Added to YB: 2025-04-25
Pitch date: 2025-04-10
ADBE [neutral]
Adobe Inc.
+1.42%
current return
Author Info
No bio for this author
Company Info
Adobe Inc. operates as a technology company worldwide. Its Digital Media segment offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content; Document Cloud, a cloud-based document services platform; and Creative Cloud, a subscription service that allows subscribers to use its creative products and applications (apps) integrated with cloud-delivered services across various surfaces and platforms.
Market Cap
$143.6B
Pitch Price
$351.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.88
P/E
20.55
EV/Sales
6.05
Sector
Software
Category
growth
Aristotle Capital Value Equity Strategy Portfolio Holding: Adobe Inc.
ADBE (holding update): Strong fundamentals (Q1 rev $5.7B, +10% YoY) despite share weakness due to AI competition fears. Firefly AI generating $125M ARR expected to double by year-end. Strategic Microsoft partnership extends reach. Core creative pros unlikely threatened by Canva/Sora. Durable moat via subscription model, proprietary data & innovation.
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