Adobe’s agentic AI in early stages, but seen as ‘key differentiator,’ BofA says

Adobe’s (NASDAQ:ADBE) work in agentic artificial intelligence is in the early stages, but it has the prospects of being a “key differentiator,” Bank of America said.

“The agentic AI cycle for the [Digital Experiences] business is in the nascent stages,” analyst Brad Sills wrote in a note to clients. “However, we believe that agents have potential to widen Abode’s competitive moat on the core creative professional market segment, via more robust workflow automation supporting the supply chain for creative content.” Sills has a Buy rating and $475 price target on Adobe.

Adobe’s agentic AI push — some of which were announced at Adobe’s 2025 Summit — include Audience Agent, Content Production Agent, Data Insights Agent, and Product Advisor Agent. However, it’s the new Adobe Brand Concierge that could boost adoption, Sills added.

“With the new Adobe Brand Concierge, business can further configure these AI agents and offer conversational experiences to end customers from product exploration to purchase decisions,” Sills explained. “There is also a broader push to provide tighter integration with partners across enterprise application categories. For example, integrations with strategic partners such as AWS, Microsoft, SAP, Workday, and ServiceNow should enable agentic use cases across customer service, ERP/HR, and data management.”

Key differentiators include Adobe’s data stack, its orchestration and model layers, as well as its application layer. The currently works with roughly 22,000 enterprise customers and has the ability to build different schematics for various metadata uses.

And while early commentary from customers suggest they are in a “show me” mind set, there are a number of use cases that currently exist where they could be integrated into everyday workflow, Sills added.