Portfolio
DW / INVESTMENT INTELLIGENCE
ADBEApproved

Adobe

$365.21 -0.44%Market data · delayed demo
68
Fundamental score68/10091% confidence

Investment view

As of Jul 3, 2026

Strong cash generation and entrenched workflows support the thesis while generative AI raises the competitive bar.

Evidence backed Quarterly review due in 19 days

Valuation

Deterministic model
Estimated fair value$455.00
Implied upside+24.6%

Blended earnings, cash-flow, and growth-adjusted methods. The production report will expose every assumption and peer input.

What changed this quarter

Product cycle

AI monetization is becoming measurable

Premium AI features are moving from engagement metrics into paid workflows across Creative Cloud and document products.

Financial quality

Cash generation remains the anchor

Recurring revenue, strong margins, and repurchases support per-share value while competitive pressure remains the key watch item.

Financial history coverage

Source traceable
Income statement17 quartersCurrent
Balance sheet17 quartersCurrent
Cash flow16 quarters1 gap