Added to YB: 2025-04-25
Pitch date: 2025-04-10
ADBE [neutral]
Adobe Inc.
-26.24%
current return
Author Info
No bio for this author
Company Info
Adobe Inc. operates as a technology company worldwide. The Digital Media segment offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content.
Market Cap
$108.0B
Pitch Price
$351.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
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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