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Adobe Inc.

ADBE Technology Unknown Updated July 31, 2026
$250.36
52W $190.12 – $370.86
53/100
$99.54B
14.3
1.43
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+10.0%
-10.5%
0.95:1
Contested

Is ADBE Bullish or Bearish?

Mixed. Innellis AI committee rates Adobe Inc. (ADBE) Watch with a composite score of 53/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.24 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.76 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 1.00 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 13.6 is inexpensive for the broad market — Value
  • ROE of 62.4% shows genuine earnings power backing the valuation — Value
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.40 means this name should amplify a favorable market regime — Macro
Bear Case
  • Price-to-book of 11.5x prices in significant intangible value — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Current ratio of 1.00 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 22.1% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
53/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 64%
of 172 Technology peers
Value Analyst bullish
62 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 13.6 is inexpensive for the broad market
− Price-to-book of 11.5x prices in significant intangible value
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 1.00 is tight -- limited short-term liquidity cushion
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 51.8 to 52.8.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
  • News Analyst: stance neutral->bullish; score 58->62 (+4).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: score 48->58 (+10).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
61.8
Neutral
MACD Histogram
3.405
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$224.15
Resistance
$275.37
Bollinger %B
0.86
Inside Bands
Price vs Moving Averages
EMA 9
$241.71 Above
EMA 21
$232.99 Above
EMA 50
$231.55 Above
EMA 200
$273.27 Below

Fundamental Analysis

Valuation
63
Growth
56
Profitability
2
Financial Health
47
Cash Flow
37
Valuation
P/E Ratio 14.3×
P/B Ratio 8.74×
PEG Ratio 1.24
Dividend Yield 0.00%
52W High $370.86
52W Low $190.12
Quality & Growth
ROE 61.3%
ROA 24.2%
Gross Margin 89.1%
Operating Margin 36.1%
Revenue Growth YoY
Debt / Equity 0.61
AI Fundamental Assessment
P/E ratio of 14.3 (inexpensive relative to a 15-40x range); Price-to-book of 8.7x; PEG ratio of 1.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.6%; Return on assets of 0.2%; Net margin of 0.3%; Gross margin of 0.9%; Current ratio of 0.75 (tight short-term liquidity); Debt-to-equity of 0.61; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (26.44); Most recent quarter beat estimates by 0.4%; 2 consecutive earnings beats; EPS growth decelerating (+10.2% -> -1.7% QoQ); Analyst estimates rising over recent quarters
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Explore ADBE Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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