Final Trades: Adobe, Alibaba and Goldman Sachs
The Investment Committee give you their top stocks to watch for the second half.
Fiscal Year: December - November
Adobe Inc. (ADBE), listed on the NASDAQ, has a market capitalization of $. As of Jan 05, 2026, the stock is trading at $333.30 per share, offering investors a clear view of its current market value. Adobe Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 19.96, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Adobe Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Adobe Inc. (ADBE) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Adobe Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Adobe Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Adobe Inc. is 0, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Adobe Inc. (ADBE) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Adobe Inc. (ADBE) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Adobe Inc. (ADBE) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Adobe Inc.. To access the full SS Score, consider upgrading your subscription.
Adobe Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 19.96. Investors should compare these metrics with industry peers to gauge whether Adobe Inc. is outperforming or underperforming within its sector.
Adobe is mispriced at 15x earnings, with AI disruption fears disconnected from its record FY2025 results and durable competitive advantages. ADBE's model-agnostic AI strategy will create deep workflow...
Byron Deeter, partner at Bessemer Venture Partners, joins CNBC's ‘Squawk on the Street' to discuss why AI software will be a key focus next year, where he sees opportunities in the AI boom, and more.
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The AI threat has led storied software stocks like Salesforce and Adobe to trade near their cheapest levels in years. Analysts are divided on which names will re-emerge as winners.
RENO, Nev.--(BUSINESS WIRE)-- #customerexperience--Qualified Digital (QD), a leading full-service digital business and experience agency, announced the launch of its AI-assisted migration accelerator,...
SAN JOSE, Calif.--(BUSINESS WIRE)--Adobe (Nasdaq: ADBE), the global technology leader that unleashes creativity, productivity and customer experiences through innovative tools and platforms, announced...
Like pretty much every other tech company in existence, Adobe has leaned heavily into AI over the past several years. The software firm has launched a number of different AI services since 2023, inclu...
Adobe Inc. (ADBE) delivered strong Q4 results, beating revenue and EPS estimates, but investor enthusiasm remains muted amid competitive AI headwinds. ADBE's AI monetization is progressing, with gener...
Adobe (ADBE) trades at a stunningly low forward earnings multiple as compared to software peers, reflecting deep market skepticism despite resilient earnings and sector-leading margins. ADBE is expect...
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Adobe Inc. (NASDAQ: ADBE) is facing mounting pressure as tightening marketing budgets and shifting enterprise priorities cloud its growth outlook, with new survey data pointing to reduced spending on ...
Adobe (ADBE) couldn't get the lift it needed after last week's earnings. Rick Ducat points to the bearish and bullish levels he's watching in the stock chart, offering insight into why Adobe had a har...
I have historically avoided Big Tech stocks, focusing instead on value and dividend investments outside the information technology sector. My investment approach is shaped by skepticism toward Big Tec...
Adobe's (ADBE) vice president of investor relations, Doug Clark, guides viewers through the company's earnings to explain how the core business remains durable to competition and A.I. He taps Adobe's ...
Adobe, Inc. (NASDAQ: ADBE) shares rose on Thursday as investors and Wall Street digested the software company's fourth-quarter earnings report.
Investors often attribute moderating growth at Adobe Inc. (NASDAQ: ADBE) to the absence of an aggressive artificial intelligence (AI) strategy. In fact, they've punished it this year for not spending ...
Adobe Inc. (NASDAQ: ADBE) posted better-than-expected fourth-quarter earnings on Thursday.
Adobe Inc. just delivered double-digit revenue growth, rising ARR, and expanding AI adoption, yet trades at a compressed multiple as investor sentiment sours. ADBE's Q4 revenue reached $6.19B (+10% Yo...
Jim Lebenthal, chief equity strategist at Cerity Partners, joins CNBC's 'Halftime Report' to explain why he's buying more Adobe. Josh Brown agrees and weighs in.
I remain bearish on Adobe Inc. despite strong Q4 FY25 earnings results, which proved that fundamentals aren't deteriorating despite the pessimism surrounding the stock. Despite 11% FY25 revenue growth...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 10.29B | Analyst x19 | |
| 2027 | 11.17B | 8.60% | Analyst x17 |
| 2028 | 12.23B | 9.46% | Analyst x5 |
| 2029 | 12.22B | -0.06% | Analyst x2 |
| 2030 | 13.02B | 6.52% | Analyst x2 |
| 2031 | 13.43B | 3.12% | Est @3.1% |
| 2032 | 13.82B | 2.92% | Est @2.9% |
| 2033 | 14.20B | 2.77% | Est @2.8% |
| 2034 | 14.56B | 2.50% | Est @2.5% |
| 2035 | 14.91B | 2.44% | Est @2.4% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 7.87B | 1.00 | 7.87B |
| 2025A | 0.00 | 1.00 | 0.00 |
| 2026E | 10.29B | 1.10 | 9.33B |
| 2027E | 11.17B | 1.22 | 9.18B |
| 2028E | 12.23B | 1.34 | 9.11B |
| 2029E | 12.22B | 1.48 | 8.26B |
| 2030E | 13.02B | 1.63 | 7.97B |
| 2031E | 13.43B | 1.80 | 7.45B |
| 2032E | 13.82B | 1.99 | 6.96B |
| 2033E | 14.20B | 2.19 | 6.48B |
| 2034E | 14.56B | 2.42 | 6.02B |
| 2035E | 14.91B | 2.67 | 5.59B |
| Terminal | 195.85B | 2.67 | 73.44B |
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