Adobe Guides FY Revenue to $26.1 B After Q1 Revenue Rises 12%

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Adobe reported Q1 revenue of $6.4 billion, up 12% year-on-year, and delivered record operating cash flow while guiding full-year revenue to as much as $26.1 billion with non-GAAP EPS of $23.50. The stock trades at a non-GAAP P/E of 11.27, implying 26–65% upside from current levels.

1. Q1 Earnings and Revenue Growth

Adobe posted first-quarter revenue of $6.4 billion, a 12% increase from the prior year, and achieved record operating cash flow as strong digital media and document cloud demand buoyed sales.

2. Full-Year Financial Guidance

The company updated its fiscal 2026 outlook, projecting revenue up to $26.1 billion and non-GAAP EPS of $23.50, reflecting confidence in continued subscription growth and AI-driven product enhancements.

3. Valuation and Upside Potential

Trading at just 11.27 times non-GAAP earnings, Adobe’s current valuation appears attractive relative to historical averages and peers, with scenario analysis indicating a potential 26–65% share price gain.

Sources

SBF