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Arphra AIPlain-English read on Adobe Inc.’s valuationAI Issuer Brief
Arphra AILoading cached brief…
Fair value
Football field →Weighted blend
$763.68
+221.04% vs spot
Recommendation
Strong Buy
15 of 16 methods
Method spread
11bull4bear
±5% threshold
Analyst PT consensus: $345.50 (+45.24%)
Price change · trailing returns
Live| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.90% | -8.25% | -5.99% | -13.54% | -30.67% | -32.03% | -42.83% | -49.88% | -55.58% | +145.01% | +112671.40% |
Insider · 30d
History →Bought
$0
0 txns
Sold
$19.32M
7 txns
Net flow
−$19.32M
Aftermarket
LiveLast trade
$232.97
4 sh
Bid
$231.98
1 sh
Ask
$233.96
5 sh
Spread
$1.980
Recent quarters
All financials →| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q1 Feb 2026 | $6.4B | $1.89B | $4.60 |
| Q4 Nov 2025 | $6.19B | $1.86B | $4.45 |
| Q3 Aug 2025 | $5.99B | $1.77B | $4.18 |
| Q2 May 2025 | $5.87B | $1.69B | $3.95 |
| Q1 Feb 2025 | $5.71B | $1.81B | $4.13 |
| Q4 Nov 2024 | $5.61B | $1.68B | $3.80 |
Sector & industry today
LiveSectors
- Real Estate+1.94%
- Consumer Cyclical+1.72%
- Consumer Defensive+1.71%
- Communication Services+0.33%
- Financial Services+0.21%
- Industrials+0.19%
- Basic Materials+0.08%
- Healthcare-0.22%
- Utilities-0.29%
- Energy-1.13%
- Technology-1.58%
Top industries (issuer's industry highlighted)
- Software - Application-0.05%
- Solar-7.33%
- Furnishings, Fixtures & Appliances+5.13%
- Investment - Banking & Investment Services-4.94%
- Computer Hardware-4.91%
- Medical - Equipment & Services+3.95%
- Silver-3.66%
- Financial - Mortgages+3.52%
- Hardware, Equipment & Parts-3.36%
- Home Improvement+3.35%
- Software - Infrastructure-3.30%
- Apparel - Manufacturers+3.21%
Analyst view
DB · price_targets + analyst_gradesConsensus target
$345.50
+45.24% upside
Low
$220.00
Median
$340.00
High
$450.00
Recent actions
0 ↑0 ↓8 hold
- Apr 01, 2026
- Mar 01, 2026
- Feb 01, 2026
- Jan 01, 2026
- Dec 01, 2025
News
DB · news_items- Adobe needs a new CEO to make bold AI moves, and its choice could be revealed on Thursdaymarketwatch.com·Jun 09, 2026
- Adobe: I'm Not Expecting Much In Q2 And Beyondseekingalpha.com·Jun 09, 2026
- Should You Buy, Sell or Hold Adobe Stock Before Q2 Earnings?zacks.com·Jun 09, 2026
- Adobe Falls 23% YTD As Analysts Raise Questions Ahead Of Earningsgurufocus.com·Jun 08, 2026
- Adobe Faces a Big AI Test Into Earningsgurufocus.com·Jun 08, 2026
- Adobe Stock Struggling with Pressure Ahead of Earningsschaeffersresearch.com·Jun 08, 2026
- Cheap Adobe stock has formed a risky pattern: will it crash after earnings?invezz.com·Jun 08, 2026
- Curious about Adobe (ADBE) Q2 Performance? Explore Wall Street Estimates for Key Metricszacks.com·Jun 08, 2026
Recent analyst activity
DB- Jun 08, 2026GradeHold → HoldAdobe (ADBE) PT Lowered to $285 at TD CowenCowen & Co.
- Jun 08, 2026PT$285.00Adobe (ADBE) PT Lowered to $285 at TD CowenRBC Capital
- Jun 08, 2026PT$350.00Adobe price target lowered to $350 from $400 at StifelStifel Nicolaus
- Jun 05, 2026PT$350.00RBC Capital Reiterates Outperform Rating on Adobe (ADBE)RBC Capital
- Jun 05, 2026GradeOutperform → OutperformRBC Capital Reiterates Outperform Rating on Adobe (ADBE)RBC Capital
- Jun 05, 2026GradeNeutral → NeutralCiti ups Adobe target, cautious on shares into earningsCitigroup
- Jun 04, 2026GradeNeutral → NeutralPiper Sandler Reiterates Neutral Rating on Adobe (ADBE)Piper Sandler
- Jun 04, 2026PT$280.00Piper Sandler Reiterates Neutral Rating on Adobe (ADBE)Piper Sandler
Peers
- TXNTexas Instruments Incorporated$281.02$255.75B
- KLACKLA Corporation$1726.26$226.82B
- ADIAnalog Devices, Inc.$397.69$194.15B
- DELLDell Technologies Inc.$210.13$141.84B
- PANWPalo Alto Networks, Inc.$181.08$123.41B
- SONYSony Group Corporation$19.78$118.05B
- CRWDCrowdStrike Holdings, Inc.$455.64$115.56B
- ACNAccenture plc$179.83$110.67B
Total assets
$29.5B
Total debt
$6.65B
Cash & equiv
$5.43B
Operating CF
$10.03B
Free cash flow
$9.85B
Buybacks
-$11.28B
Recent insiders
All →| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
Forusz Jillian officer: SVP & CAO | Sell | 755 | $185.91K | Apr 30, 2026 |
NARAYEN SHANTANU director, officer: Chair and CEO | Sell | 13,237 | $3.23M | Apr 28, 2026 |
NARAYEN SHANTANU director, officer: Chair and CEO | Sell | 51,422 | $12.51M | Apr 28, 2026 |
NARAYEN SHANTANU director, officer: Chair and CEO | Sell | 10,341 | $2.53M | Apr 28, 2026 |
Durn Daniel officer: EVP & CFO | Sell | 1,336 | $331.35K | Apr 20, 2026 |
Durn Daniel officer: EVP & CFO | Sell | 1,646 | $485.32K | Jan 27, 2026 |
Income statement · annual
5y| Period | Revenue | Op income | Net income | EPS | Net margin |
|---|---|---|---|---|---|
| FY 2025 | $23.77B | $8.71B | $7.13B | $16.70 | +30.00% |
| FY 2024 | $21.51B | $6.74B | $5.56B | $12.36 | +25.85% |
| FY 2023 | $19.41B | $6.65B | $5.43B | $11.83 | +27.97% |
| FY 2022 | $17.61B | $6.1B | $4.76B | $10.10 | +27.01% |
| FY 2021 | $15.79B | $5.8B | $4.82B | $10.02 | +30.55% |