Adobe（ADBE）株式概要
アドビは世界的なテクノロジー企業である。 詳細
報酬
リスク分析
ADBE リスクチェックを通過した。
ADBE Community Fair Values
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Adobe Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$257.76 |
| 52週高値 | US$370.86 |
| 52週安値 | US$190.12 |
| ベータ | 1.42 |
| 1ヶ月の変化 | -2.37% |
| 3ヶ月変化 | 31.32% |
| 1年変化 | -26.92% |
| 3年間の変化 | -52.42% |
| 5年間の変化 | -60.09% |
| IPOからの変化 | 46,369.37% |
最新ニュース
Recent updates
Seeking Alpha • Sep 14
Adobe Gave Away Its Growth On Purpose
Summary Adobe reported record third quarter revenue of $6.76 billion, up 13%, with non-GAAP earnings of $6.13 up 15%, a 44% operating margin, record quarterly operating cash flow of $2.52 billion,. Adobe stock fell anyway, on two figures: net new annual recurring revenue declined 36-37% year over year, and remaining performance obligations grew 8%, the first single-digit reading since early fiscal. Management attributes both to a deliberate freemium pivot that has taken creative freemium users past 100 million, up 70%, and total monthly active users beyond a billion. At $252.23, ADBE stock trades at 10.3 times forward earnings against a sector median of 22.46. I am initiating at Buy. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 03
ADBE: Freemium And AI Shifts Will Test Leadership And Earnings Durability
Analysts have nudged their Adobe fair value estimate higher to $275.25 from $269.61 as recent price target increases and research notes highlight a mix of improved sentiment around SaaS, freemium-driven user growth, and ongoing debate over AI disruption and leadership transition risks. Analyst Commentary Recent research on Adobe shows a wide range of views as analysts reassess the stock after the Q2 results, the freemium pivot, and ongoing leadership changes.ナラティブ更新 • Aug 12
ADBE: Freemium Reset And AI Competition Will Shape Future Earnings Power
Analysts have reduced the implied fair value estimate for Adobe from about $332 to roughly $270. This largely reflects a broad reset in price targets as they weigh slower organic ARR guidance, execution risk around the company’s freemium and AI transitions, and differing views on how resilient Adobe’s competitive position will be against AI-driven design tools.
ナラティブ更新 • Jul 29
ADBE: Freemium AI Pivot And Leadership Turnover Will Pressure Future ARR
Adobe's updated analyst fair value estimate has moved down from $220 to $190 as analysts weigh lower Street price targets and execution risks tied to freemium, AI monetization, and leadership transitions against still solid revenue growth and margins in their models. Analyst Commentary Recent research on Adobe highlights a clear split in opinion.
ナラティブ更新 • Jul 15
ADBE: Freemium AI Pivot Will Convert User Scale Into Future Cash Flows
Adobe's analyst fair value estimate has been revised from $415.56 to $380.00 as analysts weigh slower organic ARR guidance, a broader shift toward freemium models, and rising competitive pressure from AI driven design tools against the company's still solid growth profile and embedded user base. Analyst Commentary Recent research on Adobe highlights a sharp split in opinion, with many firms trimming targets or ratings while a smaller group of bullish analysts argue that the stock's reset and product positioning create an opportunity.ナラティブ更新 • Jul 01
ADBE: Freemium AI Pivot And Buybacks Will Support Long-Term Cash Flows
Analysts have trimmed their fair value estimate for Adobe to $415.56 from $438.81, reflecting a broad reset in price targets as they factor in slower organic ARR guidance, a heavier push into freemium offerings, and leadership transitions that introduce more execution risk around AI and monetization plans. Analyst Commentary Recent research on Adobe highlights a clear shift in sentiment, with many firms cutting price targets and resetting expectations around organic ARR, leadership changes, and the company’s heavier focus on freemium.分析記事 • Jun 17
Adobe (ADBE) Stock Could Be 35.2% Undervalued After Earnings And Leadership Changes
Adobe (ADBE) is back in focus after a sharp market reaction to its latest earnings, leadership changes involving both the CEO and CFO, and a clear shift toward a freemium, AI-centric growth model. See our latest analysis for Adobe. Over the past year, momentum in Adobe stock has clearly faded, with the share price down 37.8% year to date and the 1-year total shareholder return declining 45.16%, as investors react to leadership changes and the shift to a freemium, AI-led model despite solid...ナラティブ更新 • Jun 17
ADBE: Freemium AI Shift And Buybacks Will Reshape Future Cash Flows
Adobe's updated analyst price target has moved lower to reflect reduced revenue growth expectations, a softer long term ARR outlook under a larger freemium push, leadership transitions, and a more conservative future P/E assumption, even as margins are modeled slightly higher. Analyst Commentary Street research around Adobe is mixed, but there is a clear pocket of bullish analysts who see the recent reset as an entry point rather than a sign to step aside.
