Adobe stock advances as Stifel reiterates Buy rating on AI agent rollout

Published 10/09/2025, 16:26
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Investing.com - Adobe (NASDAQ:ADBE) stock advanced after Stifel reiterated its Buy rating and $480.00 price target following the company’s announcement of general availability for several AI agents. The company, which boasts impressive gross margins of 89% and maintains healthy revenue growth of nearly 11%, appears undervalued according to InvestingPro analysis.

Adobe announced on Wednesday the general availability of multiple previously announced AI agents and the AEP Agent Orchestrator. These offerings were initially unveiled at Adobe Summit in March as part of a suite of 10 AI agents. With a PEG ratio of 0.54, the market appears to be undervaluing Adobe’s growth potential, particularly in its AI initiatives.

The latest release builds upon Adobe’s June announcement when it made the Data Insights agent available and introduced the Product Support Agent. This marks a significant step in Adobe’s implementation of its AI strategy.

Stifel analyst Parker Lane noted that bringing these agents to general availability within Adobe’s Digital Experience business segment could support continued growth by allowing the company to monetize the automation capabilities of agentic AI.

While Adobe remains in the early stages of its agentic strategy and solution rollout in Digital Experience, Stifel views the announcement positively for the company’s prospects.

In other recent news, Adobe has been the focus of several analyst updates ahead of its fiscal third-quarter earnings report. RBC Capital has adjusted its price target for Adobe to $430 while maintaining an Outperform rating, expecting solid results. Similarly, Oppenheimer has lowered its price target to $460, citing "group-multiple compression" but still rates the stock as Outperform. Stifel has reiterated a Buy rating with a $480 price target, highlighting the impact of generative AI on Adobe’s Creative Cloud customers. Deutsche Bank continues to hold a $475 price target and a Hold rating, anticipating stable results despite challenges in the AI sector. TD Cowen also maintains a Hold rating with a $470 price target, noting mixed survey results and a slight decline in credit card data growth. These developments come as Adobe prepares to release its earnings report, with many analysts expressing cautious optimism.

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