Adobe Cannot Catch A Break - Deep-Value AI Thesis [Seeking Alpha]
Adobe Inc. (ADBE)
Last adobe inc. earnings: 3/12 04:05 pm
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US:NASDAQ Investor Relations:
adobe.com/investor-relations.html
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Source: Seeking Alpha
Despite the decelerating FY2026 growth guidance and the market's AI skepticism, ADBE's AI-influenced ARR now exceeds one-third of its business, supporting future growth prospects. The Semrush deal enhances ADBE's AI-driven marketing suite, expands its capabilities in generative/search engine optimization, and positions it for robust agentic AI monetization. With aggressive share repurchases, strong cash flows, and oversold technical indicators, I recommend adding ADBE near the $311 support for improved return prospects. This is not even considering the potential re-rating nearer to the sector P/E median of ~24x, implying an excellent more than doubling upside potential from current levels. DNY59/E+ via Getty Images I previously covered Adobe Inc. ADBE ADBE:CA ) in September 2025, discussing how the SaaS company had out-delivered its FY2025 targets, as observed in the robust FQ3'25 performance metrics, the increased subscriptions, and the higher GenAI consumption This arti
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ADBE
News
- $962.69 Bn Internet Software Development Service Global Markets, 2019-2024, 2024-2029F, 2034F: Opportunities in Cloud Platforms, Cybersecurity, Modernization, AI Developments, Mobile-first Strategies [Yahoo! Finance]Yahoo! Finance
- What Makes Adobe (ADBE) an Attractive Opportunity? [Yahoo! Finance]Yahoo! Finance
- Jefferies Cautious on Adobe (ADBE) As It Updates Outlook on Software Sector [Yahoo! Finance]Yahoo! Finance
- Adobe (NASDAQ:ADBE) was given a new $290.00 price target on by analysts at The Goldman Sachs Group, Inc..MarketBeat
- Analysts Say Adobe's (ADBE) AI Tools Are Popular, but Competition Is Intensifying [Yahoo! Finance]Yahoo! Finance
ADBE
Earnings
- 12/10/25 - Beat
ADBE
Sec Filings
- 12/29/25 - Form 4
- 12/19/25 - Form 5
- 12/16/25 - Form 4
- ADBE's page on the SEC website