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ADBE Cloud, Data & AI Software

Adobe

Creative AI software

Detail page

Adobe can monetize AI directly inside the tools creative professionals already use every day.

Price $194.90
1D change -0.13%
Market cap $77.47B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric ADBE
Price $194.90
1D Change -0.13%
Market Cap $77.47B
Enterprise Value $78.92B
Trailing P/E 11.1
Forward P/E 7.1
PEG Ratio 0.53x
Price / Sales 3.1
EV / Revenue 3.1
Revenue Growth 12.7%
Earnings Growth 7.9%
Gross Margin 89.4%
Operating Margin 35.3%
Net Margin 28.7%
ROE 63.0%
Free Cash Flow $9.22B
FCF Margin 36.6%
Debt / Equity 0.61x
Current Ratio 0.75x
Dividend Yield —
Next Earnings Sep 10, 2026
Quarterly Revenue $6.62B
Revenue QoQ +3.4%
Quarterly Net Income $1.71B
Net Income QoQ -9.4%

ADBE thesis lens

Creative AI software

Why it could benefit

  • Adobe can monetize AI directly inside the tools creative professionals already use every day.
  • Firefly improves workflow speed while preserving enterprise-friendly licensing and controls.
  • AI can expand usage into lightweight creation, asset generation, and marketing operations.

Moat / edge

  • Category-leading creative software franchise.
  • Distribution into professionals, agencies, and enterprises.
  • Workflow lock-in across asset creation, editing, and collaboration.

What to watch

  • Paid adoption of Firefly and AI credit consumption.
  • Net new ARR and retention within Creative and Document clouds.
  • Whether AI broadens TAM without hurting premium pricing.

Key risks

  • Generative AI lowers barriers for simpler creation tools.
  • Users may resist paying extra if AI becomes table stakes.