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tech stocks that have reduced valuations recently

From my knowledge: By early 2026, the technology sector has undergone a significant valuation shift. After the "AI gold rush" of 2023–2024, which saw massive multiple expansion for the "Magnificent Seven" and AI infrastructure plays like Nvidia, the market has transitioned into a "show me the money" phase. Investors are now more critical of high capital expenditure (CapEx) and are demanding tangible returns from AI investments. Consequently, software-as-a-service (SaaS) companies and even some mega-cap leaders have seen their price-to-earnings (P/E) and price-to-sales (P/S) multiples compress as growth rates normalize and interest rates remain "higher for longer" to combat sticky inflation.

Tech Valuation Multiples Undergo Significant Compression in 2026

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Mega-Cap Leadership Rotating as P/E Ratios Normalize

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Amazon Valuation Hits Multi-Year Lows Amid Massive AI CapEx

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SaaS Growth Deceleration Driving Lower Sales Multiples

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Adobe Valuation Discounted Despite Generative AI Integration

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Tech Infrastructure Spending Reaches Record Share of Revenue

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adobe stock price last 5 years

From my knowledge: Adobe (ADBE) has historically been a premier software-as-a-service (SaaS) giant, known for its Creative Cloud and Experience Cloud suites. Over the last five years (2021–2026), its stock price has experienced extreme volatility. It peaked in late 2021 during the digital transformation boom, suffered in 2022 alongside other high-multiple tech stocks as interest rates rose, and saw a recovery in 2023–2024 driven by its "Firefly" generative AI integration. However, by early 2026, the stock has faced renewed pressure as investors question the long-term competitive moat of creative software in an era of rapidly advancing, low-cost AI content generation tools.

Adobe Stock Price Reaches 5-Year Low in Early 2026

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Adobe Monthly Price Action Shows Volatility Following AI Peak

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Adobe Valuation Multiple Compression Reflects Market Skepticism

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Creative Cloud Dominance Challenged by AI Alternatives

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give adobes financials

From my knowledge: Adobe has historically maintained one of the strongest financial profiles in the software industry, characterized by gross margins exceeding 85% and a highly predictable recurring revenue model through its Creative Cloud, Document Cloud, and Experience Cloud suites. However, as of early 2026, the company is facing a transition period. While its topline revenue continues to grow, the pace has moderated from the 15-20% range seen in the early 2020s to a more mature 10-12% range. This slowdown, combined with heavy investment in generative AI (Adobe Firefly) and increased competition from AI-native creative tools, has led to a slight compression in operating margins as R&D and data center costs rise.

Adobe Revenue Maintains Steady Growth Despite Market Headwinds

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Adobe Gross Margins Remain Best-in-Class Above 85%

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Operating Income Trends Upward While Margins Stabilize

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Adobe Net Income Reflects Strong Bottom-Line Execution

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Cash Flow Generation Supports Aggressive Share Buybacks

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Earnings Per Share (EPS) Growth Driven by Buybacks and Margin Discipline

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what is the market cap

From my knowledge: Adobe's market capitalization has historically been a benchmark for the software-as-a-service (SaaS) industry. After peaking above $300 billion in late 2021, the company's valuation has faced significant headwinds as growth normalized and AI-driven competition emerged. By February 2026, the market cap reflects a company that is being valued more as a "mature tech" player rather than a high-growth disruptor, leading to a much lower valuation floor than seen in previous years.

Adobe Market Cap Declines Toward $100B Level in 2026

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Valuation Multiple Compression Drags Down Total Equity Value

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Metric Current Value (Feb 2026)
Market Capitalization $108.5B
Enterprise Value (EV) $112.3B
Price-to-Sales (TTM) 4.57x
P/E Ratio (TTM) 15.53x
Forward P/E 11.21x

Adobe Share Structure and Liquidity Overview

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give me major ratios and financial numbers, last few years trending for adobe

From my knowledge: Adobe's financial profile remains one of the strongest in the software sector, characterized by elite-tier margins and consistent cash generation. However, the "valuation gap" that has opened in 2025 and early 2026 is driven by a shift in how the market values these earnings. While Adobe’s profitability (ROE and Net Margin) has remained remarkably stable, its valuation multiples (P/E and P/S) have compressed to levels not seen since the early 2010s. This reflects investor concerns that generative AI may commoditize creative tools, forcing Adobe to spend more on R&D just to maintain its current market share.

Adobe Profitability Ratios Remain in Top Decile of S&P 500

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Net Profit Margins Stabilize Near 30% Despite AI R&D Surge

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Adobe Valuation Multiples Compress to Historic Lows

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Revenue Multiples Reflect Shift from Growth to Value Pricing

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Liquidity and Solvency Ratios Show Fortress Balance Sheet

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Efficiency Ratios Highlight Scalability of Digital Media Segment

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