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Added to YB: 2025-07-22

Pitch date: 2025-07-18

ADBE [bullish]

Adobe Inc.

-2.74%

current return

Author Info

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

$366.49

Price Target

N/A

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: Trading at just 23x P/E vs historical 40x+ despite record revenue/FCF. Disconnect driven by AI fears, but Adobe likely benefits from AI like John Deere did from automation. 74% revenue from Digital Media (Photoshop, Illustrator, etc), 25% from Digital Experience. 95% subscription-based revenue, 18% to R&D, $25B buyback (5.9% of market cap).

Read full article (9 min)