Adobe Q1 Forecast at $5.88 EPS and $6.28B Revenue, AI Concerns Linger
Adobe's Q1 is expected to deliver $5.88 EPS on $6.28B revenues, up 15.8% and 9.9% year-over-year, with estimates stable over the past two months. Investor sentiment remains cautious due to potential long-term AI impacts on core software margins ahead of Thursday’s release.
1. Q1 Earnings Estimates
Adobe is forecast to report $5.88 per share in earnings on $6.28 billion in revenues for its fiscal quarter ended February, representing year-over-year increases of 15.8% in EPS and 9.9% in revenues.
2. Estimation Trends and Stability
Analyst estimates for the February quarter have remained essentially unchanged over the last two months, although full-year projections for the fiscal year ending November have seen modest downward revisions.
3. Investor Sentiment and AI Risks
Market participants have grown cautious over the potential long-term impact of artificial intelligence on Adobe’s core software business, weighing higher AI-driven development costs against margin pressures.
4. Release Schedule
Adobe is scheduled to announce its fiscal Q1 results on Thursday, March 12, marking one of the early reports in the 2026 earnings season.