Added to YB: 2025-09-30
Pitch date: 2025-09-28
ADBE [neutral]
Adobe Inc.
-28.4%
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
$108.0B
Pitch Price
$362.04
Price Target
505.00 (+95%)
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
value
Adobe: why I'm not buying the stock yet
ADBE (pass): Trading at 13-year low 18x EV/EBIT despite 10% growth, 35% margins, $5B AI ARR (25% of total). Firefly monetization via upselling & credit overages working. Risk: Google/Meta may launch competing video tools, threatening SMB segment. Enterprise sticky but growth may decelerate. Pass due insufficient upside vs Big Tech threat.
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