Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NASDAQ:ADBE

Adobe Systems (ADBE)

195.25
+0.09 (0.05%)
as of Jun 18, 2026, 11:56:06 pm Market Open.
176 watching
0
WATCH
The price was too high before, but the price has pulled back quite a bit after an acquisition. Adobe paid a high multiple for that, so she is assessing that.
COMMENT
A favourite of his, but they spend $20 billion on a company that the street valued at $10 billion last year. Wouldn't it have been chepaer to replicate their product instead? Maybe Adobe needs this acquisition to jump-start their business. The company has an historic growth rate north of 20%, though lower lately. Does this company deserve to sell at less than 19x earnings for 2023? Will you lose money a year from now on this after shares have fallen 50% from its highs? Could the market have been that wrong when Adobe hit $699 before the US Fed hiked rates? Or is Adobe still too high?
BUY
Allan Tong’s Discover Picks Obviously, a lot is riding on Thursday's report. Looking at the previous report in June, the market still punished Adobe despite a good quarter. Adjusted profit rose 11% YOY on that quarter to $3.35 per share as sales increased 14% to about $4.39 billion. Adobe's Digital Media segment, including its cloud business, rang up sales of $3.2 billion, up 15%, and ended that quarter sitting on $5 billion cash. What's not to like? Well, guidance. What the street didn't like was the company lowering full-year earnings and sales guidance from full-year profit of $13.50/share and full-year sales of $17.65 billion compared to earlier guidance of $13.70/share and $17.9 billion. Read 2 Big Technology Stocks That Are Back for our full analysis.
BUY
It reports next week. Has long believed in this, but they face tough comps and currency adjustments, so they could lower their guidance. It's still the long-term leader in digital transformation, so happy to own it. Trades at 24x PE which is 20% lower than historical PE and this is prices into the stock.
WAIT
Poor trend. Bucketed with the growth at any price stocks. Great business over the long run, but stock became too expensive. Getting cheaper, but still 36x earnings. No debt. He'd want the trend to turn around before getting interested.
BUY
One-stop shop, a leader. Price target of $564, a very decent runway. Research firm has it as #1 in its magic quadrant in digital commerce. (Analysts’ price target is $564.00)
SELL
He sold. A leader in its category, but it's a growth stock when the market is turning sour on the leaders of the last cycle. Underweight tech, pivoting more to value. There will be a time to come back, but not today.
BUY
He's owned this for a long time. Their products are tools that will continue to be used. He's bullish the wider economy. He's added shares.
WATCH
A leader in creative digital marketing. Subscription-based products lead to predictable cash flows and 15% revenue growth. High gross margins around 80% in software, too. It trades at 32x earnings, far better than the former 50x a year ago. He owns Google and Meta instead, but Adobe's PE is getting attractive.
TOP PICK
He just bought. 4% free cashflow yield. One of world's top businesses. Irreplaceable asset. Pricing power. No dividend. (Analysts’ price target is $562.93)
PARTIAL BUY
A leader. But all software companies get painted with the same brush of a recession. Average 12-month target of $563. Buy some here around $400, 380, and 360. It shouldn't go under $350.
BUY
He knows it well. His wife uses it and pays monthly fees which go up every year. It is a magical company with gross margins over 90%. The software can't be replaced. Although the stock price is way down, it still has growth and a great outlook. Revenue and earnings are growing at double digits so it is very attractive at these prices.
BUY
Part of group that includes high quality software companies (Alphabet etc.) Forward multiples have come down which is presenting a good buying opportunity. Established business that will rely on selling more to existing customers. Creative business needs are not going away in the marketplace. Company will do extremely well over the next 5 years.
BUY
Great company that provides excellent service (at home graphic design). Multiple will be in question as interest rates increase. Good long term hold, even if share prices slides for the next few months (high interest rates).
TOP PICK
A one-stop shop for content creation and marketing--the leader. They also entered e-commerce by buying Magneto (considered #1 in digital commerce by at least observer). He targets $650. (Analysts’ price target is $566.39)
Showing 46 to 60 of 166 entries