ナラティブ更新 • Jun 12
Musings after the earnings
Thesis Update: Upward Revision on Adobe (ADBE) Post-Q2 CY2026 Earnings I am raising my fair value estimate for Adobe following this morning's strong earnings print and updated outlook. The Core Catalyst: The revision hinges on two key updates: raised FY2026 revenue guidance and a ~2% point drop in unadjusted operating margin.分析記事 • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.分析記事 • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.ナラティブ更新 • Jun 03
ADBE: AI Product Adoption And Buyback Program Will Reshape Future Cash Flows
Adobe's updated analyst fair value edges up by about $0.10 per share to roughly $456.35. This reflects models that now factor in slightly higher projected revenue growth and profit margins, alongside recent Street research that has generally reduced official price targets on concerns around AI competition, CEO transition risk, and near term pressure on annual recurring revenue.新しいナラティブ • May 31
Adobe: A Probabilistic Case for Undervaluation
As a self-described "Quantitative Fundamental Hobby Investor," my valuation philosophy is straightforward: I prioritize high-quality cash flow generation and the durability of a company’s economic moat. Adobe (ADBE) is currently at the center of a heated debate regarding AI disruption.ナラティブ更新 • May 18
ADBE: CEO Transition Will Increase Risk Around AI Subscription Monetization
Analysts have reduced their average price target on Adobe by $70 to $220 per share, citing CEO transition uncertainty, slower annual recurring revenue trends, and rising competitive pressures from AI driven offerings as key reasons for the reset. Analyst Commentary Recent research on Adobe highlights a shift toward more cautious views as multiple bearish analysts reduce price targets and, in some cases, downgrade ratings.
新しいナラティブ • May 04
Classic Value Trap
Adobe was an amazing company. I'm an end user since 1991.ナラティブ更新 • Apr 30
ADBE: AI Competition And CEO Transition Will Reshape Future Cash Flows
Adobe's updated analyst price target has shifted from about $580 to roughly $456 as analysts factor in rising AI competition, a series of target cuts across major firms, and added uncertainty around the CEO transition and annual recurring revenue trends. Analyst Commentary Recent research on Adobe clusters around a few key themes that matter for you as an investor: how the market is pricing AI competition, what the CEO transition means for execution, and how annual recurring revenue trends feed into valuation.ナラティブ更新 • Apr 16
ADBE: Generative AI And Freemium Adoption Will Shape Future Earnings Power
Adobe's analyst price target has been adjusted slightly higher, with analysts pointing to updated expectations for revenue growth, profit margins, and future P/E in light of recent Q1 results, CEO transition news, and ongoing discussion around AI related opportunities and headwinds. Analyst Commentary Wall Street views on Adobe are mixed, with many firms trimming price targets and recalibrating ratings after the Q1 print and the CEO transition update.ナラティブ更新 • Apr 01
ADBE: Generative AI Monetization And Freemium User Growth Will Drive Future Revenue
Adobe's updated fair value estimate has been reduced from about $408 to roughly $328 as analysts factor in a lower future P/E, softer growth assumptions, and fresh uncertainty tied to the CEO transition and AI-driven shifts in its core businesses. Analyst Commentary Recent research on Adobe reflects a clear reset in expectations, with many firms cutting price targets and adjusting ratings to reflect CEO transition risk, AI related disruption, and softer growth metrics such as net new annual recurring revenue.分析記事 • Apr 01
Why Adobe's (NASDAQ:ADBE) Earnings Are Better Than They Seem
The market seemed underwhelmed by the solid earnings posted by Adobe Inc. ( NASDAQ:ADBE ) recently. Along with the...ナラティブ更新 • Mar 18
ADBE: CEO Transition Will Intensify AI Monetization Uncertainty And Multiple Compression
Analysts have reduced the Adobe price target to $220 from $271.93, reflecting softer revenue growth assumptions, a lower future P/E outlook, and heightened uncertainty around the CEO transition and the pace of AI driven monetization. Analyst Commentary Recent research on Adobe shows a clear tilt toward caution, with multiple price target cuts and rating downgrades clustering around the latest fiscal Q1 report and the CEO transition announcement.ナラティブ更新 • Mar 04
