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
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.
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