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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 $252.67
1D change -2.82%
Market cap $100.44B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

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 $252.67
1D Change -2.82%
Market Cap $100.44B
Enterprise Value $100.93B
Trailing P/E 14.0
Forward P/E 9.1
PEG Ratio 0.61x
Price / Sales 3.9
EV / Revenue 3.9
Revenue Growth 12.9%
Earnings Growth 10.5%
Gross Margin 89.3%
Operating Margin 34.8%
Net Margin 28.0%
ROE 61.9%
Free Cash Flow $9.13B
FCF Margin 35.2%
Debt / Equity 0.57x
Current Ratio 0.77x
Dividend Yield 0.01%
Next Earnings Dec 09, 2026
Quarterly Revenue $nan
Revenue QoQ nan%
Quarterly Net Income $nan
Net Income QoQ nan%

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.