DA Davidson reiterates Buy rating on Adobe stock, citing Figma’s growth

Published 02/07/2025, 11:00
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Investing.com - DA Davidson has reiterated its Buy rating and $500.00 price target on Adobe (NASDAQ:ADBE), following Figma’s S-1 filing on Tuesday. The software giant, currently valued at $166 billion, has demonstrated strong financial health according to InvestingPro data, with 25 analysts recently revising their earnings estimates upward.

The research firm noted that Figma’s financial profile shows strength with $821 million in last twelve months revenue, representing 48% year-over-year growth as of the first quarter of 2025, while posting 18% non-GAAP operating margins. For comparison, Adobe maintains impressive gross profit margins of 89.25% and generates over $22.6 billion in annual revenue.

DA Davidson views Figma’s success as evidence of its commitment to democratizing design through collaborative tools that reduce technical barriers for both individuals and teams.

The firm believes that with artificial intelligence accelerating the output of digital products, both Figma and Adobe are well-positioned to benefit from this industry trend.

DA Davidson’s $500 price target for Adobe represents 22 times the company’s fiscal year 2026 earnings per share, according to the research note.

In other recent news, Adobe has faced mixed analyst ratings amid developments in the artificial intelligence space. Redburn-Atlantic downgraded Adobe from Neutral to Sell, citing concerns over competitive pressures from generative AI tools that could erode Adobe’s pricing power and impact revenue growth. The firm lowered its price target for Adobe to $280, suggesting a slowdown in free cash flow growth. Meanwhile, DA Davidson reiterated its Buy rating with a $500 price target, expressing optimism about Adobe’s AI strategy and financial resilience, highlighting its expense management and profit margins.

Citizens JMP maintained its Market Perform rating on Adobe, following Canva’s announcement to acquire MagicBrief, a move that introduces new competition in the AI-powered content creation market. Additionally, Citi lowered its price target for Adobe to $450, maintaining a Neutral rating due to concerns about the sustainability of Adobe’s AI growth strategy despite some positive AI monetization efforts. Adobe has also launched its Firefly mobile app, expanding its AI-assisted content creation platform to iOS and Android, integrating several third-party AI models. This release aims to provide creators with a comprehensive destination for generative models, while Adobe reports significant growth in Firefly’s usage and subscriptions.

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