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Added to YB: 2025-05-07

Pitch date: 2025-03-18

ADBE [bullish]

Adobe Inc.

-9.56%

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

$394.10

Price Target

641.00 (+80%)

Dividend

N/A

EV/EBITDA

14.88

P/E

20.55

EV/Sales

6.05

Sector

Software

Category

value

Show full summary:
Adobe Inc. - $ADBE

ADBE: 33% off highs but only 0.7% EPS drop. Core biz resilient vs AI threats. Trading at 18.9x 2025E earnings (10% below S&P500) despite 11% rev growth, 13% EPS growth, 47% ROE, 89% GM, 90% recurring rev. Peers MSFT/CRM/ORCL at 24-28x. PT $565 (2026) = 14-20% IRR. 8% buyback supports downside.

Read full article (7 min)