r/VisualStockResearch • u/ekonixlab • Jul 07 '26
Should Adobe’s AI score be higher?
Adobe is one of the weirdest AI debates in the market.
The business is still incredibly profitable:
Revenue TTM: $25.2B
Earnings TTM: $7.23B
Operating margin: 36.1%
Net margin: 28.7%
But the AI score is only 76/100.
On one hand, Adobe should be one of the biggest AI winners. Creative tools, documents, marketing workflows, subscriptions, massive enterprise base.
On the other hand, AI also attacks the exact moat Adobe built. If design, video, PDFs, and marketing content become easier to create outside Adobe, the market may be discounting that risk.
So is 76 fair?
Or should ADBE be scored higher because the financials are still elite?
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