Added to YB: 2025-09-16
Pitch date: 2025-09-12
ADBE [neutral]
Adobe Inc.
+1.69%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$350.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.88
P/E
20.55
EV/Sales
6.05
Sector
Software
Category
growth
Adobe Q3 2025 Earnings Analysis
ADBE (earnings update): Q3 rev $5.99B (+10.7% YoY) beat est 1.5%, EPS $5.31 (+14% YoY) beat 2.5%. AI-influenced ARR >$5B vs $3.5B FY24. Digital Media $4.46B (+11.6% YoY, 95.3% GM). Margins declining: GM 89.3% (-0.5pp), op margin 36.3% (-0.5pp). FY25 guidance raised to $23.65-$23.70B rev. Risks: rising GPU costs, SMB competition.
Read full article (6 min)