

"Adobe remains a high-quality software franchise that I still believe in despite recent AI-era disruption fears weighing on the stock."

“All The Stocks I'm Buying!! - (APRIL 2026)”
Apr 12, 2026
BEAR CASE

"ADBE is facing intensifying competition from cheaper/free alternatives and product suite bundling (including Apple’s $13/month Creator Studio vs Adobe’s ~$70/month), and the fast-changing competitive dynamic is why I stay away despite the low valuation."

“Analyst Warns Things Could Get Much Worse”
Apr 20, 2026
ANALYST SENTIMENT · 3 TAKES
2 BULL · 67%33% · 1 BEAR
STANCE FLASH · ADBE
— NO STANCE CHANGES THIS WEEK · ANALYSTS STEADY —
ANALYST COVERAGE

What is the latest research on ADBE?

COMPLETE ANALYSIS HISTORY · 3 TAKES

"ADBE is a sticky, subscription software business with resilient free cash flow that the market is undervaluing after AI fears—Firefly is positioned to enhance Photoshop rather than replace it, and the stock’s massive drawdown creates an attractive gap between fundamentals and the price."

@ ~$256.51
"I'm QUIETLY Buying These 3 Stocks Right Now"

"ADBE is facing intensifying competition from cheaper/free alternatives and product suite bundling (including Apple’s $13/month Creator Studio vs Adobe’s ~$70/month), and the fast-changing competitive dynamic is why I stay away despite the low valuation."

@ ~$670.91
"Analyst Warns Things Could Get Much Worse"

"ADBE is in the crosshairs because Claude-style agentic design can erode seat-based pricing power, even if Adobe could try to pivot into a system-of-record/data-aggregator role rather than being a pure interface business."

@ ~$244.45
"Claude Will Crash Stocks in 257 Days (Prepare Now)"