The software company expects revenue to be $25.90 billion to $26.10 billion in 2026 as it looks to expand its AI business.
Adobe Inc (NASDAQ:ADBE) reported stronger-than-expected fourth-quarter results on Wednesday, driven by growth in both its Creative and Business subscriptions and the expanding adoption of AI-powered tools. The software giant posted revenue of $6.19 billion for the quarter, up 10% from a year earlier and ahead of analysts' estimate of $6.11 billion.
Adobe Inc (NASDAQ:ADBE) is set to report fourth-quarter results on Wednesday, with analysts expecting modest growth and little investor enthusiasm as the software giant navigates concerns over AI disruption. Analysts at Jefferies expect Adobe to report a small beat in Q4, consistent with historical trends, and to provide guidance for fiscal 2026 that signals steady but decelerating growth.
Adobe said on Wednesday it was integrating its Photoshop, Adobe Express and Acrobat apps into ChatGPT, allowing users to edit images, design graphics and manage PDFs within the OpenAI-owned chatbot.
Adobe's stock is cheap and the company is better monetizing AI. But analysts think defeating negative investor sentiment could take some time.
ADBE's Q4 results may receive a lift from strong AI-driven demand across Creative Cloud Pro and Acrobat offerings.
MRVL, TEAM, ADBE, WDAY and SNAP are five AI laggards with strong growth forecasts and rising earnings estimates for a 2026 rebound.
The shares of two significant software companies, Salesforce (NYSE: CRM) and Adobe (NASDAQ: ADBE), experienced notable increases in the week concluding on December 5, 2025. Salesforce jumped by around 13% following its impressive Q3 fiscal 2026 earnings report published on Wednesday, December 3.
Adobe Inc. and Salesforce have both lost Wall Street's favor, yet their fundamentals keep strengthening, creating one of the biggest narrative disconnects in software right now. As ADBE heads into Q4, the company is on track for its first $6B quarter, rising margins, and upgraded guidance—hardly the profile of a business supposedly threatened by AI. With retention improving, enterprise adoption accelerating, and valuation multiples collapsing to “industrial” levels, ADBE stock may be the most mispriced opportunity in big tech today.
Tap five stocks with increasing P/E ratios to try out an out-of-the-box approach. These stocks include Beyond Meat, Fiverr International, Allbirds Inc., Adobe and Five9.
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