
What smart money is saying about Adobe Inc.
7 funds in our archive have pitched Adobe Inc. — most recently Oakmark Equity and Income Fund in March 2026.
Adobe Inc. operates as a diversified software company worldwide. It operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products, services, and solutions that enable individuals, teams, and enterprises to create, publish, and promote content; and Document Cloud, a unified cloud-based document services platform. Its flagship product is Creative Cloud, a subscription service that allows members to access its creative products. This segment serves content creators, workers, marketers, educators, enthusiasts, communicators, and consumers. The Digital Experience segment provides an integrated platform and set of applications and services that enable brands and businesses to create, manage, execute, measure, monetize, and optimize customer experiences from analytics to commerce. This segment serves marketers, advertisers, agencies, publishers, merchandisers, merchants, web analysts, data scientists, developers, and executives across the C-suite. The Publishing and Advertising segment offers products and services, such as e-learning solutions, technical document publishing, web conferencing, document and forms platform, web application development, and high-end printing, as well as Advertising Cloud offerings. The company offers its products and services directly to enterprise customers through its sales force and local field offices, as well as to end users through app stores and through its website at adobe.com. It also distributes products and services through a network of distributors, value-added resellers, systems integrators, software vendors and developers, retailers, and original equipment manufacturers. The company was formerly known as Adobe Systems Incorporated and changed its name to Adobe Inc. in October 2018. Adobe Inc. was founded in 1982 and is headquartered in San Jose, California.
Fund coverage · 7 theses
- Oakmark Equity and Income FundMarch 2026
Adobe Inc. is a leading cloud software company with entrenched products, a sound AI strategy, and a discounted valuation.
Read the full thesis - Patient Capital ManagementMarch 2026
Adobe Inc. is a leading creative software company with high free cash flow yield, strategic responses to competition, ongoing growth, and buybacks supporting attractive upside.
Read the full thesis - Harris Associates U.S. Large Value StrategyMarch 2026
Adobe has durable competitive advantages, a sound AI strategy, and attractive valuation after multiple compression.
Read the full thesis - Guinness Global InnovatorsDecember 2025
Adobe Systems Inc is a leading creative software provider with growing AI adoption, resilient subscription economics, and an attractive valuation despite near-term monetization skepticism.
Read the full thesis - Schafer Cullen ESG Value Equity StrategySeptember 2025
Adobe is a competitive leader in digital content creation and customer experience software, poised for long-term growth through innovative AI integrations and attractive valuations relative to peers.
Read the full thesis - Diamond Hill Select FundSeptember 2025
Adobe is the leading provider of creative content software with a strong market position, diverse offerings, and the potential for solid fundamentals despite competition and AI disruption.
Read the full thesis - Harding LoevnerJune 2025
Adobe is strategically positioned to thrive as a vital editing layer in the surge of AI-generated visual content, demonstrating strong financial performance and an expanding user base despite short-term market concerns.
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