Adobe Inc. (ADBE)
Information Technology · Digital creativity platforms and customer experience software
Adobe creates integrated creative, productivity, and customer experience platforms powered by generative AI, serving creators, marketing professionals, and enterprises across media production and personalized customer engagement.
What Adobe Inc. does
Adobe builds a unified platform of subscription-based software solutions that empower creative expression, productivity, and personalized customer experiences across multiple media types and channels. The company serves five core customer audiences: business professionals, consumers, creators, creative professionals, and marketing professionals. Its end-to-end offerings span ideation, creation, production, and activation of content, underpinned by Adobe's proprietary AI platform—featuring Adobe Firefly, Adobe GenStudio, and partner AI models—that provides brand safety, compliance, intellectual property protection, and reliability. Following a fiscal 2026 restructuring, Adobe now operates as a single integrated segment with unified selling motions, rather than separate Digital Media, Digital Experience, and Publishing & Advertising divisions.
Themes: ["Generative AI / creative automation","Creative Cloud / digital content creation","Customer experience orchestration / marketing automation","Document management and collaboration","Subscription-based SaaS","End-to-end content workflow","Brand safety and IP protection in AI"]
Fundamentals
- Price$222.65 as of 2026-07-09 close
- Market cap$87.8B as of 2026-07-10
- 1-year return-40.4% as of 2026-07-09 close
- P/E12.15 as of 2026-07-10
- Net margin+28.7% as of 2026-07-10
- Gross margin+89.4% as of 2026-07-10
- ROE+62.4% as of 2026-07-10
- Debt / equity0.58 as of 2026-07-10
- Revenue growth (YoY)+11.5% as of 2026-07-10
- Revenue CAGR (3y)+10.5% SEC XBRL
- Beta1.43 as of 2026-07-10
Key risks (from latest filing)
["Competitive pressure from lower-cost alternatives (Canva, open-source tools) and Microsoft's integrated Office/AI ecosystem eroding market share in creative and productivity segments.","Dependence on subscription revenue model and annual recurring revenue growth; economic downturns or customer churn could materially impact recurring revenue and profitability.","Rapidly evolving generative AI landscape creating execution risk around AI model selection, safety, intellectual property liability, and the need to continuously innovate to maintain differentiation as AI capabilities commoditize."]
Competitors & peers
- Canva
- Figma
- Microsoft (Office 365, Designer, Copilot)
- Autodesk
- DaVinci Resolve (Blackmagic Design)
- Salesforce (Marketing Cloud, experience management)
- HubSpot
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.