Análisis Argos
ADBE
ADBEOportunidad
Adobe Inc. · Technology
US$ 249.18
precio al 2026-07-28
Valor justo Argos*
US$ 531–660
vs. su valor justo
58% por debajo
Score Argos
83/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 7.8% al año — menos de lo que viene demostrando (16.1%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 28% el último año.
Retorno sobre el capital alto (55%).
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO4/6PASADO5/6SALUD6/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO4/6PASADO5/6SALUD6/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos83de 100Oportunidad
Ingresos11%
US$ 23.8 B
Margen operativo17%
36.6%
Flujo de caja libre26%
US$ 9.9 B
Deuda neta
US$ 1.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 99.0B
P/E13.9x
EV/EBITDA10.5x
FCF yield9.9%
ROIC55.4%
Margen operativo36.6%
Crecim. ingresos+10.5%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

benzinga.com · 27 jul
Adobe Stock Climbs Post-IBM Warning, ServiceNow Boost
Adobe Inc. (NASDAQ:ADBE) shares are advancing Monday as software stocks find their footing following last week's IBM scare and a pointed piece of analysis from one of Wall Street's most followed economists giving the group fresh reasons to recover.
fool.com · 27 jul
Adobe President Wadhwani Sells 1,498 Shares for Tax Withholding
The transaction involved 1,498.0 shares priced at $224.56 per share, representing a total value of ~$336,400 as of July 15, 2026. This disposition reduced the insider's total equity holdings by 3% across both direct and indirect accounts.
defenseworld.net · 27 jul
Bradley Foster & Sargent Inc. CT Sells 42,738 Shares of Adobe Inc. $ADBE
Bradley Foster and Sargent Inc. CT decreased its position in shares of Adobe Inc. (NASDAQ: ADBE) by 77.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,271 shares of the software company's stock after selling 42,738 shares during the
investorplace.com · 26 jul
5 Takeover Targets for the AI Revolution
Tom Yeung here with your Sunday Digest . In the 2010s, getting acquired was the ultimate startup status symbol.
defenseworld.net · 25 jul
Bank of Nova Scotia Has $43.09 Million Position in Adobe Inc. $ADBE
Bank of Nova Scotia lowered its stake in shares of Adobe Inc. (NASDAQ: ADBE) by 43.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 177,266 shares of the software company's stock after selling 134,495 shares during the quarter. Bank
zacks.com · 24 jul
Here is What to Know Beyond Why Adobe Inc. (ADBE) is a Trending Stock
Adobe (ADBE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
forbes.com · 23 jul
A Gamble That Could Revitalize Adobe Stock After A 38% Drop
This article was written by Doug Nathman, with research by his team at Trefis.
zacks.com · 22 jul
Adobe Drops 40% From 52-Week High: Buy, Sell or Hold the Stock?
ADBE's 40% slide from its 52-week high reflects AI monetization doubts, slower near-term ARR growth and leadership changes despite strong adoption.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.