NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-07-31
Reading ADBE? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve EPS target of ~$24.4 in FY26: EPS guidance mid $24.4 vs target ~$24.4.
View ThesisRevenue growth is slowing — up about 11% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 5%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 47% in its worst 12-month stretch.
View RiskAdobe's growth depends on achieving its revenue and EPS targets for FY2026. The company recently beat earnings expectations, with a 13% year-over-year revenue increase. It trades at 11× P/E, below the peer median of 25×. This suggests that the price reflects less growth than expected. A specific risk is the potential for a credibility hit if Adobe cuts guidance after recently raising it. Peer multiples imply a price about 38% above where it trades.
Trailing returns as of 2026-07-31. ADBE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 43 analysts currently covering ADBE (as of Jul 2026).
Based on 19 Wall Street analysts offering 12-month price targets for ADBE in the last 4 months.
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Threatens: Conduct CEO succession planning
CEO search delays could impact leadership stability.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $250.41
The last 12 months of price, then the range of analyst 12-month targets from today’s $250.41.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Conduct CEO succession planning
CEO share sale raises concerns about leadership stability.
Threatens: Achieve revenue and EPS targets for FY2026
AI concerns may hinder revenue and EPS growth.
Threatens: Achieve revenue and EPS targets for FY2026
Concerns over AI pricing could impact revenue targets.
Advances: Implement $25 billion stock repurchase program
$25B buyback supports capital allocation strategy.
Lower spending than expected may impact Adobe's revenue targets.
Advances: Achieve revenue and EPS targets for FY2026
Acquisition enhances product offerings and revenue potential.
Partnership enhances Adobe's market presence and growth potential.
