Adobe is experiencing a revenue growth re-acceleration to 12.9% in Q3 2026, driven by successful execution on its AI product roadmap and strong enterprise demand.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 12.9% year-over-year in Q3 2026, but operating margin has compressed to 34.8% as a 21% year-over-year increase in R&D investment outpaces the benefit of an 88.1% gross margin.
Adobe is a leader in enabling customers to create, deliver, and optimize digital content and applications, positioning it at the forefront of digital transformation.
Adobe's business model is characterized by high margins and strong cash generation, supported by its resilient Digital Media and Digital Experience segments.
Adobe maintains a robust balance sheet, providing financial stability and flexibility to invest in growth opportunities.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 10, 2026 | $6.13+0.8% vs $6.08 | $6.8B+1.0% vs $6.7B |
Q3 2026 Jun 11, 2026 | $5.96+2.4% vs $5.82 | $6.6B+2.5% vs $6.5B |
Q2 2026 Mar 12, 2026 | $6.06+3.2% vs $5.87 | $6.4B+1.9% vs $6.3B |
Q4 2025 Dec 10, 2025 | $5.50+1.9% vs $5.40 | $6.2B+1.4% vs $6.1B |
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Boston Trust Walden Corp lowered its holdings in Adobe Inc. (NASDAQ: ADBE) by 17.5% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 71,916 shares of the software company's stock after selling 15,221 shares during the quarter. Boston Trust Walden
Adobe maintains a dominant position in the creative and digital document software markets through its widely used subscription platforms. Okta is a leader in identity and access management, serving over 20,000 customers across both the public and private sectors.
The company is adjusting its strategy to address the growing risks posed by AI.
Benchmark ADBE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Adobe Inc. (ADBE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $239.30 | $95.12B | 12.98 | 10.53% | 28.05% | 62.88% | — | |
| $213.65 | $174.98B | 18.15 | 9.58% | 21.99% | 20.15% | 0.78% | |
| $530.61 | $3.94T | 27.70 | 17.79% | 41.17% | 33.21% | 0.67% | |
| $116.05 | $333.77B | 18.40 | 17.35% | 26.36% | 42.1% | 1.71% | |
| $101.97 | $105.42B | 73.60 | 20.88% | 9.36% | 11.49% | — | |
| $341.50 | $93.41B | 20.34 | 13.9% | 21.29% | 23.42% | 1.42% |
Adobe Inc. (ADBE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Adobe Inc. (ADBE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 10, 2026·SEC
Sep 8, 2026·SEC
Jun 11, 2026·SEC
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Adobe Inc. (ADBE) stock FAQ — growth, dividends, profitability & financials explained
Adobe Inc. (ADBE) reported $25.97B in revenue over the trailing twelve months. Revenue was $23.77B in fiscal year 2025. That is 2922% more than the $786.6M of fiscal year 1996.
Adobe Inc. (ADBE) grew revenue by 12.0% over the trailing twelve months, compared with the twelve months before.
Yes. Adobe Inc. (ADBE) earned $7.28B in net income over the trailing twelve months (a 28.0% net margin).
Adobe Inc. (ADBE) had a return on equity (ROE) of 62.9% over the trailing twelve months. That is well above the market's typical 10-15%.
Adobe Inc. (ADBE) generated $10.59B in free cash flow over the trailing twelve months.
