Added to YB: 2025-05-07
Pitch date: 2025-03-18
ADBE [bullish]
Adobe Inc.
-38%
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
$97.6B
Pitch Price
$394.10
Price Target
641.00 (+162%)
Dividend
N/A
EV/EBITDA
10.13
P/E
14.07
EV/Sales
3.98
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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