Adobe Inc

Adobe Inc

ADBE

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Market Cap$104.77B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Adobe IncAdobe Inc14.7-63%4.30.7

Earnings Call Q1 2026

March 12, 2026 - AI Summary

Revenue Growth and Performance: Adobe achieved Q1 FY 2026 revenue of $6.4 billion, representing an 11% year-over-year growth, which matched expectations. This includes a growth of 12% in total subscription revenue, reflecting a strong performance across business and consumer segments.
New User Acquisition and MAUs: The company reported over 850 million monthly active users (MAUs) across its platforms, a 17% increase year-over-year. Notably, Creative Cloud's freemium MAUs increased by 50% year-over-year to over 80 million, indicating robust user adoption and engagement in their AI-first offerings.
AI Integration and Product Performance: Adobe's investment in AI-driven applications is paying off, with AI-first ending Annual Recurring Revenue (ARR) tripling year-over-year. The AI features are significantly enhancing user productivity, as evidenced by a 45% quarter-over-quarter increase in generative credit consumption, particularly in video and audio segments.

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$297.00

Target Price by Analysts

15.9% upsideAdobe Target Price DetailsTarget Price
$458.96

Current Fair Value

79.1% upside

Undervalued by 79.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$104.77 Billion
Enterprise Value$106.65 Billion
Dividend Yield$- (-)
Earnings per Share$16.73
Beta1.42
Outstanding Shares410,000,000

Return

Return on Equity63.05%ROE
Return on Assets24.27%
Return on Invested Capital46.34%

Valuation & Multiples

P/E Ratio14.74P/E Ratio
PEG342.33PEG
Price to Sales4.34Price to Sales
Price to Book Ratio9.49Price to Book Ratio
Enterprise Value to Revenue4.36
Enterprise Value to EBIT12.57
Enterprise Value to Net Income14
Total Debt to Enterprise0.08
Debt to Equity0.72Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
March 12, 2026
EPS Estimate
$5.87
Average shareholder expectation
Revenue Estimate
$6.28 B
Average shareholder expectation

Next Earnings Call

Expected Date
June 11, 2026
EPS Estimate
$5.83
Average shareholder expectation
Revenue Estimate
$6.46 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9680 12.94%
Total Calls15,521,214 31.58%
Total Puts15,024,191 16.06%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %78.05% 3.01%
Total Invested$77.83B 34.12%
Investors Holding2,282 347.00%

ESG Score

No data

About Adobe Inc

CEO: Shantanu Narayen

Relevant Senate Committees

Joint Committee on Taxation

This committee directly influences the specifics of tax legislation by providing official revenue estimates and technical analysis. Its work directly shapes the corporate tax environment that significantly impacts Adobe's financial structures and profitability.

Finance

This powerful committee controls taxation and trade policy. Changes in corporate tax rates, international tax rules, or trade tariffs can have a direct and significant impact on Adobe's profitability, global operations, and financial performance.

Judiciary

This committee oversees antitrust laws and intellectual property. Adobe, as a large technology company, is highly susceptible to antitrust scrutiny (e.g., merger reviews) and relies heavily on intellectual property protection (copyrights for software and content).

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, data privacy (e.g., potential federal privacy laws), consumer protection, and technology regulations ('Big Tech' oversight), all of which directly impact Adobe's digital products and services.