ADBE: AI Adoption And Generative Credits Will Drive Future Revenue Milestones
Our updated view trims Adobe's fair value estimate from $447.56 to $408.47, reflecting a lower assumed future P/E of about 21.2x. This is in line with a wave of reduced Street price targets around $290 to $375 and analyst concerns about competitive pressure, AI related execution risks, and more muted near term upside for the shares.ナラティブ更新 • Feb 18
ADBE: AI Transition And Creative Ecosystem Partnerships Will Reshape Future Cash Flows
Our fair value estimate for Adobe has edged higher to $580.27 from $575.83 as analysts broadly reduce price targets and ratings in response to softer Digital Media growth expectations, questions about the durability of the competitive moat, and concerns that AI benefits may be slower to show up in revenue and margins than previously hoped. Analyst Commentary Recent Street research on Adobe has tilted more cautious, with several firms cutting ratings and price targets as they reassess Digital Media growth expectations, competition, and the timing of AI monetization.ナラティブ更新 • Feb 04
ADBE: AI Transition And Semrush Deal Will Reshape Future Cash Flows
Analysts have trimmed their fair value estimate for Adobe slightly, to about $576 per share. They cite a wave of recent downgrades and reduced price targets that reflect concerns about limited near term upside, competitive pressure in creative tools, and uncertainty over how much the current AI transition will benefit the business.ナラティブ更新 • Jan 21
ADBE: Future AI And Semrush Deal Will Reshape Cash Flow Profile
Analysts have reduced their Adobe fair value estimate by about US$7 to roughly US$578, citing a lower future P/E assumption and recent price target cuts that reflect concerns about near term growth momentum and competitive pressures. Analyst Commentary Recent Street research on Adobe has tilted more cautious, with several firms cutting ratings and price targets as they reassess expectations around AI driven growth, competitive intensity and near term execution.ナラティブ更新 • Jan 07
ADBE: Future AI And Marketing Deals Will Reshape Cash Flow Profile
Narrative Update on Adobe Analysts have revised their Adobe fair value estimate from $605.00 to about $585.69. This reflects slightly lower revenue growth and profit margin assumptions, a somewhat higher discount rate, and a partially offsetting increase in the future P/E input in their models.ナラティブ更新 • Dec 23
ADBE: Rising AI Costs Will Pressure Margins And Drive Multiple Compression
Analysts have reduced their fair value estimate for Adobe from $380.00 to about $271.93 per share, citing expectations for slightly slower revenue growth, lower long term profit margins, and a more conservative valuation multiple. Analyst Commentary Bearish analysts have become more vocal on Adobe, pointing to a combination of moderating growth expectations and tighter competitive dynamics across creative, document, and marketing workflows.ナラティブ更新 • Dec 20
Adobe Stock: When Creativity Software Becomes an AI-Native Platform
Adobe (NASDAQ: ADBE) has spent decades defining how digital creativity is produced, edited, and distributed. From Photoshop to Premiere to Acrobat, its tools are embedded deeply into professional and consumer workflows.ナラティブ更新 • Dec 09
ADBE: AI Adoption And Acquisitions Will Drive Future Revenue Milestones
Analysts have nudged their average price target on Adobe slightly lower, trimming fair value by about $3 to approximately $448 as they factor in modestly slower revenue growth, slightly softer long term margins, and a marginally higher discount rate, despite continued momentum in AI driven products. Analyst Commentary Analysts remain divided on Adobe's outlook, with most acknowledging solid execution in the near term but reassessing the pace and durability of growth as the company leans further into AI infused offerings.ナラティブ更新 • Nov 24
ADBE: Ongoing AI Product Adoption Will Drive Early Revenue Milestones And Overcome Doubts
Adobe's analyst price target has been revised downward by approximately $6 to $450. Analysts are trimming future growth and profit expectations in light of continued AI-driven uncertainty and evolving competitive dynamics.
新しいナラティブ • Oct 09
A Fair Price for a Great Business Facing Real Threats
TLDR; "HOLD" The story of Adobe today is that of a wide-moat champion that has been knocked from its pedestal. After a deep-dive analysis, our conclusion is that Adobe remains a world-class business, but the competitive landscape has fundamentally changed.ナラティブ更新 • Sep 23
Firefly And GenStudio Will Transform Marketing And Boost Future Engagement
Analysts have reduced Adobe’s price target to $456.18 due to persistent AI-related uncertainty, slowing revenue growth, and intensified competition, despite continued strong execution and early AI monetization progress. Analyst Commentary Ongoing AI uncertainty and heightened competitive pressures are weighing on long-term growth assumptions and sector valuation multiples, leading to widespread target cuts, despite continued Outperform/Overweight ratings from many bullish analysts.ナラティブ更新 • Sep 08
Firefly And GenStudio Will Transform Marketing And Boost Future Engagement
Analysts moderately lowered Adobe's price target to $475.45 amid mixed views—bulls cite resilient margins, disciplined execution, and AI potential, while bears flag Creative Cloud market share losses and AI competition—leaving fair value edging slightly lower. Analyst Commentary Bullish analysts highlight Adobe’s potential as a long-term AI winner, citing its commercially safe generative content approach, resilient top line, disciplined expense management, and industry-leading margins as supportive of attractive long-term value.株主還元
| ADBE | US Software | US 市場 | |
|---|---|---|---|
| 7D | 0.2% | 0.8% | -1.6% |
| 1Y | -26.9% | -9.0% | 12.1% |
業界別リターン: ADBE過去 1 年間で-9 % の収益を上げたUS Software業界を下回りました。
リターン対市場: ADBEは、過去 1 年間で12.1 % のリターンを上げたUS市場を下回りました。
価格変動
| ADBE volatility | |
|---|---|
| ADBE Average Weekly Movement | 6.9% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: ADBE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ADBEの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1982 | 31,360 | Shantanu Narayen | www.adobe.com |
アドビは世界的なテクノロジー企業である。デジタルメディア部門は、個人、チーム、企業がコンテンツを作成、公開、促進できるようにする製品とサービスを提供している。このセグメントは、フォトグラファー、ビデオ編集者、グラフィックデザイナー、エクスペリエンスデザイナー、ゲーム開発者、コンテンツクリエイター、学生、マーケティング担当者、ビジネスオーナー、ナレッジワーカー、および消費者にサービスを提供しています。デジタルエクスペリエンス部門は、統合プラットフォーム、製品、サービス、ソリューションを提供し、ブランドや企業がアナリティクスからコマースまで、顧客体験を創造、管理、実行、測定、収益化、最適化できるようにします。このセグメントは、マーケティング担当者、広告主、代理店、出版社、マーチャンダイザー、商社、ウェブアナリスト、データサイエンティスト、開発者、C-Suiteの経営幹部などにサービスを提供しています。パブリッシング＆アドバタイジング部門は、eラーニング、テクニカルドキュメントパブリッシング、ウェブ会議、ドキュメント＆フォームプラットフォーム、ウェブアプリケーション開発、印刷、アドビ・アドバタイジングソリューションを提供している。また、コンサルティング、トレーニング、顧客管理、技術サポート、学習サービスも提供している。同社は、企業顧客、企業および消費者にソリューションを提供し、アプリストアやadobe.comのウェブサイトを通じてエンドユーザー顧客に製品をライセンス供与している。同社は、ディストリビューター、小売業者、ソフトウェア開発者、モバイル・アプリ・ストア、システム・インテグレーター、独立系ソフトウェア・ベンダー、付加価値再販業者、OEMおよびハードウェア・メーカーを通じて製品を販売・配布している。同社はまた、オンライン可視性管理およびコンテンツ・マーケティング・ソフトウェア・アズ・ア・サービス・プラットフォームも提供している。同社はHUMAINと戦略的提携を結んでおり、AIモデルやAIを活用したアプリケーションを開発している。同社は以前はアドビ システムズ インコーポレイテッドとして知られており、2018年10月にアドビ株式会社に社名を変更した。アドビは1982年に設立され、カリフォルニア州サンノゼに本社を置いている。
Adobe Inc. 基礎のまとめ
| ADBE 基礎統計学 | |
|---|---|
| 時価総額 | US$105.58b |
| 収益（TTM） | US$7.28b |
| 売上高(TTM) | US$25.97b |
14.1x
PER（株価収益率3.9x
P/SレシオADBE は割高か？
公正価値と評価分析を参照収益と収入
| ADBE 損益計算書（TTM） | |
|---|---|
| 収益 | US$25.97b |
| 売上原価 | US$2.79b |
| 売上総利益 | US$23.18b |
| その他の費用 | US$15.90b |
| 収益 | US$7.28b |
直近の収益報告
Aug 28, 2026
次回決算日
Dec 09, 2026
| 一株当たり利益（EPS） | 18.32 |
| グロス・マージン | 89.25% |
| 純利益率 | 28.05% |
| 有利子負債／自己資本比率 | 54.1% |
ADBE の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/15 02:12 |
| 終値 | 2026/09/15 00:00 |
| 収益 | 2026/08/28 |
| 年間収益 | 2025/11/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Adobe Inc. 34 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。67
| アナリスト | 機関 |
|---|---|
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |
| "Saket Kalia | Barclays |